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The Earnings360 Team
Today's Bonus Article 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) downtrend may not be fully over; however, technical, fundamental, and market signals are aligning, suggesting downside is now limited while upside potential looks robust. Daily, weekly and monthly charts show a market trending lower but extremely oversold and overextended — poised for a rebound supported by improving operational quality and renewed sell-side interest. Whirlpool's Market Is Deeply Oversold: Market Recovery Ahead DOGE payouts are already moving. Every 90 days, billions flow out — whether you've claimed your share or not. Don't miss your chance. Click here for the full details. The chart action is notable: daily candlesticks reflect a recent catalyst. 13F filings revealed that David Tepper's Appaloosa Management significantly increased its stake, signaling greater conviction in the position. Appaloosa, known for a high-risk, high-reward approach, added roughly 5.5 million shares and is now a nearly 10% owner. While not a principal shareholder, the firm now has meaningful influence over the business, which the market expects will begin rebounding in fiscal 2026. That disclosure triggered about a 6% jump in the stock, indicating buyers at a critical level. Those levels line up with 2020's COVID-19 lows, suggesting there was limited room for a deeper decline. The takeaway is that this could be the first ripple that signals the change in tide for Whirlpool's market. Headwinds remain, but the company forecasts tariff pressures will ease in 2026, and analysts expect notable margin improvement. 
Analysts expect Whirlpool's F2026 revenue to be roughly flat year-over-year while earnings are forecast to grow about 8%. Longer-term estimates are more optimistic, with revenue growth projected to return by fiscal 2027; these forecasts may be conservative. Rate-cut expectations have cooled somewhat, but the FOMC is still anticipated to lower rates by 50–100 basis points by mid-next year and potentially further by the end of 2026. Housing activity is likely to pick up and help underpin Whirlpool's results, and the company is well positioned to benefit given its largely domestic supply chain. The market dynamics and cost structure should support recovery as housing and consumer demand improve. Whirlpool's Insider, Institutional, and Analysts Trends Hang in the Balance Whirlpool's sell-side trends suggest there is value along with risks. Insiders show no buys or sells in 2025 — neither an obvious bullish signal nor a clear red flag. Importantly, insiders collectively own more than 2% of the company, a meaningful stake for a firm with roughly $4 billion in market cap as of mid-November, and they have not been selling. Institutional holders trimmed some positions in early Q4 but have been buying aggressively in 2025; institutions now own more than 90% of the stock, providing substantial market support. Analysts' trends are mixed. MarketBeat's consensus rating is Reduce. Of nine analysts tracked, four rate the stock Hold and two rate it Buy, and recent price-target revisions were mixed. Still, there is confidence in an estimated ~25% upside and a fairly high probability of positive catalysts in upcoming releases. If operational quality improves over the coming quarters and the business outlook brightens, analyst sentiment is likely to follow, which would lift the stock. In that scenario, WHR could appreciate roughly 25% initially and potentially continue to gain as the market recovers. Whirlpool's Biggest Risk Is Priced in and in the Rearview Mirror The biggest risk for Whirlpool investors was a dividend cut — which has already occurred. The current payout yields north of 5% (as of November) and appears manageable. Rising debt is a concern, but improved cash management and the outlook for margin expansion help mitigate that risk.
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