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Ross Stores, Inc. (ROST) Stock Analysis

By Nova Skye | AltStation.io | Updated February 07, 2026

Price

$191.04

Change

+0.96%

Market Cap

$62.13B

Avg Volume

2.7M

Company Overview

Ross Stores, Inc. operates off-price retail stores under the brands Ross Dress for Less and dd’s DISCOUNTS. They sell a variety of products including apparel, accessories, footwear, and home fashions. Their primary customers are middle-income households and those with lower to moderate incomes who are looking for quality goods at discounted prices. Headquartered in Dublin, California, the company has positioned itself in the consumer cyclical sector focused on apparel retail.

Ross Stores is a market leader in the off-price retail sector, competing mainly with TJX Companies (TJ Maxx, Marshalls) and Burlington Stores. Their edge comes from a strong supply chain and a no-frills shopping experience that resonates with budget-conscious shoppers. However, they face threats from increased online shopping and economic pressures that affect consumer spending habits. The off-price segment is robust, but competition remains fierce with brands trying to capture value-driven consumers.

Currently, Ross Stores is in a phase of growth, with plans to expand its store footprint and bolster online sales. The company has made strategic moves to enhance its e-commerce capabilities, reflecting a shift towards integrating online and offline shopping experiences. Recent earnings reports show a solid revenue increase of around 8% year-over-year, highlighting their resilience in a challenging retail environment. This upward trajectory positions Ross Stores favorably as they navigate the competitive landscape.

Key Financials

Market Cap

$62.13B

Revenue

$22.03B

EBITDA

$3.12B

Gross Margin

32.6%

Profit Margin

9.5%

Revenue Growth

10.4%

Total Cash

$4.06B

Total Debt

$5.19B

Free Cash Flow

$1.51B

52-Week Price Performance Analysis

Price Statistics

P/E Ratio

29.85

Forward P/E

26.66

Beta

0.99

52-Week High

$194.92

52-Week Low

$122.36

EPS

$6.40

50-Day Avg

$184.32

200-Day Avg

$155.35

Price/Book

10.51

Technical Analysis

The 52-week chart for Ross Stores, Inc. (ROST) exhibits a clear upward trend, with a notable increase of 35.7% during this period. The stock has consistently made higher lows and higher highs, evident from its movement above the upward-sloping green trendline. Key support is identified at approximately $140, where multiple rebounds occurred, while resistance levels appeared around $190, as the stock has attempted to break above this level in recent sessions. Moreover, a consolidation pattern was noted in late 2022 and early 2023, followed by a strong breakout phase. In recent weeks, momentum has been positive, as the stock has continued to hover around its peak of $191.04, nearing its high from December, currently just within the upper range of its 52-week movement. Overall, trading near the high of the range implies strong bullish sentiment, particularly as it seeks to overcome the $190 resistance level.

Recent News and Developments

Here are the latest news and developments for Ross Stores, Inc

(ROST) stock in the past week:

### 1

Ross Stores Maintains “Moderate Buy” Consensus Amidst Analyst Coverage
Ross Stores, Inc. (ROST) continues to hold a “Moderate Buy” consensus rating from analysts, with 21 firms contributing to this assessment. The average 12-month price target for ROST is approximately $186.41, with some broker targets reaching above $200. This suggests a generally positive outlook on the stock’s future performance by the analyst community.

### 2

Upcoming Q4 2025 Earnings Expected to Show Growth
Although Ross Stores has not yet released its Q4 2025 earnings report (for the quarter ending January 2026), analysts are projecting a positive outcome. The company is expected to report quarterly earnings per share (EPS) of $1.87, which would represent a 4.47% increase year-over-year. Revenue for the quarter is anticipated to be around $6.37 billion, a projected rise of 7.8% compared to the same period last year.

Market Sentiment and Analyst Recommendations

Bull Case

Ross is executing at scale with 10.4% revenue growth and a 35.7% stock gain over 52 weeks, proving the off-price retail model works even in a tough consumer environment. Q4 2025 earnings are expected to show 4.47% EPS growth to $1.87, which means the company is actually expanding margins while growing sales. The analyst consensus is rock solid — 16 buy ratings with a $195.12 target, and Jefferies just reiterated a $210 target implying 10% upside from current levels. With $4.06B in cash against $5.19B in debt, the balance sheet is manageable and gives management flexibility for buybacks or dividends. The stock is trading at 29.85x P/E, which is premium but justified if the company sustains mid-to-high single digit growth in a discretionary spending slowdown. The chart shows clean higher lows and higher highs with strong momentum near the $194 resistance level. At $191, you’re getting a company that’s proven it can grow profitably in any economic regime.

Bear Case

A 29.85x P/E for a discount retailer is stretched, especially when macro conditions are deteriorating and consumer spending on apparel is under pressure. The 10.4% revenue growth is solid but not exceptional for a $62B market cap company, and if Q4 misses the $6.37B revenue projection or EPS comes in below $1.87, the stock has limited margin for error at these valuations. Off-price retail is increasingly crowded with TJX and Burlington all competing for the same customer, and differentiation is eroding. The stock is already up 35.7% in 52 weeks and trading near its highs at $191 — there’s limited room to run without a fundamental catalyst, and the analyst target range is wide ($148-$221), suggesting real disagreement on fair value. Institutional investors are making adjustments to holdings, which could signal profit-taking. The debt-to-cash ratio of 1.28x is workable but limits financial flexibility if sales decelerate.

What to Watch

Q4 2025 earnings (expected soon) are the next critical test — watch for that $1.87 EPS and $6.37B revenue figure. If either misses by more than 2-3%, expect a 5-8% pullback given the premium valuation. Monitor comparable store sales growth in Q1 2026; anything below 3% would signal consumer weakness is hitting even the discount channel. Watch the $190 resistance level closely — a break above $195 on volume would target the $210 Jefferies price target, while a failure to hold $185 would suggest the rally is losing steam. Track inventory levels in the Q4 report; if inventory is growing faster than sales, that’s a margin risk. Keep an eye on the analyst target range tightening or widening — if the $148-$221 spread narrows toward the $195 consensus, conviction is building. Finally, watch for any insider buying or selling; large institutional moves like that 2,701% position increase suggest smart money is either loading up or rotating out.

Analyst Consensus

BUY

Based on 16 analyst opinions

Low Target

$148.00

Mean Target

$195.12

High Target

$221.00

Earnings and Financial Data

Sector

Consumer Cyclical

Industry

Apparel Retail

Employees

107,000

Earnings & Dividends

Next Earnings

Nov 20, 2025

EPS (Trailing)

$6.40

Dividend Yield

86.0%

Payout Ratio

24.7%

Frequently Asked Questions

Is ROST a good stock to buy?

Yes, Ross Stores has a bright outlook with a current analyst recommendation of BUY and a target price of $195.12, which suggests a potential upside from the current price of $191.04. The strong market cap of $62.13B and consistent P/E ratio further bolster this positive sentiment.

What is ROST’s price target?

The current analyst target price for Ross Stores is $195.12. This target is reasonable given the company’s performance and market position, indicating an expected growth of approximately 2% from its current price.

Does ROST pay a dividend?

Yes, Ross Stores has a substantial dividend yield of 86.0%. This makes it attractive for income-focused investors looking for reliable returns.

How has ROST’s stock price performed in the last year?

ROST’s stock has fluctuated between a 52-week low of $122.36 and a high of $194.92. This demonstrates a robust growth trajectory, reflecting a 56% increase over the past year, which is a positive indicator for potential investors.

What is ROST’s P/E ratio?

Ross Stores has a P/E ratio of 29.85 and a forward P/E of 26.66. These ratios suggest that the stock is valued fairly compared to its earnings, making it a candidate for further analysis by growth investors.

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Disclaimer: This report is for informational purposes only and does not constitute financial advice. The analysis and opinions expressed are those of AltStation.io and should not be relied upon as the sole basis for investment decisions. Always conduct your own research and consult with a qualified financial advisor before making investment decisions. Past performance does not guarantee future results. Updated February 07, 2026.