LCI Industries (LCII) PT Lowered to $110 at StoneX - 'Lower Numbers, Same Conclusion'

StoneX analyst Michael Albanese lowered the price target on LCI Industries (NYSE: LCII) to $110.00 (from $125.00) while maintaining a Buy rating.

The analyst commented, "Lower numbers, same conclusion. We trim FY26/FY27 estimates and our PT to $110 (from $125). The cuts are about volume, not margin: we hold operating margin near LCII’s 7.5–8.0% guide and take down RV OEM sales. We still think suppliers are the best place to be in the RV value chain, and LCII’s cost actions and aftermarket make its profits relatively resilient vs. the broader group. Our estimates, rating and PT are standalone and excl. the pending PATK merger."

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