Under Armour

UAA

Market cap $2.41B

UAA's performance turnaround contrasts with LULU's premium scale and margin pressures, setting up a clear growth and valuation divergence.

Under Armour (UAA) trades at a depressed valuation, with a $2.2B market cap against $5B in sales, reflecting skepticism about its turnaround. Recent financials show continued revenue and margin declines, with FY2026 sales expected to be down 4–5% and gross margin pressured by tariffs. Management's restructuring, led by founder Kevin Plank, includes SKU reductions and renewed marketing focus, but tangible results remain elusive.

When Prem Watsa makes a move, markets tend to pay attention — not because it's flashy, but because it's usually patient, deliberate and deeply conviction-driven.

Under Armour Inc (NYSE:UAA) shares were last seen up 0.5% to trade at $5.45, after news that Fairfax Financial Holdings (FRFHF) increased its ownership stake after the sportswear makers' difficult year.

Under Armour Inc (NYSE:UA) shares rose as much as 7% before trading flat at about $5.40 after Fairfax Financial Holdings expanded its position in the sports apparel company. Regulatory filings show that as of December 30, Canada-based Fairfax, already a 10% owner, had acquired nearly 42 million Under Armour shares, representing an estimated 22% stake.

Under Armour's EMEA and Latin America sales jump in the double digits in 2Q26, highlighting strong brand momentum and a key offset to regional resets.

Shares of Under Armour Inc. got a boost after hours on Monday after Fairfax Financial Holdings continued to build up a large stake in the athleisure giant, whose stock has struggled over the past year.

Under Armour (UAA) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

The Golden State Warriors star could take his Curry Brand independent or to another retailer — something Federer and Tiger Woods scored success with after splitting from Nike.

Stephen Curry and Under Armour have ended their 13-year partnership. The split comes as Under Armour faces declining sales, restructuring, and falling share value.