Ross Stores, Inc. (ROST) - Stock Analysis

Last updated: Sep 6, 2026

Research Idea

Research content for general circulation. Not individualized advice. Methodology & Disclosures

Robust recent comps and earnings (record sales, ~12% total / 9% comps, EPS up ~21%), a new 2-year repurchase authorization and 10% dividend hike, and aggressive 2026 store expansion (~110 new stores) have fueled a fresh technical breakout (price ~4% above 21-day SMA at new highs). These shareholder and growth catalysts support further near-term upside, especially on dips toward 213–220 support.

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Idea window: 4/7/2026 – 4/14/2026Sector: Consumer Cyclical

AI Analyst Overview

Last Price
$230.20
Market Cap
$72.33B
1D Return
+2.09%
YTD Return
+28.56%

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Valuation Metrics

P/E
27.1
P/B
10.6
P/S
3.0
EV/EBITDA
17.9
Div Yield
0.77%

Fundamental Analysis

7.0

Key Financial Insights: • Strong Margins • Lower Debt • Rising Inventory ROST shows strong profitability, improving leverage, and solid liquidity, but elevated inventory and still-demanding valuation warrant caution.

Profitability
Valuation

Price Behavior

4.0

Key Price Behavior Insights: • Downtrend intact • Support stabilizing • Resistance overhead Support Level: $228.54–$230.85 Resistance Level: $236.00–$241.00 ROST is bearish over the last month, with support at $228.54–$230.85 needing to hold and a move above $241 required to improve the short-term outlook.

ROST
Bearish

Sentiment & News

8.0

Key News Insights: • Sales beat • Traffic growth • Outlook raised Ross Stores' strong Q2 growth, margin expansion, and raised outlook reinforce bullish momentum driven by traffic and merchandising gains.

ROST
RetailGrowth
AI

AI Summary

6.0
Neutral

ROST is now a premium-priced earnings-momentum investment, offering upside if transaction-led comps and elevated margins persist, but investors should wait for confirmation above $236–$241 or use support near $229 selectively because even modest growth or margin normalization could trigger multiple compression.

EarningsMomentum
ValuationRisk
Watchlist
AI summary updated 5 days ago

Description

Ross Stores, Inc. operates a national off-price retail chain under the Ross Dress for Less and dd's DISCOUNTS banners, selling apparel, footwear, accessories and home fashions to value-conscious consumers. The company serves mainly middle- and moderate-income households through separate brand formats and, as of July 5, 2022, operated about 1,950 stores across 40 states, the District of Columbia and Guam. Incorporated in 1957, Ross Stores is headquartered in Dublin, California.

Idea History

DateCloseTickerCompanySummaryStatusP/L
Apr 7Apr 14ROSTRoss Stores, Inc.
Robust recent comps and earnings (record sales, ~12% total / 9% comps, EPS up ~21%), a new 2-year repurchase authorization and 10% dividend hike, and aggressive 2026 store expansion (~110 new stores) have fueled a fresh technical breakout (price ~4% above 21-day SMA at new highs). These shareholder and growth catalysts support further near-term upside, especially on dips toward 213–220 support.
Closed+3.2%
Mar 6Mar 13ROSTRoss Stores, Inc.
ROST is a retail momentum leader: a recent earnings beat with upbeat guidance plus a new buyback and 10% dividend hike drove a breakout ~13.5% over 21 days to record levels, with price ~7.9% and ~2.3σ above its 21‑day mean—capital returns and off‑price demand support near‑term upside, especially on pullbacks toward the 205–206 support/21‑day band.
Closed-2.4%
Research content for educational purposes only. Not investment advice. All decisions are your responsibility.