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MBUUMalibu Boats, Inc.Sell4.7·$25.07-2.22%
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Malibu Boats, Inc. (MBUU) Stock Analysis

Inst Constrain edge

SellVALUE-TRAP 1/5Moderate Confidence

Consumer Cyclical · Recreational Vehicles

Sell if holding. Engine safety override at $25.07: Quality below floor (2.2 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10 and A.R:R 1.9:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 13.84; Below-average business quality; Negative price momentum.

Malibu Boats, Inc. designs, engineers, manufactures, markets, and sells various recreational powerboats. The company operates through three segments: Malibu, Saltwater Fishing, and Cobalt. It provides performance sport boats, and sterndrive and outboard boats under the Malibu,... Read more

$25.07+21.5% A.UpsideScore 4.7/10#6 of 10 Recreational Vehicles
QualityF-score6 / 9FCF yield12.17%
Stop $23.54Target $30.45(analyst − 13%)A.R:R 1.9:1
Analyst target$35.00+39.6%9 analysts
$30.45our TP
$25.07price
$35.00mean
$42

Sell if holding. Engine safety override at $25.07: Quality below floor (2.2 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10 and A.R:R 1.9:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 13.84; Below-average business quality; Negative price momentum. Chart setup: No clear chart pattern; technical signals are mixed. Score 4.7/10, moderate confidence.

Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 54d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: aggressive.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Aug 27, 202654d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Quality below floor (2.2 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)10.0
Mkt Cap$492M
EV/EBITDA11.0
Profit Mgn-0.1%
ROE-0.2%
Rev Growth3.1%
Beta1.15
DividendNone
Rating analysts17

Quality Signals

Piotroski F6/9

Options Flow

P/C13.84bearish
IV74%elevated

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

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

4 floor-breakers

Cyclical trough — margins compressed or negative. Profitability typically recovers with the cycle, but floor fires on current data.static

Roe
0.0
Gross Margin
0.0
Net Margin
0.0
Roa
0.7
Operating Margin
1.8
Moat
3.9
Current Ratio
4.9
Piotroski F
6.7
No competitive moatQuality concerns

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Obv
1.0
Ma Position
1.0
Volume
4.3
Rsi
4.5
Volume distribution (falling OBV)Below 200-MA, MA slope -3.7%/30d — confirmed downtrend

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

Revenue Growth
3.3
Low model confidence on this dimension (33%).

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Surprise Avg
0.0
Earnings History
3.3
Erm
5.0
Earnings Timing
5.0
Earnings concerns: 2B/2M
GatesMomentum 2.2<4.5Death cross (50MA < 200MA)A.R:R 1.9 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 54d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
40 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $24.27Resistance $29.38

Price Targets

$24
$30
A.Upside+21.5%
A.R:R1.9:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (2.2 < 4.0)
! momentum at 2.2 (below the engine's 4.5 threshold)
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-08-27 (54d)

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 MBUU stock a buy right now?

Sell if holding. Engine safety override at $25.07: Quality below floor (2.2 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10 and A.R:R 1.9:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 13.84; Below-average business quality; Negative price momentum. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $23.54. Score 4.7/10, moderate confidence.

What is the MBUU stock price target?

Take-profit target: $30.45 (+21.5% upside). Prior stop was $23.54. Stop-loss: $23.54.

What are the risks of investing in MBUU?

Quality below floor (2.2 < 4.0).

Is MBUU overvalued or undervalued?

Malibu Boats, Inc. trades at a P/E of N/A (forward 10.0). TrendMatrix value score: 8.4/10. Verdict: Sell.

What do analysts say about MBUU?

17 analysts cover MBUU with a consensus score of 3.8/5. Average price target: $35.

What does Malibu Boats, Inc. do?Malibu Boats, Inc. designs, engineers, manufactures, markets, and sells various recreational powerboats. The company...

Malibu Boats, Inc. designs, engineers, manufactures, markets, and sells various recreational powerboats. The company operates through three segments: Malibu, Saltwater Fishing, and Cobalt. It provides performance sport boats, and sterndrive and outboard boats under the Malibu, Axis, Pursuit, Maverick, Cobia, Pathfinder, Hewes, and Cobalt brands. The company's products are used for various recreational boating activities, including water sports, such as wakeboarding, water skiing, and wake surfing; and general recreational boating and fishing. It sells its products through independent dealers. Malibu Boats, Inc. was founded in 1982 and is based in Loudon, Tennessee.

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