Street View: Williams-Sonoma's strong results tempered by margin forecast

Pottery Barn parent Williams-Sonoma WSM.N warned on Wednesday that Trump administration's tariffs on China, Canada and Mexico, as well as on steel and aluminum, would weigh on its fiscal 2025 margin.

Five of 25 brokerages rate the stock "buy" or higher, 17 "hold" and 3 "sell"; their median PT is $187

BRAND STRENGTH, MOMENTUM AMID TARIFF IMPACT

J.P. Morgan ("neutral"; PT: $168) says co's fourth-quarter results continue the trend of hardgoods retailers seeing strong quarters as factors such as good holiday mood for consumers and housing strength on West Coast help the likes of RH and WSM

TD Cowen ("buy"; PT: $130) says co's margin guide and implied EPS guide sent shares significantly lower at market open and that the margin guide seems conservative given prior significant multi-year momentum

Wedbush ("neutral"; PT: $170) says WSM's revenue outlook does not look conservative given the waning consumer confidence and potential pullback in big-ticket spending

Telsey Advisory Group ("outperform"; PT: $220) says Williams-Sonoma's fourth-quarter earnings demonstrated the strength of its brands and margin forecast was slightly below as impact of tariffs was considered by co