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    PVH (PVH) Valuation Check After New OpenAI Collaboration On AI Tools

    Simply Wall St·02/04/2026 07:24:16
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    Why PVH’s new AI collaboration matters for shareholders

    PVH (PVH) has launched a collaboration with OpenAI to embed custom AI tools into product design, demand planning, inventory management, marketing, and retail operations across Calvin Klein and Tommy Hilfiger.

    For you as an investor, the key question is whether this shift toward more data driven, AI supported decision making could affect PVH’s efficiency, cost structure, and ability to respond to consumer demand over time.

    See our latest analysis for PVH.

    PVH shares are trading at US$62.22, with a 30 day share price return of 8.26% decline and a 90 day share price return of 20.17% decline. The 1 year total shareholder return of 24.45% decline suggests recent weakness despite the OpenAI collaboration headline.

    If the AI push at PVH has caught your attention, it could be a useful moment to broaden your watchlist with high growth tech and AI stocks that may also be reshaping how they use data.

    With PVH trading at US$62.22 and sitting at a sizeable discount to the US$96.00 analyst price target and an indicated intrinsic value, you have to ask: is this weakness a chance to buy, or is the market already pricing in future growth?

    Most Popular Narrative: 35.7% Undervalued

    PVH’s most followed narrative puts fair value at $96.79, well above the last close at $62.22. This frames the current price as a steep discount.

    Increasing direct-to-consumer digital sales and omnichannel execution, supported by investments in online platforms and digital marketing, are reducing reliance on traditional wholesale and retail, expected to support higher net margins and improve overall earnings.

    Read the complete narrative.

    Want to see what sits behind that optimism on margins and earnings, and how revenue growth, profit mix, and future valuation multiples all connect in this narrative?

    Result: Fair Value of $96.79 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, this upbeat margin story can quickly unravel if tariff costs remain heavy or if Calvin Klein and Tommy Hilfiger lose traction with younger shoppers.

    Find out about the key risks to this PVH narrative.

    Build Your Own PVH Narrative

    If you read this and think the conclusions miss something, or you simply prefer to work from the raw numbers, you can set up your own view in just a few minutes with Do it your way.

    A great starting point for your PVH research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.

    Looking for more investment ideas?

    If PVH has you thinking differently about where value might sit next, do not stop here. Widen your search now so you are not late to the next opportunity.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.