Telsey Advisory Group Estimates Stitch Fix Q1 Earnings

Key Points

• Telsey Advisory Group forecasts Stitch Fix's Q1 2026 earnings per share at ($0.04), maintaining a "Market Perform" rating and a target price of $6.00 for the stock.
• The company reported Q4 earnings of ($0.07) EPS, exceeding the consensus estimate of ($0.10), with revenue of $311.23 million, showing a 2.6% year-over-year decline.
• Recent insider trades include a sale of 90,000 shares by Anthony Bacos, reducing his holding by 10.11%, while institutional investors now hold 71.04% of the stock.

Stitch Fix, Inc. (NASDAQ:SFIX - Free Report) - Research analysts at Telsey Advisory Group issued their Q1 2026 earnings per share estimates for shares of Stitch Fix in a note issued to investors on Thursday, September 25th. Telsey Advisory Group analyst D. Telsey forecasts that the company will post earnings per share of ($0.04) for the quarter. Telsey Advisory Group currently has a "Market Perform" rating and a $6.00 target price on the stock. The consensus estimate for Stitch Fix's current full-year earnings is ($0.44) per share. Telsey Advisory Group also issued estimates for Stitch Fix's Q3 2026 earnings at ($0.06) EPS, Q4 2026 earnings at ($0.08) EPS, FY2026 earnings at ($0.25) EPS and FY2027 earnings at ($0.19) EPS.

Other equities analysts have also recently issued reports about the company. UBS Group reissued a "neutral" rating on shares of Stitch Fix in a report on Wednesday, September 17th. Sanford C. Bernstein reissued a "market perform" rating and set a $6.00 price objective on shares of Stitch Fix in a report on Thursday. William Blair raised Stitch Fix from a "market perform" rating to an "outperform" rating in a research note on Monday, July 14th. Wall Street Zen cut Stitch Fix from a "buy" rating to a "hold" rating in a research note on Sunday, June 22nd. Finally, Zacks Research raised Stitch Fix to a "hold" rating in a research note on Monday, August 11th. One research analyst has rated the stock with a Buy rating and five have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Hold" and a consensus price target of $6.00.

Stitch Fix Trading Down 0.4%

Shares of NASDAQ SFIX opened at $4.69 on Monday. The stock has a market cap of $612.00 million, a price-to-earnings ratio of -10.20 and a beta of 2.03. Stitch Fix has a 1-year low of $2.51 and a 1-year high of $6.99. The stock's 50-day moving average is $5.18 and its 200 day moving average is $4.25.

Stitch Fix (NASDAQ:SFIX - Get Free Report) last issued its quarterly earnings results on Wednesday, September 24th. The company reported ($0.07) earnings per share (EPS) for the quarter, beating analysts' consensus estimates of ($0.10) by $0.03. The firm had revenue of $311.23 million during the quarter, compared to the consensus estimate of $307.15 million. Stitch Fix had a negative return on equity of 14.57% and a negative net margin of 2.27%.The company's revenue for the quarter was down 2.6% on a year-over-year basis. During the same quarter last year, the company posted ($0.30) EPS. Stitch Fix has set its Q1 2026 guidance at EPS. FY 2026 guidance at EPS.

Insiders Place Their Bets

In other news, insider Anthony Bacos sold 90,000 shares of Stitch Fix stock in a transaction that occurred on Friday, September 19th. The stock was sold at an average price of $5.61, for a total value of $504,900.00. Following the sale, the insider directly owned 799,966 shares in the company, valued at approximately $4,487,809.26. This trade represents a 10.11% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO David Aufderhaar sold 20,538 shares of Stitch Fix stock in a transaction that occurred on Tuesday, July 22nd. The stock was sold at an average price of $5.10, for a total value of $104,743.80. Following the completion of the sale, the chief financial officer owned 937,338 shares in the company, valued at approximately $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. Insiders have sold a total of 1,047,536 shares of company stock valued at $5,350,202 in the last 90 days. 16.95% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Stitch Fix

A number of large investors have recently made changes to their positions in SFIX. Fund 1 Investments LLC grew its position in shares of Stitch Fix by 44.6% in the 2nd quarter. Fund 1 Investments LLC now owns 9,943,821 shares of the company's stock worth $36,792,000 after buying an additional 3,064,901 shares during the last quarter. Marshall Wace LLP boosted its position in shares of Stitch Fix by 4,898.1% during the second quarter. Marshall Wace LLP now owns 2,010,034 shares of the company's stock valued at $7,437,000 after purchasing an additional 1,969,818 shares in the last quarter. Nuveen LLC bought a new stake in shares of Stitch Fix during the first quarter valued at approximately $4,159,000. Shay Capital LLC bought a new stake in shares of Stitch Fix during the second quarter valued at approximately $3,570,000. Finally, Balyasny Asset Management L.P. bought a new stake in shares of Stitch Fix during the second quarter valued at approximately $2,803,000. 71.04% of the stock is currently owned by institutional investors.

Stitch Fix Company Profile

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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