Key Stats for Under Armour Stock
- Price Change: -8.3%
- Current Price: ~$7.21
- Street Target: $7.36
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Under Armour (UAA) plummeted 8.3% to close near $7.21 on Tuesday, extending its losses as a wave of analyst downgrades hit the stock.
The selloff was triggered by a growing consensus on Wall Street that the brand’s turnaround is taking too long.
Analysts at Williams Trading downgraded the stock to “Sell,” citing fierce competition from nimble rivals like On Holding and Hoka.
While the company reported a “beat” on adjusted earnings, investors focused on the 10% revenue decline in North America, the brand’s largest and most critical market.
Management’s commentary about “stabilization in fiscal 2027” was interpreted as a signal that 2026 will be another lost year of shrinking sales and margin pressure.
The bearish sentiment was compounded by the announcement of yet another leadership change.
With a new CFO set to join, uncertainty is added to the execution of founder Kevin Plank’s strategy.
With the stock now trading near multi-year lows, the market is pricing in a scenario where Under Armour becomes a permanent “value trap” rather than a growth story.
See analysts’ growth forecasts and price targets for Under Armour stock (It’s free!) >>>
Is Under Armour Undervalued Today?
During the earnings call, CEO Kevin Plank tried to reassure investors about the long-term vision.
He stated: “North America is beginning to turn the corner. We believe the December quarter marks the bottom of the reset.”
Plank also highlighted the brand’s cultural relevance: “Our on-field credibility in the NFL continues to build… Nick Emmanwori will take the Super Bowl stage this Sunday.”
However, outgoing CFO Dave Bergman acknowledged the near-term pain: “We now expect full year revenue to decline approximately 4%… driven by 180 basis points of supply chain headwinds.”
Read the full Under Armour Transcript on TIKR to see the 2026 Roadmap >>>
According to the Street Consensus, the stock is fairly valued at current levels, offering little margin of safety.
- Street Target: $7.36
- Current Price: ~$7.21
- Potential Upside: +2.1%
Valuation Deep Dive
The investment case for Under Armour is a “show me” story.
With the stock trading at ~$7.20, the market is pricing in zero growth, and the $7.36 target implies that analysts see no immediate catalyst for a re-rating.
- The North American Drag: Until revenue stabilizes in its home market, the stock will struggle to attract growth investors.
- The Margin Squeeze: Heavy discounting and supply chain costs are eating into profitability, making it harder to fund the necessary marketing blitz.
- The Value Trap Risk: The $7.36 target reflects the risk that Under Armour continues to lose relevance to younger consumers who prefer newer, trendier athletic brands.
If Kevin Plank can’t deliver on his promise of a 2027 recovery, the path to $7.36 might be a ceiling rather than a floor.
Conclusion: Stuck on the bench. With only 2.1% upside potential to the Street target, Under Armour remains a risky bet for investors hoping for a quick turnaround.
See what stocks billionaire investors are buying so you can follow the smart money with TIKR.
How Much Upside Does Under Armour Stock Have From Here?
With TIKR’s new Valuation Model tool, you can estimate a stock’s potential share price in under a minute.
All it takes is three simple inputs:
- Revenue Growth
- Operating Margins
- Exit P/E Multiple
If you’re not sure what to enter, TIKR automatically fills in each input using analysts’ consensus estimates, giving you a quick, reliable starting point.
From there, TIKR calculates the potential share price and total returns under Bull, Base, and Bear scenarios so you can quickly see whether a stock looks undervalued or overvalued.
See a stock’s true value in under 60 seconds (Free with TIKR) >>>
Looking for New Opportunities?
- See what stocks billionaire investors are buying so you can follow the smart money.
- Analyze stocks in as little as 5 minutes with TIKR’s all-in-one, easy-to-use platform.
- The more rocks you overturn… the more opportunities you’ll uncover. Search 100K+ global stocks, global top investor holdings, and more with TIKR.
Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
