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The Earnings360 Team
Further Reading from MarketBeat Media 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 downtrend may not be over; however, technical, fundamental and market forces are beginning to align, suggesting downside is limited and upside potential is meaningful. The chart — whether daily, weekly or monthly — shows a market that has trended lower but is 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 Trump Ally Says Congress Approved the Setup for a Digital Dollar 2.0
But according to Rep. Marjorie Taylor Green, it's a bill that contains "the entire setup, groundwork and infrastructure to move from cash to digital currency." >>> Click Here before it becomes law. The chart action is notable: recent daily candlesticks reflect a specific catalyst. That catalyst was the disclosure in 13F filings that David Tepper's Appaloosa Management materially increased its stake, signaling greater confidence in the company. Appaloosa — known for a high-risk, high-reward approach — added about 5.5 million shares and now owns nearly 10% of the company. While it may not be classified as a principal shareholder, this level of ownership gives Appaloosa meaningful influence, and the business is expected to begin rebounding in fiscal 2026. On the chart, that disclosure produced roughly a 6% pop in the stock, indicating buyers emerged at a critical support area. Those levels correspond with the 2020 COVID-19 lows and represent a significant floor for the market. The broader takeaway is that this move could be the first sign of a changing tide for Whirlpool. Headwinds remain, but the company expects tariff pressures to ease in 2026, and analysts generally anticipate meaningful margin improvement.  Analysts forecast Whirlpool's fiscal 2026 revenue to be roughly flat year-over-year, with earnings rising about 8%. Longer-term estimates are firmer, with revenue growth expected to return by fiscal 2027; those consensus estimates may be conservative. While the outlook for rate cuts has cooled, markets still expect the FOMC to reduce rates by another 50 to 100 basis points by mid-2026 and potentially more by year-end. That backdrop suggests housing activity could pick up and help underpin Whirlpool's performance, and the company is well positioned given its largely domestic supply chain. Whirlpool's Insider, Institutional, and Analyst Trends Hang in the Balance Sell-side coverage implies there is value, alongside risks. Insider activity has been dormant in 2025 — no buys or sells reported — which can be interpreted either positively or negatively. Importantly, insiders collectively own more than 2% of the stock, a meaningful stake given the roughly $4 billion market cap as of mid-November, and they have not been unloading shares. Institutions, after trimming positions in early Q4, have been net buyers in 2025; institutional holders own more than 90% of the company's shares outstanding, which provides notable market support. Analyst trends are mixed. MarketBeat's consensus recommendation is Reduce. Among nine tracked analysts, four rate the stock Hold and two rate it Buy. Recent price-target revisions have been both up and down, but collectively they imply roughly 25% upside and suggest the potential for catalysts in upcoming releases. If operational quality improves over the next few quarters and the business outlook brightens, analyst sentiment is likely to follow, giving the stock further lift. In that scenario, WHR could plausibly gain about 25% initially and continue to appreciate as the broader recovery takes hold. Whirlpool's Biggest Risk Is Largely Priced In The most visible risk was the potential for a dividend cut — a cut that has already occurred. The current payout remains manageable and yielded north of 5% in November. Growing debt levels pose some risk, but these concerns are partially offset by improved cash management and the expectation of margin recovery.
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