Update shared on10 Aug 2025
Fair value Decreased 14%Despite improved revenue growth forecasts for Under Armour, a higher discount rate has outweighed these gains, leading to a reduced consensus analyst price target from $7.42 to $6.90.
What's in the News
- Under Armour expects Q2 FY26 revenue to decline 6%-7%, with a low-double-digit decrease in North America, high-single-digit growth in EMEA, and low-teens percent decline in Asia-Pacific; operating income is projected between a $10M loss and breakeven, with adjusted EPS of $0.01–$0.02.
- The company has agreed to settle two derivative lawsuits involving current and former executives by implementing governance changes for three years and receiving an $8.9M insurance-funded payment; the settlement is subject to final court approval.
- As of May 22, 2025, Under Armour has completed the repurchase of 12.78M shares (2.95% of outstanding) for $90.32M under its May 2024 buyback program.
- Q1 FY26 guidance is for a 4%-5% revenue decline, operating income of $5M–$15M, and diluted loss per share of $0.00 to $0.02.
Valuation Changes
Summary of Valuation Changes for Under Armour
- The Consensus Analyst Price Target has fallen from $7.42 to $6.90.
- The Consensus Revenue Growth forecasts for Under Armour has significantly risen from 1.7% per annum to 2.3% per annum.
- The Discount Rate for Under Armour has risen from 9.71% to 10.48%.
Disclaimer
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