Macy's Inc. (M)
Macy's: Successful Turnaround And Solid Macro Support Further Upside
Macy's has executed a successful turnaround, with shares doubling and a further 13% upside to a $26-27 fair value target. Strong consumer spending, resilient labor markets, and strategic store revamps underpin M's positive same-store sales and raised EPS guidance ($2.00-$2.20). The 'Bold New Chapter' restructuring, luxury market expansion, and Bluemercury/Bloomingdale's outperformance drive incremental growth and margin resilience.
Is the Options Market Predicting a Spike in Macy's Stock?
Investors need to pay close attention to M stock based on the movements in the options market lately.
Macy's (M) Laps the Stock Market: Here's Why
Macy's (M) reached $23.21 at the closing of the latest trading day, reflecting a +1.89% change compared to its last close.
Macy's (M) Up 1% Since Last Earnings Report: Can It Continue?
Macy's (M) reported earnings 30 days ago. What's next for the stock?
Macy's Bets on AI & Digital Innovation to Fuel Long-Term Growth
M leans on AI, digital upgrades and fulfillment improvements to strengthen omnichannel growth as online sales become a bigger share of the business.
The New Berkshire Hathaway Just Made a Fresh Bet on a Department Store Everyone Wrote Off
Berkshire Hathaway (NYSE:BRK.B | BRK.B Price Prediction) disclosed a brand-new 3.04 million-share stake in Macy's (NYSE:M) in its Q1 2026 13F filing, revealed on May 15, 2026, the first quarterly portfolio reshuffle under
Macy's Stock Outlook Improves as Bold New Chapter Gains Traction
M gains traction with its Bold New Chapter strategy as comparable sales rise, luxury banners shine and digital growth improves execution.
Is Macy's Stock a Buy Now or Just Fairly Valued After Its Rally?
M rallied, but low valuation, luxury growth and rising high-margin revenue face tests from margin pressure, closures and demand risks.
Macy's Is Riding Retail Trends in Luxury AI and Omnichannel
M is leaning into luxury, AI and omnichannel retail as it works to turn operational upgrades into lasting sales growth and efficiency gains.
Macy's: Salvaged From The Dumpster, This Is A Growth Story Again
Macy's has defied sector pessimism, delivering >100% stock gains in twelve months and reaching new multiyear highs after a strong Q1 beat-and-raise. I reiterate my buy rating, citing continued upside driven by resilient sales to higher-income consumers, operational rigor, and new growth avenues. M remains attractively valued at 11.4x FY26 P/E and 10.3x FY27 P/E, trading below peers like Kohl's despite stronger sales momentum.
Demolition of Macy's iconic 60-year-old ‘shopping bag' billboard in NYC's Herald Square gets delayed
“We are in discussions with Macy's, no question about it,” said Ed Hart, chief executive of Kaufman Organization, which owns the building on which the four-story Macy's billboard has been perched for more than 60 years.
Macy's Delivers Strong Q1, Raises Outlook, but Wall Street Remains Cautious
Macy's Inc. NYSE: M kicked off the first quarter of 2026 with better-than-expected performance across the board, offering further evidence that the retailer's Bold New Chapter turnaround strategy is gaining traction.
