Brunswick

BC · NYSE

$65.77+$1.95 (+3.06%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $63.82

BC analyst rating

BuyConsensus of 12 analysts over the last 12 months. 50% rate it a buy.

Strong buy0
Buy6
Hold6
Underperform0
Sell0

12-month price target · 20 analysts

Average $92.99 (+41.4% upside)

Low: $76.76
Now: $65.77
High: $126.00

Upgrades and downgrades

The latest rating actions, newest first

BC analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
DA Davidson	Aug 17, 2026	Maintains	Neutral	$76.00	62%
Truist Securities	Jul 6, 2026	Maintains	Buy	$93.00 → $94.00	56%
Morgan Stanley	May 19, 2026	Maintains	Equal-Weight	$82.00 → $86.00	60%
DA Davidson	May 18, 2026	Maintains	Neutral	$76.00	62%
JP Morgan	Apr 28, 2026	Maintains	Neutral	$78.00 → $83.00	57%
Truist Securities	Apr 27, 2026	Maintains	Buy	$92.00 → $93.00	41%
JP Morgan	Mar 16, 2026	Maintains	Neutral	$73.00 → $78.00	57%
DA Davidson	Feb 2, 2026	Maintains	Neutral	$68.00 → $76.00	62%
Citigroup	Feb 2, 2026	Maintains	Buy	$100.00 → $101.00	44%
Roth Capital	Jan 30, 2026	Maintains	Buy	$79.00 → $94.00	49%

The case for and against

Updated Oct 14, 2026

Bull case

Brunswick is positioned for durable fundamental upside because its updated 2030 framework does not depend on a major marine-market rebound, with $7.0-$8.0B of revenue, 10%-13% operating margins, $8-$12 of EPS and $550M+ of annual FCF driven mainly by pricing, mix, share gains and operating leverage. The latest quarter reinforced that thesis, as 1Q26 revenue rose 12.8% to $1.38B, adjusted EPS beat expectations at $0.70, and the company lifted FY26 guidance to $5.65B-$5.80B of revenue and $4.00-$4.50 of adjusted EPS despite tariff and geopolitical pressures. Segment momentum is broad, with Propulsion up 17.3%, Navico margins expanding to 8.2%, P&A margins at 16.7%, and Boat demand supported by core brands and Freedom Boat Club’s 20% trip growth.

Bear case

Brunswick is facing a fundamentally mixed setup where 2Q26 outperformance was aided by pricing, higher production absorption, and a net IEEPA benefit, masking underlying pressure from tariffs, material and labor inflation, and a 110bp rise in SG&A to 16.1%. Although revenue reached $1.56B and adjusted EPS was $1.56, the company’s FY26 assumptions still imply a flattish U.S. retail boat market and continued $40M tariff impact, which limits confidence in durable organic growth. Its exposure to intense competition, cyclical seasonality, and inventory missteps across propulsion, boats, and P&A makes margins and cash flow vulnerable once boating participation or consumer demand normalizes.

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