Dec 23, 2025 • Seeking Alpha
SOMEWHAT-BEARISH
V.F. Corp.: Continued Drag From Lackluster Brand Power (NYSE:VFC)
V.F. Corporation is experiencing significant challenges due to weak brand power, tariff risks, and a difficult retail climate, despite management's "reinvent" strategy involving cost cuts and divestitures. The company faces questioning organic growth, particularly with declining Vans revenues and persistent macroeconomic pressures, leading to a projected Q3 revenue drop of 1-3%. The author views VFC as a short, anticipating further downside toward $15/share or lower in the next 6-12 months.
Dec 20, 2025 • Yahoo Finance
NEUTRAL
VF Corp (VFC): Assessing Valuation After a Sharp Short-Term Share Price Rebound
VF Corp (VFC) has seen a significant share price rebound over the past month, raising questions about its current valuation. While one narrative suggests the stock is overvalued at $18.62 compared to a fair value of $16.05, betting on a full turnaround, a discounted cash flow model suggests the shares might be undervalued by 9%. This discrepancy highlights different perspectives on the company's future growth and profitability, urging investors to consider both views and potential risks.
Dec 18, 2025 • Investing.com
NEUTRAL
Needham raises VF Corp stock price target to $21 on cold weather boost
Needham has increased its price target for VF Corp (NYSE:VFC) to $21 from $19, maintaining a Buy rating, citing strong performance from The North Face and Timberland brands due to cold weather. The firm also anticipates a recovery for the Vans brand and raised its fiscal year 2026 and 2027 EPS forecasts. This positive adjustment follows VF Corp's recent Q2 2025 earnings beat, which also led to price target increases from BofA Securities and Stifel.
Dec 18, 2025 • TipRanks
BULLISH
VF Corp. price target raised to $21 from $19 at Needham
Needham has raised its price target for VF Corp. (VFC) to $21 from $19, maintaining a Buy rating on the stock. The analyst notes strong sell-throughs for The North Face and Timberland brands, benefiting from recent cold weather, which is expected to drive strong wholesale sell-in next year. Additionally, there are signs of improvement at Vans, suggesting the brand may be past its worst period.
Dec 18, 2025 • 富途牛牛
BULLISH
Needham Maintains VF Corp(VFC.US) With Buy Rating, Raises Target Price to $21
Needham analyst Tom Nikic has reiterated a "Buy" rating on VF Corp (VFC.US) and increased the target price from $19 to $21. This rating is based on TipRanks data, which shows the analyst has a 46.9% success rate and a 7.5% average return over the past year. The information provided is for informational purposes and not an investment recommendation.
Dec 18, 2025 • MarketBeat
SOMEWHAT-BULLISH
V.F. (NYSE:VFC) Price Target Raised to $21.00 at Needham & Company LLC
Needham & Company LLC has increased its price target for V.F. (NYSE:VFC) to $21.00 from $19.00, maintaining a "buy" rating, which suggests a 13.36% upside. Despite the target raise and a recent beat on Q3 earnings estimates, V.F. currently holds a "Hold" consensus rating from analysts with an average price target of $16.03. The textile maker's stock has a high P/E ratio of 84.21 and significant institutional ownership.