Source: Financial Modeling Prep · peers by sector/industry
Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Valuation
Trading at 23.1× earnings vs its 29.8× historical median P/E.
Fair value ≈ $3.86 · price $2.99 today
Undervalued · 22% below
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Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$UA Monthly downtrend line finally cracking 👀
Under Armour has spent YEARS under this descending resistance and price is now pressing right at the breakout zone around $6. If this monthly close confirms, we’re looking at a major trend reversal setup.
Smart money getting VERY loud.
Prem Watsa (Fairfax) just filed a 13D showing 22.2% ownership of Under Armour — a massive insider/activist level stake. $NKE $LULU $ADDYY $PUMSY
Shares of German sportswear maker Puma jumped 10% on Tuesday after China’s Anta Sports agreed to acquire a 29.06% stake for €1.505 billion ($1.79 billion), becoming the company’s largest shareholder. Puma stock closed at €23.58 in Frankfurt, extending gains after a 17% rise on Monday ahead of the announcement.
Anta will buy just over 43 million Puma shares from Artémis at €35 per share, representing a premium of about 62% to Monday’s closing price. Puma CEO Arthur Hoeld said the move signals confidence in the company’s strategy, with Puma focused on strengthening its global brand and aiming to become one of the world’s top three sportswear brands, with Anta’s support.
Deutsche Bank Research reiterated a “hold” rating on Puma with a €16 price target, noting Anta is likely to play a more active role than former shareholder Artémis but does not expect further share purchases before 2027.
$PUMSY
Buffet and many other killer investors like Peter Lynch have opined on how disadvantageous it is to long term investors when PE swoops in to scoop up a bargain.
For Puma the case is different! Anta and Asics are both rumoured to be circling for a takeout ... $PUMSY
The whole of the consumer space has been beaten up for a while now. Ongoing cyclical uncertainty, inflation pressure and non-stop concerns over AI replacing jobs has accelerated a 30 year thematic drag on consumer sentiment.
It would take a lot to stage a turnaround but at the least let's hope a buyout comes with a hefty premium!
In Germany, Puma shares surged more than 5% on Thursday following takeover rumors involving China’s Anta Sports, with additional interest reportedly coming from Li Ning and Japan’s Asics. The stock was up 15.5% at €19.65 in Frankfurt, after briefly gaining over 17%.
Bloomberg reported that Anta Sports hinted at a possible bid; the company also owns Fila and outdoor brand Jack Wolfskin. Bloomberg had previously noted in August that France’s Pinault was considering selling its roughly 30% stake in Puma, which had also lifted the stock.
Manager Magazin said private equity firm CVC and U.S. brand manager Authentic Brands Group had shown interest as well. However, by mid-November Puma shares fell to their lowest level since early 2016, as no formal offer has materialized.
$PUMSY
@simon58 @judgeyoung2 @cubie @lukenight @jenbunn @Trade_the_plan @EBE_day @ribbey @TraderRapp @tonyctl could $NKE actually buck the trend and deliver?
Tariff news for Vietnam worse than when they last reported. Plus, all similar stocks are trading at or near the low end of the 52 week range , including $ONON $LULU $ADDYY $PUMSY … makes me feel that NKE will join them and take a leg lower
@jz10
Sooo .... I'm a former (very former, I'm old AF) Nike sponsored athlete. Sensational company that I wouldn't invest a penny in at the moment. The competition from emerging Chinese brands and now Japanese and Korean brands is overwhelming and unrelenting. Add to that the surge of companies like $UA , $SKX , or New Balance with pro athletes and there's too much parity for any company to command the market share $NKE once had. All this is massively effecting sales and will continue to do so. I didn't even mention the Krauts, $ADDYY or $PUMSY
Puma shares surged on Wednesday following reports of a potential acquisition, making it the top performer in Europe’s STOXX 600. The stock has declined roughly 50% year-to-date. According to Manager Magazin, two investors are reportedly preparing to acquire the 29% stake currently held by France’s Pinault family through Artemis, which also controls luxury group Kering, owner of Gucci. Such a deal could open the door to a full takeover of Puma. Bloomberg reported in August that Artemis had been exploring potential buyers for its stake, fueling market speculation.
$PUMSY
JPMorgan placed Adidas on Positive Catalyst Watch ahead of Q3 results in late October, while cutting Puma to Underweight, citing confidence in Adidas’ earnings drivers and caution on Puma’s slow recovery.
Despite concerns over Terrace momentum, U.S. tariffs, and a possible NKE comeback, Adidas remains well positioned. Shares are down ~30% YTD, resetting expectations. Analyst Wendy Liu sees upside from running (+25% Q2 sales), apparel (+17%), and the 2026 World Cup, which could add >€1B revenue. PT trimmed to €236 (from €250), rating stays Overweight.
Puma faces a “reset year” under its new CEO. JPMorgan flagged challenges in clearing inventories, fixing distribution, and creating a flagship product, with management itself noting risks.
$NKE $ADDYY $PUMSY
