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The Earnings360 Team
Additional 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) downtrend may not be finished, but technical, fundamental, and market factors are aligning, suggesting downside is limited and upside potential is meaningful. Across daily, weekly, and monthly charts, the price action shows a market that is trending 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 Most traders spend all day glued to charts, hoping for a big move — but Graham Lindman says the easiest gains this year have come from a simple pricing quirk that appears in blue-chip options over and over again. By entering select $1-or-less contracts on names like Apple, Nvidia, and Google, he's shown how small moves in the stock can still deliver fast 100%+ wins — without timing the market or relying on complex setups. Now he's setting up the next round of these "$1 trades" and revealing exactly how he finds them. Click here to see how the $1 trade setup works and where the newest opportunities are 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 renewed confidence in the position. Appaloosa, known for a high-risk, high-reward approach, added about 5.5 million shares and is now a nearly 10% owner. While not a principal shareholder, the firm's stake gives it meaningful influence as the business is expected to begin rebounding in fiscal 2026. That filing sparked roughly a 6% uptick in the stock, indicating buyers stepping in at a critical level. Those levels line up with the 2020 COVID‑19 lows and have attracted attention as a potential trading floor. The takeaway is that this could be the first ripple signaling a change in tide for Whirlpool's market. While headwinds remain, the company expects tariff pressures to ease in 2026, and analysts are forecasting material margin improvement.  Analysts forecast Whirlpool's F2026 revenue to be roughly flat year-over-year, with earnings rising about 8%. Longer-term estimates are more optimistic, with revenue growth expected to resume by fiscal 2027, and current estimates may be conservative. Expectations for rate cuts have cooled somewhat, but the FOMC is still widely expected to cut rates 50–100 basis points by mid‑next year, with the potential for additional easing by the end of 2026. The implication is that housing activity is likely to pick up and help underpin Whirlpool's performance — a positive for a company with a largely domestic supply chain. Whirlpool's Insider, Institutional, and Analysts Trends Hang in the Balance Whirlpool's sell-side dynamics suggest there is value, along with risks. Insiders reported no buys or sells in 2025, which can be interpreted either way. Crucially, insiders collectively own more than 2% of the stock — a meaningful stake given Whirlpool's roughly $4 billion market cap as of mid‑November — and they have not been unloading shares. Institutional holders, after trimming positions in early Q4, have been net buyers in 2025 and now own more than 90% of the stock, providing notable market support. Analysts' trends are murkier. MarketBeat's consensus is Reduce. Among nine tracked analysts, four rate Hold and two rate Buy. Recent price‑target revisions were mixed, but collectively imply roughly 25% upside and suggest a high potential for positive catalysts in upcoming releases. There is confidence in the forecast for 25% upside if operational improvements materialize. If operational quality improves over the coming quarters and the outlook brightens, analyst sentiment could shift upward, helping propel the stock. In that scenario, WHR could reasonably advance 25% initially and potentially deliver much larger gains as the market recovers. Whirlpool's Biggest Risk Is Priced in and in the Rearview Mirror The most significant near‑term risk — a dividend cut — has already occurred. The current payout yields over 5% as of November and appears manageable. Growing debt levels are a concern, but improved cash management and the prospects for margin recovery help mitigate that risk.
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