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Nordstrom gains after topping Q1 estimates, but analysts remain bearish

Published 01/06/2023, 10:06 pm
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Nordstrom (NYSE:JWN) shares jumped over 3% after the company reported results after the close, topping Q1 earnings and revenue estimates.

Investors were given a boost after the department store company posted earnings of $0.07 per share, $0.17 better than the analyst estimate of a loss of $0.10 per share. Revenue for the quarter came in at $3.18 billion versus the consensus estimate of $3.16B.

The company also reaffirmed its fiscal 2023 revenue and adjusted earnings outlook.

Reacting to the report, UBS analysts maintained a Sell rating and $12 price target on the stock, stating they continue to see downward earnings revisions ahead.

"We expect downward revisions to sell-side consensus estimates over the NTM push JWN toward our $12 PT," they wrote. "Our $1.45 FY23 EPS forecast is below the Street's $1.87 estimate. We think the near- to medium-term EBIT margin trajectory will be weaker than the market anticipates."

BofA analysts also maintained their Underperform rating on the stock.

The analysts, who have a $14 price target for Nordstrom, said the department store sector faces longer-term structural challenges as well as continued pressure on consumer spending.

"Mgmt. reiterated F23 revenue (down 4-6%), OM (3.7-4.2%), and EPS ($1.80-2.20) guidance, which contemplates improvement in 2H on easier comparisons. We are maintaining our F23/F24 EPS estimates and our PO of $14, as the modest beat is offset by some GM pressure from the Designer business," they wrote.

 

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