Deckers Outdoor CorporationNYSE: DECK
Consumer Discretionary · Footwear
$100.76
-1.41%
Vol: 931K
Research Digest
Friday, May 1, 2026
HOKA +35-40% YoY growth in EU/Asia expansion; Q4 earnings pending May 21; analyst targets $127.40
Deckers Outdoor portfolio includes UGG, HOKA, Teva with strong momentum. HOKA expanded retail footprint significantly in Europe and Asia with 35-40% YoY revenue growth. Stock fell 3.56% week-over-week but up 14.23% month-over-month and down only 1.75% YoY. Upcoming Q4 2026 earnings report May 21; analysts expect double-digit earnings decline. Raymond James downgraded to Outperform from Strong Buy (April 23); Wells Fargo raised PT to $115 from $110 (April 15). Among 26 analysts: 10 Strong Buy, 2 Moderate Buy, 11 Hold, 3 Strong Sell. Average PT $127.40, suggesting 17% upside. Near-term margin pressures offset by HOKA's international growth.
Previous Market Intelligence
13 daysApr 30Deckers Outdoor reports record Q3 results but stock declines amid margin concernsMixed▶
Deckers Outdoor reported record third-quarter fiscal 2026 results: net sales of $1.958B and diluted EPS of $3.33. HOKA sales surged 18.5% to $628.9M and UGG rose 4.9% to $1.305B. However, stock fell 4.6% to $101.34 on April 29 amid margin pressure concerns. Wells Fargo raised price target to $115 from $110, but Raymond James downgraded to Outperform from Strong Buy. Next earnings May 21, 2026.
Apr 16Deckers Outdoor beats Q3 expectations with strong HOKA brand momentum (19% growth) while UGG sales rise 4.9%Positive▶
Deckers Outdoor reported Q3 earnings beat on both top and bottom lines. HOKA brand sales jumped 19% driven by strong running shoe demand, while flagship UGG brand grew 4.9%. The company is trading at $107.50 with analyst consensus of Buy rating and a 12-month price target of $122.20 (14.9% upside). International expansion remains a key growth driver despite cautious analyst sentiment on high valuations relative to peers.
Apr 15Deckers Outdoor maintains Buy ratings with 6.3% monthly gain; raised FY2026 guidance reflecting strong HOKA and UGG performance.Positive▶
Deckers Outdoor reported strong record Q3 fiscal 2026 results with net sales of $1.958 billion and diluted EPS of $3.33. HOKA sales grew 18.5% to $628.9 million; UGG sales rose 4.9% to $1.305 billion. The company raised full-year guidance for net sales to $5.400-$5.425 billion with diluted EPS projected at $6.80-$6.85. The stock is up 6.3% over the past month, outperforming both S&P 500 and retail peers.
Apr 14Deckers reports record Q3 FY26 earnings with HOKA sales up 19%, raises full-year guidance; analyst consensus Buy.Positive▶
Deckers Outdoor reported record Q3 FY26 results with net sales of $1.958 billion and diluted EPS of $3.33. HOKA division surged 18.5% to $628.9 million; UGG rose 4.9% to $1.305 billion. Company raised full-year guidance to $5.400-$5.425 billion in net sales. Analyst consensus Buy with $122.20 PT (14.90% upside).
Apr 13Deckers Outdoor shares rose 3.2% April 9 to $109.77 with Buy rating and $122.20 price target from 23 analysts.Positive▶
Deckers Outdoor Corp stock rose 3.2% on April 9 to $109.77, trading 25.7% below GF Value of $147.66. Buy consensus from 23 analysts with $122.20 price target. UGG debuted Spring 2026 clog collection. HOKA launched Run Wilder campaign April 9. Next earnings May 22, 2026.
Apr 10Deckers stock surges 6.51% after analysts maintain Buy rating; UGG debuts Spring 2026 clog and mule collection.Positive▶
Deckers Outdoor surged 6.51% after analysts maintained Buy ratings despite recent market declines. The company debuted its Spring 2026 UGG clog and mule collection. While HOKA brand sales remain strong, analysts express caution due to high valuation multiples. Stock trades at $106.45.
Apr 9Deckers reports record Q3 FY2026 results with 18.5% HOKA growth, raises full-year guidancePositive▶
Deckers Brands reported record third quarter fiscal 2026 with net sales of $1.958 billion (+7.1% YoY). HOKA brand delivered exceptional 18.5% growth to $628.9 million while UGG brand grew 4.9% to $1.305 billion. Company raised FY2026 HOKA revenue guidance to mid-teens percent increase and UGG to mid-single-digits increase. Balance sheet shows $2.1 billion cash with no debt, enabling share repurchases exceeding $1 billion for the year. Stock at $101.27 with 14.90% upside to $122.20 consensus price target from 23 analysts. Strong demand dynamics and margin expansion support positive outlook.
Apr 8Deckers Outdoor Maintains Strong Financial Position; $2.1B Cash, No DebtPositive▶
Deckers Outdoor concluded Q3 fiscal 2026 with $2.1 billion cash and no outstanding debt. Company raised fiscal 2026 outlook and anticipates continued profitable growth. HOKA brand showing strong sales momentum. Expects share repurchases exceeding $1 billion for fiscal year. Analyst consensus Buy with favorable Zacks Rank #2.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Deckers stock down 10.44% on month but HOKA brand strength continues.Neutral▶
DECK at $98.50 (down 10.44% for month). Q4 revenue beat $1.96B vs $1.87B est. but analyst caution over high valuations. HOKA brand showing strong sales. Earnings May 21. Avg Buy rating from 23 analysts PT $122.2.
Apr 3BetterInvesting committee flags Deckers Outdoor as undervalued in April 2026 issue amid record Q3 results.Positive▶
Deckers Outdoor reported record Q3 fiscal 2026 results with net sales of $1.958 billion and diluted EPS of $3.33, while HOKA sales surged 18.5% to $628.9 million. The company raised full-year guidance: net sales $5.400-$5.425 billion, HOKA mid-teens growth, UGG mid-single-digit growth, gross margin ~57%, and diluted EPS $6.80-$6.85.
Apr 2Deckers reports strong Q3 EPS $3.33 beating $2.77 estimate; revenue $1.96B exceeds guidance; HOKA brand drives momentum.Positive▶
Deckers beat Q3 earnings with $3.33 EPS vs $2.77 consensus; revenue $1.96B beat $1.87B estimates. HOKA brand strong; UGG and Teva contributing. Stock declined ~20% in past month after broader selloff, trading ~$100.91. Despite price pullback, analyst consensus remains bullish: 23 analysts with Buy rating, PT $122.20 (+29.93%). Citi raised PT to $130 (from $120); Truist to $115 (from $105) in Jan 2026.
Apr 1Deckers Outdoor faces 17.1% monthly decline despite Strong Buy rating and new product launches.Negative▶
Deckers experienced 17.1% stock decline over the past month. Recent product launches including HOKA Speedgoat 7 trail shoe aim to revitalize sales. 23 analysts maintain average Buy rating with $122.2 price target. Bernstein maintains Sell rating.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| DECKDECKERS | $100.76 | -1.41% | +0.6% | 13.9x | 1.21 | $14.5B |
| AMZNAMAZON.COM | $268.12 | +1.15% | +24.6% | 27.1x | 1.38 | $2.85T |
| TSLATESLA | $390.70 | +2.38% | +8.2% | 150.5x | 1.92 | $1.43T |
| HDHOME | $324.45 | -1.32% | +0.7% | 20.2x | 1.08 | $327.5B |
| MCDMCDONALD | $287.01 | -2.24% | -5.2% | 20.4x | 0.53 | $208.7B |
| TJXTJX | $157.03 | +0.18% | -3.1% | 27.6x | 0.73 | $174.1B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.