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The Earnings360 Team
Today's Bonus Story Whirlpool's Worst May Be Over—Upside Opportunity AheadWritten by Thomas Hughes. Published 11/17/2025. 
Key Points - Whirlpool's 2026 outlook has its stock price tracking for a reversal that could add 25% to 100% to its stock price within a few quarters.
- The high-yielding dividend is reliable following management's right-sizing.
- Institutional and analyst trends suggest a robust upside for income investors.
Whirlpool's (NYSE: WHR) stock's downtrend may not be over; however, technical, fundamental and market forces are aligning, suggesting downside is limited and upside potential is substantial. Daily, weekly and monthly charts all show a market that's trending lower but extremely oversold and overextended — primed for a rebound supported by improving operational quality and renewed sell-side interest. Whirlpool's Market Is Deeply Oversold: Market Recovery Ahead While everyone's making predictions about what might happen in 2026, we've identified 5 stocks with catalysts that are already locked and loaded.
These aren't hopes or projections. These are scheduled events, signed contracts, and approved projects that will play out over the next 12 months.
The difference between 100% gains and missing out completely? Positioning before 2026 arrives. Click here to get your free copy of this report The chart action is notable: recent daily candlesticks point to a clear catalyst. That catalyst was 13F filings revealing that David Tepper's Appaloosa Management significantly increased its stake, signaling greater confidence in the name. Appaloosa, known for a high-risk, high-reward approach, added roughly 5.5 million shares and now owns nearly 10% of the company. While not the principal shareholder, the firm now has meaningful influence and appears positioned for a recovery that could begin in fiscal 2026. Back on the chart, that news pushed the stock up about 6%, suggesting buyers stepped in at a critical level. Those price levels are similar to the 2020 lows during the COVID-19 selloff. The takeaway is this could be the first ripple that signals a change in tide for Whirlpool's market. Headwinds remain, but management expects tariff pressures to ease in 2026, and analysts broadly forecast substantial margin improvement.  Analysts project Whirlpool's F2026 revenue to be roughly flat year over year, with earnings rising about 8%. Longer-term forecasts are more optimistic, with revenue growth expected to resume by fiscal 2027 — and estimates may be conservative. The outlook for rate cuts has cooled somewhat, but the FOMC is still widely expected to cut rates by another 50–100 basis points by mid-next year and potentially further by the end of 2026. The implication: housing activity is likely to pick up and help underpin Whirlpool's results, and the company is well-positioned given its largely domestic supply chain. Whirlpool's Insider, Institutional, and Analysts Trends Hang in the Balance Sell-side trends suggest there is value alongside risk. Insiders have recorded no buys or sells in 2025, which can be read either way; importantly, they own more than 2% of the stock — a meaningful stake for a company with a roughly $4 billion market cap — and they are not selling. Institutions, after trimming some positions in early Q4, have been net buyers in 2025 and collectively own more than 90% of the shares, providing substantial market support. Analyst trends are mixed. MarketBeat's consensus is Reduce, but of nine analysts tracked, four rate Hold and two rate Buy. Recent price-target revisions have moved in both directions, yet there is notable confidence in roughly 25% upside and the potential for catalysts from upcoming releases. If operational quality improves over the coming quarters and the outlook brightens, analyst sentiment is likely to follow, helping lift the stock. In that scenario, WHR could advance ~25% initially and then participate in broader market recovery gains beyond that. Whirlpool's Biggest Risk Is Priced in and in the Rearview Mirror The most significant near-term risk — a dividend cut — has already occurred. The current payout is more manageable and the yield exceeded 5% in November. Rising debt levels remain a concern, but improved cash management and expected margin recovery should help mitigate that risk.
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