Under Armour (UAA) News Today

Under Armour, Inc. (NYSE: UAA) shares are under pressure after the company’s fiscal Q4/fiscal 2026 report showed continued sales declines and a weak outlook, outweighing earnings that merely matched estimates.

• Positive Sentiment: Q4 adjusted EPS of $(0.03) matched Wall Street expectations, and revenue of $1.17 billion also came in line with estimates, showing results were not worse than feared.
• Positive Sentiment: International markets and direct-to-consumer sales helped offset softer North American demand, suggesting some parts of the business are still growing.
• Positive Sentiment: Jim Cramer said he thinks the turnaround is underway, which may help sentiment around the stock. Jim Cramer on Under Armour: “I Think the Turnaround Is Here”
• Neutral Sentiment: Several analysts cut price targets after the results, including BNP Paribas Exane to $5.00, Truist to $5.00, and Telsey to $5.50, reflecting a more cautious view but not a major change in ratings.
• Neutral Sentiment: The company’s first-quarter fiscal 2027 EPS guidance of $0.00 to $0.02 was roughly in line with expectations, but it was too modest to offset concerns about sales momentum.
• Negative Sentiment: Investors reacted to declining revenue, with Q4 sales down 0.8% year over year and management forecasting a drop in annual revenue, signaling that the turnaround is still incomplete. Under Armour forecasts a drop in annual sales
• Negative Sentiment: Higher costs and weaker North American sales weighed on margins and earnings, prompting headlines that the stock fell sharply after the report. Under Armour's stock tumbles as surging costs eat away at earnings

Overall, UAA is moving lower because investors are focusing on the weaker sales outlook and analyst target cuts, even though earnings and revenue were roughly in line with expectations.