VF

VFC · NYSE

$17.46+$0.32 (+1.87%)TodayMarket closed · Oct 20, 7:33 PM ET

Prev close $17.14

VFC analyst rating

HoldConsensus of 21 analysts over the last 12 months. 33% rate it a buy.

Strong buy0
Buy7
Hold14
Underperform0
Sell0

12-month price target · 24 analysts

Average $18.66 (+6.9% upside)

Low: $13.13
Now: $17.46
High: $40.99

Upgrades and downgrades

The latest rating actions, newest first

VFC analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Truist Securities	Oct 13, 2026	Upgrade	Hold → Buy	$14.00 → $20.00	21%
Piper Sandler	Oct 13, 2026	Upgrade	Neutral → Overweight	$16.00 → $20.00	49%
Barclays	Oct 12, 2026	Maintains	Overweight	$23.00 → $24.00	55%
JP Morgan	Oct 9, 2026	Upgrade	Underweight → Neutral	$18.00	57%
Deutsche Bank	Sep 17, 2026	Initiates	Hold	$14.00	58%
Baird	Sep 14, 2026	Downgrade	Outperform → Neutral	$15.00	49%
UBS	Jul 30, 2026	Maintains	Neutral	$18.00 → $16.00	50%
Goldman Sachs	Jul 30, 2026	Maintains	Neutral	$18.00 → $16.00	53%
Stifel	Jul 30, 2026	Maintains	Hold	$19.00 → $17.00	30%
Truist Securities	Jul 30, 2026	Maintains	Hold	$15.00 → $14.00	21%

The case for and against

Updated Oct 14, 2026

Bull case

VF is supported by improving brand momentum across key labels, with The North Face posting 16% constant-currency revenue growth in 4Q and Altra surging 45% YoY to over $270mm in sales in FY26. Vans appears to be nearing a durable reset after years of right-sizing, as search interest, web traffic, and credit card data all improved materially, while management sees revenue growth in FY27 and Timberland also expected to rise in FY27. The balance sheet is strengthening as net debt fell to $2.7B, about half its peak of $6B in F'24, and further efficiency gains or wholesale channel improvement could lift earnings from the raised FY27 EPS estimate of $1.10.

Bear case

VF is facing a difficult turnaround because Vans, its most important growth engine, still shows soft underlying demand, with 4Q revenue down 5% CC despite a pull-forward of wholesale orders and only modest improvement expected through FY27. The weakness appears structural rather than promotional, as products like Pearlized and Old Skool may resonate with core fans but have not yet proven scalable, while wholesale partners remain hesitant and 2- and 3-year stacked growth trends are still pressured. At the same time, The North Face and Timberland momentum has stalled, revenue is expected to be roughly flat in F'26 and decline LSD%+ in F'27, and elevated net leverage leaves less room for error if macro conditions and consumer spending worsen.

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.