Madrid, Jan 24, 2026, 22:57 CET — The market has closed.
- Inditex shares ended Friday’s session at 55.00 euros, slipping 0.51%.
- Barclays raised its target price to 55 euros from 47.50 but maintained an Equal Weight rating.
- Attention turns to the Jan. 31 fiscal year-end, with Inditex’s full-year results set for release on March 11.
Barclays bumped up its target price for Zara parent Industria de Diseno Textil (Inditex) to 55 euros from 47.50 euros, according to a broker note. The firm maintained its Equal Weight rating, with the stock closing the week hovering near that new target.
The Madrid market is closed for the weekend, making the timing awkward: Inditex is just days away from wrapping up its fiscal year, and its shares remain close to the peak of their recent trading range.
Inditex (ITX.MC) ended Friday at 55.00 euros, slipping 0.28 euros, or 0.51%, after fluctuating between 54.78 and 55.44 euros. Around 1.46 million shares traded hands. The stock has fallen about 1.7% since January 19. (Investing)
Barclays analyst Matthew Clements said Inditex’s fundamentals “looked strong,” citing easier year-ago comparisons and gross margin support. He noted, however, that a bigger rally would need a re-rating. (Finanzen)
Sell-side forecasts still outpace Barclays’ target. Data from Investing.com puts the average 12-month price target near 56.95 euros, while the stock trades just under its 52-week peak of 57.74 euros. (Investing)
Inditex reported in its December 3 update that sales over nine months rose 2.7% to 28.2 billion euros, while net income climbed 3.9% to 4.6 billion euros. The company pointed to a roughly 4% currency drag on full-year 2025 sales at current exchange rates. It expects gross margin to stay steady, fluctuating by plus or minus 50 basis points — remember, one basis point equals 0.01%. Inditex also announced its full-year results for Feb. 1 to Jan. 31 will be released on March 11, 2026. (Inditex)
Monday’s session looks primed for positioning rather than breaking news. Traders are keeping an eye out for new updates on winter demand and the impact of currency fluctuations on reported sales.
The risk is straightforward: raising the target won’t solve the problem of an overcrowded trade. If the currency headwind intensifies or demand weakens as the year wraps up, the margin for error tightens fast.
Investors often respond sharply to the slightest sign of margin erosion, despite management’s reassurances on cost control, since even a minor change in pricing or markdowns can quickly dent profits in apparel.
Inditex is set to release its full-year results on March 11, following the fiscal year-end on January 31.
