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UAUAA

Under Armour, Inc.

$UAA·$1.9B·Apparel - Manufacturers·Consumer Cyclical
$4.40+2.9%YTD-17.2%1Y-14.6%
Price updated 2m ago·X counts updated 3d ago
UAUAA
$UAAUnder Armour, Inc.
$4.40+2.92%95 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $UAA 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.

95X posts · last 7 days
Sep 12Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $UAA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bearish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-08

UAA is -80% since late 2021 alongside LULU (-80%) and NKE (-80%). Athletic apparel category is in broad drawdown with 'is no one wearing athletic apparel anymore?' framing dominating.

Read what X is saying about $UAA

  • 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
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AI verdictAI analysisGenerated by AI from underlying data

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

Proven numbersWinding up for a moveAI verdict · as of 2026-09-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Under Armour: -17% YTD at 4% of 52w range — Q2 EPS beat by 150%, but athletic apparel is in category-wide drawdown alongside LULU and NKE.

Under Armour is a mid-cap athletic apparel maker (UAA is the Class A share). The tape is compressed: -17% YTD, at 4% of the 52-week range, but Q2 EPS beat by 150% and Q4 by 550% — the earnings side is holding while the whole category is in a drawdown.

The tension in one line:

  • EPS is beating consistently: Q2 EPS $0.05 vs $0.02 est (+150%), Q4 $0.09 vs -$0.02 (+550%), Q3 $0.04 vs $0.03 (+33%) — turnaround-margin work is landing even as revenue declines.
  • Revenue is the drag: down 3.9% YoY in Q2, -4.3% Q3, -0.6% Q4 — this is a demand-side problem, not an execution problem; management cut revenue view but kept profit outlook.
  • Category-wide compression: X frames it as UAA -80% since 2021 alongside LULU -80% and NKE -80% — athletic-apparel demand narrative is broken across the space, not UAA-specific.

The bull path is Q2 FY27 (Nov 5, roughly-breakeven EPS est) showing revenue stabilization plus 2028 EPS estimate $0.20 materializing (implies 21x). The bear path is another quarter of category weakness driving the tape below the current $4.28. Watch Nov 5 revenue and any category-level color.

Agrees with X sentimentThe X 'is no one wearing athletic apparel anymore?' framing captures the category truth — LULU/NKE/UAA all -80% off 2021 highs. Fair on the drawdown side, but the recent EPS-beat cadence (150%+ Q2 surprise) says the operational side is turning even if the tape isn't.

What to watch: Nov 5 Q2 FY27 print (roughly-breakeven EPS est) — revenue trajectory and any FY27 category guide. Whether the S-3ASR shelf gets tapped for a raise. Athletic-apparel category demand indicators from LULU/NKE/DKS.

On the calendar: 2026-11-05 — Q2 FY27 earnings

category drawdown

Read the AI verdict on $UAA

  • 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
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What it does

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

Designs performance athletic apparel, footwear, and accessories for sports and fitness; also operates MapMyRun and MapMyRide fitness apps.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Manufacturers sits in its cycle right now — and what that implies for $UAA.

Apparel - Manufacturers · Consumer Cyclical

No material change from last week — mid-income consumer squeeze continues to pressure branded apparel.

What this means for $UAA

Neutral — Designs performance athletic apparel, footwear, and accessories for sports and fitness; also operates MapMyRun and MapMyRide fitness apps.

Industry benchmark

5-name peer basket
+26.7%YTD
+35.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-5.5How 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
7.6%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
5.3%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
-5.9%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
0.5Same 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
-30.1%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
45.9%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
1.4Total 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 7, 2026$0.05$0.02+150.0%
Q1 2026May 12, 2026$-0.03$-0.030.0%
Q4 2025Feb 6, 2026$0.09$-0.02+550.0%
Q3 2025Nov 6, 2025$0.04$0.03+33.3%
Next earningsThu, Nov 5·consensus EPS $-0.00

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$1.2B-0.6%42.0%-2.2%$-0.10$-347.3M
Q3 FY26$1.3B-4.8%44.7%-5.1%$-1.01$261.9M
Q2 FY26$1.3B-4.3%47.9%4.6%$-0.04$-90.3M
Q1 FY26$1.1B-3.9%48.8%26.3%$-0.01$13.5M

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.0B$4.9B – $5.0B$0.12$0.10 – $0.1418
FY27$4.7B$4.7B – $4.9B$0.11$0.09 – $0.1316
FY28$4.8B$4.7B – $4.9B$0.20$0.10 – $0.2917
FY29$5.0B$4.8B – $5.5B$0.33$0.17 – $0.6510
FY30$5.8B$5.7B – $6.1B$0.55$0.53 – $0.585

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.3%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.-23.0%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.-28.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 425.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.0% 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.β1.625-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

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

S-3ASRAuto-shelf registrationAug 31S-3ASR
AI summary

Under Armour, Inc. filed an automatic shelf registration (S-3ASR) covering an unspecified amount of Debt Securities, Preferred Stock, Class A Common Stock, Class C Common Stock, and Warrants for potential future issuance. As an S-3ASR, it becomes effective immediately upon filing. Both Class A (UA) and Class C (UAA) common stock are covered. This is routine shelf maintenance providing capital raise optionality; no immediate offering has been launched and no dilution occurs at this stage.

8-KShareholder voteAug 278-K — Item 5.07: Shareholder vote
AI summary

Under Armour, Inc. held its Annual Meeting on August 26, 2026, at which stockholders elected all 11 nominated directors, approved the executive compensation advisory vote, and approved the Fifth Amended and Restated 2005 Omnibus Long-Term Incentive Plan expanding authorized Class C shares. Filed for Class A shares (UAA); identical results reported for Class C (UA) simultaneously. Routine annual meeting results with no contested outcomes or material governance changes.

3New insider — initial holdingsJun 83
AI summary

Simon James Pestridge, newly appointed Chief Marketing Officer of Under Armour, Inc. (UAA), filed a Form 3 on June 1, 2026 disclosing initial beneficial ownership of 237,408 shares of Class C Common Stock held directly, plus additional derivative securities (RSUs and other instruments per Table II, detail truncated in excerpt). This is a routine initial officer ownership disclosure upon appointment as CMO with no immediate financial or operational significance.

SC 13D/AActivist amendmentMay 15SC 13D/A
AI summary

V. Prem Watsa, founder and CEO of Fairfax Financial Holdings, filed Amendment No. 1 to his Schedule 13D on Under Armour, Inc. (UAA) Class A Common Stock as of May 13, 2026. Specific updated share counts and the revised ownership percentage are not visible in the available excerpt. Watsa's initial 13D established a 5%+ position; as a long-oriented value investor, this amendment may signal a position change or an updated statement of purpose or investment intent.

8-KRestructuring / exit costsMay 128-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs
AI summary

Under Armour, Inc. (UAA) reported Q4 and full fiscal year ended March 31, 2026 financial results (headline figures furnished as Exhibit 99.1) and announced an expansion of its fiscal 2025 restructuring plan from up to $255 million to approximately $305 million — an additional $50 million in charges approved by the Board on May 11, 2026. The expanded plan includes up to $139 million in cash charges (severance and transformational initiatives) and up to $166 million in non-cash charges (contract terminations and facilities). The larger-than-expected restructuring signals deeper organizational changes underway; investors should weigh incremental charges against expected long-term efficiency gains.

+ 11 other (3 13Gs · 2 proxys · 1 S-8 · 1 10-Q) in window

Recent news

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

These 10 Stocks Are Squeeze Candidates Waiting to Happenbenzinga.com·16d agoUnder Armour (NYSE:UAA) Share Price Crosses Below 50-Day Moving Average – What’s Next?defenseworld.net·28d agoUnder Armour's EMEA & Latin America Markets Support Global Growthzacks.com·40d agoUAA Cuts Revenue View but Keeps Profit Outlook as Margins Recoverzacks.com·43d agoUAA Falls 12.3% in One Week as Turnaround Risks Test Investor Patiencezacks.com·43d ago

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Voices on X · last 7 days

No standout posts about $UAA 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.

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