Jay Sole

In a report published Monday, Morgan Stanley analyst Jay Sole reiterated an Overweight rating and $85.00 price target on Nike (NYSE: NKE). In the report, Morgan Stanley noted, “Nike dominates the industry and we think it's at a tipping point of major EPS growth acceleration sustaining a 17% 4-year...

In a report published Thursday, Morgan Stanley analyst Jay Sole downgraded the rating on PVH (NYSE: PVH) from Overweight to Equal-Weight. In the report, Morgan Stanley noted, “We think a new key debate is how the weak sales, low traffic environment will affect PVH. 47% of its business is done in...

In a report published Wednesday, Morgan Stanley analyst Jay Sole assumed coverage on VF (NYSE: VFC) with an Equal-Weight rating. In the report, Morgan Stanley noted, “VFC's differentiated business model makes it a secular winner, in our view, and we have high conviction in our 13% 4-yr EPS CAGR....

In a report published Thursday, Morgan Stanley analyst Jay Sole assumed coverage on Ralph Lauren (NYSE: RL) at Equal-weight from Overweight, with a NA price target. According to the report, RL meeting market EPS expectations likely requires uncertain China and accessories growth, introducing a...

In a report published Tuesday, Morgan Stanley analyst Jay Sole maintained an Overweight rating on Urban Outfitters, Inc. (NASDAQ: URBN) with a price target of $47.00. According to the report, ICR left analysts encouraged by URBN's focus on UO and long-term strategy. The margin expansion story...

In a report published Friday, Morgan Stanley analyst Jay Sole reiterated an Overweight rating on Nike (NYSE: NKE), but removed the $85.00 price target. In the report, Morgan Stanley noted, “Nike's 2Q result means Street EPS estimates likely increase, boosting shares. Market sentiment probably...

In a report published Tuesday, Morgan Stanley analyst Jay Sole reiterated an Overweight rating and $85.00 price target on Nike (NYSE: NKE). In the report, Morgan Stanley noted, “We think global athletic footwear and apparel trends remain solid. We expect Nike to deliver F2Q EPS and futures growth...

In a report published Wednesday, Morgan Stanley analyst Jay Sole upgraded the rating on Nike (NYSE: NKE) from Equal-Weight to Overweight, and named an $85.00 price target. In the report, Morgan Stanley noted, “Nike dominates the industry and we think it's at a tipping point of major EPS growth...