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$VFC

8 stories mentioning VFCUpdated 27d ago

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Research

Research Alert: CFRA Raises Opinion On Shares Of V.f. Corporation To Strong Buy From Buy

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month price target of $24, based on 16.0x our FY 27 (Mar.) EPS estimate and below the company's three-year average forward P/E multiple of 17.6x, reflecting our view that the company's forward multiple has been skewed higher by volatile earnings in recent years. We maintain our FY 27 EPS estimate of $1.50 and initiate our FY 28 EPS estimate at $1.90. We believe the turnaround story for VFC is taking shape and Vans is finally starting to stabilize while The North Face and Timberland continue impressive momentum. VFC posted Q4 FY 26 revenue of $2.166B (+1% Y/Y), $39M above estimates and operating income of $62M versus a $73M loss in the prior year. Excluding the divested Dickies brand, revenue grew +8% Y/Y, or +3% at constant currency, ahead of guidance, while adjusted operating income ex-Dickies of $54M significantly exceeded the $10M-$30M guidance range. By brand in FQ4, The North Face revenue was +12% Y/Y, Timberland +8%, and Vans stabilized at -1%. We believe significant value has emerged.

$VFC
Research

Research Alert: V.f. Corporation Sees Early Success In Turnaround

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:VFC delivered solid Q4 FY 26 (Mar.) results with revenue of $2.166B (+1% Y/Y), $39M above estimates, and operating income of $62M versus a $73M loss in the prior year. Excluding the divested Dickies brand, revenue grew +8% Y/Y, ahead of guidance, with adjusted gross margin expanding 260 bps to 56.4%. We believe the turnaround story remains strong and are impressed with North Face (+12% Y/Y) and Timberland (+8% Y/Y) strength, while Vans showed early stabilization signs with Americas DTC returning to growth. Management reinstated FY 27 guidance, projecting +1% to +2% constant currency revenue growth with ~8% operating margin. Net debt declined $800M, reducing leverage from 4.1x to 3.1x, representing substantial progress toward the 2.5x target. We expect continued progress as the company executes its strategy to focus on core brands and strengthen the balance sheet, with Vans stabilization and sustained North Face/Timberland performance positioning VFC well for FY 27.

$VFC
Wire

VF Posts Fiscal Q4 Breakeven, Revenue Increases; Shares Up Pre-Bell

VF (VFC) on Wednesday reported breakeven adjusted earnings for fiscal Q4, compared with an adjusted loss of $0.14 a year earlier.Analysts polled by FactSet expected a loss of $0.01.Revenue for the quarter ended March 28 was $2.17 billion, up from $2.14 billion a year earlier.Analysts surveyed by FactSet expected $2.13 billion.Shares of the company were up more than 8% in recent premarket activity Wednesday.Price: $18.10, Change: $+1.36, Percent Change: +8.18%

$VFC
Wire

V.F. Shares Rise After Williams Trading Upgrade

V.F. (VFC) shares were up 1.5% in Monday afternoon trading after Williams Trading upgraded the company's stock to buy from sell and raised its price target to $19 from $14.Trading volume exceeded 6.7 million shares, compared with a daily average of more than 6.3 million.Price: $16.94, Change: $+0.25, Percent Change: +1.53%

$VFC
Research

Williams Trading Upgrades V.F to Buy From Sell, Raise Price Target to $19 From $14

V.F (VFC) has an average rating of Hold and mean price target of $20, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

$VFC
Research

BTIG Research Upgrades V.F to Buy, $23 Price Target

V.F (VFC) has an average rating of Hold and mean price target of $19.74, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

$VFC
Wire

VF Shares Higher After Seaport Global Upgrade

VF Corporation (VFC) shares were up about 1.4% in Tuesday trading after Seaport Global upgraded the stock to buy from neutral, with a price target of $24 per share.Trading volume stood at more than 4.0 million shares, compared with a daily average of about 6.7 million.Price: $18.71, Change: $+0.26, Percent Change: +1.44%

$VFC
Research

Seaport Global Securities Upgrades V.F to Buy From Neutral, $24 Price Target

V.F (VFC) has an average rating of Hold and mean price target of $19.28, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

$VFC

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