Analysts Issue Forecasts for Stitch Fix Q2 Earnings

Key Points

• The Telsey Advisory Group forecasts Stitch Fix's Q2 2026 earnings to be ($0.06) per share, with a Market Perform rating and a price objective of $6.00.
• Stitch Fix recently reported a Q2 earnings per share of ($0.07), exceeding the consensus estimate of ($0.10), while quarterly revenue declined by 2.6% year-over-year.
• Insider trading activity shows significant selling, with Director Katrina Lake and CFO David Aufderhaar selling over 171,688 shares combined, impacting insider ownership to 16.95% of total shares.

Stitch Fix, Inc. (NASDAQ:SFIX - Free Report) - Equities research analysts at Telsey Advisory Group issued their Q2 2026 EPS estimates for Stitch Fix in a report released on Thursday, September 25th. Telsey Advisory Group analyst D. Telsey expects that the company will post earnings of ($0.06) per share for the quarter. Telsey Advisory Group has a "Market Perform" rating and a $6.00 price objective on the stock. The consensus estimate for Stitch Fix's current full-year earnings is ($0.44) per share.

Stitch Fix (NASDAQ:SFIX - Get Free Report) last announced its quarterly earnings data on Wednesday, September 24th. The company reported ($0.07) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.10) by $0.03. Stitch Fix had a negative net margin of 4.44% and a negative return on equity of 18.15%. The business had revenue of $311.23 million during the quarter, compared to the consensus estimate of $307.15 million. During the same quarter last year, the firm earned ($0.30) earnings per share. The firm's quarterly revenue was down 2.6% compared to the same quarter last year. Stitch Fix has set its Q1 2026 guidance at EPS. FY 2026 guidance at EPS.

Several other analysts also recently weighed in on SFIX. UBS Group reiterated a "neutral" rating on shares of Stitch Fix in a research report on Wednesday, September 17th. Zacks Research raised shares of Stitch Fix to a "hold" rating in a research note on Monday, August 11th. Sanford C. Bernstein reissued a "market perform" rating on shares of Stitch Fix in a research report on Thursday. Wall Street Zen lowered Stitch Fix from a "buy" rating to a "hold" rating in a report on Sunday, June 22nd. Finally, William Blair upgraded Stitch Fix from a "market perform" rating to an "outperform" rating in a report on Monday, July 14th. One analyst has rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus target price of $6.00.

Stitch Fix Stock Down 16.5%

SFIX opened at $4.71 on Friday. The business has a fifty day moving average of $5.18 and a 200 day moving average of $4.24. The stock has a market cap of $614.61 million, a P/E ratio of -20.48 and a beta of 2.03. Stitch Fix has a 52-week low of $2.21 and a 52-week high of $6.99.

Insider Buying and Selling

In other Stitch Fix news, Director Katrina Lake sold 151,150 shares of the stock in a transaction dated Wednesday, August 13th. The shares were sold at an average price of $5.03, for a total transaction of $760,284.50. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO David Aufderhaar sold 20,538 shares of the firm's stock in a transaction dated Tuesday, July 22nd. The shares were sold at an average price of $5.10, for a total transaction of $104,743.80. Following the completion of the sale, the chief financial officer owned 937,338 shares in the company, valued at $4,780,423.80. This represents a 2.14% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 1,047,536 shares of company stock valued at $5,350,202. Company insiders own 16.95% of the company's stock.

Institutional Investors Weigh In On Stitch Fix

Hedge funds and other institutional investors have recently bought and sold shares of the company. Wescott Financial Advisory Group LLC purchased a new position in Stitch Fix in the first quarter worth $32,000. First Dallas Securities Inc. acquired a new stake in shares of Stitch Fix in the 2nd quarter worth $37,000. Ameritas Investment Partners Inc. boosted its position in shares of Stitch Fix by 32.3% in the 2nd quarter. Ameritas Investment Partners Inc. now owns 10,839 shares of the company's stock worth $40,000 after purchasing an additional 2,645 shares in the last quarter. 111 Capital acquired a new stake in Stitch Fix in the second quarter worth about $44,000. Finally, Creative Planning purchased a new stake in shares of Stitch Fix during the second quarter worth about $46,000. Hedge funds and other institutional investors own 71.04% of the company's stock.

About Stitch Fix

Stitch Fix, Inc sells a range of apparel, shoes, and accessories for men, women, and kids through its website and mobile application in the United States and the United Kingdom. It offers denim, dresses, blouses, skirts, shoes, jewelry, and handbags under the Stitch Fix brand. The company was formerly known as rack habit inc.

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