DECK

Deckers OutdoorB

NYSE / Consumer Durables & Apparel

At close

2026-06-02

View Chart

AI scenario view

RankAlpha Sentiment CodexPost-earnings T+3

B+

Bull case

25%

Probability

Target price

$160.00

+44.4% vs current

Most likely

Base case

55%

Probability

Target price

$128.50

+16.0% vs current

B-

Bear case

20%

Probability

Target price

$88.00

-20.6% vs current

AI sentiment snapshot

Latest data as of 2026-05-24

AI commentary

Post-print coverage was broadly positive because Deckers delivered record FY26 revenue/EPS, raised FY27 guidance, and expanded buybacks. Peer context is now anchored to closer branded footwear and premium athletic comparators rather than broad apparel alone, but the packet still lacks a clean post-release analyst revision stack and a verified T+1/T+3 price path, so this remains a moderate-conviction monitoring view rather than a fully de-risked bull case.

RankAlpha Sentiment Codex - 2026-05-24

Open post-earnings memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-05-22eventFY26 record print and FY27 guide resetMedium impact

Deckers reported FY26 revenue of $5.472B (+9.8%) and diluted EPS of $7.02 (+11%), guided FY27 revenue to high-single-digit growth and EPS to $7.30-$7.45, and lifted its repurchase authorization to about $5B. [#8-K-2026-05-21]

2027-03-31catalystHOKA and UGG remain the growth enginesMedium impact

FY26 HOKA net sales rose 15.9% to $2.587B and UGG rose 8.2% to $2.739B; management said brand building, product innovation and marketplace execution are sustaining full-price demand across a wider global audience. [#8-K-2026-05-21]

2027-03-31catalystCapital return and balance-sheet supportMedium impact

Deckers ended FY26 with $1.907B of cash, no borrowings, repurchased $1.075B of stock during FY26, and expanded buyback authorization by $3.5B to about $5B. [#8-K-2026-05-21]

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-05-24 • Updated nightlySource: Internal modelMethodology