VMAR Analyst Targets Soar to $408.00 on Strong Institutional Buying

Vision Marine Technologies (VMAR) has captured significant attention from Wall Street analysts, with average price targets revised substantially higher. The one-year consensus forecast now stands at $408.00 per share, reflecting an extraordinary adjustment in market expectations. This represents a dramatic 3,900% increase from the previous estimate of $10.20 established on January 11, 2026. Compared to the latest closing price of $3.28 per share, the target implies an upside potential of 12,339.02%, indicating analysts believe the stock remains deeply undervalued at current trading levels.

Analyst Consensus Points to Major Upside

The revised price targets span a range of $404.00 to $420.00 per share, with the average positioned at the higher end of this band. This narrow range between low and high estimates suggests relative consensus among the analyst community, despite the extremely bullish positioning. The magnitude of the revision—moving from $10.20 to $408.00—demonstrates a fundamental reassessment of VMAR’s business prospects and market potential over the past month.

Institutional Fund Positions Show Accelerating Interest

Institutional investors are actively responding to VMAR’s developing story. Currently, 18 funds and institutions maintain reported positions in the company, maintaining their presence from the previous quarter. However, the depth of commitment has intensified substantially. The average portfolio weight across all funds holding VMAR has climbed to 0.02%, up 68.08% quarter-over-quarter. More impressively, total institutional shareholding has surged 347.56% to reach 263,000 shares, signaling accelerating accumulation by major market players.

Major Shareholders and Recent Portfolio Moves

Several significant stakeholders shape VMAR’s ownership structure. Sabby Management leads with 187,000 shares, representing an 18.72% ownership stake. DRW Securities holds 54,000 shares for a 5.44% position. Federation des caisses Desjardins du Quebec maintains 15,000 shares representing 1.50% ownership—an increase of 65.46% from their previous filing, though the firm simultaneously reduced its overall portfolio allocation in VMAR by 54.40%. Jones Financial Companies Lllp holds a minimal 1,000 shares (0.10%) with no quarterly change. Tradewinds Capital Management maintains a 0.04% stake that expanded 42.86% in share count while experiencing a 75.84% reduction in portfolio weighting.

What the Data Reveals

The divergence between share accumulation and portfolio weight reductions among some institutional holders reflects portfolio rebalancing strategies rather than conviction reduction. The extraordinary analyst revision coupled with institutional shareholding growth suggests building momentum behind Vision Marine Technologies, though the company remains a speculative opportunity given the stock’s penny-stock characteristics and the extreme return projections embedded in current analyst targets.

Data sourced from Fintel’s comprehensive investment research platform, which provides institutional holdings, analyst sentiment, and market intelligence to individual investors and professional traders.