Here is how Crocs (CROX) and LiveOne (LVO) have performed compared to their sector so far this year.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Blueshift sold 34,281 Crocs shares for an estimated transaction value of $2.87 million based on quarterly average pricing. Blueshift still holds 14,596 Crocs shares valued at $1.25 million.
Crocs is rated a 'buy' due to disciplined inventory management, strong free cash flow, and aggressive share repurchases at a sub-7x forward earnings multiple. International growth, especially in China, and DTC expansion offset North American softness and HEYDUDE wholesale declines, supporting margin stabilization and long-term profitability. Management's focus on channel health, cost efficiencies, and product innovation sets up a year of stabilization with modest margin expansion and EPS guidance of $12.88–$13.35 for 2026.
Crocs, Inc. reported a strong Q4 2025 result and better-than-expected 2026 guidance driven by the company's strategic initiative. CROX management's strategy to pull back from discounting and reduce wholesale receipts resulted in a significant revenue decline but positioned the company for more sustainable and profitable growth. Despite a promising outlook for HeyDude, I believe divesting the brand could be positive for the company as it enables resource and management focus on CROX.
Crocs delivered a strong Q4, beating expectations on both revenue and EPS, and raised full-year guidance. CROX remains undervalued with a new price target of $173, reflecting a 76% upside from current levels. Significant debt repayment and $180M in share repurchases, alongside robust international growth and HEYDUDE stabilization, reinforce the investment case.
Crocs rebounds on better-than-feared Q4 results and flat FY26 core brand sales guidance but faces persistent structural challenges. CROX trades at a compelling 7.5x FY26 P/E, yet growth headwinds, margin slippage, and debt overhang temper enthusiasm. HEYDUDE continues to underperform, with management guiding for another 7–9% sales decline in FY26 after a sharp FY25 drop.
Crocs were cool with investors on Thursday.
CROX tops Q4 estimates despite year-over-year declines, as cost cuts and DTC strength offset wholesale weakness and softer HEYDUDE sales.
Pre-market futures are up respectably at this hour, unbothered by the slight uptick to Weekly Jobless Claims out this Thursday morning. The Dow is currently +143 points, the S&P 500 is +21, the Nasdaq +77 and the small-cap Russell 2000 +19.
We appear to be back to early December levels on Weekly Jobless Claims.
Although the revenue and EPS for Crocs (CROX) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.