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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 factors are aligning to suggest downside is limited and upside potential is substantial. Daily, weekly and monthly charts show a market trending lower but extremely oversold and overextended—setting up for a rebound supported by improving operational quality and renewed sell-side interest. Whirlpool's Market Is Deeply Oversold: Market Recovery Ahead Don't Leave Without Claiming Your $1 Black Friday Deal
Discover how AI can help you trade smarter. One dollar. No commitments. Unlock the Deal 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. Appaloosa, known for a high-risk, high-reward approach, added about 5.5 million shares and now owns nearly 10% of Whirlpool. Although not the principal shareholder, Appaloosa's stake gives it meaningful influence, and the business is expected to begin rebounding in fiscal 2026. On the chart, that disclosure sparked roughly a 6% move higher, indicating buyers at a critical level. Those levels are roughly in line with the 2020 COVID-19 selloff lows. This could be an early sign of a changing tide for Whirlpool. While headwinds remain, the company expects tariff pressures to ease in 2026, and analysts generally forecast significant margin improvement. 
Analysts project Whirlpool's F2026 revenue to be roughly flat year-over-year, with earnings growing about 8%. Longer-term forecasts are more optimistic, with revenue growth expected to resume by fiscal 2027, and estimates may be conservative. The outlook for rate cuts has cooled, but expectations remain that the FOMC could reduce rates by 50–100 basis points by mid-next year and possibly further by the end of 2026. The implication is that housing activity is likely to pick up and help underpin Whirlpool's performance, particularly given its largely domestic supply chain. Whirlpool's Insider, Institutional, and Analysts Trends Hang in the Balance Sell-side trends indicate there is value alongside risks. Insiders have made no buys or sells in 2025, which can be interpreted either way. Importantly, insiders hold more than 2% of the company—a meaningful stake given the roughly $4 billion market cap as of mid-November—and they have not been selling. Institutional ownership is high, exceeding 90% of shares outstanding. After modest selling in early Q4, institutions have been net buyers in 2025, which provides notable market support. Analyst trends are mixed. MarketBeat's consensus is Reduce, but among nine tracked analysts four rate Hold and two rate Buy. Recent price-target changes have been a mix of trims and raises, yet there remains confidence in roughly 25% upside and a number of potential catalysts ahead. If operational quality improves over the coming quarters and the business outlook brightens, analyst sentiment will likely follow, lifting the stock. WHR could potentially gain about 25% initially and, over time as the market recovers, capture further upside. Whirlpool's Biggest Risk Is Priced in and in the Rearview Mirror The most significant near-term risk was a dividend cut—which has already occurred. Even so, the current payout appears manageable and the yield exceeded 5% in November. Growing debt levels are a concern, but that risk is offset somewhat by improved cash management and the prospect of margin improvement.
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