Zacks Research Increases Earnings Estimates for Stitch Fix

Stitch Fix, Inc. (NASDAQ:SFIX) – Investment analysts at Zacks Research lifted their FY2026 earnings estimates for Stitch Fix in a report released on Wednesday, July 1st. Zacks Research analyst Team now expects that the company will post earnings per share of ($0.14) for the year, up from their previous forecast of ($0.19). The consensus estimate for Stitch Fix’s current full-year earnings is ($0.15) per share. Zacks Research also issued estimates for Stitch Fix’s Q1 2027 earnings at ($0.04) EPS, Q3 2027 earnings at $0.00 EPS, Q4 2027 earnings at ($0.05) EPS, FY2027 earnings at ($0.10) EPS, Q1 2028 earnings at ($0.02) EPS, Q3 2028 earnings at $0.01 EPS and FY2028 earnings at ($0.04) EPS.

Stitch Fix (NASDAQ:SFIX) last released its quarterly earnings results on Wednesday, June 10th. The company reported ($0.01) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.06) by $0.05. The business had revenue of $340.28 million for the quarter, compared to analyst estimates of $333.51 million. Stitch Fix had a negative net margin of 1.43% and a negative return on equity of 9.35%. The firm’s revenue was up 4.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned ($0.06) earnings per share.

SFIX has been the subject of a number of other research reports. Weiss Ratings lowered Stitch Fix from a “sell (d-)” rating to a “sell (e+)” rating in a report on Friday, June 12th. UBS Group upped their price target on Stitch Fix from $4.00 to $4.50 and gave the company a “neutral” rating in a research report on Thursday, June 11th. Telsey Advisory Group reduced their price objective on Stitch Fix from $6.00 to $5.00 and set a “market perform” rating for the company in a research note on Thursday, March 12th. William Blair restated a “mixed” rating on shares of Stitch Fix in a research report on Friday, March 6th. Finally, Wall Street Zen cut Stitch Fix from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. One research analyst has rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Stitch Fix currently has a consensus rating of “Hold” and an average target price of $5.12.

Stitch Fix Stock Performance

NASDAQ SFIX opened at $3.84 on Friday. Stitch Fix has a twelve month low of $2.95 and a twelve month high of $5.94. The stock has a market cap of $512.37 million, a price-to-earnings ratio of -48.00 and a beta of 2.26. The firm’s 50 day moving average price is $3.70 and its two-hundred day moving average price is $4.00.

Insider Activity at Stitch Fix

In other Stitch Fix news, insider Anthony Bacos sold 70,011 shares of the business’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $4.42, for a total value of $309,448.62. Following the transaction, the insider owned 1,051,994 shares in the company, valued at $4,649,813.48. The trade was a 6.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Casey O’connor sold 60,000 shares of the company’s stock in a transaction dated Friday, April 10th. The stock was sold at an average price of $3.08, for a total value of $184,800.00. Following the completion of the transaction, the insider directly owned 480,334 shares in the company, valued at approximately $1,479,428.72. The trade was a 11.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 435,720 shares of company stock valued at $1,721,589. Insiders own 16.09% of the company’s stock.

Hedge Funds Weigh In On Stitch Fix

A number of hedge funds have recently added to or reduced their stakes in SFIX. Farther Finance Advisors LLC raised its position in Stitch Fix by 52.1% during the fourth quarter. Farther Finance Advisors LLC now owns 9,719 shares of the company’s stock valued at $51,000 after acquiring an additional 3,329 shares in the last quarter. Caerus Investment Advisors LLC acquired a new position in shares of Stitch Fix during the 1st quarter worth $36,000. Royal Bank of Canada increased its stake in shares of Stitch Fix by 324.6% during the 4th quarter. Royal Bank of Canada now owns 10,998 shares of the company’s stock worth $57,000 after purchasing an additional 8,408 shares during the last quarter. CIBC Bancorp USA Inc. bought a new position in shares of Stitch Fix during the 3rd quarter valued at $50,000. Finally, First Dallas Securities Inc. acquired a new stake in shares of Stitch Fix in the 1st quarter valued at $38,000. Institutional investors and hedge funds own 71.04% of the company’s stock.

Stitch Fix News Summary

Here are the key news stories impacting Stitch Fix this week:

• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate for Stitch Fix to ($0.14) from ($0.19) and also lifted its Q3 2028 estimate to $0.01 from a prior loss forecast, suggesting some improvement in the longer-term earnings outlook.
• Positive Sentiment: Zacks Research also improved its FY2027 EPS estimate to ($0.10) from ($0.11), and increased its Q3 2027 estimate to break-even, indicating analysts see gradual progress toward profitability.
• Neutral Sentiment: Stitch Fix recently beat quarterly earnings expectations, reporting a smaller-than-expected loss and revenue above consensus, which supports the view that operating trends are stabilizing.
• Neutral Sentiment: The company still carries a consensus full-year EPS estimate of ($0.15), so analysts remain cautious overall despite the recent upgrades.
• Negative Sentiment: Zacks Research cut some forward estimates, including Q1 2027, Q4 2027, Q1 2028, Q2 2028, and FY2028, showing that the long-term earnings path remains uneven.
• Negative Sentiment: Recent insider selling by Anthony Bacos, including a 70,011-share sale, may also weigh on sentiment because investors often view insider sales as a caution signal, even though the trade was made under a pre-arranged plan.

Stitch Fix Company Profile

Stitch Fix, Inc, headquartered in San Francisco, California, is a leading online personal styling service that blends data science with human expertise to deliver curated clothing and accessory selections. Founded in 2011 by Katrina Lake, the company pioneered a subscription-based model in which customers receive periodic “Fixes” tailored to their personal style, size and budget. Each shipment arrives with several handpicked items along with styling notes, allowing clients to review, purchase and return pieces at their convenience.

Clients begin by completing an online style profile that captures their measurements, design preferences and lifestyle needs.