$DECK 0.31 Weak

Notable posts

• @wallstengine neutral 74 eng

  Today's Key Events (All EST) — 07/23/2026 08:30: US Initial Jobless Claims 08:30: Chicago National Activity Index 13:00: US 10-Year TIPS Auction Before Open 👇 06:00: Thermo Fisher $TMO 06:00: Honeywell $HON 06:00: Cleveland-Cliffs $CLF 06:00: PG&E $PCG 06:30: Lockheed Martin $LMT 06:30: Ameriprise $AMP 06:30: Lazard $LAZ 06:45: Quest Diagnostics $DGX 06:55: RTX $RTX 06:55: Tractor Supply $TSCO 06:55: Dover $DOV 06:55: Roper Technologies $ROP 07:00: American Airlines $AAL 07:00: Comcast $CMCSA 07:00: Nasdaq $NDAQ 07:00: Harley-Davidson $HOG 07:00: Pool $POOL 07:15: Mobileye $MBLY 07:30: Albertsons $ACI 07:30: IMAX $IMAX 07:35: T-Mobile $TMUS 07:45: Union Pacific $UNP 08:00: Freeport-McMoRan $FCX 08:00: Norfolk Southern $NSC 09:30: Infosys $INFY Before Open: Blackstone $BX Before Open: RELX $RELX After Hours 👇 16:00: Intel $INTC 16:05: Comfort Systems USA $FIX 16:05: Deckers Brands $DECK 16:05: Newmont $NEM 16:05: Boyd Gaming $BYD 16:05: RingCentral $RNG 16:05: Digital Realty $DLR 16:05: Robert Half $RHI 16:05: Hartford Financial $HIG 16:05: SS&C Technologies $SSNC 16:05: VeriSign $VRSN 16:10: Kinsale Capital $KNSL 16:15: Edwards Lifesciences $EW 16:15: Boston Beer $SAM 16:30: Sallie Mae $SLM 17:00: Ovintiv $OVV Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day.

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• @wallstengine bullish 45 eng

  Jefferies Upgrades $DECK to Buy, Raises PT to $130 from $110 Analyst comments: “DECK’s medium-term guidance provided on the Q4 earnings call—high-single-digit revenue growth, a roughly stable operating margin in the low-20% range, and low-double-digit EPS growth with buybacks—marks a significant development. While EBIT growth is implied to slow to approximately high-single digits versus a roughly 20% CAGR over the last six years as the business has matured and the company has faced macroeconomic and growth-related headwinds, we believe this is reflected in the shares, with the P/E multiple declining from 33x to approximately 13x. The company also has meaningful potential to deliver upside given its strong track record. Importantly, the medium-term guidance shows management is now more confident that it has multi-year visibility to sustain growth and at least keep margins roughly stable, compared with prior concerns that margins could decline. After spending more time with management at our recent Nantucket conference, we came away with a better appreciation of management’s ability to drive both durable growth and margins.” Analyst: Blake Anderson

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• @wallstengine neutral 41 eng

  DECKERS $DECK Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.02B (Est. $1.02B) 🟡; +5.7% YoY 🔹 EPS: $0.94 (Est. $0.88) 🟢; +1% YoY 🔹 Gross Margin: 56.4% (Est. 54.5%) 🟢; +60 bps YoY 🔹 HOKA Revenue: $703.5M; +7.7% YoY FY27 Guide: 🔹 Revenue: $5.86B-$5.91B (Est. $5.9B) 🟡 🔹 EPS: $7.35-$7.50 (Est. $7.50) 🟡; raised from prior outlook 🔹 Gross Margin: Slightly better than 56.5% 🔹 Operating Margin: Slightly better than 21.5% 🔹 SG&A: Approximately 35% of net sales 🔹 Effective Tax Rate: Approximately 23% Segment Net Revenue: 🔹 HOKA: $703.5M; +7.7% YoY 🔹 UGG: $278.0M; +4.9% YoY 🔹 Other Brands: $37.9M; -18.1% YoY Other Q1 Metrics: 🔹 Net Sales (Constant Currency): +4.8% YoY 🔹 DTC Comparable Net Sales: +6.8% Capital Return: 🔹 Buybacks: $338.2M (3.3M shares) 🔹 Remaining Authorization: $4.7B Comments: 🔸 “Deckers delivered a solid start to the fiscal year, surpassing $1 billion of first quarter revenue for the first time.” 🔸 “This performance reflects the continued strength of HOKA and UGG, with growing global demand as both brands extend their reach through compelling product innovation.”

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• @WOLF_Financial neutral 35 eng

  DAVID EINHORN JUST UPDATED HIS $3.9 BILLION PORTFOLIO This is everything Einhorn owned as of the end of Q2 - Green Brick Partners $GRBK: 9,467,383 shares, $757.8M - Fluor $FLR: 4,658,750 shares, $244.1M - Core Natural Resources $CNR: 2,283,200 shares, $182.7M - Brighthouse Financial $BHF: 2,842,100 shares, $179.9M - Acadia Healthcare $ACHC: 4,400,641 shares, $130.0M - Penn National Gaming $PENN: 5,860,270 shares, $125.2M - Fortune Brands Innovations $FBIN: 2,241,875 shares, $123.1M - PG&E $PCG: 6,632,852 shares, $111.6M - Centene $CNC: 1,651,150 shares, $106.0M - Graphic Packaging Holding $GPK: 9,953,430 shares, $105.2M - SYNNEX $SNX: 381,042 shares, $101.9M - Teva Pharmaceutical Industries $TEVA: 2,886,059 shares, $97.8M - Versigent $VGNT: 2,277,640 shares, $95.7M - Capri Holdings $CPRI: 4,820,118 shares, $89.5M - BKV $BKV: 3,095,173 shares, $84.7M - DHT Holdings $DHT: 5,034,320 shares, $83.2M - Crocs $CROX: 669,140 shares, $80.7M - Roivant Sciences $ROIV: 2,152,669 shares, $76.2M - Sotera Health $SHC: 4,135,515 shares, $73.4M - Primo Brands $PRMB: 2,823,660 shares, $69.0M - Versant Media Group $VSNT: 1,922,172 shares, $69.2M - Dauch $DCH: 12,395,104 shares, $67.2M - PayPal Holdings $PYPL: 1,424,320 shares, $61.5M - Henry Schein $HSIC: 718,550 shares, $60.0M - Warner Bros Discovery $WBD: 2,246,180 shares, $59.9M - Liberty Global Cl A $LBTYA: 4,963,322 shares, $56.4M - Antero Resources $AR: 1,574,140 shares, $55.3M - StubHub Holdings $STUB: 4,233,200 shares, $54.5M - Resideo Technologies $REZI: 1,699,590 shares, $52.9M - Deckers Outdoor $DECK: 506,398 shares, $50.3M - Spectrum Brands Holdings $SPB: 561,438 shares, $48.1M - CNH Industrial $CNH: 4,188,940 shares, $47.0M - Viatris $VTRS: 2,773,470 shares, $44.0M - Paramount Skydance $PSKY: 3,926,080 shares, $38.7M - PVH $PVH: 520,800 shares, $38.7M - Comcast $CMCSA: 1,345,780 shares, $33.0M - Slide Insurance Holdings $SLDE: 1,686,630 shares, $32.7M - TripAdvisor $TRIP: 2,361,973 shares, $32.4M - SPDR Gold Trust $GLD: 83,421 shares, $30.7M - Cigna $CI: 88,400 shares, $24.4M - Lakefront Biotherapeutics $LKFT: 482,746 shares, $14.5M - Coya Therapeutics $COYA: 2,335,540 shares, $13.7M - Immunovant $IMVT: 93,520 shares, $3.6M - Gain Therapeutics $GANX: 566,130 shares, $1.1M - GoPro $GPRO: 1,693,860 shares, $1.3M - Nuvation Bio $NUVB: 34,995 shares, $0.2M

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