V.F. VFC 2026Q1 Earnings Preview Upside Potential on Strong Analyst Ratings and Price Targets

Forward-Looking Analysis
For the first quarter of 2026, V.F. Corporation (VFC) is expected to report earnings on July 30, 2025, with an anticipated EPS of $-0.34 per share. Analysts remain optimistic, with a consensus "Buy" rating and an average stock price target of $16.28, projecting a potential 28.49% increase. The earnings forecast for 2026 estimates a net income of $327,735,990, with the lowest projection at $257,231,245. These figures indicate potential recovery from previous financial challenges. V.F.'s focus will likely be on improving revenue and EPS further, as the company navigates market conditions. Analyst expectations suggest a positive outlook, buoyed by anticipated top-line growth and cost management strategies, as V.F. aims to bolster its financial performance and investor confidence.

Historical Performance Review
In the fourth quarter of 2025, V.F. reported revenue of $2.14 billion and a net income of $-150.79 million, resulting in an EPS of $-0.39. Gross profit stood at $1.14 billion. The financial results fell below expectations, leading to a notable decline in stock performance. This outcome reflected ongoing challenges in the market and operational adjustments.

Additional News
V.F. Corporation's stock experienced a significant decline of 15.8% following underwhelming fourth-quarter results in 2025, closing at $12.15. Analysts covering V.F. Corporation maintain a consensus "Buy" rating with a price target of $16.28, suggesting potential recovery. The company's earnings estimates indicate a promising future, with analysts forecasting a substantial increase in net earnings for 2026. These indicators reflect confidence in V.F.'s strategic initiatives and market presence. Despite recent setbacks, the analyst sentiment and financial projections suggest resilience and potential for growth as the company continues to adapt to changing market dynamics.

Summary & Outlook
V.F. Corporation faces a mixed outlook, with recent financial challenges but promising analyst projections. The company's revenue and net income forecasts for 2026 suggest a potential turnaround, supported by strong analyst ratings and price targets. However, the recent decline in stock price highlights existing risks and volatility. With a focus on improving profitability and operational efficiency, V.F. is positioned for a possible recovery. While cautious optimism prevails, investors should monitor market conditions and strategic developments closely. Overall, the outlook remains neutral, balancing growth prospects with inherent risks.