Under Armour (NYSE:UAA) Releases FY 2026 Earnings Guidance

Under Armour (NYSE:UAA) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 0.100-0.110 for the period, compared to the consensus estimate of 0.050. The company issued revenue guidance of $5.0 billion-$5.0 billion, compared to the consensus revenue estimate of $5.0 billion.

Analysts Set New Price Targets

UAA has been the subject of several research analyst reports. Argus upgraded shares of Under Armour to a “hold” rating in a research report on Friday, January 16th. Truist Financial set a $6.00 price objective on shares of Under Armour in a report on Wednesday, January 14th. Telsey Advisory Group reissued a “market perform” rating and issued a $5.00 target price on shares of Under Armour in a research note on Friday. Evercore lowered their price target on Under Armour from $5.00 to $4.00 and set an “underperform” rating on the stock in a research report on Friday, November 7th. Finally, Citigroup reaffirmed a “neutral” rating and set a $6.20 price target (up previously from $5.00) on shares of Under Armour in a research note on Friday, January 23rd. Two investment analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating, fifteen have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $6.44.

Under Armour Stock Performance

Under Armour stock opened at $7.57 on Friday. The firm has a fifty day simple moving average of $5.32 and a two-hundred day simple moving average of $5.18. The company has a quick ratio of 1.10, a current ratio of 1.69 and a debt-to-equity ratio of 0.32. Under Armour has a twelve month low of $4.13 and a twelve month high of $7.60. The company has a market capitalization of $3.25 billion, a PE ratio of -6.20, a P/E/G ratio of 7.70 and a beta of 1.83.

Under Armour (NYSE:UAA) last released its quarterly earnings data on Friday, February 6th. The company reported $0.09 EPS for the quarter, topping the consensus estimate of ($0.02) by $0.11. Under Armour had a positive return on equity of 1.27% and a negative net margin of 1.74%.The firm had revenue of $1.33 billion for the quarter, compared to the consensus estimate of $1.31 billion. During the same quarter in the previous year, the business earned $0.08 earnings per share. The company’s quarterly revenue was down 5.2% on a year-over-year basis. Under Armour has set its FY 2026 guidance at 0.100-0.110 EPS. Research analysts expect that Under Armour will post 0.3 EPS for the current year.

Insider Buying and Selling

In related news, major shareholder V Prem Et Al Watsa acquired 13,182,469 shares of the stock in a transaction on Tuesday, December 30th. The stock was purchased at an average price of $5.12 per share, for a total transaction of $67,494,241.28. Following the completion of the transaction, the insider owned 41,958,923 shares of the company’s stock, valued at $214,829,685.76. This trade represents a 45.81% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this hyperlink. Over the last 90 days, insiders purchased 42,448,155 shares of company stock valued at $219,067,338. 15.60% of the stock is owned by insiders.

Key Under Armour News

Here are the key news stories impacting Under Armour this week:

• Positive Sentiment: Q3 results beat expectations: Under Armour reported EPS of $0.09 vs. a consensus loss of ($0.02) and revenue of $1.33B vs. ~$1.31B — management credited cost controls and assortment simplification for the outperformance. UNDER ARMOUR REPORTS THIRD QUARTER FISCAL 2026 RESULTS; UPDATES FISCAL 2026 OUTLOOK
• Positive Sentiment: Management raised FY2026 EPS guidance to $0.10–$0.11 (well above prior consensus of ~$0.05), signaling confidence in margins from restructuring and cost discipline — a clear catalyst for bullish positioning. Under Armour lifts full year outlook as turnaround takes shape
• Positive Sentiment: Heavy call buying: options activity showed unusually large call purchases (~20,228 calls, +209% vs. normal), suggesting speculative or hedge-driven bullish interest that amplified the move higher.
• Neutral Sentiment: Revenue still declined year-over-year (about -5.2%), but the drop was smaller than feared as holiday demand stabilized — this is supportive but keeps growth questions intact. Under Armour posts smaller drop in quarterly sales on steady holiday demand
• Neutral Sentiment: Earnings-call commentary flagged ongoing headwinds (tariffs, softer North America demand) but emphasized progress from restructuring and inventory discipline — mixed operational signals to watch in coming quarters. Under Armour, Inc. (UAA) Q3 2026 Earnings Call Transcript
• Negative Sentiment: North America sales slid and tariff pressures are pressuring margins — these are recurring execution risks that could limit upside if consumer demand softens further. Under Armour lifts annual forecasts as turnaround slows N America sales slide
• Negative Sentiment: Analyst skepticism remains: Telsey Advisory reaffirmed a “market perform” rating with a $5 price target (well below the current market level), highlighting that some sell‑side analysts see limited upside until revenue trends improve. Benzinga: Telsey Advisory Group note

Institutional Investors Weigh In On Under Armour

Several institutional investors have recently added to or reduced their stakes in UAA. PharVision Advisers LLC purchased a new position in Under Armour during the third quarter valued at $97,000. Regal Investment Advisors LLC increased its stake in shares of Under Armour by 15.3% in the 3rd quarter. Regal Investment Advisors LLC now owns 30,225 shares of the company’s stock worth $151,000 after acquiring an additional 4,000 shares in the last quarter. Sei Investments Co. lifted its position in Under Armour by 21.6% during the 3rd quarter. Sei Investments Co. now owns 26,676 shares of the company’s stock valued at $133,000 after acquiring an additional 4,734 shares during the period. Headlands Technologies LLC bought a new stake in Under Armour during the second quarter worth about $114,000. Finally, Tidal Investments LLC purchased a new stake in Under Armour in the second quarter worth about $98,000. Hedge funds and other institutional investors own 34.58% of the company’s stock.

Under Armour Company Profile

Under Armour, Inc (NYSE: UAA) is a global designer, marketer and distributor of performance athletic apparel, footwear and accessories. The company’s product portfolio spans a range of categories including training and running shoes, performance apparel engineered to manage moisture and temperature, and a variety of accessories such as bags, socks and headwear. Under Armour positions its offerings to serve athletes at every level—from professionals to everyday fitness enthusiasts—by combining innovative fabrics, advanced footwear technology and functional design.

Founded in 1996 by Kevin Plank, a former University of Maryland football player, Under Armour initially gained recognition for its moisture-wicking T-shirts, which provided a lightweight alternative to traditional cotton.