Crocs, Inc. CROX
At closeNov 9, 2026, 4:30 PM EST
After hours · Nov 9, 4:30 PM ET
- YTD
- +87.36%
- 1 year
- +103.21%
Discussion (394)
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Stock is down all week while market is up… either investor are worried about next week ER or something bad is cooking. Let’s hope we will have a beat and positive guidance. I am sure Q3 was awesome but they are conservative re the short term guidance.
Down in a day like this… someone knows something or a big institutional is getting out.
Anyway we are on the way to 100$.
Nike is pushing us down today… not same business. We will get to 100$ by year end!
Down 8% - no news?
Why would anyone buy a rubber shoe company Would love to understand
Great report.
Guidance a bit disappointing but they are conservative. The USD$ strength is impacting sales and margin outside the US.
30% EBIT margin!
36% digital!
Hey-dude is a great acquisition.
Net debt will go down to $2 billion earlier than planned (~$2.6 billion end of June).
Stock will get to 120$ by year end.
Usually at 7:00 AM
It is breaking bad! You better call Saul…
The best opportunity for the next 3 years.
Great brands, double digit growth, high margin great cash flow.
The issue is the they have high debts and the debt price is at ~9% while 12 month ago it was traded only at 3.5%. The market thinks the company is too leveraged and in today’s market if your notes trade at 9% your stock will be traded only at 4-5 times P/E (better buy the debt…).
This creates the big opportunity. The company will be able to reduce the debt substantially over the next 3 years and the stock will go up sharply to 300$ and maybe 400$!
It is a risky investment but it is a calculated risk and for 3 years it is not a big risk. Net debt to EBITDA ratio at just below 3 is not too bad and will quickly go down to 2.0 by year end.
We all know that in 3 years it will be traded at 400$ or 20 times 20$ EPS. However we all know that in the short term it will get to 40$ if the market continues to decline…the market will go down at least another 10% and with beta of ~2 CROX will go down 15-20%.
The right moment to buy is getting closer and closer. Do not be greedy start to accumulate slowly.