XPOF Stock Earnings Estimates Raised by Northland Securities

Key Points

• Northland Securities raised its FY2026 EPS estimate for Xponential Fitness to $0.17 from $0.11, above the broader consensus estimate of $0.13; it forecasts $0.37 EPS for FY2027.
• The company’s latest quarter disappointed: EPS was $0.04 versus $0.12 expected, while revenue of $62.26 million missed estimates and fell 21% year over year.
• Analyst sentiment remains cautious, with a consensus Hold rating and $6.50 average price target; 10 analysts rate the stock Hold, one Buy and one Sell.

Xponential Fitness, Inc. (NYSE:XPOF - Free Report) - Stock analysts at Northland Securities increased their FY2026 EPS estimates for Xponential Fitness in a research report issued to clients and investors on Thursday, November 5th. Northland Securities analyst O. Rickert now expects that the company will earn $0.17 per share for the year, up from their previous forecast of $0.11. The consensus estimate for Xponential Fitness' current full-year earnings is $0.13 per share. Northland Securities also issued estimates for Xponential Fitness' Q4 2026 earnings at $0.06 EPS and FY2027 earnings at $0.37 EPS.

Xponential Fitness (NYSE:XPOF - Get Free Report) last issued its quarterly earnings data on Thursday, November 5th. The company reported $0.04 EPS for the quarter, missing analysts' consensus estimates of $0.12 by ($0.08). The company had revenue of $62.26 million for the quarter, compared to analyst estimates of $63.00 million. Xponential Fitness had a negative return on equity of 3.40% and a negative net margin of 11.13%. The company's revenue was down 21.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.34 earnings per share.

Several other research analysts have also recently weighed in on XPOF. Weiss Ratings cut Xponential Fitness from a "sell (d-)" rating to a "sell (e+)" rating in a research report on Wednesday. Wall Street Zen lowered Xponential Fitness from a "hold" rating to a "sell" rating in a research report on Saturday, August 1st. Robert W. Baird set a $5.50 target price on Xponential Fitness in a research note on Friday, August 7th. UBS Group reduced their price target on Xponential Fitness from $7.00 to $4.50 and set a "neutral" rating for the company in a research report on Wednesday, September 16th. Finally, Roth Capital decreased their price target on shares of Xponential Fitness from $7.00 to $5.00 and set a "neutral" rating for the company in a research note on Monday, August 10th. One equities research analyst has rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Hold" and an average target price of $6.50.

Xponential Fitness Price Performance

XPOF opened at $4.67 on Monday. The business's 50-day moving average price is $4.41 and its two-hundred day moving average price is $5.96. Xponential Fitness has a 1 year low of $3.57 and a 1 year high of $9.25. The company has a market capitalization of $230.23 million, a price-to-earnings ratio of -3.92 and a beta of 1.07.

Hedge Funds Weigh In On Xponential Fitness

A number of large investors have recently modified their holdings of the business. Ameritas Advisory Services LLC acquired a new position in Xponential Fitness during the second quarter valued at approximately $35,000. Covestor Ltd increased its position in shares of Xponential Fitness by 30,046.2% during the 3rd quarter. Covestor Ltd now owns 11,757 shares of the company's stock worth $53,000 after purchasing an additional 11,718 shares during the last quarter. IMC Chicago LLC acquired a new position in shares of Xponential Fitness during the 1st quarter worth approximately $76,000. Sei Investments Co. bought a new stake in shares of Xponential Fitness during the 1st quarter worth approximately $137,000. Finally, Quantinno Capital Management LP raised its stake in shares of Xponential Fitness by 33.9% during the 1st quarter. Quantinno Capital Management LP now owns 29,268 shares of the company's stock worth $176,000 after purchasing an additional 7,410 shares in the last quarter. 58.55% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Xponential Fitness

Here are the key news stories impacting Xponential Fitness this week:

• Neutral Sentiment: The Q3 earnings call was characterized as showing growth amid pressure, but the available coverage does not provide enough detail to identify a specific positive development driving the shares. Article: Xponential Fitness Earnings Call Shows Growth Amid Pressure
• Negative Sentiment: Q3 revenue was $62.3 million, down from $78.8 million a year earlier and below the roughly $63 million analyst estimate. EPS of $0.04 also missed the $0.12 consensus cited by MarketBeat, compared with $0.34 a year ago. Article: Xponential Fitness Q3 2026 Financial Results Article: Xponential Fitness earnings results
• Negative Sentiment: Operating indicators were also soft: North American system-wide sales fell to $424.3 million from $432.2 million, while same-store sales declined 7.5%. A separate report said the revenue miss weighed on the stock after results. Article: Xponential Fitness misses Q3 revenue estimates

About Xponential Fitness

Xponential Fitness, Inc is a franchisor of boutique health and wellness businesses. Founded in 2017 and headquartered in Irvine, California, the company develops and supports specialized fitness concepts that operate through franchised studios and licensed locations.

Its portfolio has included Club Pilates, CycleBar, StretchLab, YogaSix, Pure Barre, AKT, Rumble, STRIDE Fitness and BFT, which offer services such as Pilates, indoor cycling, assisted stretching, yoga, barre, dance-based workouts, boxing-inspired training and group fitness.

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