Analyst Ratings February 20, 2026

Truist Sticks With Buy on Amer Sports, Cites U.S. Brand Momentum for Arc’teryx and Salomon

Analysts point to social media-driven engagement, upcoming note redemption and February results as catalysts and near-term items to watch

By Ajmal Hussain AS
Truist Sticks With Buy on Amer Sports, Cites U.S. Brand Momentum for Arc’teryx and Salomon
AS

Truist Securities reiterated its Buy rating on Amer Sports Inc. (AS) and set a $46.00 price target, highlighting accelerating U.S. engagement for Arc’teryx and Salomon on platforms such as TikTok and Pinterest. The stock, trading near its 52-week high, has gained about 41% over the past year. Other firms including Piper Sandler and Barclays also hold positive stances on the company, while Amer Sports has scheduled a redemption of $80 million in senior secured notes and will report fourth-quarter and fiscal 2025 results later in February.

Key Points

  • Truist Securities reaffirmed a Buy rating on Amer Sports with a $46.00 price target; shares trade near a 52-week high and are up roughly 41% over the past year - impacts equity markets and consumer discretionary sector.
  • Brand engagement for Arc’teryx and Salomon is accelerating on social platforms such as TikTok and Pinterest, with U.S. growth described as early-stage and having considerable runway - impacts apparel, sporting goods, and retail sectors.
  • Other brokers are positive: Piper Sandler reiterated Overweight with a $45 target and Barclays initiated Overweight with a $49 target, signaling broad analyst optimism that influences investor sentiment and coverage.

Truist Securities has reaffirmed a Buy rating on Amer Sports Inc. (NYSE: AS), maintaining a $46.00 price objective. The firm made the call as shares trade at about $42.12, close to a 52-week peak of $42.36 and reflecting roughly a 41% advance over the prior 12 months.

Truist attributes its constructive view to growing brand momentum for Arc’teryx and Salomon, driven in part by heightened visibility on social platforms including TikTok and Pinterest. According to the firm, Arc’teryx saw a notable uplift in U.S. engagement during the holiday season, where a beanie product became a viral item. Truist also cautioned that some global year-over-year growth measures slowed when compared with tougher prior-year comparisons.

Salomon displayed parallel dynamics, with Truist pointing to a steeper acceleration in U.S. growth. The broker interprets both brands as being in the early stages of expansion within the United States, with meaningful runway remaining for penetration and adoption.

Truist further noted the Winter Olympics as a favorable spotlight for the brands, describing that event exposure as an additional tailwind. The firm framed Amer Sports as well positioned heading into 2026, citing limited U.S. awareness that the company is beginning to unlock and strengthening brand momentum. The research team also emphasized Amer Sports’ exposure to higher income consumers as a positive lever for the business.

On the corporate finance front, Amer Sports has disclosed the planned redemption of $80 million in senior secured notes, scheduled for February 6, 2026. That action precedes the company’s planned release of fourth-quarter and fiscal 2025 results on February 24, 2026.

Other brokerages have expressed similar optimism. Piper Sandler reiterated an Overweight rating with a $45 price target, pointing to a positive growth outlook. Barclays has initiated coverage with an Overweight rating and a $49 price target, highlighting Amer Sports’ placement in a market segment conducive to building brand awareness and encouraging adoption.

Taken together, the analyst activity and corporate schedule indicate general optimism among coverage analysts about Amer Sports’ near- to medium-term growth prospects, while leaving key financial and operational developments to be clarified with the company’s upcoming filings and the scheduled note redemption.

Risks

  • Some global year-over-year growth metrics have moderated against tough prior-year comparisons, introducing uncertainty in reported top-line momentum - relevant to investor expectations in the retail and apparel sectors.
  • Amer Sports plans to redeem $80 million in senior secured notes on February 6, 2026, a corporate finance event that could affect near-term balance sheet positioning - relevant to fixed income and corporate finance stakeholders.
  • Fourth-quarter and fiscal 2025 financial results are scheduled for release on February 24, 2026; those results could alter the current analyst outlook and share performance depending on the reported figures - relevant to equity investors and market analysts.

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