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YETI Holdings, Inc. (YETI) Stock Analysis

Catalyst-Driven edge

HoldModerate Confidence

Consumer Cyclical · Leisure

Hold if already holding. Not a fresh buy at $39.31, but acceptable to hold if already in. Reason: Negative momentum.

YETI designs, retails, and distributes premium outdoor products including hard coolers, drinkware, and bags globally, headquartered in Austin, Texas. In 2025, Drinkware (58%) and Coolers & Equipment (40%) comprised the vast majority of net sales through DTC and wholesale... Read more

$39.31+14.4% A.UpsideScore 5.8/10#5 of 13 Leisure
Stop $36.58Target $45.00(analyst − 10%)A.R:R 1.5:1
Analyst target$50.00+27.2%15 analysts
$45.00our TP
$39.31price
$50.00mean
$70

Hold if already holding. Not a fresh buy at $39.31, but acceptable to hold if already in. Reason: Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Score 5.8/10, moderate confidence.

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

Thesis

Rewards
Strong earnings beat streak (3/4)
Attractive valuation
Risks
Negative momentum

Key Metrics

P/E (TTM)19.0
P/E (Fwd)11.9
Mkt Cap$2.9B
EV/EBITDA11.1
Profit Mgn8.9%
ROE23.8%
Rev Growth6.8%
Beta1.80
DividendNone
Rating analysts23

Quality Signals

Piotroski F9/9

Options Flow

P/C0.76neutral
IV69%elevated
Max Pain$25-36.4% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMSuppliermanufacturer concentrations
    10-K Item 1A: 'Our business is subject to the risk of manufacturer concentrations'

Material Events(8-K, last 90d)

  • 2026-02-19Item 5.02MEDIUM
    Scott Bomar appointed as SVP, Chief Financial Officer and Treasurer effective Feb 23, 2026, joining from The Home Depot where he served as SVP Finance. No prior CFO departure noted in filing.
    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

Volume
0.0
Obv
1.0
Rsi
3.7
Ma Position
5.2
Macd
8.3
Volume distribution (falling OBV)Below 200-MA but MA still rising (+2.6%/30d) — pullback in uptrend, not confirmed weakness
GatesMomentum 3.6<4.5EARNINGS PROXIMITY 14d<=14d (soft)A.R:R 1.5 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTSEMI CYCLE PEAK CLEARSuitability: Aggressive
RSI
63 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $35.55Resistance $42.67

Price Targets

$37
$45
A.Upside+14.5%
A.R:R1.5:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Momentum score 3.6/10 — below 4.5 minimum

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-05-14 (14d)

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 YETI stock a buy right now?

Hold if already holding. Not a fresh buy at $39.31, but acceptable to hold if already in. Reason: Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Target $45.00 (+14.5%), stop $36.58 (−7.5%), A.R:R 1.5:1. Score 5.8/10, moderate confidence.

What is the YETI stock price target?

Take-profit target: $45.00 (+14.4% upside). Target $45.00 (+14.5%), stop $36.58 (−7.5%), A.R:R 1.5:1. Stop-loss: $36.58.

What are the risks of investing in YETI?

Negative momentum.

Is YETI overvalued or undervalued?

YETI Holdings, Inc. trades at a P/E of 19.0 (forward 11.9). TrendMatrix value score: 7.7/10. Verdict: Hold.

What do analysts say about YETI?

23 analysts cover YETI with a consensus score of 4.0/5. Average price target: $50.

What does YETI Holdings, Inc. do?YETI designs, retails, and distributes premium outdoor products including hard coolers, drinkware, and bags globally,...

YETI designs, retails, and distributes premium outdoor products including hard coolers, drinkware, and bags globally, headquartered in Austin, Texas. In 2025, Drinkware (58%) and Coolers & Equipment (40%) comprised the vast majority of net sales through DTC and wholesale channels.

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