Amer Sports, Inc.
In the published model solve dated 2026-Q2, anchored at $33.80, Amer Sports, Inc. (AS) is priced for today's economics sustained for ~12.4 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 24, 2026 from SEC EDGAR filings.
• Arc'teryx and Salomon are both compounding above 30%, and selling direct reached roughly half of group revenue in the first quarter of 2026, which is what the market is actually buying here. [Source: Amer Sports Q1 2026 results release, May 19, 2026] • The demanding part of the bet is duration rather than pace: today's quote asks the business to hold these economics for about 12.4 years, and every static valuation method lands well below it. • The next read comes on August 18, 2026, when man
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330 institutional managers reported holding AS in 13F filings for the quarter ended 2026-03-31. Together they hold about 37% of the company; the top 10 hold 20%. 71 opened new positions that quarter. Held by FMR (Fidelity), Point72, Viking Global, among others. On the short side, 11.8M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 24, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.