VFC VF Corp.

$VFC Two buy upgrades in one morning, both landing on the same target. Piper Sandler went Neutral to Overweight, target to $20.00 from $16.00, on Vans stabilization. Truist went Hold to Buy, also to $20.00, from $14.00, arguing Vans can pick up share as retailers cut back Nike Sportswear and Jordan orders. Different flavor from Friday, when JPMorgan's move to Neutral was mostly the stock being down too much. Barclays lifted its target to $24.00 Monday too, citing better Vans inventory and momentum at The North Face and Timberland. Consensus is still Hold with a $17.92 average target (MarketBeat), so both new targets sit above the pack.

$VFC Don't understand why they dont put more emphasis on Timberland rather than many of the marginal woke brands they have owned, some at high prices. The CEO seems a great pitch man during CC's but can he build the company back. Seems about fair value but undervalued based on forecasts that may be optimistic.

$VFC this company is gonna run into trouble seems to me that they’re pushing a lot of woke colors. They’ve done away with some of their traditional colors and I just don’t think they’re catering to there actual consumer base… e’ll see come Christmas if this company can’t get their sales up by then this company is in trouble…. Go woke go broke.

$VFC JPMorgan upgraded VF Corp from Underweight to Neutral on Friday and kept its 18 target. The stock did the upgrading: down 18% this year, closing Friday near $14.90, about 31% below the April $21.55 high. Boss's fieldwork apparently left risk and reward balanced at the current share price. That unchanged 18 is the whole rating change.

$VFC These ended up getting "put" to me on Friday. I just exited for nice lil gain. Still undervalued imo, but letting Max-Pain influence my decisions. Plus, hard to ignore 4%+ one-day gains. Already looking for reentry. 💋