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Adidas AG (DE:ADS1)
OTHER OTC:ADS1

Adidas (ADS1) Price & Analysis

39 Followers

ADS1 Stock Chart & Stats

€83.50
-€4.50(-5.11%)
At close: 4:00 PM EDT
€83.50
-€4.50(-5.11%)

Bulls Say, Bears Say

Bulls Say
Direct-to-Consumer MomentumSustained DTC and e‑commerce growth signals structurally higher-margin, more controllable revenue. A larger DTC base improves full‑price sell‑through, customer data and lifetime value, reducing dependence on wholesale over time and supporting more stable margin expansion and brand control.
Profitability RecoveryMeaningful rebound in operating profit and positive TTM net income reflects improved cost control and commercial traction versus the 2022–2023 trough. Durable profitability provides cash generation to fund innovation, DTC investment and shareholder returns if management sustains margin progress toward its medium‑term targets.
Brand & Product InnovationConsistent product innovation and strong brand collaborations underpin durable competitive advantage in performance and lifestyle segments. A steady pipeline of differentiated product tech and high‑profile launches helps sustain demand, pricing power and relevance across core categories over the medium term.
Bears Say
Elevated LeverageMeaningful leverage reduces financial flexibility to invest, absorb shocks or extend aggressive buybacks/dividends if conditions worsen. Even with improved equity, higher net debt relative to history increases refinancing and liquidity risk during cyclical slowdowns or prolonged margin pressure.
Working‑Capital & Inventory BuildDeliberate inventory accumulation ties up cash and weakens cash conversion, increasing rollover risk if demand softens. Elevated stock levels heighten markdown risk, compress margins and limit agility to allocate capital to higher‑return initiatives, pressuring durable free cash flow generation.
Gross‑Margin Exposure To FX & TariffsStructural exposure to currency moves and trade tariffs can persistently compress gross margins and add earnings volatility. Hedging and potential tariff refunds are uncertain, so ongoing margin recovery depends on passing costs, sourcing flexibility and sustained pricing — all medium‑term execution risks.

Adidas News

ADS1 FAQ

What was Adidas AG’s price range in the past 12 months?
Adidas AG lowest stock price was €65.00 and its highest was €98.00 in the past 12 months.
    What is Adidas AG’s market cap?
    Adidas AG’s market cap is €28.79B.
      When is Adidas AG’s upcoming earnings report date?
      Adidas AG’s upcoming earnings report date is Oct 29, 2026 which is in 88 days.
        How were Adidas AG’s earnings last quarter?
        Adidas AG released its earnings results on Jul 30, 2026. The company reported €1.047 earnings per share for the quarter, missing the consensus estimate of €1.187 by -€0.14.
          Is Adidas AG overvalued?
          According to Wall Street analysts Adidas AG’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Adidas AG pay dividends?
            Adidas AG does not currently pay dividends.
            What is Adidas AG’s EPS estimate?
            Adidas AG’s EPS estimate is 1.71.
              How many shares outstanding does Adidas AG have?
              Adidas AG has 360,000,000 shares outstanding.
                What happened to Adidas AG’s price movement after its last earnings report?
                Adidas AG reported an EPS of €1.047 in its last earnings report, missing expectations of €1.187. Following the earnings report the stock price went down -12.921%.
                  Which hedge fund is a major shareholder of Adidas AG?
                  Currently, no hedge funds are holding shares in DE:ADS1
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Adidas AG

                    adidas AG, along with its affiliated businesses, operates internationally in the conceptualization, creation, distribution, and promotion of athletic and sports-inspired lifestyle merchandise. Its diverse product line, exclusively under the well-known adidas brand, features footwear, apparel, and various accessories like bags and balls. The company markets its offerings through multiple channels: around 2,200 company-owned retail outlets, dedicated mono-branded franchise stores, in-store concessions, wholesale arrangements, and its online sales platform. Established in 1920, the firm was previously known as adidas-Salomon AG until it officially changed its name to adidas AG in June 2006. Its central corporate offices are located in Herzogenaurach, Germany.

                    Adidas (ADS1) Earnings & Revenues

                    ADS1 Company Deck

                    ADS1 Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presented a predominantly positive operational and commercial story: robust demand drove 14% currency‑neutral top‑line growth, strong DTC/e‑commerce momentum, substantial apparel and performance category gains, and a meaningful increase in operating profit to EUR 705 million. Management also highlighted product innovation, regional market wins and continued shareholder returns. Key negatives include a 100 bps gross margin drag from FX and tariffs, deliberate inventory and working‑capital build that reduced cash, ongoing footwear/lifestyle discount pressure, and geopolitical and cost‑inflation risks (Middle East, oil/transport). Management believes these headwinds are manageable, reiterated guidance, and outlined clear medium‑term targets (EUR ~2bn p.a. growth and ~10%+ EBIT by 2027). Overall, positives (strong growth, margin resilience, DTC strength, innovation and shareholder returns) outweigh the identifiable, addressable risks.View all DE:ADS1 earnings summaries
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