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ASAS

Amer Sports, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 32% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (191/wk), no spike
$AS·$20B·Leisure·Consumer Cyclical
$36.03+1.2%YTD-4.3%1Y-8.3%
Mentions · last 7 days
2026-07-09: 25 posts2026-07-10: 18 posts2026-07-11: 13 posts2026-07-12: 20 posts2026-07-13: 40 posts2026-07-14: 21 posts2026-07-15: 52 posts191-17%
Price updated 13h ago·X counts updated 2d ago
ASAS
$ASAmer Sports, Inc.
$36.03+1.17%191 posts-17%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Amer Sports revenue jumped 32% year-over-year with Arc'teryx momentum and Salomon building as the second growth driver.

Amer Sports owns Arc'teryx, Salomon, Wilson, and other premium athletic brands, $20.1B market cap, with Q2 2026 earnings due 2026-08-18.

  • Q1 revenue was $1.95B, up 32.1% year-over-year — the fourth consecutive quarter of 23-32% growth, and EPS $0.38 topped $0.31 consensus by 24.1% (fifth straight positive surprise, magnitudes stepping from 10% to 143%).
  • Gross margin sits at 59.9% (premium-brand economics), operating margin 16.1%, and free-cash-flow yield 2.4% — the operating leverage is emerging against continued marketing and store investment.
  • Consensus models 2026 revenue $8.0B rising to $9.2B in 2027 and $10.4B in 2028, EPS $1.27 to $1.56 to $1.89 — durable-growth compounder profile.
  • Trailing twelve-month total return -10% and year-to-date -5% — multiple compressed against growth acceleration, signaling positioning rather than fundamental doubt.
  • Position in 52-week range 48%, shares 2% above the 50-day and 1% above the 200-day — mean-reverting consolidation after prior drawdown.
  • A May 21 Seeking Alpha piece flagged Salomon as another tangible growth driver, and May 20 noted Arc'teryx momentum strong.
  • Beta 2.06 makes the tape reactive to consumer-discretionary cycles, but operating fundamentals continue to show through.

The setup is a premium-athletic-brand compounder at compressed multiples against strong operational execution — the print tests Q1 acceleration extending into Q2.

Agrees with X sentimentX posters describe Amer Sports as 'a better business growing 20%+ at a lower multiple than NKE' — that maps to the reported 32% Q1 revenue growth, the 24% EPS surprise, and the compressed year-to-date tape versus the operating fundamentals. Some chatter references an 'Ansem meme-coin ecosystem' which is unrelated ticker-name confusion; the ticker_collision flag is set.

What to watch: August 18 Q2 earnings — Arc'teryx segment revenue (the growth engine), Salomon international expansion, Wilson-brand relative performance, and full-year 2026 guidance versus the $8.0B revenue and $1.27 EPS consensus. Gross-margin trajectory versus the 59.9% base is a compounding signal.

On the calendar: 2026-08-18 Q2 2026 earnings; Arc'teryx growth and Salomon segment momentum drive the print.

ticker collision

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Neutral sentiment6 posts analyzed · as of 2026-07-06

The $AS conversation is thin and split between Amer Sports the equity — flagged on unusual put option volume lists and mentioned favourably vs Nike ('a better business growing 20%+ at a lower multiple than NKE') — and an Ansem meme-coin ecosystem burning small amounts as rewards. There is no dominant catalyst or clearly directional read.

Read the AI verdict + X sentiment for $AS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Owns Arc'teryx, Salomon, Wilson, and Peak Performance; premium outdoor and sports brands sold across equipment and apparel.

Industry overviewAI analysisGenerated by AI from underlying data

Where Leisure sits in its cycle right now — and what that implies for $AS.

Leisure · Consumer Cyclical

No material change from last week — Carnival cruises benefit from sustained demand post-pandemic while Arc'teryx and Salomon capture premium outdoor lifestyle spending.

What this means for $AS

Neutral — Owns Arc'teryx, Salomon, Wilson, and Peak Performance; premium outdoor and sports brands sold across equipment and apparel; end markets and revenue mix have limited overlap with the sustained post-pandemic outdoor and experiential leisure demand.

Top industry ETF

$XLYConsumer Discretionary Select Sector SPDR
-2.3%YTD
+6.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
42.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
58.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 19, 2026$0.38$0.31+24.1%
Q4 2025Feb 24, 2026$0.31$0.28+11.0%
Q3 2025Nov 18, 2025$0.33$0.25+31.0%
Q2 2025Aug 19, 2025$0.06$0.02+143.2%
Next earningsTue, Aug 18·consensus EPS $0.10

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.9B+32.1%59.9%16.1%$0.29$93.9M
Q4 FY25$2.1B+28.5%57.7%10.7%$0.24$548.1M
Q3 FY25$1.8B+29.7%56.8%12.3%$0.26$-59.6M
Q2 FY25$1.2B+23.5%58.5%3.5%$0.03$-105.9M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.0B$7.8B – $8.1B$1.27$1.21 – $1.3211
FY27$9.2B$9.0B – $9.4B$1.56$1.47 – $1.6312
FY28$10.4B$10.1B – $10.7B$1.89$1.80 – $1.966
FY29$12.1B$11.7B – $12.4B$2.36$2.25 – $2.4411
FY30$14.0B$13.5B – $14.4B$2.92$2.78 – $3.026

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.51%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 166.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.065-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 3Zheng Jie (james)CEO500.0K sh$17.2MSellJun 1Chen Wen-chang (victor)Chief Strategy Officer13.1K sh$466KSellJun 1Stuart HaseldenCEO215.3K sh$7.7MSellMay 26Andrew E PageCFO105.2K sh$3.9MSellApr 16Jutta C KarlssonGeneral Counsel662 sh$24KSellApr 16Stuart HaseldenCEO11.4K sh$415KSellApr 16Andrew E PageCFO6.0K sh$218KSellApr 2Jutta C KarlssonGeneral Counsel457 sh$15KSellApr 2Andrew E PageCFO2.1K sh$68KSellApr 2Stuart HaseldenCEO6.5K sh$217K
+ 29 other (17 exempts · 12 awards) in window

See when $AS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 18 other (8 6-Ks · 7 3s · 2 424B5s · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

AbbVie Receives Positive CHMP Opinion for Upadacitinib (RINVOQ®) for the Treatment of Adults and Adolescents with Severe Alopecia Areatagurufocus.com·18d ago'AS FAST AS WE POSSIBLY CAN': Defense giant signals urgency on ramping up productionyoutube.com·31d agoApparel Earnings Winners and Losers: Ralph Lauren Takes Offmarketbeat.com·53d agoAmer Sports: Salomon Becoming Another Tangible Growth Driverseekingalpha.com·57d agoAmer Sports: Arc'teryx's Momentum Is Strong, But Only For Nowseekingalpha.com·58d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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