Malibu Boats, Inc.

Malibu Boats, Inc.

MBUUยทNASDAQ

$27.28

-0.87%
Consumer CyclicalAuto - Recreational Vehicles

Malibu Boats, Inc. engages in the design, engineering, manufacturing, marketing, and sale of a range of recreational powerboats. It operates through three segments: Malibu, Saltwater Fishing, and Cobalt. The company offers performance sport boats, and sterndrive and outboard boats under the Malibu, Axis, Pursuit, Maverick, Cobia, Pathfinder, Hewes, and Cobalt brands. Its products are used for a range of recreational boating activities, including water sports, such as water skiing, wakeboarding, and wake surfing, as well as general recreational boating and fishing. The company sells its products through independent dealers in North America, Europe, Asia, the Middle East, South America, South Africa, and Australia/New Zealand. Malibu Boats, Inc. was founded in 1982 and is headquartered in Loudon, Tennessee.

At a Glance

Live Snapshot
Market Cap$535.70M
EPS0.7600
P/E Ratio35.89
Earnings Date08/27/2026
mbuu

Malibu Boats, Inc. Street Expectations Map

MBUU ยท NASDAQ

Wall Street analysts project that MBUU stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 32.75, with estimates ranging from a low of 30.00 to a high of 36.00.

Lowest Target
30.00
9.97%
Consensus Target
32.75
20.05%
Highest Target
36.00
31.96%

The consensus 1-year price target stands at 32.75, with estimates ranging from a low of 30.00 to a high of 36.00.

Analyst Consensus Analysis

Upside Potential

+20.1%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

18.3% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

mbuu

Malibu Boats, Inc. Forward Estimates of Revenue

MBUU ยท NASDAQ
Latest Revenue
807.56M
FY 2025
Avg Estimate
788.53M
FY 2026
Estimate Range
782.26M - 793.93M
Analyst Spread

Forward Growth Analysis

Projected Growth-2.4%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

mbuu

Malibu Boats, Inc. Forward Estimates of Net Income

MBUU ยท NASDAQ
Latest Net Income
14.88M
FY 2025
Avg Estimate
23.81M
FY 2026
Estimate Range
21.07M - 26.54M
Analyst Spread

Forward Growth Analysis

Projected Growth+60.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread23%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

mbuu

Malibu Boats, Inc. Forward Estimates of EPS

MBUU ยท NASDAQ
Latest EPS
0.76
FY 2025
Avg Estimate
$1.21
FY 2026
Estimate Range
$1.07 - $1.35
Analyst Spread

Forward Growth Analysis

Projected Growth+59.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread23%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

mbuu

Malibu Boats, Inc. Forward Estimates of EBIT

MBUU ยท NASDAQ
Latest EBIT
22.15M
FY 2025
Avg Estimate
65.20M
FY 2026
Estimate Range
64.68M - 65.65M
Analyst Spread

Forward Growth Analysis

Projected Growth+194.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

mbuu

Malibu Boats, Inc. Forward Estimates of EBITDA

MBUU ยท NASDAQ
Latest EBITDA
60.74M
FY 2025
Avg Estimate
89.59M
FY 2026
Estimate Range
88.88M - 90.20M
Analyst Spread

Forward Growth Analysis

Projected Growth+47.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

mbuu

Malibu Boats, Inc. Forward Estimates of SG&A Expense

MBUU ยท NASDAQ
Latest SG&A Expense
115.53M
FY 2025
Avg Estimate
89.21M
FY 2026
Estimate Range
88.50M - 89.82M
Analyst Spread

Forward Growth Analysis

Projected Growth-22.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

mbuu

Malibu Boats, Inc. Insider Positioning

MBUU ยท NASDAQ

During the last 12 months, insiders have purchased $81K and sold $384K worth of MBUU shares, resulting in $303K of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

1.3K

40.79K

Sold

1.3K

35.25K

Net Activity

+6K

+$6K

9-12 Months

Bought

1.3K

40.37K

Sold

10.5K

348.47K

Net Activity

-308K

-$308K

Top Buyers

1
LMW

Lanigan Mark W.

Director

1.3K sharesโ€ข2 transactions

$41K

2
CM

Connolly Michael

Director

1.3K sharesโ€ข2 transactions

$40K

Top Sellers

1
MS

Menneto Steven

Director, Officer: Chief Executive Officer

11.4K sharesโ€ข2 transactions

$375K

2
BBW

Beckman Bruce W.

Officer: Chief Financial Officer

302 sharesโ€ข1 transactions

$8K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $303K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.21:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Insider Participation

Balanced

2 insider buyers and 2 sellers. Equal participation suggests mixed or neutral insider views.