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Thursday's Featured 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 finished. However, technical, fundamental, and market forces are aligning, suggesting downside is 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. Daily candlesticks point to a recent catalyst: 13F filings revealed that David Tepper's Appaloosa Management significantly increased its stake, signaling heightened confidence 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 holds meaningful influence over the company, which analysts expect to begin rebounding in fiscal 2026. That filing-driven move pushed the stock up about 6%, suggesting buyers stepped in at a critical support level. Those levels line up with the 2020 COVID-19 selloff lows — essentially the stock's floor. This could be the first ripple in a broader shift for Whirlpool. While headwinds remain, the company expects tariff pressures to ease in 2026, and analysts broadly forecast substantial margin improvement. 
Analysts forecast Whirlpool's F2026 revenue to be roughly flat year-over-year, with earnings rising about 8%. Longer-term outlooks are more positive: revenue growth is expected to resume in FY2027, and current estimates may be conservative. The outlook for rate cuts has softened, but the FOMC is still expected to trim rates by 50–100 basis points by mid-next year and potentially further by the end of 2026. The takeaway: housing activity is likely to 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 Whirlpool's sell-side indicators suggest value alongside risks. Insiders have reported no buys or sells in 2025, which can be read as neutral; importantly, they still 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 liquidating shares. Institutions trimmed positions in early Q4 but have been net buyers in 2025, now owning more than 90% of the stock and providing significant market support. Analyst trends are mixed. MarketBeat's consensus sentiment is Reduce, but among the nine analysts tracked, four rate the stock Hold and two rate it Buy. Recent price-target adjustments were mixed, yet there remains belief in roughly 25% upside and a high potential for positive catalysts from upcoming releases. If operational quality improves over the coming quarters and the outlook brightens, analyst sentiment is likely to follow, lifting the stock. In that scenario WHR could advance around 25% initially and potentially gain more as the market recovers. Whirlpool's Biggest Risk Is Priced In and in the Rearview Mirror The main near-term risk — a dividend cut — has already occurred. At present the company's payout appears manageable and the yield exceeded 5% in November. Rising debt levels remain a concern, but improved cash-management initiatives and an expected margin recovery help mitigate that risk.
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