TickerTalks
Browse all tickers →
TickerTalks›$AS
ASAS

Amer Sports, Inc.

Rising onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$AS·$16B·Leisure·Consumer Cyclical
$30.02+0.3%YTD-20.4%1Y-2.0%
Price updated 6h ago·X counts updated 5d ago
ASAS
$ASAmer Sports, Inc.
$30.02+0.27%139 posts1.2×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $AS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

139X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $AS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 90% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-10

Amer Sports posts split cleanly. Buyers point to a fresh initiated Buy at $38, Salomon hype and >$1M in Oct $27 calls opened as the stock fills its May 2025 gap; sellers include Bill Baruch rotating out of $AS into $WMT, citing tariffs eating the China tailwind. The thin sample doesn't give either side a clear win.

Read what X is saying about $AS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Amer Sports at 6% of 52-week range — Salomon running, 32% revenue growth, but tariff pressure complicates the China tailwind.

Amer Sports is the global sporting-goods conglomerate behind Arc'teryx, Salomon, Wilson, Peak Performance, and Atomic — now a Chinese-majority-owned public company via Anta Sports. The stock is at 6% of its 52-week range after a 28% YTD decline.

  • The P&L is actually accelerating: revenue grew 32.1% YoY to $1.95B last quarter at a 11.3% operating margin and 58% gross margin — Arc'teryx and Salomon are the growth engines, with DTC expansion continuing to drive the mix.
  • At 42.1x trailing earnings and 2.8x sales for a 32% revenue grower with mid-teens operating margins, the valuation reflects a China-exposure discount — Bill Baruch rotating from $AS to $WMT citing tariffs is the specific sell-side concern.
  • Insider Chen's $3.1M sale after $6.2M M-Exempt at $7.68 is a legacy-grant tax-management move; Page's $58K is routine; the fresh initiated Buy at $38 plus >$1M in Oct $27 calls is the bullish counter-signal.

Breaking-down holds unless Nov 17 earnings confirm Arc'teryx revenue growth above 30% YoY and tariff impact can be absorbed in gross margin. A soft Arc'teryx print, or any specific commentary on China tariff-related margin pressure, is what seals the de-rating; a FY27 revenue guide above $7.5B plus specific margin stability is what breaks the tape higher.

Agrees with X sentimentThe X mixed read is accurate — Salomon hype, >$1M Oct $27 calls, and the fresh $38 Buy call are legitimate near-term setup elements; Bill Baruch's $AS-to-$WMT rotation citing tariffs eating the China tailwind is the honest structural counter-signal.

What to watch: Nov 17 earnings — Arc'teryx revenue growth above 30% YoY, Salomon segment contribution, tariff-related gross margin trajectory, FY27 revenue guide. A soft Arc'teryx print or China-tariff margin pressure is what seals the breaking-down tape.

On the calendar: 2026-11-17 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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 — Consumer leisure spending is bifurcated by income: premium outdoor brands and resort-style fitness clubs hold firm while mid-income dining and entertainment venues face traffic softness.

What this means for $AS

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

Industry benchmark

7-name peer basket
+10.7%YTD
+11.3%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
Q2 2026Aug 18, 2026$0.22$0.11+108.3%
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%
Next earningsTue, Nov 17·consensus EPS $0.34

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 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.2B$8.2B – $8.3B$1.30$1.27 – $1.3213
FY27$9.5B$9.4B – $9.6B$1.64$1.46 – $1.7614
FY28$10.8B$10.5B – $11.1B$1.99$1.90 – $2.066
FY29$12.6B$12.1B – $12.9B$2.43$2.32 – $2.518
FY30$14.3B$13.8B – $14.6B$2.96$2.82 – $3.0512

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.1.0×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.23%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.+1.0%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.-12.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 184.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.8% 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.β2.035-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

SellSep 15Chen Wen-chang (victor)Chief Strategy Officer117.5K sh$3.1MSellSep 2Andrew E PageCFO2.0K sh$58KSellJun 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$3.9M
+ 16 other (9 exempts · 7 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

SC 13D/AActivist amendmentAug 24SC 13D/A
AI summary

Tencent Holdings Limited filed Amendment No. 1 to its Schedule 13D on Amer Sports (AS), disclosing beneficial ownership of 15,794,146 ordinary shares (2.7% of 581,822,024 outstanding) as of August 20, 2026. The stake is held through Huang River Investment Limited (13,871,069 shares, a Tencent wholly-owned subsidiary) and Bright Adventure Holding Limited (1,923,077 shares, controlled by Tencent). At 2.7%, this represents a passive financial holding rather than an activist position for the Hong Kong-based technology conglomerate.

+ 6 other (6 6-Ks) in window

Recent news

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

Amer Sports Chief Strategy Officer Exercises Options to Acquire More than $7 Million Shares. Is This a Signal to Buy AS?fool.com·5d agoNew SKYRIZI® (risankizumab-rzaa) and RINVOQ® (upadacitinib) Data Demonstrate Disease Control for Patients Living With Inflammatory Bowel Diseasegurufocus.com·6d agoAbbVie Showcases Leadership in Dermatology Research With New Clinical and Real-World Evidence Across Immune-Mediated Skin Diseases at 2026 EADV Congressgurufocus.com·17d agoAbbVie Announces European Commission Approval of RINVOQ® (upadacitinib) for the Treatment of Children with Active Polyarticular Juvenile Idiopathic Arthritisgurufocus.com·25d agoFinancial Comparison: Lakeland Industries (NASDAQ:LAKE) & Amer Sports (NYSE:AS)defenseworld.net·26d ago

More in Leisure

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$PLAY$FUN$MAT$PTON$LTH$HAS$AOUT
Voices on X · last 7 days

No standout posts about $AS on X in the last 7 days.

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.

PrivacyTermsSupport