under armour posts
FeedPosted Aug 1st 2009 8:40AM by Trey Thoelcke (RSS feed)
Filed under: Earnings reports, Motorola (MOT), Viacom (VIA), Revlon (REV), Sprint Nextel Corp (S), Aetna Inc (AET), Avon Products (AVP), ConocoPhillips (COP), Under Armour'A' (UA), Las Vegas Sands (LVS)
Continue reading Earnings highlights: Viacom, Sprint, Revlon, DreamWorks, Conoco, Avon ...
Posted May 18th 2009 10:30AM by Laurie Pasternack (RSS feed)
Filed under: Analyst reports, Analyst upgrades and downgrades, Brinker Intl (EAT), Allegheny Energy (AYE), AutoNation Inc (AN), Dean Foods (DF), Morgan Stanley (MS), Under Armour'A' (UA), Analyst initiations
Analyst upgrades:
- Citigroup upgraded Lennar (NYSE: LEN) to Buy from Hold as it believes the company's near-term liquidity profile is improved following the $400M debt issuance. The firm raised its target price to $12 from $11.
- Jefferies upgraded Rowan Companies (NYSE: RDC) to Buy from Hold as it believes jack-up drillers will continue to outperform deepwater names. The firm raised its target price to $27 from $20.
- Keefe Bruyette upgraded First Financial (NASDAQ: FFIN) to Market Perform from Underperform to reflect more positive loan data for the Texas banks. The firm raised its target price on shares to $44 from $38.
- MGM Mirage (NYSE: MGM) was upgraded to Overweight from Neutral at JP Morgan.
- Morgan Stanley (NYSE: MS) was upgraded to Outperform from Market Perform at JMP Securities.
- Brinker (NYSE: EAT) was upgraded to Overweight from Equal Weight at Barclays.
Continue reading Analyst upgrades, downgrades and initiations: LEN, RDC, FFIN, SII, AN, ACHN, UA, LULU, JST
Posted May 2nd 2009 2:40PM by Trey Thoelcke (RSS feed)
Filed under: Earnings reports, Time Warner (TWX), Pfizer (PFE), Motorola (MOT), Exxon Mobil (XOM), Viacom (VIA), Revlon (REV), Netflix, Inc. (NFLX), Bristol-Myers Squibb (BMY), Domino's Pizza (DPZ), Procter and Gamble (PG), U.S. Steel (X), Under Armour'A' (UA), E*TRADE (ETFC)
Here are some highlights from this past week's earnings coverage from BloggingStocks:
Continue reading Earnings highlights: P&G, DreamWorks, E*Trade, Netflix, Under Armour, Humana and more
Posted Feb 27th 2009 10:30AM by Mark Fightmaster (RSS feed)
Filed under: NIKE, Inc'B' (NKE), Under Armour'A' (UA)

It has become customary to receive "swag" when there is a big event. The Emmys, the Oscars, the MTV Awards, they all give away what is called a "swag bag" -- now
Under Armour (NYSE:
UA) is getting in on the action.
First off, swag is defined as promotional merchandise that is given away to garner a following for a product. I'm not quite sure when this practice came to pass, but it is now an accepted practice to give away your stuff to celebs. I'm not going to get into how wrong it is for Brad and Angelina to get free stuff just for showing up on a red carpet, but this practice has infiltrated the sports world, too.
Continue reading JockStocks: A peak inside the Under Armour (UA) swag bag
Posted Sep 7th 2008 12:30PM by Trey Thoelcke (RSS feed)
Filed under: Earnings reports, Forecasts, Economic data
In last week's preview we took a peek at expectations for Campbell Soup earnings, but now the company is scheduled to report fiscal fourth quarter results this coming Thursday. With Krispy Kreme also among the handful of companies scheduled to report this week, we may yet see whether consumers are turning to comfort foods in these uncertain times.
Campbell Soup Co. (NYSE: CPB), the world's biggest soup maker, is still expected by analysts surveyed by Thomson Financial to post net income of 25 cents per share (up 44.0% from a year ago) on revenue of $1.7 billion (up 7.4%). The Camden, N.J.-based company has just missed earnings estimates in the past few quarters. Its long-term EPS growth forecast is 7.9%, which is less than the industry average, but about the same as rivals Kraft Foods (NYSE: KFT) and HJ Heinz (NYSE: HNZ). The analysts' consensus recommendation is currently to buy Campbell.
Hip, Canadian apparel retailer Lululemon Athletica Inc. (NASDAQ: LULU) is also anticipated to be a big earnings gainer when it reports this week. Net income is expected to come in at 13 cents per share (up 46.2% from a year ago) on revenue of $88.2 million (up 50.3%). Lululemon met expectations when it reported 12 cents per share in the previous quarter. Its long-term EPS growth forecast is a healthy 40.2%, which is better than the industry average and that of rival Under Armour Inc. (NYSE: UA). The analysts' consensus recommendation is currently to buy Lululemon.
Continue reading The week in preview: Chicken soup (or a doughnut) for the recession-weary soul?
Posted May 3rd 2008 10:10AM by Trey Thoelcke (RSS feed)
Filed under: Earnings reports, Time Warner (TWX), Starbucks (SBUX), General Motors (GM), Exxon Mobil (XOM), Archer-Daniels-Midland (ADM), Chesapeake Energy (CHK), Kellogg Co (K), Colgate-Palmolive (CL), Corning Inc (GLW), Procter and Gamble (PG), Under Armour'A' (UA), Duke Energy (DUK), Burger King Hldgs (BKC), Valero Energy (VLO), Kraft Foods'A' (KFT), Time Warner Cable (TWC), Garmin Ltd (GRMN)
Here are some highlights from this past week's earnings coverage from BloggingStocks:
Continue reading Earnings highlights: Exxon, GM, Time Warner, Starbucks, P&G, ADM and others
Posted Apr 29th 2008 2:12PM by Brent Archer (RSS feed)
Filed under: Major movement, Earnings reports, Forecasts, Bad news, Under Armour'A' (UA), Options, Technical Analysis
Under Armour, Inc. (NYSE:
UA) shares are falling after the company
reported a first-quarter profit of $2.9 million, or 6 cents per share, beating analyst forecasts of 3 cents per share. However, the company also lowered its 2008 profit forecast to between $103.5 million to $104.5 million, from a previous estimate of $108.5 million to $110.5 million, which is giving investors reasons to worry. If you think this stock won't be rising too far in the coming months, then it could be a good time to look at a bearish hedged play on UA.
After hitting a one-year high of $73.40 in August, the stock hit a one-year low of $25.32 in January. This morning, UA opened at $34.54. So far today the stock has hit a low of $33.80 and a high of $36.87. As of 11:55, UA is trading at $34.89, down $3.69 (-9.6%). The chart for UA looks neutral and deteriorating, while S&P gives the stock its highest 5 STARS (out of 5) strong buy rating.
For a bearish hedged play on this stock, I would consider a June bear-call credit spread above the $45 range. A bear-call credit spread is an options position that combines the purchase and sale of call options to hedge risk in case the stock doesn't do what you think but still leverage nice returns. For this particular trade, we will make a 4.2% return in seven weeks as long as UA is below $45 at June expiration. Under Armour would have to rise by more than 29% before we would start to lose money. Learn more about this type of trade here.
Continue reading Under Armour (UA) drops 2008 revenue forecast
Posted Apr 29th 2008 1:58PM by Sheldon Liber (RSS feed)
Filed under: Products and services, NIKE, Inc'B' (NKE), Under Armour'A' (UA), Battle of the Brands
This post is part of our Battle of the Brands feature. Let us know which brand you prefer, and check out other Battle of the Brands posts.
The story of Nike Inc. (NYSE: NKE) and Under Armour (NYSE: UA) is just one more David and Goliath scenario. Just like in the biblical story, David's battle (UA) was more one of survival against the odds, while Goliath (NKE) truly did want to vanquish the diminutive challenger. Under Armour is capitalized at $1.28 billion while the long-established and legendary Nike has a capitalization more than 20 times the size at $26.38 billion.
NIKE, the world's #1 shoemaker, does more dominating than assisting, to capture more than 20% of the U.S. athletic shoe market. It designs and sells shoes for a variety of sports, including baseball, cheer-leading, golf, volleyball, hiking, tennis, and football. Under Armour is proving its mettle as an apparel warrior. Since its foray into the sporting goods market, the maker of performance athletic undies and apparel has risen to the top of the industry pack, boasting a big portion of the compression garment market.
In addition to playing a dominant role in the shoe market, Nike has retail and wholesale outlets that sell a broad range of branded sports gear, including clothes, watches, balls, hats, and an expanding array of accessories. Under Armour is expanding as well, trying to get a foot-hold (could not resist) in the shoe market starting with a series of cross-trainers. They hope to capture perhaps 10% of the market as they promote their up-and-coming brand.
Continue reading Battle of the Brands: Nike vs. Under Armour
Posted Apr 4th 2008 12:48PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Under Armour'A' (UA), Stocks to Buy
"Under Armour (NYSE: UA) and VMware (NYSE: VMW) both have the potential for a short squeeze in coming months," says Paul Tracy in StreetAuthority Market Advisor.
"VMware is a market leader in software virtualization. Companies typically do not use the full computing power of their servers, and when not in use, that server sits idle.
"Virtualization technology allows IT managers to use that underutilized capacity -- running software across the organization's entire base of servers. Thus, virtualization is a key cost-cutting technology.
"VMware has a short interest ratio of 11.7 and a freely traded float of just 50 million shares. If all those shorts try to cover, the stock looks likely to be in short supply. Meanwhile, trading at 36 times 2009 earnings estimates with a long-term growth rate of 45%, VMW doesn't look overpriced.
"Under Armour (NYSE: UA) makes clothing (along with sports equipment) targeting the athletic and outdoor-oriented market. Specifically, the company makes clothes designed to wick moisture away from the skin and keep the wearer at a comfortable temperature, regardless of weather conditions.
"Meanwhile, the stock has seen strong earnings growth despite the slowdown in consumer spending -- earnings surged 42% in the fourth quarter. And management recently announced its looking for revenues to reach $765-775 million in 2008, representing around a 27% increase over 2007 levels.
"With a forward P/E of 23 and a long-term growth rate of 25%, UA looks inexpensive. With a float of less than 32 million shares and a short interest ratio approaching 12, Under Armour looks like a prime short-squeeze candidate."
Each day, Steven Halpern's TheStockAdvisors.com offers the latest market commentary and favorite investment ideas from the nation's leading financial newsletter advisors.
Posted Mar 11th 2008 12:12PM by Zac Bissonnette (RSS feed)
Filed under: Competitive strategy, NIKE, Inc'B' (NKE), Under Armour'A' (UA)
Under Armour (NYSE:
UA) shareholders may want to worry.
Nike (NYSE:
NKE)
announced on Monday that it is launching Nike Sparq Training, which will combine "high performance products, online experiences at nike.com, a new association with Velocity Sports Performance Centers, and a multi-media campaign called 'My Better.'"
The product line will include footwear, apparel and equipment in partnership with
Sparq Training.
This appears to be Nike's strongest attack on Under Armour's center of strength to date. And here's the problem: With a strong brand and financial resources that dwarf Under Armour's, Nike would appear to have a very good shot at crushing Under Armour's market share.
In a battle for market share, Nike can outspend Under Armour on advertising and sustain losses if necessary. As an aside, in my recent visits to discount stores like Marshalls and TJMaxx, I have found large quantities of Under Armour merchandise.
Under Armour has been a strong performer because of a first mover advantage, but as Charlie Munger once said, very few businesses have a future as good as their past. Under Armour's past success has attracted a deep-pocketed competitor, and that could hobble its future.
Next Page >