LCI Industries price target raised to $164 from $110 at Roth Capital

Roth Capital analyst Scott Stember raised the firm’s price target on LCI Industries (LCII) to $164 from $110 and keeps a Neutral rating on the shares. The company reported better than expected Q4 and outsized FY26 guidance, also having significantly outpaced underlying industry growth metrics given rapidly expanding RV content trends and a surging aftermarket offering, magnified by elevated sales leverage and noting benefit from cost-cutting initiatives, the analyst tells investors in a research note.