Welcome! Thank you for subscribing to the Earnings360 newsletter, your daily source for quarterly earnings news and updates.
Each morning edition contains a wrap-up of today's pre-market earnings announcements and yesterday's earnings announcements after the closing bell.
Please take a moment to confirm your subscription below so we can ensure these updates reach your inbox.
Confirm Your Subscription Here
The Earnings360 Team
For Your Education and Enjoyment 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 over; however, technical, fundamental, and market signals are aligning to suggest downside is limited while upside potential is substantial. Charts across daily, weekly, and monthly timeframes show a market trending lower but extremely oversold and overextended—setting up for a rebound underpinned by improving operational quality and renewed sell-side interest. Whirlpool’s Market Is Deeply Oversold: Market Recovery Ahead The chart action is notable: the daily candlesticks reflect a recent catalyst. 13F filings revealed that David Tepper’s Appaloosa Management significantly increased its stake, signaling renewed confidence in the company. Appaloosa, known for a high-risk, high-reward approach, added roughly 5.5 million shares and now owns nearly 10% of Whirlpool. While not a controlling shareholder, that position gives Appaloosa meaningful influence as Whirlpool is expected to begin rebounding in fiscal 2026. Following that disclosure, the stock jumped about 6%, indicating buying interest at a critical level. Those prices sit near the 2020 lows from the COVID-19 selloff, a floor that couldn’t have gone much lower. The takeaway is this may be the first ripple signaling a change in tide for Whirlpool. Headwinds remain, but the company expects tariff pressures to ease in 2026, and analysts anticipate substantial margin improvement. 
Analysts forecast Whirlpool’s F2026 revenue to be roughly flat year-over-year, with earnings growing about 8%. Longer-term outlooks are rosier: revenue growth is expected to return by fiscal 2027, and current estimates may be conservative. While the expectation for rate cuts has cooled somewhat, the FOMC is still widely expected to trim rates by roughly 50–100 basis points by mid‑next year, potentially more by the end of 2026. The implication is that housing activity is likely to pick up and help underpin Whirlpool’s performance, particularly given the company’s largely domestic supply chain. Whirlpool’s Insider, Institutional, and Analysts Trends Hang in the Balance Whirlpool’s sell-side trends suggest there is value along with risks. Insiders haven’t traded in 2025—no buys or sells—which can be interpreted either way. Importantly, insiders own more than 2% of the company, a meaningful stake given the roughly $4 billion market cap as of mid‑November, and they aren’t selling. Institutional investors, who trimmed positions in early Q4, have been net buyers in 2025 and now own more than 90% of the shares, providing market support. Analysts' trends are murkier. MarketBeat’s consensus sentiment is Reduce. Among nine tracked analysts, four rate it Hold and two rate it Buy, and recent price-target moves have largely confirmed the consensus. While revisions have been mixed, there remains confidence in a roughly 25% upside and a notable potential for near-term catalysts. If operational quality improves over the coming quarters and the business outlook brightens, analyst sentiment is likely to follow, giving the stock a lift. In that scenario WHR could advance about 25% and, as the market recovers, potentially climb significantly further. Whirlpool’s Biggest Risk Is Priced in and in the Rearview Mirror The largest risk for Whirlpool investors was a dividend cut, which has already occurred. At present the payout remains manageable and the yield exceeded 5% in November. Rising debt levels are a concern, but improved cash management and an outlook for margin recovery help mitigate that risk. Read more on the yield.
| 
