UA

Under ArmourC

NYSE / Consumer Durables & Apparel

At close

2026-06-02

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AI scenario view

RankAlpha Sentiment AI

B+

Bull case

20%

Probability

Target price

$11.00

+108.3% vs current

Most likely

Base case

60%

Probability

Target price

$7.00

+32.6% vs current

B-

Bear case

20%

Probability

Target price

$4.50

-14.8% vs current

AI sentiment snapshot

Latest data as of 2026-04-08

AI commentary

Market consensus remains mixed-to-cautious; analyst median is modestly above the anchor price, implying limited immediate upside [#SERP-1]. Recent company commentary and filings highlight pricing/mix as margin drivers, a constructive signal if sustained [#PR-undated][#10-K-2025-05-22]. The CFO change introduced near-term uncertainty but is disclosed transparently in an 8-K [#8-K-2026-02-12].

RankAlpha Sentiment AI - 2026-04-08

Open full AI memo

Evidence flagged

high-coverage report lacks a dated company-specific catalyst beyond generic cadence; peer set is too generic or lacks enough direct operating comparators

Impact

tentative

Confidence

AI events

2026-07-07eventCFO transition / completion of transition periodMedium impact

8-K filed 2026-02-12 documents appointment of a new principal financial officer and that the prior CFO will remain as senior advisor for a transition period; completion of that transition (near-term operational/forecasting impacts) could affect investor confidence and reporting cadence [#8-K-2026-02-12].

2026-07-31eventQ3 FY2026 quarterly results / webcast (company)High impact

Under Armour plans a Q3 FY2026 results release/webcast tied to the quarter ending Jun 30, 2026 (company IR lists 'Q3 2026' results), offering a dated read on revenue, margins, and guide that should clarify the pricing/mix recovery referenced in recent releases [#IR-undated][#PR-undated]. Assumption: release by 2026-07-31 (45 days after quarter end) where management will comment on margin trajectory.

2027-04-08catalystMulti-quarter margin expansion from pricing and product mixHigh impact

Under Armour reported gross margin improvement driven by pricing and product mix in recent releases and filings; if pricing/mix and FX benefits persist across FY2026, this can expand operating margins and drive EPS upside versus current valuation [#PR-undated][#10-K-2025-05-22].

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-04-08 • Updated nightlySource: Internal modelMethodology