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V.F. Corporation (VFC) Stock Analysis

Range Bound setup · Catalyst-Driven edge

SellVALUE-TRAP 1/5Moderate Confidence

Consumer Cyclical · Apparel Manufacturing

Sell if holding. Analyst target reached at $18.60 — A.R:R 0.0:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 3.0): -1.5.

V.F. Corporation is a portfolio of outdoor, active, and workwear apparel brands including The North Face, Vans, Timberland, and Dickies, organized into Outdoor, Active, and Work segments. In FY2025 (ended March 2025), 51% of revenues were from Americas, 34% Europe, and 15%... Read more

$18.60+0.4% A.UpsideScore 5.7/10#5 of 13 Apparel Manufacturing
Stop $17.25Target $18.63(analyst − 10%)A.R:R 0.0:1
Analyst target$20.70+11.3%20 analysts
$18.63our TP
$18.60price
$20.70mean
$14
$40

Sell if holding. Analyst target reached at $18.60 — A.R:R 0.0:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 3.0): -1.5. Chart setup: RSI 52 mid-range, Bollinger mid-band. Score 5.7/10, moderate confidence.

Passes 5/7 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 20d clear, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.

Thesis

Rewards
Strong earnings beat streak (4/4)
Attractive valuation
Risks
Analyst target reached - limited upside remaining
Leverage penalty (D/E 3.0): -1.5
Negative momentum

Key Metrics

P/E (TTM)32.0
P/E (Fwd)17.4
Mkt Cap$7.1B
EV/EBITDA5.6
Profit Mgn5.5%
ROE22.1%
Rev Growth1.5%
Beta0.97
Dividend1.97%
Rating analysts28

Quality Signals

Piotroski F7/9

Options Flow

P/C0.15bullish
IV74%elevated
Max Pain$5-73.1% vs spot

Material Events(8-K, last 90d)

  • 2026-01-28Item 5.02MEDIUM
    Martino Scabbia Guerrini (CCO and President, Emerging Brands) no longer serving in those roles effective Jan 28, 2026; transitioning to senior advisor to CEO. Brent Hyder (EVP, Chief People Officer) appointed as new CCO. Clean handoff.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Volume
0.0
Obv
1.0
Rsi
5.5
Ma Position
6.0
Volume distribution (falling OBV)Above 200-day MA
GatesMomentum 2.5<4.5A.R:R 0.0 < 1.5@spotInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 20d clearSEMI CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
52 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $16.16Resistance $22.27

Price Targets

$17
$19
A.Upside+0.2%
A.R:R0.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (0.4% upside)
! Momentum score 2.5/10 — below 4.5 minimum
! Reward/Risk 0.0:1 at current price — below 1.5:1 minimum

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-05-20 (20d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is VFC stock a buy right now?

Sell if holding. Analyst target reached at $18.60 — A.R:R 0.0:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 3.0): -1.5. Chart setup: RSI 52 mid-range, Bollinger mid-band. Prior stop was $17.25. Score 5.7/10, moderate confidence.

What is the VFC stock price target?

Take-profit target: $18.63 (+0.4% upside). Prior stop was $17.25. Stop-loss: $17.25.

What are the risks of investing in VFC?

Analyst target reached - limited upside remaining; Leverage penalty (D/E 3.0): -1.5; Negative momentum.

Is VFC overvalued or undervalued?

V.F. Corporation trades at a P/E of 32.0 (forward 17.4). TrendMatrix value score: 7.5/10. Verdict: Sell.

What do analysts say about VFC?

28 analysts cover VFC with a consensus score of 3.3/5. Average price target: $21.

What does V.F. Corporation do?V.F. Corporation is a portfolio of outdoor, active, and workwear apparel brands including The North Face, Vans,...

V.F. Corporation is a portfolio of outdoor, active, and workwear apparel brands including The North Face, Vans, Timberland, and Dickies, organized into Outdoor, Active, and Work segments. In FY2025 (ended March 2025), 51% of revenues were from Americas, 34% Europe, and 15% Asia-Pacific, with DTC representing 44% of total revenues. The company is executing a Reinvent turnaround targeting $500-600M net operating income expansion by FY2028.

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