Stifel Nicolaus Boosts YETI (NYSE:YETI) Price Target to $45.00

YETI (NYSE:YETI) had its target price upped by equities researchers at Stifel Nicolaus from $42.00 to $45.00 in a report released on Friday,Benzinga reports. The firm currently has a “hold” rating on the stock. Stifel Nicolaus’ price objective suggests a potential downside of 1.21% from the stock’s current price.

Several other equities research analysts also recently issued reports on YETI. Wall Street Zen upgraded YETI from a “hold” rating to a “buy” rating in a research report on Saturday, July 4th. Canaccord Genuity Group raised their target price on YETI from $42.00 to $45.00 and gave the stock a “hold” rating in a research note on Tuesday, June 23rd. Bank of America raised their target price on YETI from $44.00 to $48.00 and gave the stock a “neutral” rating in a research note on Friday. Robert W. Baird lifted their target price on YETI from $55.00 to $57.00 and gave the company an “outperform” rating in a report on Friday. Finally, Jefferies Financial Group reiterated a “buy” rating and set a $80.00 price target on shares of YETI in a research report on Thursday. Ten equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $55.14.

YETI Stock Down 10.4%

YETI stock opened at $45.55 on Friday. The company has a debt-to-equity ratio of 0.10, a quick ratio of 1.06 and a current ratio of 2.10. The company has a market capitalization of $3.45 billion, a price-to-earnings ratio of 23.24, a PEG ratio of 1.60 and a beta of 1.72. YETI has a fifty-two week low of $31.66 and a fifty-two week high of $53.99. The stock has a fifty day moving average of $49.75 and a 200-day moving average of $44.72.

YETI (NYSE:YETI) last posted its earnings results on Thursday, August 13th. The company reported $0.67 earnings per share for the quarter, topping the consensus estimate of $0.54 by $0.13. The firm had revenue of $483.87 million during the quarter, compared to the consensus estimate of $483.80 million. YETI had a net margin of 8.36% and a return on equity of 22.61%. The company’s revenue was up 8.5% on a year-over-year basis. During the same quarter last year, the company earned $0.66 earnings per share. YETI has set its FY 2026 guidance at 2.940-3.000 EPS. As a group, equities research analysts predict that YETI will post 2.44 earnings per share for the current year.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. SBI Securities Co. Ltd. raised its position in shares of YETI by 91.2% in the fourth quarter. SBI Securities Co. Ltd. now owns 648 shares of the company’s stock worth $29,000 after buying an additional 309 shares in the last quarter. Quarry LP bought a new stake in YETI during the third quarter valued at $30,000. Safe Harbor Fiduciary LLC purchased a new position in YETI during the fourth quarter worth about $41,000. Meeder Asset Management Inc. purchased a new position in YETI during the fourth quarter worth about $44,000. Finally, IFP Advisors Inc increased its stake in YETI by 35.4% in the 4th quarter. IFP Advisors Inc now owns 1,250 shares of the company’s stock worth $55,000 after acquiring an additional 327 shares during the last quarter.

Key YETI News

Here are the key news stories impacting YETI this week:

• Positive Sentiment: YETI reported second-quarter adjusted earnings of $0.67 per share, above estimates of approximately $0.54–$0.55, while revenue rose about 8.5% to $483.9 million, essentially in line with forecasts. The company cited broad-based sales strength. YETI Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised fiscal 2026 adjusted EPS guidance to $2.94–$3.00, above the prior consensus estimate of $2.80, and lifted its gross-margin outlook to 57.5%–58%. Revenue guidance remains approximately $2.0 billion. YETI 2026 Guidance
• Positive Sentiment: YETI plans to return $130 million to shareholders through share repurchases and announced an investor day for September 17, providing potential support for per-share results and future investor visibility. Share Repurchases and Investor Day
• Neutral Sentiment: Brokerages collectively maintain a “Moderate Buy” rating, indicating generally constructive analyst sentiment, although the rating may already be reflected in the stock’s valuation. YETI Consensus Rating
• Negative Sentiment: The stock plunged after the earnings release even with the profit beat and higher guidance. The selloff indicates that investors may have expected stronger results or viewed the outlook as insufficient relative to prior expectations. YETI Stock Selloff
• Negative Sentiment: Recent discounts on YETI products, including the new Venom Collection, could raise questions about demand, inventory, or the sustainability of pricing power, even though management reported improved gross-margin expectations. YETI Product Discounts

YETI Company Profile

YETI Holdings, Inc is an American outdoor and lifestyle products company known for its premium, performance-driven coolers, drinkware and accessories. The company’s portfolio includes hard coolers under its flagship Tundra series, soft coolers in the Hopper line, and vacuum-insulated drinkware sold under the Rambler brand. YETI’s products are engineered for durability, temperature retention and rugged outdoor use, targeting consumers ranging from avid anglers and hunters to outdoor enthusiasts and everyday users seeking high-quality insulated containers.

Founded in 2006 by brothers Roy and Ryan Seiders in Austin, Texas, YETI began with a focus on building a better cooler that could withstand extreme conditions and maintain ice retention longer than traditional alternatives.