UAA

Under ArmourD

NYSE / Consumer Durables & Apparel

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$6.00

Analysis reference price unavailable

Analysis 2026-09-29 · RankAlpha Sentiment Codex

Most likely

Base case

50%

Probability

Target price

$4.70

Analysis reference price unavailable

Analysis 2026-09-29 · RankAlpha Sentiment Codex

B-

Bear case

25%

Probability

Target price

$3.10

Analysis reference price unavailable

Analysis 2026-09-29 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-09-29

AI commentary

The verified company release supports a cautious view: profitability guidance held, but the FY27 sales outlook was cut. The packet's recent headlines provide little UAA-specific follow-through. Current analyst revisions, post-release price reaction, options, short-interest, employee-rating and sufficient social data are unavailable; zero sentiment-field values denote unavailable data, not neutral readings.

RankAlpha Sentiment Codex - 2026-09-29

Open full AI memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-11-15eventNext results test the quality of the margin bridgeHigh impact

Management maintained FY27 adjusted operating-income guidance of $140 million–$160 million despite the sales cut, relying partly on expense reductions. Roughly 150 basis points of its expected 220–270-basis-point gross-margin increase came from first-quarter tariff-cost refunds, making underlying pricing, discounting and mix important to the next results. The reporting date is estimated, not announced. [#SEC-8K-2026-08-07] Company earnings release

2026-11-15catalystWeak demand tests the reduced FY27 revenue outlookHigh impact

In Q1 FY27, North America revenue fell 9% and e-commerce revenue fell 12%. Under Armour changed its FY27 revenue outlook from a slight decline to a mid-single-digit decline, citing softer demand in North America and Asia-Pacific. Continued weakness at the next operating update is the downside case; its announcement date has not been confirmed. [#SEC-8K-2026-08-07] Company earnings release

2027-03-31catalystRestructuring and full-price product executionHigh impact

Under Armour expects its restructuring plan to be substantially complete by December 31, 2026. Management is investing in a sharper product portfolio and premium positioning, but sustained full-price demand has not been demonstrated. FY27 results should provide a longer test of whether those changes offset weaker sales. [#SEC-8K-2026-08-07] Company earnings release

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-09-29 • Updated nightlySource: Internal modelMethodology