Hedge Funds Are Building A Towering Wall Of Bets Against Stocks
Written by Emily J. Thompson, Senior Investment Analyst
0mins
Should l Buy AS?
Source: Newsfilter
Hedge Fund Activity: Hedge funds are increasing their bearish bets against stocks following a significant 23% rebound in the S&P 500 since April.
Investor Sentiment: There is growing skepticism among investors regarding the sustainability of the recent tariff-relief rally.
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Analyst Views on AS
Wall Street analysts forecast AS stock price to rise
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 36.920
Low
39.80
Averages
47.06
High
58.00
Current: 36.920
Low
39.80
Averages
47.06
High
58.00
About AS
Amer Sports Inc is a Finland-based global group of sports and outdoor brands such as Arcteryx, Salomon, Wilson, Peak Performance, Atomic, Armada, ATEC, DeMarini, EvoShield and ENVE. The Company develops, manufactures, and markets sports and fitness equipment. Its products include sports equipment for tennis, badminton, soccer, baseball, basketball, golf, American football, alpine skiing, fitness training, cycling, running, hiking, snowboarding, cross-country skiing and diving. It also offers fitness equipment through factory outlets, and e-commerce companies through trade customers in sporting goods chains, mass merchants, specialty retailers, fitness clubs, and distributors. The Company operates worldwide.
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.
Woodson Capital Management Acquires 1.2 Million Shares in Sirius XM
- New Investment Disclosure: On February 17, 2026, Woodson Capital Management disclosed to the SEC that it established a new position in Sirius XM by acquiring 1.2 million shares, with an estimated transaction value of $23.99 million, reflecting the firm's confidence in the stock.
- Ownership Proportion Analysis: This acquisition gives Sirius XM a 3.33% share of Woodson Capital Management's reportable 13F AUM, indicating its significance in the investment portfolio and potentially influencing future investment decisions.
- Market Performance Review: As of February 16, 2026, Sirius XM's stock price was $21.29, down 19.48% over the past year, underperforming the S&P 500 by 31.28 percentage points, highlighting the market challenges faced by the company.
- Dividend Yield Attractiveness: Despite competitive pressures, Sirius XM offers a 5.11% dividend yield, significantly higher than the S&P 500 average, suggesting that Woodson Capital Management may see potential for both growth and income in this media stock.
See More
Woodson Capital Management Initiates Position in Sirius XM
- New Stake Disclosure: On February 17, 2026, Woodson Capital Management disclosed a new position by acquiring 1.2 million shares of Sirius XM, with an estimated transaction value of $23.99 million, reflecting confidence in the company.
- AUM Growth: This acquisition resulted in a 3.33% increase in Woodson's reportable assets under management (AUM), despite Sirius XM's stock price declining by approximately 20% over the past year.
- Market Competition Challenges: Sirius XM faces intense competition from streaming services, and new car sales, a key sales channel, have not performed well in recent years, leading to a nearly two-thirds drop in stock value over the last five years.
- Dividend Appeal: Despite these challenges, Sirius XM offers a 5.11% dividend yield, significantly higher than the S&P 500's average of less than 1.1%, which may have attracted Woodson Capital in search of growth and income potential.
See More
Amer Sports Prices Public Offering of Shares
- Offering Size: Amer Sports has announced a public offering of 20,604,396 ordinary shares priced at $36.40 each, with the offering expected to close on March 4, 2026, providing crucial funding to meet future financial needs.
- Underwriter Option: The underwriters have a 30-day option to purchase an additional 3,090,659 shares, allowing flexibility to adjust the offering size based on market demand, thereby optimizing the capital structure.
- Clear Use of Proceeds: The company plans to use the net proceeds from this offering, along with existing cash, to redeem its 6.750% senior secured notes due in 2031 and cover related costs, which will help reduce financial expenses and improve capital structure.
- Positive Market Outlook: Amer Sports anticipates revenue growth of 16% to 18% in 2026, indicating strong market growth potential while increasing investment in the Salomon brand.
See More
Amer Sports Prices Public Offering of Shares
- Offering Size: Amer Sports announced a public offering of 20,604,396 ordinary shares priced at $36.40 per share, with the closing expected on March 4, 2026, which will enhance the company's capital structure upon meeting customary closing conditions.
- Additional Share Option: The underwriters have a 30-day option to purchase up to an additional 3,090,659 ordinary shares, providing flexibility that could generate additional funding to further optimize the company's financial position.
- Clear Use of Proceeds: The company intends to use the net proceeds from the offering, along with cash on hand, to redeem its 6.750% Senior Secured Notes due 2031, thereby reducing its debt burden and improving financial stability and capital structure.
- Strong Underwriting Team: With BofA Securities and J.P. Morgan acting as lead underwriters alongside several other reputable financial institutions, this demonstrates market confidence in Amer Sports, potentially enhancing investor expectations for the company's future growth.
See More
Amer Sports Prices Public Offering of 20.6 Million Shares
- Offering Size: Amer Sports announced a public offering of 20,604,396 ordinary shares priced at $36.40 per share, with the closing expected on March 4, 2026, indicating the company's proactive engagement with capital markets.
- Underwriter Arrangement: BofA Securities and J.P. Morgan are acting as lead underwriters for the offering, with several other prominent financial institutions involved, reflecting strong market confidence and support for the company.
- Clear Use of Proceeds: The company intends to use the net proceeds from the offering, along with cash on hand, to redeem its 6.750% Senior Secured Notes due 2031, thereby reducing financial costs and enhancing financial flexibility.
- Effective Registration Statement: Amer Sports has filed an automatically effective registration statement with the SEC, ensuring that investors can access relevant information promptly, thereby enhancing transparency and compliance.
See More
Amer Sports Launches $750 Million Public Offering
- Offering Size: Amer Sports announced a public offering of $750 million in ordinary shares, granting underwriters a 30-day option to purchase an additional $112.5 million, thereby providing financial support for future capital structure optimization.
- Use of Proceeds: The company intends to use the net proceeds from the offering, along with cash on hand, to redeem its outstanding 6.750% senior secured notes due 2031, aiming to reduce financial costs and improve debt structure, thus enhancing financial flexibility.
- Market Risks: The offering is subject to market conditions, with Amer Sports cautioning investors that the completion timing, actual size, and terms of the offering remain uncertain, which could impact the company's stock performance in the short term.
- Stock Price Reaction: Following the offering announcement, Amer Sports' stock fell 3.53% in after-hours trading to $36.55, reflecting market caution regarding the offering and its potential implications.
See More
Woodson Capital Management Acquires 1.2 Million Shares in Sirius XM
- New Investment Disclosure: On February 17, 2026, Woodson Capital Management disclosed to the SEC that it established a new position in Sirius XM by acquiring 1.2 million shares, with an estimated transaction value of $23.99 million, reflecting the firm's confidence in the stock.
- Ownership Proportion Analysis: This acquisition gives Sirius XM a 3.33% share of Woodson Capital Management's reportable 13F AUM, indicating its significance in the investment portfolio and potentially influencing future investment decisions.
- Market Performance Review: As of February 16, 2026, Sirius XM's stock price was $21.29, down 19.48% over the past year, underperforming the S&P 500 by 31.28 percentage points, highlighting the market challenges faced by the company.
- Dividend Yield Attractiveness: Despite competitive pressures, Sirius XM offers a 5.11% dividend yield, significantly higher than the S&P 500 average, suggesting that Woodson Capital Management may see potential for both growth and income in this media stock.
See More
Woodson Capital Management Initiates Position in Sirius XM
- New Stake Disclosure: On February 17, 2026, Woodson Capital Management disclosed a new position by acquiring 1.2 million shares of Sirius XM, with an estimated transaction value of $23.99 million, reflecting confidence in the company.
- AUM Growth: This acquisition resulted in a 3.33% increase in Woodson's reportable assets under management (AUM), despite Sirius XM's stock price declining by approximately 20% over the past year.
- Market Competition Challenges: Sirius XM faces intense competition from streaming services, and new car sales, a key sales channel, have not performed well in recent years, leading to a nearly two-thirds drop in stock value over the last five years.
- Dividend Appeal: Despite these challenges, Sirius XM offers a 5.11% dividend yield, significantly higher than the S&P 500's average of less than 1.1%, which may have attracted Woodson Capital in search of growth and income potential.
See More
Amer Sports Prices Public Offering of Shares
- Offering Size: Amer Sports has announced a public offering of 20,604,396 ordinary shares priced at $36.40 each, with the offering expected to close on March 4, 2026, providing crucial funding to meet future financial needs.
- Underwriter Option: The underwriters have a 30-day option to purchase an additional 3,090,659 shares, allowing flexibility to adjust the offering size based on market demand, thereby optimizing the capital structure.
- Clear Use of Proceeds: The company plans to use the net proceeds from this offering, along with existing cash, to redeem its 6.750% senior secured notes due in 2031 and cover related costs, which will help reduce financial expenses and improve capital structure.
- Positive Market Outlook: Amer Sports anticipates revenue growth of 16% to 18% in 2026, indicating strong market growth potential while increasing investment in the Salomon brand.
See More
Amer Sports Prices Public Offering of Shares
- Offering Size: Amer Sports announced a public offering of 20,604,396 ordinary shares priced at $36.40 per share, with the closing expected on March 4, 2026, which will enhance the company's capital structure upon meeting customary closing conditions.
- Additional Share Option: The underwriters have a 30-day option to purchase up to an additional 3,090,659 ordinary shares, providing flexibility that could generate additional funding to further optimize the company's financial position.
- Clear Use of Proceeds: The company intends to use the net proceeds from the offering, along with cash on hand, to redeem its 6.750% Senior Secured Notes due 2031, thereby reducing its debt burden and improving financial stability and capital structure.
- Strong Underwriting Team: With BofA Securities and J.P. Morgan acting as lead underwriters alongside several other reputable financial institutions, this demonstrates market confidence in Amer Sports, potentially enhancing investor expectations for the company's future growth.
See More
Amer Sports Prices Public Offering of 20.6 Million Shares
- Offering Size: Amer Sports announced a public offering of 20,604,396 ordinary shares priced at $36.40 per share, with the closing expected on March 4, 2026, indicating the company's proactive engagement with capital markets.
- Underwriter Arrangement: BofA Securities and J.P. Morgan are acting as lead underwriters for the offering, with several other prominent financial institutions involved, reflecting strong market confidence and support for the company.
- Clear Use of Proceeds: The company intends to use the net proceeds from the offering, along with cash on hand, to redeem its 6.750% Senior Secured Notes due 2031, thereby reducing financial costs and enhancing financial flexibility.
- Effective Registration Statement: Amer Sports has filed an automatically effective registration statement with the SEC, ensuring that investors can access relevant information promptly, thereby enhancing transparency and compliance.
See More
Amer Sports Launches $750 Million Public Offering
- Offering Size: Amer Sports announced a public offering of $750 million in ordinary shares, granting underwriters a 30-day option to purchase an additional $112.5 million, thereby providing financial support for future capital structure optimization.
- Use of Proceeds: The company intends to use the net proceeds from the offering, along with cash on hand, to redeem its outstanding 6.750% senior secured notes due 2031, aiming to reduce financial costs and improve debt structure, thus enhancing financial flexibility.
- Market Risks: The offering is subject to market conditions, with Amer Sports cautioning investors that the completion timing, actual size, and terms of the offering remain uncertain, which could impact the company's stock performance in the short term.
- Stock Price Reaction: Following the offering announcement, Amer Sports' stock fell 3.53% in after-hours trading to $36.55, reflecting market caution regarding the offering and its potential implications.
See More
