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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 finished, but technical, fundamental and market indicators are aligning to suggest limited downside and meaningful upside potential. Across daily, weekly and monthly charts, the market has been trending lower but looks deeply oversold and overextended — setting the stage for a rebound supported by improving operational performance and renewed sell-side interest. Whirlpool’s Market Is Deeply Oversold: Market Recovery Ahead A Millionaire With SEVEN Clicks?
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Now… he's urging you to look at a new group of seven stocks… Check this Out (The NEXT Magnificent Seven) The chart action is notable: daily candlesticks show a recent catalyst. 13F filings revealed that David Tepper’s Appaloosa Management significantly increased its stake, signaling greater confidence in the position. Appaloosa, known for a high-risk, high-reward approach, added about 5.5 million shares and now owns nearly 10% of the company. While not a formal controlling shareholder, it holds meaningful influence, and the business is expected to begin rebounding in fiscal 2026. The 13F revelation corresponded with roughly a 6% uptick in the share price, suggesting buyers are stepping in at a key support level. That support aligns with the 2020 COVID-19 lows — a level that, practically speaking, offered limited downside. This could be an early sign of a change in tide for Whirlpool. While headwinds remain, the company expects tariff pressures to ease in 2026, and analysts broadly forecast meaningful margin improvement.  Analysts currently forecast Whirlpool’s F2026 revenue to be roughly flat year-over-year, with earnings growing about 8%. Longer-term estimates are more optimistic, with revenue growth expected to return by fiscal 2027, and some analysts believe current estimates may be conservative. Expectations for rate cuts have cooled, but markets still anticipate the FOMC could ease policy by roughly 50–100 basis points by mid-2026 and potentially further by year-end. 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 suggest there is value alongside risks. Insider activity has been muted — no buys or sells were reported in 2025 — which can be interpreted either positively or negatively. Importantly, insiders collectively 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 selling. Institutional behavior adds context: institutions trimmed positions in early Q4 but have been net buyers in 2025, now owning more than 90% of outstanding shares and providing structural support to the market. Analysts' trends are mixed. MarketBeat shows a consensus rating of Reduce, but among nine tracked analysts there are four Holds and two Buys. Recent price-target revisions have been varied; nevertheless, the consensus implies roughly 25% upside and leaves room for upside catalysts from upcoming releases. If operational quality improves over the coming quarters and the outlook brightens, analyst guidance is likely to follow, which could lift the stock. In that scenario WHR could see an initial ~25% advance and potentially much more over a longer recovery. Whirlpool’s Biggest Risk Is Priced in and in the Rearview Mirror The largest risk — already realized — was a prior dividend cut. The current payout still produces a yield above 5% as of November and appears manageable. Rising debt is another concern, but improved cash management and the expectation of margin recovery should help mitigate that risk.
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