YETI stock weighs 2026 guidance against analyst targets

Published on 10/06/2026 at 15:39 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

YETI stock was trading at USD 40.17 on October 6, 2026, down 0.86 percent from the prior close. Sixteen analysts set a Moderate Buy average target of USD 56.00.

YETI, US98585X1046, Illustration mit AI erstellt.

YETI Holdings (ISIN US98585X1046) was trading at USD 40.17 on the NYSE at 9:38 a.m. ET on October 6, 2026, down 0.86 percent from the prior close. The company is weighing fiscal 2026 adjusted EPS guidance of USD 2.94 to USD 3.00 against a consensus estimate of USD 2.89, according to MarketBeat on October 2, 2026.

Guidance points above consensus

The guidance range places the lower end of YETI's adjusted EPS outlook USD 0.05 above the consensus estimate and the upper end USD 0.11 higher. MarketBeat also reported fiscal 2026 revenue guidance of USD 2.0 billion, in line with the USD 2.0 billion consensus forecast, keeping the earnings advantage more important than the sales outlook.

YETI's own investor-day release dated September 17, 2026, reiterated sales growth of 7 percent to 8 percent, adjusted operating income growth of 10 percent to 12 percent and an adjusted operating margin of 14.9 percent. The same release set fiscal 2026 free cash flow guidance at USD 200 million to USD 225 million, according to YETI Holdings.

Quarterly growth supports the case

In Q2 2026, YETI generated revenue of USD 483.87 million, up 8.5 percent from the same quarter a year earlier. Quarterly EPS came in at USD 0.67 against a USD 0.54 consensus estimate, a USD 0.13 beat, while net income reached USD 71.3 million, according to MarketBeat on October 3, 2026.

The product mix remains central to the outlook. YETI's investor-day framework identifies Bags and Soft Coolers as its next billion-dollar product platform and targets USD 1.2 billion to USD 1.4 billion of cumulative free cash flow through fiscal 2030, according to YETI Holdings.

Analyst target leaves a wide gap

Sixteen brokerages maintain a Moderate Buy consensus, with 12 Buy ratings and four Holds. The average 12-month target is USD 56.00, which stands 39.4 percent above the October 6 price of USD 40.17, according to MarketBeat on October 3, 2026.

YETI stock stays below its yearly high

YETI stock was trading at USD 40.17 on the NYSE on October 6, 2026, with a market capitalization of USD 3.0 billion and volume of 27,480 shares. Its 52-week range is USD 31.66 to USD 53.99, leaving the price 25.6 percent below the yearly high.