Telsey Advisory Group Comments on Stitch Fix Q1 Earnings

Stitch Fix, Inc. (NASDAQ:SFIX) – Analysts at Telsey Advisory Group issued their Q1 2026 earnings estimates for shares of Stitch Fix in a research note issued 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.

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

Several other brokerages have also recently issued reports on SFIX. Zacks Research raised Stitch Fix to a “hold” rating in a report on Monday, August 11th. UBS Group restated a “neutral” rating on shares of Stitch Fix in a research report on Wednesday, September 17th. Wall Street Zen lowered shares of Stitch Fix from a “buy” rating to a “hold” rating in a research report on Sunday, June 22nd. William Blair raised shares of Stitch Fix from a “market perform” rating to an “outperform” rating in a research note on Monday, July 14th. Finally, Sanford C. Bernstein restated a “market perform” rating and set a $6.00 target price on shares of Stitch Fix in a research report on Thursday, September 25th. One analyst has rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Stitch Fix currently has an average rating of “Hold” and a consensus price target of $6.00.

Stitch Fix Price Performance

Shares of NASDAQ:SFIX opened at $4.35 on Monday. The firm has a market capitalization of $567.63 million, a price-to-earnings ratio of -9.46 and a beta of 2.03. The business’s 50 day simple moving average is $5.16 and its 200-day simple moving average is $4.26. Stitch Fix has a 12 month low of $2.53 and a 12 month high of $6.99.

Institutional Trading of Stitch Fix

Hedge funds and other institutional investors have recently bought and sold shares of the company. Russell Investments Group Ltd. raised its holdings in Stitch Fix by 29.2% in the 1st quarter. Russell Investments Group Ltd. now owns 328,342 shares of the company’s stock valued at $1,067,000 after acquiring an additional 74,142 shares during the last quarter. Caption Management LLC purchased a new stake in shares of Stitch Fix in the first quarter valued at $216,000. Nuveen LLC purchased a new stake in shares of Stitch Fix in the first quarter valued at $4,159,000. Vanguard Group Inc. increased its stake in Stitch Fix by 7.9% in the first quarter. Vanguard Group Inc. now owns 6,982,536 shares of the company’s stock valued at $22,693,000 after purchasing an additional 513,422 shares during the last quarter. Finally, Graham Capital Management L.P. lifted its position in Stitch Fix by 133.3% during the first quarter. Graham Capital Management L.P. now owns 306,765 shares of the company’s stock worth $997,000 after buying an additional 175,287 shares during the period. 71.04% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Stitch Fix news, insider Casey O’connor sold 50,000 shares of the company’s stock in a transaction dated Monday, July 21st. The shares were sold at an average price of $4.72, for a total value of $236,000.00. Following the transaction, the insider directly owned 508,621 shares in the company, valued at approximately $2,400,691.12. This represents a 8.95% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Katrina Lake sold 453,485 shares of the firm’s stock in a transaction dated Tuesday, July 22nd. The stock was sold at an average price of $5.06, for a total transaction of $2,294,634.10. The disclosure for this sale can be found here. Over the last quarter, insiders sold 1,047,536 shares of company stock worth $5,350,202. Company insiders own 16.95% 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.