Crocs stock declined 0.8%. Recent analyst activity shows mixed sentiment. Williams Trading downgraded the stock from hold to sell on February 18, 2026, with a price target of $84.00. However, multiple analysts raised their price targets on February 13, 2026, including Barclays PLC raising its target to $109.00, Stifel Nicolaus to $99.00, UBS Group AG to $97.00, and Monness Crespi & Hardt to $130.00 with a buy rating. Needham & Company LLC also raised its target to $118.00 with a buy rating. Robert W. Baird assigned a new $110.00 price target. The Goldman Sachs Group maintained a sell rating while raising its target from $71.00 to $81.00. Smead Capital Management acquired a new position of 634,082 shares valued at approximately $52.98 million. Institutional investors own 93.44% of Crocs stock.
Read full analysisCrocs stock declined 0.8%. Recent analyst activity shows mixed sentiment. Williams Trading downgraded the stock from hold to sell on February 18, 2026, with a price target of $84.00. However, multiple analysts raised their price targets on February 13, 2026, including Barclays PLC raising its target to $109.00, Stifel Nicolaus to $99.00, UBS Group AG to $97.00, and Monness Crespi & Hardt to $130.00 with a buy rating. Needham & Company LLC also raised its target to $118.00 with a buy rating. Robert W. Baird assigned a new $110.00 price target. The Goldman Sachs Group maintained a sell rating while raising its target from $71.00 to $81.00. Smead Capital Management acquired a new position of 634,082 shares valued at approximately $52.98 million. Institutional investors own 93.44% of Crocs stock.
Crocs designs and sells casual footwear globally, best known for its iconic foam clogs, and also owns the HEYDUDE brand, which saw Q4 revenues decline about 17% and remains a key strategic challenge. The company reported a blowout Q4 2025 — adjusted EPS of $2.29 versus $1.92 consensus — driving a 19% surge on February 12 that it continues to consolidate around. Analyst consensus is sharply divided, with targets spanning $84 to $130, reflecting debate over whether the strong Crocs brand can offset HEYDUDE weakness.