1d agoInvesting.com Analyst RatingsBEARISH 32Analyst
UBS maintains Macy’s stock Sell rating on market share concerns
UBS maintains Macy’s stock Sell rating on market share concerns
Archived explainer. For the current picture see today's M page.
Why Is MACYS INC (M) Stock Up Today?
By the Top Tier Newswire AI Desk · September 11, 2026 at 4:00 PM ET · reviewed against 48 wire stories
MACYS INC (M) is up +7.71% in the latest session. Our newswire has captured 48 stories on M across 19 sources in the last 36 hours, with AI sentiment reading mixed (avg 57/100).
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Macy’s Inc. stock surged 7.71% to $22.08 in the latest session, driven by a raised earnings outlook and a strategic shift toward selective price adjustments. The company reported strong Q2 2026 results, including a 2.7% increase in comparable sales and a revised adjusted EPS guidance of $2.15 to $2.35. Tariff refunds and reinvestment plans were cited as key contributors to the improved performance.
What Happened
Macy’s Q2 2026 earnings report revealed progress in its turnaround strategy, with a notable rise in comparable sales across all three nameplates. The company raised its full-year adjusted EPS guidance, citing tariff refunds and margin gains. Management emphasized a focus on selective price sharpening and reinvestment of the $96 million in tariff refunds into operations. Despite the positive results, UBS maintained its Sell rating on the stock due to ongoing concerns about market share. The stock opened with a 0.7% gap up and climbed steadily throughout the session, reaching a high of $22.11 before settling at $22.08.
What The Data Shows
The stock’s intraday performance showed a strong upward trend, with volume reaching 8.2 million shares, 1.4 times the 3-month average. The session’s low of $20.60 was quickly surpassed, indicating strong demand. Macy’s has a market cap of $5.7 billion and a P/E ratio of 8.4, with a 52-week range of $16.41 to $26.59. Recent insider transactions include two sales totaling $667,000 over the last 90 days. The stock had previously declined 4.1% over the last eight sessions but has now reversed that trend.
What To Watch
The company’s updated guidance and reinvestment plans will be closely monitored for execution. With no upcoming earnings date provided, investors should watch for further coverage developments and how the stock performs against its 52-week range.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Public view is delayed 4 hours from real time. Not financial advice.
M by the numbers
Last: $22.08Session: +7.71%7 sessions: -4.08%Coverage: 48 stories / 19 sourcesAI sentiment: 57/100 (mixed)Mkt cap: $5.7BP/E: 8.452w: $16.41 to $26.59
The headlines behind the move
1d agoYahoo FinanceBULLISH 58Earnings
Macy’s (M) Raises Guidance After Strong Q2 Results, But Investors Remain Cautious
Macy’s, Inc. (NYSE:M) continued to make progress with its turnaround strategy in the second quarter of 2026, which allowed the company to also raise its guidance. On September 10, the company reported its Q2 results, with comparable sales and adjusted earnings both coming in ahead of Wall Street expectations. In Q2 2026, Macy’s, Inc.’s (NYSE:M) […]
1d agoBloombergBULLISH 56Earnings
Macy's Earnings: Global Economic Uncertainty Dulls a Good Report
2d agoWSJ BusinessNEUTRAL 50General
Polymarket Names First CFO; Macy’s Bets on Pricier Products
Remembering Sept. 11, a quarter-century later.
2d agoThe Motley FoolBULLISH 63Earnings
Macy's (M) Q2 2026 Earnings Call Transcript
Comparable sales rose across all three nameplates as tariff refunds boosted earnings.
2d agoSeeking AlphaBULLISH 63Earnings
Macy's signals $2.15 to $2.35 adjusted EPS outlook as tariff refunds fund reinvestment and selective price sharpening
Macy’s (M) Q2 2026 earnings call recap: comps +2.7%, margin gains, tariff refunds, and raised FY EPS outlook.
2d agoSeeking AlphaNEUTRAL 50Earnings
Macy's, Inc. (M) Q2 2026 Earnings Call Transcript
Macy's, Inc. (M) Q2 2026 Earnings Call September 10, 2026 8:00 AM EDTCompany ParticipantsCaitlin HoweAntony Spring - CEO & ChairmanThomas Edwards - COO...
2d agoTipRanksBEARISH 42Earnings
Macy’s Stock (M) Slumps Despite Strong Financial Results
The stock of Macy’s ($M) is down 4% on Sept. 10 even though the department store chain reported strong quarterly financial results that topped Wall Street’s consens...
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More on M: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.
Earlier M move explainers: 2026-09-11 · 2026-09-10