BMO raises Winnebago PT on upbeat 2026 outlook

Winnebago Industries

22/12/2025 12:42

** BMO lifts PT on recreational vehicle maker Winnebago Industries WGO.N to $48 from $45, rating unchanged at "outperform"

** New PT shows an upside of 9.8% from the stock's last close

** Co on Friday raised 2026 EPS forecast range to $1.40-$2.10 from $1.25-$1.95

** Brokerage says co remains confident about new products and initiatives, expects the RV industry to do well in 2026

** BMO states retail sales should slightly outpace wholesale in 2026, with towable segment flat to low-single-digit growth

** Further adds motorhome segment showing solid growth and better margins, and marine revenue declining on weak demand

** Brokerage hikes co's 2026 EPS forecast to $2.50/share from $2.30/share

** Average of 15 brokerages rate the stock "hold" ; their median PT is $45.50 - data compiled by LSEG

** YTD, shares down 8.5%

(Reporting by Apratim Sarkar in Bengaluru)

((Apratim.Sarkar@thomsonreuters.com))