Malibu Boats
MBUU
About: Malibu Boats is a leading designer and manufacturer of power boats in the United States. It is a top manufacturer of performance sport boats, sold under its Malibu and Axis brands. It acquired Cobalt Boats, a leading producer of sterndrive boats in the US in the 24- to 29-foot segment, in 2017, and Pursuit Boats, which makes high-end offshore and outboard motorboats, in 2018. In 2021, it purchased Maverick Boat Group, a top seller of flat fishing boats, including bay, dual-console, and center-console boats. Malibu has also expanded into boat trailers and accessories, and in 2020 began producing its own engines (Monsoon) for its performance sport boats and now for Cobalt. Malibu's target market includes a wide range of water enthusiasts who embrace the active outdoor lifestyle.
Employees: 2,200
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
228% more call options, than puts
Call options by funds: $2.21M | Put options by funds: $673K
56% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 16
14% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 43
6% more funds holding
Funds holding: 138 [Q1] → 146 (+8) [Q2]
3.74% more ownership
Funds ownership: 102.15% [Q1] → 105.9% (+3.74%) [Q2]
3% more capital invested
Capital invested by funds: $616M [Q1] → $637M (+$21.4M) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
|
DA Davidson
Griffin Bryan
|
$31
|
Neutral
Maintained
|
8 Sep 2025 |
Financial journalist opinion
Based on 13 articles about MBUU published over the past 30 days
