LCI Industries price target lowered to $100 from $111 at Roth Capital

Roth Capital lowered the firm’s price target on LCI Industries (LCII) to $100 from $111 and keeps a Neutral rating on the shares. The company’s Q1 saw a large out-performance compared to consensus estimates from better sales and operating margin, but uncertainty persists as tariffs create a challenging cost narrative for the second half and into FY26, the analyst tells investors in a research note. LCI Industries plans to achieve its cost-cutting target and mitigate most tariff impacts, though the firm remains cautious about the impact that levies will have on consumer demand, Roth added.