B+
Bull case
25%
Probability
Target price
$285.00
Analysis reference price unavailable
Analysis 2026-08-28 · RankAlpha Sentiment Codex
WSM
Williams-SonomaCNYSE / Consumer Discretionary Distribution & Retail
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
55%
Probability
Target price
$255.00
Analysis reference price unavailable
Analysis 2026-08-28 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$205.00
Analysis reference price unavailable
Analysis 2026-08-28 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-28
Recent news sentiment (30D)
-21.1
Negative
Company
-
Unavailable
Macro
-21.1
Negative
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+77.1
Score
AI commentary
News tone is positive on the Q2 beat and raised outlook, but the immediate market reaction was negative, with coverage reporting a 1.73% premarket decline. Analyst revisions are partly available, including UBS and Jefferies target increases, but complete consensus breadth, options data, short interest, employee sentiment, and social coverage are unavailable. The peer set is loose, so the appropriate stance remains constructive but monitoring-oriented.
RankAlpha Sentiment Codex - 2026-08-28
Open post-earnings memoEvidence flagged
high-coverage report lacks a dated company-specific catalyst beyond generic cadence
Impact
tentative
Confidence
-
AI events
2026-08-26eventQ2 beat and raised FY2026 outlookMedium impact
Q2 comparable brand revenue grew 6.2%, total revenue grew 6.7%, non-GAAP EPS was $2.10, and management raised FY2026 revenue, comp, and non-GAAP operating-margin guidance to 4.7%-7.2%, 4.0%-6.5%, and 17.8%-18.2%, respectively. [#SEC-8K-2026-08-26] [SEC Exhibit 99.1](https://www.sec.gov/Archives/edgar/data/719955/000071995526000203/exhibit991fy2026q2earnings.htm)
2026-11-26catalystQ3 tariff-refund normalization riskHigh impact
The company expects $29.3 million of deferred tariff-refund income to reduce cost of goods sold in Q3, but assumes no further tariff-refund benefit for FY2026. Q2 non-GAAP merchandise margin declined 230 basis points primarily because of tariff costs, leaving a risk that reported margin support fades. [#SEC-8K-2026-08-26]
2027-08-28catalystBroad positive comps across the brand portfolioHigh impact
Q2 comparable growth was positive across the disclosed core brands, including Pottery Barn at 5.1%, West Elm at 6.4%, Williams Sonoma at 7.6%, and Pottery Barn Kids and Teen at 3.5%. Management also reiterated long-term mid-to-high single-digit revenue growth and mid-to-high-teens operating-margin objectives. [#SEC-8K-2026-08-26]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-28 • Updated nightlySource: Internal modelMethodology