Needham analyst Tom Nikic maintained a Buy rating on VF today and set a price target of $25.00.
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Tom Nikic has given his Buy rating due to a combination of factors tied to VF Corporation’s brand momentum and earnings outlook. He notes that Vans, which has been under pressure for an extended period, appears to be regaining traction, particularly within its most premium retail partners, where recent launches are generating renewed interest among fashion-forward sneaker consumers. This early success at the top of the distribution ladder is seen as a potential catalyst that could gradually boost performance across broader channels, setting up the Vans business for a meaningfully better showing by calendar 2026.
In addition, Nikic points out that VF’s Outdoor portfolio, including The North Face and Timberland, likely delivered a solid Holiday season, which supports the case for near-term earnings upside relative to current expectations. While the note is not positioned as a short-term trade on the upcoming quarterly print, the combination of improving brand health at Vans, strength in key Outdoor banners, and the prospect of beating consensus EPS estimates underpins his constructive stance on the shares. Taken together, these dynamics lead him to view the risk-reward profile as attractive and to reaffirm a Buy recommendation on VFC.
In another report released on January 14, Barclays also maintained a Buy rating on the stock with a $21.00 price target.