GOLF

Rating sellAI Memo

Acushnet

As of 2026-02-27/Confidence high

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Data freshness

AI Memo

As of 2026-02-27 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

sell

Confidence

high

Horizon

—

Key catalyst

Proxy season / annual meeting • 2026-05-31

Expected move: -20%

Biggest risk

Participation or discretionary spending softens, inventories are cleared via promotions, and margins compress, pushing results toward the low end of analyst forecasts over the next 12 months.

Invalidation

Break below $71 or thesis failure.

What would change my mind?

Execution stabilizes, premium Titleist demand and product cycles sustain ASPs, and margins recover enough to close toward analyst highs, supporting limited upside to the bull target within 12 months.

Research note

Recommendation

sell

Confidence

high

As of

2026-02-27

Base target

$90

p=60%

Bull target

$99

p=15%

Bear target

$71

p=25%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

Q1 2026 earnings (estimated)
Full-season demand / product cycle
Execution stabilizes, premium Titleist demand and product cycles sustain ASPs, and margins recover enough to close toward analyst highs, supporting limited upside to the bull target within 12 months.

BearKey bullets

Brand concentration risk on Titleist performance
Consumer cyclicality and participation declines
Promotional activity compressing realized ASPs

WatchKey bullets

Proxy season / annual meeting

Summary

High-level snapshot

Recommendation

sell

Model confidence

high

Timeframe

Asset

Equity

Trigger

Base case: $90 (p=60%)

Bull/Bear spread: -12% / -37%

Vs latest close: Bull -12% · Base -20% · Bear -37%

Scenario probabilities

Bull Target: $99 (p=15%)Base Target: $90 (p=60%)Bear Target: $71 (p=25%)

Commentary

Analyst coverage skews cautious with medians below the current broker_last price, implying limited consensus upside [#SERP-1], [#SERP-4]. Commentary emphasizes downside risk from retailer inventory and margin pressure, with near-term focus on earnings and seasonal demand signals [#SERP-2].

As of 2026-02-27 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

Execution stabilizes, premium Titleist demand and product cycles sustain ASPs, and margins recover enough to close toward analyst highs, supporting limited upside to the bull target within 12 months.

Bear Case

Participation or discretionary spending softens, inventories are cleared via promotions, and margins compress, pushing results toward the low end of analyst forecasts over the next 12 months.

Drivers

Scannable catalysts and supporting factors

Q1 2026 earnings (estimated)
Full-season demand / product cycle

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-02-27Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Inline RA est

Provider

serper

Median (USD)

$90.00

Range (USD)

$71.00 - $99.49

Count

Query: Acushnet Holdings Corp Common (GOLF) analyst consensus price target high low average

Acushnet Holdings Corp Consensus Estimates (GOLF)
Search result #1
According to projections from 7 analysts, the average 12-month price target for Acushnet Holdings is 79.85714, with a high estimate of 90 and a low estimate of ...
Open source
Acushnet Holdings (GOLF) Stock Forecast, Price Targets ... - TipRanks
Search result #2
The average price target is $95.33 with a high forecast of $96.00 and a low forecast of $95.00. The average price target represents a -4.50% change from the ...
Extracted: $95.33, $96.00, $95.00Open source
Acushnet Holdings Corp. (GOLF) Stock Price, News, Quote & History
Search result #3
Analyst Truist Securities. Rating Action Maintains. Rating Hold. Price Action Raises. Price Target 74 -> 95. View More. Statistics: GOLF. View More. Valuation ...
Open source
Consensus Acushnet Holdings Corp. - GOLF - MarketScreener
Search result #4
Spread / Average Target. -11.77%. High Price Target. 96.00USD. Spread / Highest target. -6.04%. Low Price Target. 80.00USD. Spread / Lowest Target. -21.70% ...
Extracted: $96.00, $80.00Open source
What is the current Price Target and Forecast for Acushnet (GOLF)
Search result #5
The forecasts range from a low of $80.00 to a high of $96.00. The average price target represents a decline of 9.71% from the last closing price of $99.49.
Extracted: $80.00, $96.00, $99.49Open source
GOLF Stock Price, Forecast & Analysis | ACUSHNET HOLDINGS ...
Search result #6
GOLF Forecast & Estimates 13 analysts have analysed GOLF and the average price target is 87.38 USD. This implies a price decrease of -15.22% is expected in the ...
Extracted: $87.38Open source

Scenarios

Bull Target (Scenario probability)

$99 / p=15% prob

Base Target (Scenario probability)

$90 / p=60% prob

Bear Target (Scenario probability)

$71 / p=25% prob

Price $112 as of 2026-07-14

Nearest Scenario: Bull (∆ 12%)

Targets vs latest close: Bull -12% · Base -20% · Bear -37%

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Events

Other notable items detected

EVENT2026-05-31
Proxy season / annual meeting
Proxy/annual meeting could surface governance or capital-allocation updates that affect investor confidence and liquidity perceptions [#SERP-5].
Prob 80.00% • Move 1.00% • Priced-in 70.00%

Short-term Catalysts

Next few weeks

Q1 2026 earnings (estimated)
2026-05-28
Estimated Q1 print and guidance update that could re-price shares versus consensus and published targets; date conservatively estimated due to no confirmed calendar [#SERP-3].
Prob 65% • Move -6% • Priced-in 40%

Long-term Catalysts

Months to a year

Full-season demand / product cycle
2027-02-27
Seasonal demand and product refreshes across FY2026–27 will determine recovery or further weakness in equipment and ball sales; outcome tied to participation and macro trends [#SERP-1][#SERP-10].
Prob 55% • Move 20% • Priced-in 25%

Risks

Brand concentration risk on Titleist performance
Consumer cyclicality and participation declines
Promotional activity compressing realized ASPs
Raw material or freight cost increases

Peers

Symbol	Summary
NKE	Nike — apparel/footwear comparator with growing golf exposure; useful for demand and brand-strength signals.

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: Acushnet Holdings Corp Common (GOLF) analyst consensus price target high low average
Analysis date: 2026-02-27

AI Stock Memo: GOLF - Acushnet - RankAlpha