Truist Slashes Price Target on VF Corporation (VFC) After Q4 Report, Maintains Hold Rating
On May 21, Truist analyst Joseph Civello lowered the price target on V.F. Corporation (NYSE:VFC) from $24 to $13, while keeping a Hold rating on the stock. The decline in price target comes after the company released its Q4 2025 results.
A model walking down the runway wearing a fashionable and performance-based apparel designed by the company.
V.F. Corporation (NYSE:VFC) is an international apparel, footwear, and clothing accessories company. It owns a diverse portfolio of well-known brands including The North Face, Vans, Timberland, Dickies, Kipling, and others. The company reported a quarterly revenue of $2.1 billion for Q4 2025, reflecting a 3% decline year-over-year. Although this is within the company's guideline of -2% to -4%, Civello highlighted that the sales declined 20% in constant currency.
Notably, despite the revenue decline, the operating income grew 4% year-over-year to $22 million, exceeding management's guidance. Civello noted that management of V.F. Corporation (NYSE:VFC) has attributed 60% of this decline to brand resetting activities. These activities are anticipated to continue till the first half of fiscal 2026, thereby causing similar headwinds. Analyst Civello stated, 'There is a lot of wood left to chop', which is why he remains cautious with a Hold rating on the stock.
While we acknowledge the potential of VFC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than VFC and that has 100x upside potential, check out our report about the .
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