Under Armour (NYSE:UAA) Updates FY 2026 Earnings Guidance

Under Armour (NYSE:UAA) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 0.100-0.110 for the period, compared to the consensus earnings per share estimate of 0.050. The company issued revenue guidance of $5.0 billion-$5.0 billion, compared to the consensus revenue estimate of $5.0 billion.

Under Armour Stock Up 20.5%

UAA stock traded up $1.29 during trading on Friday, reaching $7.57. 28,167,724 shares of the company traded hands, compared to its average volume of 13,527,144. The company has a market capitalization of $3.25 billion, a price-to-earnings ratio of -36.05, a price-to-earnings-growth ratio of 6.73 and a beta of 1.83. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.10 and a current ratio of 1.69. The business has a 50 day simple moving average of $5.26 and a 200 day simple moving average of $5.19. Under Armour has a 12 month low of $4.13 and a 12 month high of $7.60.

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

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on UAA. Telsey Advisory Group restated a “market perform” rating and set a $5.00 price target on shares of Under Armour in a research note on Friday. Wall Street Zen upgraded Under Armour from a “sell” rating to a “hold” rating in a research note on Saturday, January 17th. Argus upgraded Under Armour to a “hold” rating in a research note on Friday, January 16th. Guggenheim upgraded Under Armour to a “strong-buy” rating in a research report on Wednesday, December 10th. Finally, Citigroup reiterated a “neutral” rating and issued a $6.20 price target (up previously from $5.00) on shares of Under Armour in a report on Friday, January 23rd. Two analysts have rated the stock with a Strong Buy rating, three have given a Buy rating, fifteen have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $6.44.

Insider Activity at Under Armour

In other news, major shareholder V Prem Et Al Watsa purchased 1,112,119 shares of the company’s stock in a transaction that occurred on Wednesday, January 28th. The shares were bought at an average price of $6.21 per share, for a total transaction of $6,906,258.99. Following the completion of the transaction, the insider owned 43,000,872 shares in the company, valued at $267,035,415.12. This represents a 2.65% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this link. Over the last 90 days, insiders have purchased 42,448,155 shares of company stock worth $219,067,338. 15.60% of the stock is owned by company insiders.

Trending Headlines about Under Armour

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

• Positive Sentiment: Q3 results beat expectations — Under Armour reported $0.09 EPS vs. a consensus loss and revenue of $1.33B vs. $1.31B expected; management highlighted cost controls and restructuring that helped earnings despite weaker sales. Under Armour (UAA) Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Raised FY26 guidance — Under Armour set FY26 EPS guidance of $0.100–$0.110, materially above the street consensus (~$0.05), suggesting management expects margin improvement from cost actions. UNDER ARMOUR REPORTS THIRD QUARTER FISCAL 2026 RESULTS
• Positive Sentiment: Investor options activity showed bullish positioning — traders bought ~20,228 call contracts on Friday (≈+209% vs. typical call volume), which can amplify upside sentiment and short-term buy interest.
• Positive Sentiment: Earnings call details/transcript reinforce the messaging — management emphasized simplification of assortment and restructuring as drivers for stabilizing holiday demand and margin recovery. Under Armour, Inc. (UAA) Q3 2026 Earnings Call Transcript
• Neutral Sentiment: Revenue still declined year-over-year (~5.2%), and management flagged continued weak demand in North America and Asia-Pacific plus tariff headwinds; results showed the decline was milder than feared. Under Armour posts smaller drop in quarterly sales
• Neutral Sentiment: WSJ coverage notes management expects revenue toward the milder end of its forecast despite ongoing tariff pressures — supports cautious optimism but highlights operating risks. Under Armour Lifts Outlook Despite Tariff Pressures
• Negative Sentiment: Analyst caution — Telsey Advisory reaffirmed a “market perform” rating with a $5 price target, signaling skepticism about the sustainability of the turnaround and limiting near-term analyst-driven upside. Benzinga Telsey Advisory note

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. Royal Bank of Canada increased its holdings in Under Armour by 5.3% in the 1st quarter. Royal Bank of Canada now owns 1,158,649 shares of the company’s stock worth $7,242,000 after acquiring an additional 58,701 shares in the last quarter. Goldman Sachs Group Inc. increased its stake in shares of Under Armour by 33.1% during the first quarter. Goldman Sachs Group Inc. now owns 328,746 shares of the company’s stock worth $2,055,000 after purchasing an additional 81,732 shares in the last quarter. United Services Automobile Association acquired a new position in shares of Under Armour during the first quarter valued at approximately $83,000. Creative Planning lifted its position in shares of Under Armour by 70.8% in the second quarter. Creative Planning now owns 30,457 shares of the company’s stock valued at $208,000 after acquiring an additional 12,620 shares in the last quarter. Finally, Prudential Financial Inc. boosted its stake in shares of Under Armour by 27.0% in the second quarter. Prudential Financial Inc. now owns 22,191 shares of the company’s stock worth $152,000 after acquiring an additional 4,718 shares during the last quarter. 34.58% of the stock is owned by institutional investors and hedge funds.

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.