Analyst Sam Poser of Williams Trading maintained a Buy rating on Under Armour, retaining the price target of $10.00.
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Sam Poser has given his Buy rating due to a combination of factors, starting with his view that Under Armour is set to meet or slightly beat its upcoming fourth-quarter revenue and earnings guidance, while laying the groundwork for better performance in fiscal 2027. He cites a renewed focus on elevating the brand, a more compelling product lineup, and a planned reduction of more than 25% in SKUs, alongside a structured “good, better, best” product and distribution framework that is already supporting underlying gross margin gains when tariff effects are excluded.
Poser also points to improving revenue momentum, expecting sequential top-line progress through fiscal 2027 with a more pronounced acceleration in the back half of the year, supported by strong feedback from multi-brand retail partners who are seeing better apparel and footwear sell-through and stronger collaboration with Under Armour’s teams. Additionally, he highlights meaningful tailwinds from lower tariff rates and an anticipated tariff refund of roughly $80 million, which together help reveal the true earnings power of the business, and he maintains an unchanged $10 price target as these operational and financial improvements play out.
In another report released on May 5, UBS also maintained a Buy rating on the stock with a $11.00 price target.