Citi has adjusted its price target for Camping World (CWH, Financial), reducing it to $16 from the previous $26 while maintaining a Buy rating. This change comes in response to broad sell-offs in leisure stocks following a significant tariff announcement dubbed "Liberation Day." This sell-off has particularly affected sectors such as cruise lines and theme parks, which appear oversold, while areas like powersports may not accurately reflect current risks.
The firm has also revised its forecasts across the leisure sector, factoring in expected direct tariff impacts and a potential slowdown in consumer spending. According to Citi's analysis, businesses are expected to face the complete impact of these tariffs in the latter half of 2025. However, it projects that companies could potentially reduce this burden by 50% in 2026 through policy adjustments and strategic initiatives, and by another 25% in 2027.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 12 analysts, the average target price for Camping World Holdings Inc (CWH, Financial) is $25.08 with a high estimate of $35.00 and a low estimate of $16.00. The average target implies an upside of 114.75% from the current price of $11.68. More detailed estimate data can be found on the Camping World Holdings Inc (CWH) Forecast page.
Based on the consensus recommendation from 12 brokerage firms, Camping World Holdings Inc's (CWH, Financial) average brokerage recommendation is currently 1.9, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Camping World Holdings Inc (CWH, Financial) in one year is $21.16, suggesting a upside of 81.16% from the current price of $11.68. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Camping World Holdings Inc (CWH) Summary page.
