Telsey Advisory Group Cuts Stitch Fix (NASDAQ:SFIX) Price Target to $3.00

Stitch Fix (NASDAQ:SFIX) had its target price trimmed by Telsey Advisory Group from $5.00 to $3.00 in a research report report published on Thursday morning, MarketBeat reports. The brokerage currently has a market perform rating on the stock.

A number of other research analysts have also recently issued reports on the company. Northland Securities initiated coverage on Stitch Fix in a research note on Thursday, May 28th. They issued an “outperform” rating and a $5.00 target price for the company. Weiss Ratings raised Stitch Fix from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Monday, July 13th. Finally, UBS Group cut their price objective on Stitch Fix from $4.50 to $4.00 and set a “neutral” rating on the stock in a report on Wednesday, September 2nd. One analyst has rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $3.62.

Stitch Fix Stock Down 2.7%

Shares of NASDAQ SFIX opened at $2.15 on Thursday. The company’s fifty day moving average is $3.38 and its 200-day moving average is $3.51. The stock has a market cap of $286.87 million, a price-to-earnings ratio of -21.50 and a beta of 2.27. Stitch Fix has a twelve month low of $2.10 and a twelve month high of $5.74.

Stitch Fix (NASDAQ:SFIX) last released its quarterly earnings data on Wednesday, September 23rd. The company reported ($0.02) EPS for the quarter, beating analysts’ consensus estimates of ($0.06) by $0.04. Stitch Fix had a negative net margin of 0.94% and a negative return on equity of 5.68%. The business had revenue of $324.42 million during the quarter, compared to analysts’ expectations of $325.50 million. During the same quarter in the prior year, the company earned ($0.07) EPS. The firm’s quarterly revenue was up 4.2% on a year-over-year basis. On average, research analysts anticipate that Stitch Fix will post -0.12 EPS for the current fiscal year.

Insider Buying and Selling at Stitch Fix

In related news, CFO David Aufderhaar sold 67,960 shares of the firm’s stock in a transaction on Monday, July 6th. The shares were sold at an average price of $3.79, for a total transaction of $257,568.40. Following the sale, the chief financial officer directly owned 1,102,369 shares in the company, valued at $4,177,978.51. This trade represents a 5.81% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Anthony Bacos sold 70,000 shares of the business’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $4.09, for a total transaction of $286,300.00. Following the completion of the sale, the insider directly owned 951,994 shares in the company, valued at $3,893,655.46. This represents a 6.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 487,971 shares of company stock valued at $1,900,517 in the last three months. 16.09% of the stock is owned by insiders.

Institutional Trading of Stitch Fix

A number of institutional investors have recently modified their holdings of the company. Allworth Financial LP grew its holdings in shares of Stitch Fix by 44.4% during the second quarter. Allworth Financial LP now owns 12,793 shares of the company’s stock worth $53,000 after buying an additional 3,932 shares in the last quarter. Algert Global LLC lifted its stake in Stitch Fix by 8.6% in the 2nd quarter. Algert Global LLC now owns 87,900 shares of the company’s stock valued at $361,000 after acquiring an additional 6,970 shares in the last quarter. Quantbot Technologies LP bought a new stake in Stitch Fix in the 2nd quarter valued at approximately $37,000. Caerus Investment Advisors LLC bought a new stake in Stitch Fix in the 1st quarter valued at approximately $36,000. Finally, HB Wealth Management LLC acquired a new position in Stitch Fix during the 2nd quarter worth approximately $45,000. 71.04% of the stock is currently owned by institutional investors.

Stitch Fix News Summary

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

• Positive Sentiment: Stitch Fix reported a fiscal fourth-quarter loss of $0.02 per share, ahead of the $0.06 loss analysts expected. Revenue increased 4.2% year over year to approximately $324.4 million, while revenue per active client reached a record level. Stitch Fix Posts Narrower Q4 2026 Loss
• Positive Sentiment: Management said its AI-generated virtual try-on feature is producing a significant increase in spending among clients who use it, providing a potential growth catalyst as Stitch Fix works to improve engagement and conversion. Stitch Fix AI Try-Ons Drive Shopper Spending
• Neutral Sentiment: Director J. William Gurley plans to retire from Stitch Fix’s board, representing a planned governance transition rather than an unexpected departure. Stitch Fix Announces Planned Board Transition
• Negative Sentiment: The main concern is the company’s fiscal 2027 outlook: Stitch Fix expects significant revenue declines and adjusted EBITDA margin compression, citing soft consumer spending. The forecast overshadowed the quarterly earnings beat and raised concerns that the turnaround may not be durable. Stitch Fix Down on Forecast
• Negative Sentiment: Analysts have responded cautiously, with firms lowering price targets—including Telsey Advisory Group to $3 and Bernstein to $4—and at least one analyst downgrading the stock to Sell. These revisions reinforce investor concerns about demand deterioration and profitability. Stitch Fix Downgrade

Stitch Fix Company Profile

Stitch Fix, Inc is an online personal styling company that uses data science, personalization technology and human stylists to recommend apparel and accessories to customers. Its offerings include clothing, shoes and accessories across categories such as women’s, men’s and children’s apparel, with selections tailored to individual preferences, sizes, budgets and lifestyles.

The company’s primary service, traditionally known as a “Fix,” delivers a curated selection of items for customers to try at home, after which they can purchase the items they want and return the rest.