Zacks raises V.F. estimate for VF Corporation stock

Published on 09/30/2026 at 17:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Zacks raised Q2 FY2027 per-share estimates to USD 0.53 from USD 0.51 on September 9, 2026. VF Corporation stock has USD 5.6 billion in market value.

Flatlay mit Aktienzertifikat, ISIN-Karte, Wanderstiefeln und gefalteter Jacke — Flatlay kombiniert Aktienzertifikat, ISIN-Karte und Outdoor-Ausrüstung, VF Corporation ISIN US9255241033 verbindet Kapitalmarkt und Bekleidungsbranche, Illustration mit AI erstellt.

VF Corporation (ISIN US9255241033) is navigating a cautious analyst view after Zacks Research lifted its Q2 fiscal 2027 earnings estimate to USD 0.53 per share from USD 0.51. The change keeps the apparel group tied to a turnaround story in which better estimates must eventually reach revenue and profit.

Zacks lifts its estimate

According to MarketBeat on September 9, 2026, Zacks Research raised its Q2 fiscal 2027 estimate from USD 0.51 to USD 0.53 per share and maintained a Hold rating. The same report put the full-year fiscal 2027 estimate at USD 1.12 per share.

The estimate change is modest, but its direction matters because VF's latest quarter combined a revenue beat with a loss. The company is therefore being judged on execution rather than on sales growth alone.

Revenue beat meets a loss

VF Corporation reported USD 1.67 billion in fiscal first-quarter revenue for the period ended June 27, 2026, while diluted earnings per share were negative USD 0.25, according to the standardized financial statements. MarketBeat reported adjusted quarterly earnings of negative USD 0.27 per share against a negative USD 0.22 consensus estimate, while revenue exceeded the USD 1.64 billion estimate.

The comparison leaves investors with two different signals: revenue was USD 0.03 billion above the cited estimate, but the adjusted loss was USD 0.05 per share deeper than expected. MarketBeat also reported that quarterly revenue declined 5.2 percent year over year, placing the estimate increase against a still challenging operating backdrop.

Hold consensus limits conviction

The analyst balance remains cautious. MarketBeat counted 21 brokerages with a consensus Hold rating and an average 12-month price target of USD 17.42, while its detailed estimate report cited USD 18.21 as the average target. Zacks retained Hold, so the higher quarterly estimate does not amount to a broad change in analyst stance.

VF's portfolio spans outdoor, active, workwear and lifestyle brands, including The North Face, Vans, Timberland and Dickies. The business sells through wholesale partners, company-operated stores and digital channels, giving margin performance and brand demand a direct role in the turnaround case.

NYSE quote and market value

On September 30, 2026, VFC was trading at USD 14.27 on the NYSE at 11:04 a.m. ET, down 1.62 percent from the prior close of USD 14.50. The same session showed a 52-week range of USD 12.46 to USD 22.27 and a market capitalization of USD 5.6 billion.