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UAUAA

Under Armour, Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normPrice and volume picking up
$UAA·$2.9B·Apparel - Manufacturers·Consumer Cyclical
$7.36+1.5%YTD+40.5%1Y+8.4%
Mentions · last 7 days
2026-07-10: 63 posts2026-07-11: 22 posts2026-07-12: 38 posts2026-07-13: 142 posts2026-07-14: 136 posts2026-07-15: 236 posts2026-07-16: 198 posts840+44%
Price updated 10m ago·X counts updated 20h ago
UAUAA
$UAAUnder Armour, Inc.
$7.36+1.52%840 posts+44%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $UAA, 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.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-17

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

Under Armour is a Kevin Plank turnaround attempt with a new CMO — cheap and starting to bottom.

Under Armour is the athletic-apparel brand that never quite scaled into a durable Nike alternative — repeated resets, executive turnover, and margin volatility have kept the equity range-bound for years. Kevin Plank returned as CEO in early 2024 to run the current reset attempt, and the fundamentals are just starting to inflect.

What the setup looks like now:

  • Revenue is still flat-to-negative: Q4 revenue down 0.6% YoY at $1.17B and the four-quarter growth stack is all slightly negative (-1% to -5%) — the top line is stabilizing but not growing.
  • Cost discipline is working through the P&L: FY27 consensus EPS of $0.12 vs a trailing loss — this is a company projected to be modestly profitable next year if the operating-margin recovery holds.
  • The new CMO is a signal: Simon Pestridge came in June 1 as CMO with a 237K-share initial ownership — a real hire that says brand-marketing is being funded, which matters for a category where mind-share drives premium pricing.
  • Position confirms the reset: 78% of the 52-week range and 27% above the 200-day moving average — the bottom appears to be in on the technicals, and the tape has been re-rating on execution progress.
  • Multiple looks cheap for what it could be: PS of only 0.55x for a global brand — Nike trades north of 2x for comparison. Downside is bounded by asset value if the reset works.

The forward view: the August 7 fiscal Q1 print is the referee. A revenue print that turns positive YoY plus commentary that international demand (China/Asia especially) is stabilizing restarts the reset story. What keeps it coiled: another flat quarter with margin recovery driven by cost cuts rather than sell-through. What breaks it lower: a specific Nike/Adidas competitive-win headline in a key sport-specific vertical, or another executive departure that undermines the Plank-led narrative.

What to watch: August 7 fiscal Q1 earnings, especially international revenue and margin recovery; another executive departure or a Nike/Adidas competitive win would break the coil the wrong way.

On the calendar: 2026-08-07 — Q1 fiscal 2027 earnings

no sentiment data

Read the AI verdict + X sentiment for $UAA

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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 — Ralph Lauren's China demand recovery and disciplined pricing power drive analyst upgrades while PVH's Calvin Klein and Tommy Hilfiger navigate a mixed global..

What this means for $UAA

Neutral — Designs performance athletic apparel, footwear, and accessories for sports and fitness; also operates MapMyRun and MapMyRide fitness apps; this business's revenue is largely decoupled from the branded pricing power and China demand recovery.

Industry benchmark

5-name peer basket
+17.6%YTD
+92.3%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
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%
Q2 2025Aug 8, 2025$0.02$0.03-33.3%
Next earningsFri, Aug 7·consensus EPS $0.02

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$4.9B$4.9B – $5.1B$0.11$0.09 – $0.1317
FY28$5.1B$5.0B – $5.1B$0.23$0.14 – $0.3117
FY29$5.3B$5.3B – $5.3B$0.38$0.25 – $0.579
FY30$5.8B$5.7B – $6.0B$0.55$0.54 – $0.564

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.1.1×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.78%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.+21.4%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.+26.8%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 today2.1% 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.β1.675-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

BuyJan 26Watsa V Prem Et Al10% owner995.9K sh$6.2MBuyJan 23Watsa V Prem Et Al10% owner928.4K sh$5.7MBuyJan 22Watsa V Prem Et Al10% owner411.1K sh$2.5M

See when $UAA 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
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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 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.

3New insider — initial holdingsFeb 123
8-KOfficer or director changeFeb 128-K — Item 5.02: Officer or director change
3New insider — initial holdingsFeb 23
+ 14 other (7 13Gs · 2 proxys · 1 ARS · 1 SD) in window

Recent news

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

Squeeze Watch: 10 Stocks Bears Love to Hate Most Right Nowbenzinga.com·4d ago5 overlooked stocks analysts like for this summerinvezz.com·8d agoDodge and Under Armour Unleash a High-octane Collectionprnewswire.com·24d agoWhy Is Under Armour (UAA) Up 11.6% Since Last Earnings Report?zacks.com·36d agoUnder Armour: No Reason To Be Bullish At This Pointseekingalpha.com·36d ago

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Voices on X · last 7 days

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

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