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Under Armour
Azione
Azione
Ticker: UA
UA
Price
Discussione su UA
Messaggi
133Mes·
Quarterly Results August 3–7, 2026
1313
5Mes·
Intel
I have now sold all my Intel shares as my stop loss has taken effect, my profits in $NOVO B (+0,94%) and $UA (-5,45%) mainly reinvested think both have great potential. With Intel I have now made approx. 250% return in 3 years holding period.
1414
11 Commenti
Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin
5Mes
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88
•Visualizza tutti 7 ulteriori risposte
5Mes·
Quarterly figures 11.05-15.05.26
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9Mes·
Bargains for your depot?
Morningstar has published a list of shares that, in the opinion of the analyst firm, are currently underperforming. WELT took a look at the list and selected ten candidates where the share price is in the best relation to the intrinsic value of the company as attested by the analysts.
Morningstar calculated the so-called price-to-fair-value ratio for the ranking. If this is 1, this means that the price appears fair to the analysts, i.e. intrinsic value and market value do not deviate from each other. We therefore looked for stocks with a figure as low as possible below 1, because then the supposed fair value is significantly higher than the price performance of recent months.
The price-to-fair-value ratio looks best for the sporting goods manufacturer Under Armour
$UA (-5,45%) looks best. According to Morningstar, the value is just 0.4, meaning that analysts would consider the fair value to be 60 percent above the current share price.
The second share to watch, according to the Morningstar experts, is that of Bath & Body Works, $BBWI (-3%) an American perfumery chain. The price-to-fair-value ratio here is 0.42. Also from the consumer goods sector are the soup manufacturer Campbell's
$CPB (-0,77%) and ketchup group Kraft Heinz $KHC (-2,12%)which have values of 0.44 and 0.46 respectively.
The used car dealer CarMax
$KMX (-0,76%) also at 0.46, followed by AmeriCold $COLD (+2,14%)a specialist for cold stores. Both companies have a Morningstar score of 0.51.
Also Healthpeak Properties $PEAK (+1,46%)a real estate company specializing in retirement homes and other healthcare facilities, is also on the list. According to Morningstar, the price-to-fair-value ratio here is 0.61.
Two more well-known and larger names are also listed: The cable network operator Comcast
$CMCSA (-0,59%) has a value of 0.68, the confectionery giant Mondelez
$MDLZ (+0,75%) is also considered undervalued by Morningstar with a ratio of 0.75. The last and tenth stock on the list is the financial services provider Broadridge Financial Solutions
$B1RF34 with a price-to-fair-value ratio of 0.77.
Source: Text (excerpt) & graphic, WELT 20.01.26
55
2 Commenti
I find Comcast & Mondelez interesting. I find the rest rather difficult and wouldn't put my foot in it yet.
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1Anno·
Opportunity or hands off?
$UA (-5,45%) Do you see potential for the restructuring to go well or would you prefer to stay away now?
1Anno·
Under Armour Q4 Earnings Highlights
🔹 Adj. EPS: -$0.08 (Est. -$0.08) 🟡
🔹 Revenue: $1.2B (Est. $1.16B) 🟢; -11% YoY
🔹 Gross Margin: 46.7%; +170 bps YoY
🔹 Inventory: $946M; -1% YoY
FY26 Guidance
🔹 Revenue: -4% to -5% YoY
🔹 Gross Margin: +40 to +60 bps YoY
🔹 Adj. Operating Income: $20M–$30M
🔹 Adj. EPS: $0.01–$0.03
Q4 Segment Breakdown
🔹 North America: $689M; DOWN -11% YoY
🔹 International: $489M; DOWN -13% YoY
— EMEA: DOWN -2%
— APAC: DOWN -27%
🔹 Wholesale: $768M; DOWN -10% YoY
🔹 DTC: $386M; DOWN -15% YoY
🔹 Apparel: $780M; DOWN -11% YoY
🔹 Footwear: $282M; DOWN -17% YoY
🔹 Accessories: $92M; UP +2% YoY
CEO Kevin Plank’s Commentary
🔸 “We’re rebuilding Under Armour into a more focused and profitable brand.”
🔸 “Macro uncertainty and tariffs impact our outlook, but execution and alignment remain strong.”
1Anno·
Detailed Adidas share analysis $ADS (-2,36%)
Company portrait
Long-term growth profile
Performance
Ukraine war
The economy
China
Yeezy / Kanye West
Management and strategy
Valuation & recovery
Quarterly figures & forecast
www.ideas-magazin.de404 | ideas Magazin
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2 Commenti
Personally, I think that Adidas has a real trump card up its sleeve with the brand.
Adidas Originals has a real trump card up its sleeve. Here you can constantly draw on history and sell old things to young people as hip.
The Samba shoe was my absolute favorite in my youth and now young people are wearing it again.
No big development costs and so you can sell a cheap shoe with a high margin.
It is similar with the textiles - the logo with the three leaves stands for noble and high quality, which of course improves the margins.
For me personally, the revival of old was a smart move.
And it always reminds you of your youth.
Adidas Originals has a real trump card up its sleeve. Here you can constantly draw on history and sell old things to young people as hip.
The Samba shoe was my absolute favorite in my youth and now young people are wearing it again.
No big development costs and so you can sell a cheap shoe with a high margin.
It is similar with the textiles - the logo with the three leaves stands for noble and high quality, which of course improves the margins.
For me personally, the revival of old was a smart move.
And it always reminds you of your youth.
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55
•2Anno·
$UA (-5,45%)
$UAA (-3,24%) | Under Armour Q3 '24 Earnings Highlights:
🔹 Adj EPS: $0.30 (Est. $0.19) 🟢
🔹 Revenue: $1.4B (Est. $1.38B) 🟢; DOWN -11% YoY
🔹 Gross Margin: 49.8%, UP 200 bps YoY
🔹 Adj Operating Income: $166M (excluding one-time items)
🔹 Inventory: DOWN -3% YoY to $1.1B
Raised FY25 Outlook:
🔹 Adj EPS: $0.24-$0.27 (Prev. $0.19-$0.21) 🟢
🔹 Adj Operating Income: $165M-$185M (Prev. $140M-$160M) 🟢
🔹 Revenue: Expected to decline at a low double-digit percentage
🔹 North America: -14% to -16%
🔹 International: Low single-digit percent decline
🔹 Gross Margin: Expected to increase by 125-150 bps
🔹 Adjusted SG&A Expenses: Expected to decrease low-to-mid single digits (excluding litigation and transformation expenses)
🔹 Capital Expenditures: $190M-$210M
Q3 Demography Revenue:
🔹 North America: $863M; DOWN -13% YoY
🔹 International: $538M; DOWN -6% YoY
🔹 EMEA: DOWN -1%
🔹 Asia-Pacific: DOWN -11%
🔹 Latin America: DOWN -13%
Revenue Channels:
🔹 Wholesale Revenue: $826M; DOWN -12% YoY
🔹 Direct-to-Consumer (DTC) Revenue: $550M; DOWN -8% YoY
🔹 eCommerce Revenue: DOWN -21%; accounts for 30% of DTC
Product Categories:
🔹 Apparel: $947M; DOWN -12% YoY
🔹 Footwear: $313M; DOWN -11% YoY
🔹 Accessories: $116M; UP +2% YoY
CEO Kevin Plank's Commentary:
🔸 "Our strategy to elevate Under Armour’s brand positioning is gaining traction, as evidenced by better-than-expected profitability, allowing us to raise our full-year outlook while increasing brand investment for long-term growth."
Fiscal 2025 Restructuring Plan:
🔹 Total estimated charges of $140M-$160M, with up to $75M in cash-related expenses
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2Anno·
Update analyst assessments:
$TSLA (+6,12%) | RBC raises target price for TESLA from USD 236 to USD 249. Outperform.
$KO (+0,81%) | JPMORGAN lowers the price target for COCA-COLA from USD 78 to USD 75. Overweight.
$TMUS (+2,66%) | UBS raises the price target for T-MOBILE US from USD 210 to USD 255. Buy.
$T (+0,25%) | UBS raises the price target for AT&T from USD 24 to USD 25. Buy.
$AOF (-4,17%) | WARBURG RESEARCH raises the price target for ATOSS SOFTWARE from EUR 142 to EUR 144. Buy.
$UA (-5,45%) | UBS raises the price target for UNDER ARMOUR from USD 11 to USD 12. Buy.
$JST (+1,26%) | WARBURG RESEARCH raises the price target for JOST WERKE from EUR 62 to EUR 77. Buy
$IBM (+0,36%) | UBS raises the price target for IBM from USD 145 to USD 150. Sell.
$FTK (+0,4%) | HAUCK AUFHÄUSER IB downgrades FLATEXDEGIRO from Buy to Hold and lowers target price from EUR 16 to EUR 15.
$ROG (+1,11%) | DEUTSCHE BANK RESEARCH raises the price target for ROCHE from CHF 235 to CHF 250. Sell.
$EBAY (-0,44%) | UBS raises the price target for EBAY from USD 59 to USD 72. Neutral.
$KER (-0,07%) | RBC lowers the price target for KERING from EUR 280 to EUR 230. Sector-Perform.
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