In short: Downgraded today, and named in the roll call of a broken group (with Nike, Dick's and On). Belsky, comparing On's product against it: "it's a way better product than Under Armour, way better product than Nike… Under Armour's a failed company." Brown's blanket instruction covers it: "all of these companies have challenges and there are lots of companies that are firing on all cylinders away from this group."
Under Armour was downgraded and gets the show's harshest verdict, from a committee member arguing for a competitor's product quality: "Under Armour's a failed company." It is part of the same broken group — with Nike, Dick's and On — that Josh Brown says has nothing worth spending airtime on while so much else is working.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.