Burlington Stores, Inc. (BURL) shares fell 1.0% to $237.12 as of September 21, 2026, a modest decline from the prior close of $239.54. BestStocks flagged the session as a major change for BURL. Below, we break down what changed for BURL, why it matters for investors, how the stock reacted, and the catalysts on the calendar.
What happened
BURL fell 1.0% to $237.12
Burlington Stores fell 3.53% to $246.41 following lingering investor caution tied to its late-August Q2 earnings report. The company posted a slight revenue miss (~$3B vs. consensus), reinvested its entire $55M tariff refund into customer price cuts rather than margin expansion, and issued conservative Q3 EPS and near-term guidance. Citi downgraded the stock to Neutral, citing stretched valuations (Yahoo Finance). Q3 earnings report and full-year guidance updates; any further analyst rating or price-target revisions from other major brokers; consumer spending trends in apparel retail.
This summary describes the catalyst and move as first detected on Sep 9, 2026, 10:13 AM EDT; the stock has continued trading since, so the current price and percentage move (shown above) may be larger or smaller than the figures here.
What it means for Burlington Stores, Inc. investors
For Burlington Stores, Inc. investors, the recent signals add up to a bearish shift. On the constructive side: Burlington Stores, Inc. (BURL) moved +2.90% from $257.85 to $265.33 on 2026-09-04. Weighing against that: Negative session, down 1.0%; Burlington Stores, Inc. (BURL) moved -3.06% from $356.22 to $345.31 on 2026-07-17. Wall Street's consensus price target sits at $383.30, implying +61.6% upside from $237.12. Over the past 90 days analysts logged 0 upgrades and 1 downgrade. BestStocks rates the overall signal quality low (46/100). With earnings roughly 64 days out, the next report is the most likely near-term test of the move.
BURL price reaction
BURL last traded at $237.12, down $2.42 (-1.01%) from the previous close of $239.54. The session traded on 2.0× average volume (above avg), so the move carried above-average conviction. Over the past month the stock has ranged between $227.28 and $330.64, and it currently sits about 10% of the way up that band.
Bullish and bearish analyst opinions on Burlington Stores, Inc. (BURL)
▼Latest catalyst·strengthens the bear case
The latest catalyst — an analyst downgrade — it strengthens the bear case.
The consensus analyst price target on Burlington Stores, Inc. (BURL) is $383.30, 61.6% above the recent $237.12. Over the past 90 days analysts logged 0 upgrades, 8 maintains, and 1 downgrade. Here is how the bullish and bearish cases on BURL line up.
▲ The bullish case
+Wall Street's consensus price target of $383.30 implies +61.6% upside from $237.12.
+The Street's most bullish target is $440.00 (+85.6%).
+Burlington Stores, Inc. (BURL) moved +2.90% from $257.85 to $265.33 on 2026-09-04.
▼ The bearish case
−1 analyst downgrade in the past 90 days, most recently Citigroup to Neutral (2026-08-05).
−Negative session, down 1.0%.
−Burlington Stores, Inc. (BURL) moved -3.06% from $356.22 to $345.31 on 2026-07-17.
Bull vs bear balanceBearish Shift
BearishNeutralBullish
Weighing both sides, BestStocks' composite read of recent signals is bearish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.
Analyst price targets and ratings are FMP consensus figures as of Sep 21, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.
Burlington Stores, Inc. (BURL) moved −2.77% from $233.75 to $227.28 on 2026-09-15. We checked news, earnings, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. The move coincided with BURL reaching a new 30-day low on near-average volume.
Activity2026-09-14-2.8%
Burlington Stores, Inc. (BURL) moved −2.58% from $238.40 to $232.24 on 2026-09-14. We checked news, earnings, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. The move appears to be technical: BURL reached a new 30-day low, and volume remained near its 5-day average.
Burlington Stores fell 3.66% to $255.63 following conservative Q3 guidance and a Q2 revenue miss announced on August 27, 2026. The company reported second-quarter revenue of ~$3.0 billion, below consensus expectations of ~$3.02 billion, and guided Q3 EPS to $1.60–$1.70, prompting a reassessment of near-term profit growth despite a full-year raise (finance.yahoo.com). Volume of 221,145 shares at 70 minutes into the session ran at 0.78x historical average, consistent with normal early-session trading.
Activity2026-09-04+2.6%
Burlington Stores, Inc. (BURL) moved +2.90% from $257.85 to $265.33 on 2026-09-04. We checked news, earnings, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume remained near its 5-day average, indicating typical trading activity.
Burlington Stores reported Q2 earnings that beat on adjusted EPS but missed on revenue ($3.00B vs. ~$3.03B consensus) and showed deceleration in comparable-store sales growth to 2% from 5% year-over-year. Management's decision to reinvest a $55 million tariff refund entirely into lower customer prices—making it earnings-neutral—combined with softer Q3 EPS guidance, triggered a selloff; BURL fell 4.15% to $261.63 on elevated volume (2.30x typical for this time of session). Analyst price targets were lowered (Yahoo Finance noted a downward revision to $331.00), reflecting margin pressure from the pricing reinvestment.
Burlington Stores reported a second-quarter revenue miss of ~$3.0 billion versus the $3.03 billion consensus estimate, and disclosed that its adjusted EPS beat of $2.96 included a $55 million tariff refund that management will reinvest into lower prices rather than retain as profit (Yahoo Finance). The stock fell 3.03% intraday to $281.22 as of market data refresh, with the afternoon session showing a steeper 6.8% decline following the earnings announcement.
Burlington Stores beat Q2 earnings with adjusted EPS of $2.96 (vs. $2.19 consensus) and 11% total sales growth, but third-quarter guidance disappointed analysts, triggering a 4.03% intraday decline to $301.35 per share. Volume surged to 7.49x the time-adjusted average, reflecting active selling despite the positive Q2 beat.
Burlington Stores shares rose 0.29% to $316.19 intraday on August 26, 2026, bucking a broader pre-earnings pullback in the off-price retail sector. The web search synthesis indicates investors had reacted with caution ahead of Q2 fiscal 2026 results (scheduled August 27), with peers like TJX signaling discretionary demand softness; however, strong earnings from Ross Stores and resilience in the broader off-price category appear to have stabilized BURL intraday. Volume of 600,581 shares traded 3.21x above historical average 90 minutes into the session, suggesting active positioning ahead of earnings.
In-depth BURL event analyses
Permanent, dated analyses of BURL's most significant sessions.
Why did Burlington Stores, Inc. (BURL) stock move?
BURL fell 1.0% to $237.12. The move coincided with the context summarized above, though no single company-specific catalyst was independently confirmed.
How much did BURL stock fall?
BURL lost 1.01% ($2.42) versus the prior close of $239.54, last trading at $237.12 on 2.0× average volume.
When is Burlington Stores, Inc.'s next earnings date?
BURL's next earnings report is estimated for 2026-11-24 — about 64 days away.
What is the analyst price target for BURL?
The consensus analyst price target for BURL is $383.30, about 61.6% above the current $237.12. Over the past 90 days, analysts recorded 0 upgrades, 8 maintains, and 1 downgrade.
How BestStocks tracks BURL
This page is generated automatically by BestStocks' change-detection system after its price and volume cleared BURL-specific materiality thresholds, triggering an evidence check. It draws on 20 tracked change events for BURL, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of September 21, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.
