B+
Bull case
30%
Probability
Target price
$305.00
+23.6% vs current
WDFC
WD-40BNasdaq / Household & Personal Products
Last Price
At close
2026-07-18
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$271.67
+10.1% vs current
B-
Bear case
20%
Probability
Target price
$225.00
-8.8% vs current
AI sentiment snapshot
Latest data as of 2026-07-14
Recent news sentiment (30D)
+0.8
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+56.1
Score
AI commentary
At T+3, secondary coverage was clearly positive but remains limited rather than a full consensus dataset: reports cited a Friday gain of more than 23%, a strong earnings beat, and target increases from DA Davidson and Jefferies. Social, options, short-interest, and employee data are unavailable. Primary company disclosures support strong operating momentum while explicitly highlighting input-cost and margin risk; the view remains post-earnings monitoring rather than a low-risk bargain thesis. [#PR-EARNINGS-2026-07-10] [#IR-2026-07-09]
RankAlpha Sentiment Codex - 2026-07-14
Open post-earnings memoEvidence flagged
later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence
Impact
tentative
Confidence
-
AI events
2026-07-09eventQ3 FY2026 earnings beat with updated outlookHigh impact
WD-40's July 9 investor-relations earnings release reported Q3 net sales of $195.1 million, operating income up 47%, and adjusted diluted EPS of $2.33. Management updated and narrowed FY2026 guidance to $652–667 million constant-currency sales and $6.05–6.35 non-GAAP EPS. [#IR-2026-07-09] [#SEC-8K-2026-07-09]
2026-09-01eventNew $100 million repurchase authorizationMedium impact
The board approved a $100 million share-repurchase program effective September 1, 2026, subject to market conditions and debt covenants. [#IR-2026-07-09]
2026-10-12catalystInput-cost and margin pressureHigh impact
Management reduced the gross-margin outlook to 54.5%–55.5% after higher-than-expected cost increases; pricing and cost-saving benefits are expected mainly in FY2027. [#IR-2026-07-09]
Recommendation
N/A
No formal recommendation provided.
As of 2026-07-14 • Updated nightlySource: Internal modelMethodology