Hayward Holdings

HAYW · NYSE

$12.08+$0.31 (+2.63%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $11.77

HAYW analyst rating

HoldConsensus of 5 analysts over the last 12 months. 40% rate it a buy.

Strong buy0
Buy2
Hold3
Underperform0
Sell0

12-month price target · 8 analysts

Average $18.05 (+49.5% upside)

Low: $15.15
Now: $12.08
High: $20.48

Upgrades and downgrades

The latest rating actions, newest first

HAYW analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Goldman Sachs	Oct 9, 2026	Maintains	Neutral	$17.00 → $14.00	46%
Wolfe Research	Sep 15, 2026	Initiates	Peer Perform	—	59%
B of A Securities	Apr 20, 2026	Maintains	Buy	$19.00 → $18.00	58%
Jefferies	Mar 31, 2026	Initiates	Hold	$16.00 → $15.00	62%
Stifel	Feb 26, 2026	Maintains	Buy	$19.00 → $19.50	26%

The case for and against

Updated Feb 9, 2026

Bull case

Hayward Holdings capitalized on the significant growth in the pool equipment category during the COVID-era, demonstrating its flexible manufacturing capabilities to meet unprecedented demand, which contributed to its strong revenue generation of approximately $1.1 billion in 2024. Additionally, a notable increase in the importance of swimming pools among homebuyers, rising from 25% in 2019 to 35% in 2021, suggests a sustained interest in pool-related investments, which could further enhance Hayward’s market opportunities. The company’s solid pricing power and top-tier margin structure position it well to capitalize on improving discretionary demand and reinforce its positive financial outlook.

Bear case

Hayward Holdings is facing significant challenges due to a decline in new pool construction, which fell by 4% in 2024, resulting in a year-over-year decrease of 14% in unit sales. This downturn in construction activity has contributed to a stagnation in the installed base of pool equipment, with an estimated compound annual growth rate (CAGR) of only 0.2% from 2022 to 2024. As a result, these adverse market conditions could hinder future revenue growth, posing risks to the company's financial stability.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.