--- title: "Why Macy's (M) Is Up 14.5% After Q1 Beat, Guidance Hike And Analyst Upgrades – And What's Next" type: "News" locale: "en" url: "https://longbridge.com/en/news/289671447.md" description: "Macy's stock rose 14.5% after reporting a Q1 beat, raising full-year net sales guidance to $21.5–$21.75 billion, and receiving analyst upgrades citing improving operations. Despite insider selling and ongoing store closures, the positive sentiment reflects confidence in omni-channel efforts." datetime: "2026-06-13T17:32:55.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/289671447.md) - [en](https://longbridge.com/en/news/289671447.md) - [zh-HK](https://longbridge.com/zh-HK/news/289671447.md) --- # Why Macy's (M) Is Up 14.5% After Q1 Beat, Guidance Hike And Analyst Upgrades – And What's Next - Macy’s, Inc. recently reported first-quarter 2026 results, with revenue of US$4,892 million and net income of US$63 million, and modestly raised its full-year net sales guidance to US$21.5 billion–US$21.75 billion, while also updating its ongoing share repurchase activity. - Following these updates, several Wall Street firms upgraded their outlook on Macy’s turnaround efforts, highlighting improving operations even as some insiders sold shares and the company continues to face store closures and competitive pressures. - With analysts pointing to improving operations as the basis for their upgrades, we’ll examine how this shift in sentiment may influence Macy’s investment narrative. Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 29 best rare earth metal stocks of the very few that mine this essential strategic resource. ## Macy's Investment Narrative Recap To own Macy’s today, you need to believe its omni-channel and store-optimization efforts can offset pressure from e-commerce, soft unit demand, and ongoing closures. The key near-term catalyst is evidence that “Reimagine 125” and digital investments can support stable sales and margins, while the biggest risk remains structurally weaker traffic in legacy stores. The modest raise to full-year sales guidance and Q2 outlook slightly supports the bullish side of that debate, but does not resolve it. The most relevant update is Macy’s decision to lift its FY2026 net sales guidance to US$21.5 billion to US$21.75 billion. While the increase is small, it gives some backing to analysts who see store optimization and omni-channel upgrades as potential earnings drivers, even as others highlight valuation concerns and recent insider selling. How sustainably Macy’s can translate these initiatives into healthier margins and cash flows remains the critical question for the stock. Yet beneath the improved guidance, investors should be aware that ongoing store closures and soft demand still pose a serious risk to... Read the full narrative on Macy's (it's free!) Macy's narrative projects $19.7 billion revenue and $653.5 million earnings by 2029. This requires a 4.6% yearly revenue decline and an earnings decrease of $13.5 million from $667.0 million today. Uncover how Macy's forecasts yield a $21.50 fair value, a 15% downside to its current price. ## Exploring Other Perspectives M 1-Year Stock Price Chart Some of the most optimistic analysts were already assuming revenue of about US$18.4 billion and earnings near US$649 million by 2029, which is far more upbeat than consensus and puts a brighter spin on Macy’s omni-channel push and private brands. This new guidance could either reinforce that view or challenge it, and as you weigh it against the risk of lingering underperforming stores, it highlights just how differently you and other investors might see Macy’s path from here. Explore 5 other fair value estimates on Macy's - why the stock might be worth as much as 55% more than the current price! ## Form Your Own Verdict Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts. - A great starting point for your Macy's research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. - Our free Macy's research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Macy's overall financial health at a glance. ## Want Some Alternatives? Opportunities like this don't last. These are today's most promising picks. Check them out now: - The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 14 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. - Uncover the next big thing with 24 elite penny stocks that balance risk and reward. - AI is about to change healthcare. These 40 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. _This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._ ### **New:** Manage All Your Stock Portfolios in One Place We've created the **ultimate portfolio companion** for stock investors, **and it's free.** • Connect an unlimited number of Portfolios and see your total in one currency • Be alerted to new Warning Signs or Risks via email or mobile • Track the Fair Value of your stocks Try a Demo Portfolio for Free ### Related Stocks - [M.US](https://longbridge.com/en/quote/M.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [Macy's Delivers Strong Q1, Raises Outlook, but Wall Street Remains Cautious](https://longbridge.com/en/news/288861472.md) - [Macy’s, Ulta Report Consumer Resilience and Strong Q1 Results](https://longbridge.com/en/news/288728435.md) - [Macy’s revamped half its stores and customers followed](https://longbridge.com/en/news/288743660.md) - [Macy's (NYSE:M) Issues Q2 2026 Earnings Guidance](https://longbridge.com/en/news/288605696.md) - [Macy's Q1 sales rise on Bloomingdale's growth, raises full-year outlook](https://longbridge.com/en/news/288564269.md)