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The Earnings360 Team
Today's Featured Article 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 fully over, but technical, fundamental, and market signals are aligning to suggest downside is limited and the upside potential is meaningful. Daily, weekly, and monthly charts show a market that is trending lower but is extremely oversold and overextended — ripe for a rebound supported by improving operational quality and renewed sell-side interest. Whirlpool’s Market Is Deeply Oversold: Market Recovery Ahead After picking Nvidia in 2016, before it jumped 27,000%...
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Click here to get the name of this company, completely free of charge... Click here for the details. The chart action is notable: recent daily candlesticks reflect a clear catalyst. 13F filings revealed that David Tepper’s Appaloosa Management significantly increased its stake, signaling growing confidence in the company. Appaloosa — known for a high-risk, high-reward approach — added roughly 5.5 million shares and now holds nearly a 10% position. While not a controlling shareholder, that stake gives Appaloosa meaningful influence at a company expected to begin rebounding in fiscal 2026. On the chart, the filing news triggered about a 6% pop in the stock, indicating buyers stepping in at a critical level. Those levels line up with the 2020 COVID-19 lows, suggesting limited scope for much lower prices. The takeaway is this could be an early sign of a broader shift for Whirlpool. While headwinds remain, the company expects tariff pressures to ease in 2026, and analysts broadly forecast notable margin improvement.  Analysts forecast flat revenue for F2026 year-over-year, with earnings rising around 8%. Longer-term estimates are more optimistic, with revenue growth expected to resume in fiscal 2027 — and estimates may prove conservative. Expectations for rate cuts have cooled, but the FOMC is still widely expected to reduce rates by roughly 50–100 basis points by mid-next year, with additional easing possible later in 2026. Higher housing activity would likely support Whirlpool’s results, and the company is well-positioned 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 risk. Insiders haven’t traded in 2025 — no buys or sells — which can be interpreted as neutral or cautiously positive. Notably, insiders still 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 holders trimmed some positions in early Q4 but have been net buyers in 2025, now owning a large majority of the shares and providing a degree of market support. Analyst trends are less clear-cut. MarketBeat’s consensus sentiment is Reduce, but among nine tracked analysts four rate Hold and two rate Buy, with recent price-target changes mixed. The key point: there is conviction behind a potential ~25% upside and several possible catalysts ahead that could validate that view. If operational execution improves over the coming quarters and the outlook brightens, analyst sentiment is likely to shift upward, helping the stock. In that scenario WHR could reasonably advance ~25% initially and potentially capture further upside over time as the market recovers. Whirlpool’s Biggest Risk Is Priced in and in the Rearview Mirror The biggest near-term investor concern — a dividend cut — already occurred earlier this year. The current payout appears manageable and the yield exceeded 5% in November. There is some risk from rising debt levels, but that is partly mitigated by better cash management and the expectation of margin recovery.
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