Beneath Armour, Inc. (NYSE:UAA) faces a difficult stretch as it really works by means of a model and product reset amid smooth client demand.
The sportswear firm can also be staring down steep tariff-related price strain in fiscal 2026, which may weigh closely on earnings.
Telsey Advisory Group analyst Cristina Fernández reiterated a Market Carry out ranking on Beneath Armour, with a worth goal of $5.
Beneath Armour will launch its second-quarter fiscal 2026 outcomes on Nov. 6.
Additionally Learn: What’s Going On With Bloom Vitality Inventory At this time?
Beneath Armour is pushing a product overhaul amid weak client confidence, rising competitors from upstarts, and better tariff-driven prices.
The corporate has curbed promotions, streamlined SKUs, minimize bills, and employed new expertise, however demand has not but turned meaningfully larger. Actually, the analyst nonetheless expects a pointy earnings hit in fiscal 2026 from tariffs, which may stall the turnaround.
Focus Areas Forward
Fernández says the second-quarter name ought to handle direct-to-consumer and wholesale demand, an up to date web tariff price estimate and mitigation plan, and client response to new merchandise.
She additionally seeks particulars on promotional ranges and vacation plans, wholesale order books for spring and summer season 2026, and steering for the third quarter with up to date commentary on fiscal 2026.
Fernández mentioned her EPS estimate is 2 cents, matching FactSet consensus and steering of 1 to 2 cents. She initiatives gross sales to contract 6.5%.
The analyst additionally forecasts SG&A to deleverage 575 foundation factors yr over yr.
Fernández fashions fiscal 2026 EPS of 6 cents, versus the 5-cent FactSet view, with income down 4.3%.
UAA Value Motion: Beneath Armour shares have been up 0.22% at $4.56 on the time of publication on Friday. The inventory is buying and selling close to its 52-week low of $4.47, based on Benzinga Professional information.
Learn Subsequent:
Photograph: Shutterstock
