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The Earnings360 Team
Thursday's Featured 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 downtrend may not be over; however, technical, fundamental, and market indicators are aligning to suggest downside is limited and upside potential is meaningful. The chart — whether daily, weekly, or monthly — shows a market that is trending lower but is extremely oversold and overextended, making it poised for a rebound supported by improving operational quality and renewed sell-side interest. Whirlpool's Market Is Deeply Oversold: Market Recovery Ahead Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA or Bitcoin, but by owning a simple index fund.
It sounds impossible. Yet it happened – just a short time ago. Now a legendary figure says: "Brace yourselves. It's about to happen here, in America. But fair warning – it could be the worst thing that ever happens to you."
This story has received little coverage in the press. But if history repeats, it could bump tens of millions of Americans into a 7-figure net worth practically overnight. Click here for the full story. The chart action is notable: recent daily candlesticks reflect a clear catalyst. That catalyst was a 13F filing revealing that David Tepper's Appaloosa Management materially increased its stake, signaling greater confidence in the position. Appaloosa, known for a high-risk, high-reward approach, added 5.5 million shares and is now a nearly 10% owner. While not a principal shareholder, the firm's new position gives it significant influence, and Whirlpool is expected to begin rebounding in fiscal 2026. On the chart, the filing triggered roughly a 6% rise in the stock, indicating buyers at a critical level. Those levels line up with 2020 lows from the COVID-19 selloff, when the stock was already deeply depressed and had little room to fall further. The takeaway: this may be the first ripple of a broader shift that signals a change in tide for Whirlpool. Headwinds remain, but the company forecasts tariff pressures easing in 2026, and analysts are modeling substantial margin improvement. 
Analysts expect Whirlpool's F2026 revenue to be roughly flat year-over-year, with earnings rising about 8%. Longer-term projections are stronger, with revenue growth forecast to return by fiscal 2027 — and estimates may be conservative. While rate-cut expectations have cooled, the FOMC is still projected to cut rates by another 50–100 basis points by mid‑next year and potentially more by the end of 2026. That backdrop suggests housing activity could pick up and help underpin Whirlpool's results. The company is well-positioned to benefit given its largely domestic supply chain. Whirlpool's Insider, Institutional, and Analyst Trends Hang in the Balance Whirlpool's sell-side picture shows value alongside risk — and a potential for reversal. Insiders made no reported buys or sells in 2025, which can be read two ways, but the group still owns more than 2% of the shares — a meaningful stake given Whirlpool's roughly $4 billion market cap as of mid‑November — and they have not been selling. Institutional activity adds support: institutions sold some shares in early Q4 but have been buying robustly in 2025 and now own more than 90% of the stock, providing a solid buyer base. Analysts' trends are less clear. MarketBeat reports the consensus rating as Reduce, but MarketBeat tracks nine analysts: four Hold, two Buy, and three Reduce. Recent price-target adjustments have, on balance, affirmed the consensus while leaving room for upside. There is growing confidence in a forecasted roughly 25% upside and the potential for positive catalysts in upcoming releases. If operational quality improves over the next several quarters and the company's outlook brightens, analyst sentiment is likely to follow, which would lift the stock. In that scenario, WHR could advance by about 25% and then continue to recover further as the market normalizes. Whirlpool's Biggest Risk Is Largely Priced In The most significant near-term risk — the dividend cut — has already occurred. After the reduction, the payout remains manageable and the yield exceeded 5% in November. There is some concern about rising debt levels, but that is partially offset by improved cash management and the prospect of margin recovery.
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