Winnebago's quality score has breached the engine's minimum floor amid declining revenue and a confirmed technical downtrend, and an unfavorable risk-reward setup reinforces the exit signal despite a statistically cheap valuation.
Thesis pillars
- Quality Score Below Floor→Stable
- Cyclical Revenue Decline→Stable
- Confirmed Technical Downtrend→Stable
- +1 more pillar — see the Why tab for full reasoning
Winnebago Industries, Inc. (WGO) Stock Analysis
Recovery setup · Inst Constrain edge
Consumer Cyclical · Recreational Vehicles
Sell if holding. Engine safety override at $28.96: Quality below floor (3.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10 and A.R:R 1.6:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 10%; Below-average business quality; Below long-term trend.
Winnebago Industries, Inc. manufactures and sells recreation outdoor lifestyle products primarily for use in leisure travel and outdoor recreation activities. It operates through three segments: Towable RV, Motorhome RV, and Marine. The company provides towable products that are... Read more
Sell if holding. Engine safety override at $28.96: Quality below floor (3.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10 and A.R:R 1.6:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 10%; Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 50. Score 4.9/10, moderate confidence.
Passes 6/9 gates (favorable risk/reward ratio, clean insider activity, news events none recent, earnings proximity 106d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: speculative.
Recent developments
updated 2026-07-08Recent Developments — Winnebago Industries, Inc.
Latest news
- NEWS Truist Securities Maintains Buy on Winnebago Industries, Lowers Price Target to $35 — benzinga Jul 8, 2026 neutral
- NEWS Citigroup Maintains Neutral on Winnebago Industries, Raises Price Target to $30 — benzinga Jun 29, 2026 positive
Generated 2026-07-08T23:03:59Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMcounterpartytwo financial flooring institutions10-K Item 1A: 'As of August 30, 2025, two financial flooring institutions held approximately 51% of our total outstanding financed dealer inventory dollars.'
- LOWSuppliersingle raw-material supplier10-K Item 1A: 'In Fiscal 2025, one of our suppliers individually accounted for approximately 14% of our consolidated raw material purchases.'
- MEDIUMSupplierMercury Marine10-K Item 1A: 'we purchase a significant portion of our motors from Mercury Marine, which makes us reliant on them for the supply of these engines'
- MEDIUMGeographicnorthern Iowa and northern Indiana manufacturing10-K Item 1A: 'Our operations are primarily centered in northern Iowa and northern Indiana. Any disruption or delay at our primary manufacturing facilities could adversely affect our business and operating results.'
Material Events(8-K, last 90d)
- 2026-05-01Item 5.02LOWWinnebago appointed Emily R. Silver to its Board of Directors effective May 1, 2026, as a Class I director serving on the HR and Technology and Innovation Committees. New appointment only, no departure.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers
Revenue shrinking — -9.9% YoY. Growth thesis broken unless recovery story develops.static
Quality below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $28.96: Quality below floor (3.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10 and A.R:R 1.6:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 10%; Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 50. Prior stop was $26.81. Score 4.9/10, moderate confidence.
Take-profit target: $34.01 (+18.0% upside). Prior stop was $26.81. Stop-loss: $26.81.
Quality below floor (3.7 < 4.0); Value-trap signals (2/5): High leverage (D/E 5.9), Material insider selling (4 sells, 0.03% of cap).
Winnebago Industries, Inc. trades at a P/E of 22.6 (forward 12.2). TrendMatrix value score: 8.2/10. Verdict: Sell.
18 analysts cover WGO with a consensus score of 3.6/5. Average price target: $39.
What does Winnebago Industries, Inc. do?Winnebago Industries, Inc. manufactures and sells recreation outdoor lifestyle products primarily for use in leisure...
Winnebago Industries, Inc. manufactures and sells recreation outdoor lifestyle products primarily for use in leisure travel and outdoor recreation activities. It operates through three segments: Towable RV, Motorhome RV, and Marine. The company provides towable products that are non-motorized vehicles to be towed by automobiles, pickup trucks, SUVs, or vans for use as temporary living quarters, such as conventional travel trailers, fifth wheels, folding camper trailers, truck campers, and park models under the Winnebago and Grand Design brand names. It also offers motorhome RV, a self-propelled mobile dwelling used primarily as temporary living quarters during vacation and camping trips, or to support active and mobile lifestyles under the Winnebago, Newmar, and Grand Design brand names. In addition, the company offers other specialty commercial vehicles for law enforcement command centers, mobile medical clinics, and mobile office spaces; commercial vehicles as bare shells to third-party up fitters, as well as manufactures and sells recreational boats under the Chris-Craft and Barletta brand names. Further, it is involved in the original equipment manufacturing of parts for other manufacturers and commercial vehicles. The company sells its products primarily through independent dealers in the United States, Canada, and internationally. Winnebago Industries, Inc. was incorporated in 1958 and is based in Eden Prairie, Minnesota.