$BURL

Burlington Stores, Inc.

No enriched coverage for $BURL in the last 7 days.

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$456K
Vecchio Jennifer
100%
See all $BURL insider activity →
Low

Discount Retailer Stocks Q2 Recap: Benchmarking Ross Stores (NASDAQ:ROST)

Five Below (FIVE) reported Q2 revenue of $1.26B, up 22.9% YoY, beating estimates. TJX (TJX) reported $15.18B, up 5.4%, in line with expectations. Ollie's (OLLI) reported $741.3M, up 9.1%, missing estimates. Burlington (BURL) reported $3.00B, up 11%, slightly below estimates. FIVE stock is down 8.6%, TJX down 2.7%, OLLI up 29.4%, BURL down 17.7% since reporting.

Wells Fargo names top retailing stock amid shifting market dynamics

Wells Fargo named Burlington Stores (BURL) its top off-price retail pick, citing favorable valuation and margin improvement potential. The firm noted shifting market share dynamics, with TJX (TJX) losing share and Ross Stores (ROST) gaining. Burlington's Q3 sales are expected to track at 2%, below Street estimates. Ross Stores is seen as fundamentally strong but overvalued, while TJX faces challenges in its Marmaxx division.

BURL sentiment & insider activity

Recent BURL coverage spans financial news and market movers.

In the last 30 days, BURL insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($456K). The most active reporter was Vecchio Jennifer, Group President and CMO, with 5 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving BURL

AlphAI scores every news story that mentions BURL with an AI model for sentiment and relevance, and aggregates insider trades from Burlington Stores, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $BURL

Score

Discount Retailer Stocks Q2 Recap: Benchmarking Ross Stores (NASDAQ:ROST)

Five Below (FIVE) reported Q2 revenue of $1.26B, up 22.9% YoY, beating estimates. TJX (TJX) reported $15.18B, up 5.4%, in line with expectations. Ollie's (OLLI) reported $741.3M, up 9.1%, missing estimates. Burlington (BURL) reported $3.00B, up 11%, slightly below estimates. FIVE stock is down 8.6%, TJX down 2.7%, OLLI up 29.4%, BURL down 17.7% since reporting.

$BURLMed

Wells Fargo names top retailing stock amid shifting market dynamics

Wells Fargo named Burlington Stores (BURL) its top off-price retail pick, citing favorable valuation and margin improvement potential. The firm noted shifting market share dynamics, with TJX (TJX) losing share and Ross Stores (ROST) gaining. Burlington's Q3 sales are expected to track at 2%, below Street estimates. Ross Stores is seen as fundamentally strong but overvalued, while TJX faces challenges in its Marmaxx division.

$AMZNMed

This hyperscaler made Goldman Sachs’ list of top picks for October

Goldman Sachs added Amazon, Burlington Stores, Huntington Ingalls, Johnson Controls, and Occidental Petroleum to its 'U.S. Conviction List — Director's Cut' for October, with price targets implying 40%-60% upside. Amazon was highlighted for AI-driven AWS demand, e-commerce profitability, and advertising growth. Huntington Ingalls was noted for its U.S. Navy shipbuilding focus, while Burlington was praised for store growth and cost efficiencies.

$AMZNHigh

Amazon Just Joined Goldman Sachs’ Conviction List: 5 New Top Stock Picks With Massive Upside

Goldman Sachs updated its Conviction List for October, adding five stocks and removing five. Amazon (AMZN) was added with a $375 target, a 51% upside. Other additions include Burlington Stores (BURL), Huntington Ingalls (HII), Johnson Controls (JCI), and another company. Removals include Air Products (APD), ConocoPhillips (COP), Golar LNG (GLNG), Loar (LOAR), and Tyson Foods (TSN).

Goldman Sachs adds Amazon stock to monthly Director’s Cut list

Goldman Sachs added Amazon (AMZN), Burlington Stores (BURL), Huntington Ingalls (HII), Johnson Controls (JCI), and Occidental Petroleum (OXY) to its monthly Director’s Cut list, removing five others, including ConocoPhillips (COP). The list features 20-25 fundamental Buy-rated U.S. stocks. ConocoPhillips reported Q2 2026 earnings, beating EPS estimates but missing revenue forecasts. UBS raised its price target for COP to $153, maintaining a Buy rating.

Burlington Stores Inks 32K SF at Brooklyn Navy Yard’s Admirals Row Campus – Commercial Observer

Burlington Stores has leased 31,717 square feet at 25 Navy Street in Brooklyn Navy Yard, with occupancy planned for fall 2027. The deal, representing 10 years with renewal options, leaves 7,000 square feet still available. Steiner NYC, the developer, expressed excitement about the retailer's addition. Burlington has been active in expanding its footprint, recently taking over leases from Joann and opening new locations in Queens.

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Why is Burlington Stores stock rallying today?

Burlington Stores (BURL) shares rose 4.5% to $266.23, recovering from a post-earnings sell-off. The company beat EPS estimates by 35% and raised full-year guidance, though revenue missed slightly. Analysts maintain high price targets ($370–$440) and a Buy rating, citing store expansion and pricing strategies. The rally contrasts with broader market declines.

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