moneyheap
VFC · Analysis updated Nov 10, 2026, 6:00 PM ET
Why is V.F. Corporation (VFC) stock moving?
VF Corporation's fiscal Q2 2027 report on Oct 28 beat estimates: adjusted EPS of $0.70 vs $0.54 expected, sales of $2.695B vs $2.667B, and the outlook was reaffirmed with FY2027 revenue seen above $9.526B against a $9.509B estimate. Coverage credits growth at The North Face and Timberland, while Vans sales remain weak. Analysts responded with mixed moves: BNP Paribas upgraded to Neutral with a $16 target on Oct 29, Deutsche Bank raised its Hold target to $19 from $18, Baird lifted its Neutral target to $16, BTIG reiterated Buy at $23, and Barclays kept Overweight and raised its target to $28 on Nov 5. Price action confirmed the reaction: shares rose 6.4% to $18.33 on Oct 29 on 12.0M shares, then reached intraday highs near $21.2 on Nov 5 and Nov 9. Since Nov 6, volume has eased to 7.2M-8.5M shares while the stock has held above $20, closing at $20.74 on Nov 10. The rally is roughly 22% from the Oct 27 close of $17.03. Three of the five known price targets ($16-19) sit at or below the current price, so further upside depends on additional estimate increases and on a Vans turnaround. No company news after Oct 28 appears beyond the Barclays note, and the 10-Q filing listed on Oct 28 carried no text to review.
News behind the analysis
- Barclays Maintains Overweight on VF, Raises Price Target to $28Barclays kept its Overweight rating on VF and raised its price target to $28, the highest target among the analysts in the data.
- Deutsche Bank Adjusts VF Corporation Price TargetDeutsche Bank kept its Hold rating and raised its price target to $19 from $18.
- BNP Paribas Upgrades VF Corporation to NeutralBNP Paribas upgraded VF from Underperform to Neutral with a $16 price target.
- These Analysts Increase Their Forecasts On VF After Strong Q2 ResultsVF beat Q2 earnings and revenue estimates and reaffirmed its outlook, and several analysts raised price targets as shares rose.
- Baird Maintains Neutral on VF, Raises Price Target to $16Baird kept its Neutral rating and raised its price target to $16.
- BTIG Reiterates Buy on VF, Maintains $23 Price TargetBTIG reiterated its Buy rating and kept its $23 price target after the quarterly results.
- VF Corp. Finds Its Winning Formula With North Face and Timberland, but Vans LagsVF beat Q2 earnings estimates and reaffirmed its 2027 outlook as The North Face and Timberland grew, while Vans sales stayed weak.
- VF Corporation Reports Fiscal Q2 2026 Financial ResultsVF reported second-quarter revenue of $2.70B and reaffirmed its revenue growth outlook for the year.
- VF Affirm FY2027 Revenue expected to be more than $9.526B vs $9.509B EstVF's FY2027 revenue is expected to exceed $9.526B, slightly above the $9.509B consensus estimate.
- VF Q2 Adj. EPS $0.70 Beats $0.54 Estimate, Sales $2.695B Beat $2.667B EstimateVF's Q2 adjusted EPS of $0.70 beat the $0.54 estimate, and sales of $2.695B beat the $2.667B estimate.
About V.F. Corporation
V.F. Corporation is a Denver-based apparel and footwear company that owns outdoor, active and workwear brands such as The North Face, Vans and Timberland. It is in the middle of a multi-year turnaround. The plan focuses on cutting debt, widening profit margins and reviving Vans, and it sold Dickies during fiscal 2026.
How it makes money
VF designs and sells clothing, footwear and accessories under its own brands. It sells them wholesale to retailers and directly to shoppers through about 1,080 of its own stores, concession spaces and e-commerce. Selling directly to consumers made up about 44% of fiscal 2026 revenue of roughly $9.3 billion, with e-commerce at about 18%. By region, sales were about 50% Americas, 35% Europe and 15% Asia-Pacific. The North Face is the largest brand, followed by Vans and Timberland.
What usually moves VFC
- Vans turnaround and brand momentum
- The North Face outdoor demand and weather
- Consumer discretionary spending and wholesale orders
- Debt reduction and margin progress
- Tariffs, sourcing costs and currency moves