Telsey Advisory Group Reiterates Market Perform Rating for Under Armour (NYSE:UAA)

Under Armour (NYSE:UAA)‘s stock had its “market perform” rating reissued by stock analysts at Telsey Advisory Group in a research report issued to clients and investors on Friday,Benzinga reports. They presently have a $5.00 price objective on the stock. Telsey Advisory Group’s target price would indicate a potential downside of 33.95% from the stock’s current price.

A number of other brokerages also recently commented on UAA. Argus upgraded shares of Under Armour to a “hold” rating in a research report on Friday, January 16th. Citigroup reissued a “neutral” rating and set a $6.20 price target (up from $5.00) on shares of Under Armour in a report on Friday, January 23rd. Weiss Ratings restated a “sell (d-)” rating on shares of Under Armour in a research report on Monday, December 29th. Evercore dropped their target price on Under Armour from $5.00 to $4.00 and set an “underperform” rating on the stock in a research report on Friday, November 7th. Finally, UBS Group reissued a “buy” rating on shares of Under Armour in a research note on Friday, January 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, three have given a Buy rating, fifteen have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $6.44.

Under Armour Stock Up 20.5%

UAA opened at $7.57 on Friday. Under Armour has a 52 week low of $4.13 and a 52 week high of $7.60. The business has a 50 day moving average price of $5.32 and a two-hundred day moving average price of $5.18. The company has a quick ratio of 1.10, a current ratio of 1.69 and a debt-to-equity ratio of 0.32. The company has a market cap of $3.25 billion, a PE ratio of -6.20, a P/E/G ratio of 7.70 and a beta of 1.83.

Under Armour (NYSE:UAA) last released its earnings results on Friday, February 6th. The company reported $0.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.02) by $0.11. Under Armour had a positive return on equity of 1.27% and a negative net margin of 1.74%.The business had revenue of $1.33 billion for the quarter, compared to analyst estimates of $1.31 billion. During the same quarter in the previous year, the company posted $0.08 earnings per share. The company’s revenue for the quarter was down 5.2% compared to the same quarter last year. Under Armour has set its FY 2026 guidance at 0.100-0.110 EPS. As a group, research analysts anticipate that Under Armour will post 0.3 EPS for the current year.

Insider Activity

In other news, major shareholder V Prem Et Al Watsa purchased 1,112,119 shares of the firm’s stock in a transaction dated Wednesday, January 28th. The shares were acquired at an average price of $6.21 per share, with a total value of $6,906,258.99. Following the purchase, the insider directly owned 43,000,872 shares of the company’s stock, valued at $267,035,415.12. The trade was a 2.65% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this link. In the last three months, insiders have purchased 42,448,155 shares of company stock worth $219,067,338. 15.60% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Under Armour

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Laurel Wealth Advisors LLC grew its holdings in Under Armour by 583.0% in the second quarter. Laurel Wealth Advisors LLC now owns 4,098 shares of the company’s stock valued at $28,000 after purchasing an additional 3,498 shares during the last quarter. Uhlmann Price Securities LLC purchased a new stake in shares of Under Armour in the 3rd quarter worth about $46,000. State of Wyoming purchased a new stake in shares of Under Armour in the 2nd quarter worth about $44,000. Neo Ivy Capital Management acquired a new stake in Under Armour in the 2nd quarter valued at about $44,000. Finally, LRI Investments LLC purchased a new position in Under Armour during the 3rd quarter valued at about $50,000. 34.58% of the stock is owned by institutional investors and hedge funds.

Under Armour News Roundup

Here are the key news stories impacting Under Armour this week:

• Positive Sentiment: Q3 results beat expectations: Under Armour reported EPS of $0.09 vs. a consensus loss of ($0.02) and revenue of $1.33B vs. ~$1.31B — management credited cost controls and assortment simplification for the outperformance. UNDER ARMOUR REPORTS THIRD QUARTER FISCAL 2026 RESULTS; UPDATES FISCAL 2026 OUTLOOK
• Positive Sentiment: Management raised FY2026 EPS guidance to $0.10–$0.11 (well above prior consensus of ~$0.05), signaling confidence in margins from restructuring and cost discipline — a clear catalyst for bullish positioning. Under Armour lifts full year outlook as turnaround takes shape
• Positive Sentiment: Heavy call buying: options activity showed unusually large call purchases (~20,228 calls, +209% vs. normal), suggesting speculative or hedge-driven bullish interest that amplified the move higher.
• Neutral Sentiment: Revenue still declined year-over-year (about -5.2%), but the drop was smaller than feared as holiday demand stabilized — this is supportive but keeps growth questions intact. Under Armour posts smaller drop in quarterly sales on steady holiday demand
• Neutral Sentiment: Earnings-call commentary flagged ongoing headwinds (tariffs, softer North America demand) but emphasized progress from restructuring and inventory discipline — mixed operational signals to watch in coming quarters. Under Armour, Inc. (UAA) Q3 2026 Earnings Call Transcript
• Negative Sentiment: North America sales slid and tariff pressures are pressuring margins — these are recurring execution risks that could limit upside if consumer demand softens further. Under Armour lifts annual forecasts as turnaround slows N America sales slide
• Negative Sentiment: Analyst skepticism remains: Telsey Advisory reaffirmed a “market perform” rating with a $5 price target (well below the current market level), highlighting that some sell‑side analysts see limited upside until revenue trends improve. Benzinga: Telsey Advisory Group note

Under Armour Company Profile

Under Armour, Inc (NYSE: UAA) is a global designer, marketer and distributor of performance athletic apparel, footwear and accessories. The company’s product portfolio spans a range of categories including training and running shoes, performance apparel engineered to manage moisture and temperature, and a variety of accessories such as bags, socks and headwear. Under Armour positions its offerings to serve athletes at every level—from professionals to everyday fitness enthusiasts—by combining innovative fabrics, advanced footwear technology and functional design.

Founded in 1996 by Kevin Plank, a former University of Maryland football player, Under Armour initially gained recognition for its moisture-wicking T-shirts, which provided a lightweight alternative to traditional cotton.