Victoria's Secret & Co.

VSCO · NYSE

Low target$27.00
Average target$59.90
High target$73.00

Analyst ratings

buy · 10 ratings

DateFirmActionRatingPrice target
May 8, 2026Wells FargoUpgradesOverweight$57.00
April 29, 2026B of A SecuritiesUpgradesBuy$68.00
March 6, 2026TD CowenMaintainsHold$58.00
March 6, 2026BarclaysMaintainsOverweight$67.00
March 2, 2026BarclaysMaintainsOverweight$80.00
March 2, 2026Telsey Advisory GroupMaintainsOutperform$71.00
January 29, 2026Goldman SachsMaintainsNeutral$53.00
January 8, 2026UBSMaintainsBuy$73.00
December 19, 2025JefferiesMaintainsBuy$65.00
December 17, 2025Telsey Advisory GroupUpgradesOutperform$66.00
December 16, 2025Wells FargoUpgradesEqual-Weight$45.00
December 8, 2025Goldman SachsMaintainsNeutral$47.00
December 8, 2025UBSMaintainsBuy$60.00
December 8, 2025Telsey Advisory GroupMaintainsMarket Perform$50.00
December 5, 2025JP MorganUpgradesOverweight$60.00
December 2, 2025Telsey Advisory GroupMaintainsMarket Perform$45.00
October 29, 2025UBSUpgradesBuy$46.00
October 27, 2025Goldman SachsUpgradesNeutral$32.00
October 1, 2025Telsey Advisory GroupMaintainsMarket Perform$29.00
September 15, 2025JP MorganMaintainsNeutral$28.00
September 12, 2025Morgan StanleyMaintainsEqual-Weight$27.00
August 29, 2025Goldman SachsMaintainsSell$18.00
August 29, 2025UBSMaintainsNeutral$25.00
August 29, 2025Wells FargoMaintainsUnderweight$17.00
August 29, 2025Telsey Advisory GroupMaintainsMarket Perform$24.00
August 29, 2025B of A SecuritiesMaintainsUnderperform$21.00
August 29, 2025JefferiesMaintainsBuy$26.00
August 29, 2025BarclaysMaintainsOverweight$27.00
August 28, 2025Telsey Advisory GroupMaintainsMarket Perform$24.00

Turnaround credibility and earnings growth sustainability

Bull case

Victoria's Secret's turnaround efforts and raised outlook have earned recognition, with earnings per share expected to grow 19.14% in the coming year — from $4.65 to $5.54. The consensus analyst rating stands at 'Buy', with an average price target of $86.50, reflecting broad confidence in the recovery trajectory.

Bear case

Despite the raised outlook, the stock's Piotroski F-Score sits at a weak 2 out of 9, signaling poor financial health fundamentals. Technical analysis also warns of a falling short-term trend, with the stock expected to decline approximately 5.56% over the next three months under current conditions.

Valuation and price target consensus reliability

Bull case

With a consensus 'Buy' rating from 9 analysts and an average price target of $86.50 — representing an 18.36% upside from current levels — the market broadly sees Victoria's Secret as undervalued. A projected 3-year EPS growth forecast of 40.87% further supports a compelling valuation case.

Bear case

Analyst consensus price targets have been revised downward, with the target cut from $22.07 to $21.22, reflecting growing caution. The stock also carries implied volatility of 65.70% and an expected price range of $70.47 to $92.43, highlighting significant uncertainty around fair value.

Index inclusion and institutional investor sentiment

Bull case

Victoria's Secret's stock rose 4.7% over a single week and has demonstrated notable short-term momentum, with the price gaining over 12% in two weeks at one point. This price action suggests increasing investor interest and positive sentiment building around the brand's recovery story.

Bear case

Victoria's Secret was dropped from the Russell 2000 Value Benchmark in late June 2026, a development that typically triggers forced selling by passive index funds and reduces the stock's institutional visibility — a structural headwind that could suppress demand and weigh on the share price going forward.