Pool

POOL · NASDAQ

$171.71+$3.64 (+2.17%)TodayMarket closed · Oct 20, 7:46 PM ET

Prev close $168.07

POOL analyst rating

HoldConsensus of 10 analysts over the last 12 months. 50% rate it a buy.

Strong buy0
Buy5
Hold4
Underperform1
Sell0

12-month price target · 17 analysts

Average $224.17 (+30.6% upside)

Low: $186.85
Now: $171.71
High: $289.80

Upgrades and downgrades

The latest rating actions, newest first

POOL analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Stifel	Oct 20, 2026	Maintains	Hold	$189.00 → $175.00	26%
Longbow Research	Oct 19, 2026	Downgrade	Buy → Neutral	—	58%
Wells Fargo	Oct 16, 2026	Maintains	Equal-Weight	$185.00 → $165.00	47%
Wells Fargo	Sep 11, 2026	Maintains	Equal-Weight	$215.00 → $185.00	47%
DA Davidson	Aug 25, 2026	Initiates	Neutral	$210.00	52%
Stephens & Co.	Aug 20, 2026	Maintains	Overweight	$225.00	57%
Oppenheimer	Jul 24, 2026	Maintains	Outperform	$280.00 → $227.00	46%
Stifel	Jul 24, 2026	Maintains	Hold	$235.00 → $189.00	26%
Stephens & Co.	Jul 24, 2026	Maintains	Overweight	$290.00 → $225.00	57%
B of A Securities	Jul 20, 2026	Maintains	Underperform	$226.00 → $206.00	43%

The case for and against

Updated Oct 18, 2026

Bull case

Pool is attractive because it is trading at trough multiples amid depressed new pool construction, with annualized new pool units around 60k versus a normalized 10-year average of roughly 80k, while the recurring maintenance business, about 65% of sales, continues to support earnings. The company has also been outperforming the market in CY25 and 1H26, helped by about 1% above-market growth in building materials and stable equipment share, suggesting its competitive position is stronger than feared. With sales force initiatives expected to take effect in 4Q and a longer-term path toward 4%-6% organic growth, ~30% gross margins, and midcycle EPS above $17.00, the installed-base model and operating leverage create compelling upside.

Bear case

Pool is exposed to a demand profile that is vulnerable to macro stress, because 18% of pool industry spending is discretionary and a recession could quickly curb replacement and upgrade activity. Higher rates are also a key headwind, as they can slow home churn and reduce the affordability and availability of financing for repair-and-remodel spending, while unseasonably cold or wet weather can further suppress near-term sales. In addition, the business faces execution risk from sourcing, financing, or integrating future acquisitions, and competitive pressure from alternative leisure products could limit growth and margin resilience.

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