Is Under Armour's Q4 revenue mismatched with its narrative?

In its fiscal fourth-quarter earnings, athletic apparel brand Under Armour (UA, UAA) reported falling revenue across its various wholesale and clothing categories. On top of all that, Under Armour shared a weaker-than-expected full-year guidance for its fiscal 2025 calendar.

BMO Capital Markets Managing Director and Senior Analyst Simeon Siegel hypothesizes that Under Armour's revenues and forecasts may not be in sync with the narratives around its figures.

"And so the revenue guide was very disappointing. but if you take a step back and look at this, you can realize that Under Armour is an undervalued, under-earning brand," Siegel explains to Yahoo Finance. "And if the company is finally willing to acknowledge that, if they're looking to say 'we really need to do better rather than do bigger,' then the stock is undervalued, in my opinion."

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This post was written by Luke Carberry Mogan.