Citi has adjusted its price target for Winnebago Industries (WGO, Financial), reducing it from $43 to $36, while maintaining a Buy rating on the stock. The decision comes amid a broader selloff of leisure stocks following the announcement of new tariffs by former President Trump, dubbed "Liberation Day". These tariffs have led to indiscriminate declines across the sector, affecting areas like cruise lines and theme parks that appear oversold and others, such as powersports, where risks may not be fully reflected.
The investment firm has revised its forecasts for the leisure sector to incorporate anticipated direct impacts from the tariffs and a potential slowdown in consumer spending. According to Citi's analysis, companies are expected to face the tariffs' full effects in the latter half of 2025. However, it is anticipated that these impacts could be substantially reduced—by 50% in fiscal 2026, thanks to policy changes, mitigative measures, and tariff exclusions, and by another 25% in fiscal 2027.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 11 analysts, the average target price for Winnebago Industries Inc (WGO, Financial) is $47.64 with a high estimate of $75.00 and a low estimate of $38.00. The average target implies an upside of 60.72% from the current price of $29.64. More detailed estimate data can be found on the Winnebago Industries Inc (WGO) Forecast page.
Based on the consensus recommendation from 14 brokerage firms, Winnebago Industries Inc's (WGO, Financial) average brokerage recommendation is currently 2.3, 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 Winnebago Industries Inc (WGO, Financial) in one year is $53.48, suggesting a upside of 80.43% from the current price of $29.64. 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 Winnebago Industries Inc (WGO) Summary page.
