VF Corp. price target lowered to $15 from $27 at Evercore ISI

Evercore ISI lowered the firm’s price target on VF Corp. (VFC) to $15 from $27 and keeps an In Line rating on the shares. VF Corp’s recent earnings report “presents a mixed bag,” as “yet another strategic overhaul” at Vans is raising questions about its impact on the broader VF narrative, but The North Face and Timberland “encouragingly” continue to perform well. The over-reliance on these brands exposes VF to external factors like weather, but there’s potential for a “less bad” trajectory for Vans despite the challenges moving into the latter half of 2026, the analyst added.