Yeti Holdings Inc. experienced a price increase of 3.01%, reaching a 52-week high, as the broader market showed positive momentum with the Nasdaq-100 up 0.85% and the S&P 500 up 0.60%.
This rise is attributed to the company's strong financial performance, with a 26% increase in stock price over the past three months and a notable 23% return on equity (ROE), significantly higher than the industry average. However, despite this strong ROE, Yeti has faced challenges with a net income growth rate of only 0.04% over the past five years, raising questions about its capital allocation strategies.
The implications of this performance suggest that while Yeti Holdings is gaining recognition in the market, its limited growth in net income may affect future investor confidence. The company's strategy of retaining earnings instead of paying dividends could also influence investor sentiment moving forward.
Wall Street analysts forecast YETI stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for YETI is 42.50 USD with a low forecast of 35.00 USD and a high forecast of 70.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
Wall Street analysts forecast YETI stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for YETI is 42.50 USD with a low forecast of 35.00 USD and a high forecast of 70.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Buy
9 Hold
0 Sell
Moderate Buy
Current: 45.710
Low
35.00
Averages
42.50
High
70.00
Current: 45.710
Low
35.00
Averages
42.50
High
70.00
Goldman Sachs
Brooke Roach
Neutral
maintain
$36 -> $45
2026-01-27
New
Reason
Goldman Sachs
Brooke Roach
Price Target
$36 -> $45
AI Analysis
2026-01-27
New
maintain
Neutral
Reason
Goldman Sachs analyst Brooke Roach raised the firm's price target on Yeti to $45 from $36 and keeps a Neutral rating on the shares. Goldman is constructive on Yeti's revenue growth opportunity into the first half of 2026, with sequentially stronger growth driven by drinkware stabilization, a healthy innovation pipeline, scaling momentum in the bags category, and recapture of about 300 basis points of tariff-related revenue growth headwinds in 2025, the analyst tells investors in a research note.
KeyBanc
Noah Zatzkin
Sector Weight
to
Overweight
upgrade
$57
2026-01-16
Reason
KeyBanc
Noah Zatzkin
Price Target
$57
2026-01-16
upgrade
Sector Weight
to
Overweight
Reason
KeyBanc analyst Noah Zatzkin upgraded Yeti to Overweight from Sector Weight with a $57 price target. The firm is incrementally positive on the shares heading into 2026. Yeti will see stabilization in the U.S. drinkware category, continued international growth, and cooler expansion in 2026, the analyst tells investors in a research note. KeyBanc says this will provide the company a runway toward low-double-digit sales growth.
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Morgan Stanley
Equal Weight
maintain
$39 -> $48
2026-01-16
Reason
Morgan Stanley
Price Target
$39 -> $48
2026-01-16
maintain
Equal Weight
Reason
Morgan Stanley raised the firm's price target on Yeti to $48 from $39 and keeps an Equal Weight rating on the shares. Gaming, lodging and leisure fundamentals were "muted" in 2025, with select areas of acceleration skewed to companies serving older, wealthier consumers, the analyst tells investors in a 2026 look ahead note on the group. For 2026, the firm expects "more of the same fundamentally," with the added wrinkle of rates boosting goods over services, the analyst added.
Canaccord
Hold
maintain
$37 -> $40
2026-01-08
Reason
Canaccord
Price Target
$37 -> $40
2026-01-08
maintain
Hold
Reason
Canaccord raised the firm's price target on Yeti to $40 from $37 and keeps a Hold rating on the shares. The firm conducted its holiday survey and found Yeti drinkware may be on the rebound but also found the brand still struggles to appeal to younger consumers.
About YETI
YETI Holdings, Inc. is a designer, retailer, and distributor of outdoor products. The Company's product portfolio consists of three categories: Coolers & Equipment; Drinkware, and Other. Its Coolers & Equipment family is comprised of hard coolers, soft coolers, cargo, bags, outdoor living, and associated accessories. Its hard cooler category includes YETI Tundra, YETI Roadie, YETI V Series hard coolers, YETI TANK ice, and YETI Silo 6G water cooler. The Hopper soft cooler product line includes Hopper M15 Soft Cooler, Hopper M12 Soft Backpack Cooler, Hopper M30 Soft Cooler, Hopper Flip Soft Cooler, and Daytrip Lunch Bag, among others. Its Drinkware product line consists of Rambler Colsters, Rambler Lowball, Rambler Wine Tumblers, Rambler Stackable Pints, Rambler Mugs, Rambler Tumblers, Rambler Straw Mugs and Cups, Rambler Bottles, Rambler Jugs, and Yonder Water Bottles. The Other category offers an array of apparel and gear, such as hats, shirts, bottle openers and ice substitutes.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
