Robert W. Baird Issues Pessimistic Forecast for Xponential Fitness (NYSE:XPOF) Stock Price

Xponential Fitness (NYSE:XPOF) had its price target reduced by equities researchers at Robert W. Baird from $8.00 to $6.50 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. Robert W. Baird’s price target points to a potential downside of 19.25% from the stock’s current price.

XPOF has been the subject of several other research reports. Stifel Nicolaus reduced their price objective on shares of Xponential Fitness from $10.00 to $8.00 and set a “hold” rating for the company in a report on Friday, November 21st. Weiss Ratings restated a “sell (d-)” rating on shares of Xponential Fitness in a research report on Wednesday, January 21st. Wall Street Zen upgraded shares of Xponential Fitness from a “hold” rating to a “buy” rating in a report on Tuesday, November 11th. Finally, Guggenheim lowered their price objective on shares of Xponential Fitness from $13.00 to $12.00 and set a “buy” rating on the stock in a research note on Monday, November 10th. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Xponential Fitness has an average rating of “Hold” and a consensus price target of $10.31.

Xponential Fitness Trading Down 2.2%

XPOF opened at $8.05 on Friday. The business’s 50 day moving average is $8.23 and its 200-day moving average is $7.75. The stock has a market cap of $393.73 million, a PE ratio of -4.88 and a beta of 1.41. Xponential Fitness has a twelve month low of $5.38 and a twelve month high of $13.91.

Xponential Fitness (NYSE:XPOF) last posted its earnings results on Thursday, February 26th. The company reported ($0.91) EPS for the quarter, missing the consensus estimate of ($0.03) by ($0.88). Xponential Fitness had a negative net margin of 15.30% and a negative return on equity of 6.85%. The business had revenue of $82.96 million during the quarter, compared to analyst estimates of $73.42 million. During the same quarter in the prior year, the business earned ($0.19) earnings per share. The firm’s revenue was down .3% compared to the same quarter last year. As a group, analysts forecast that Xponential Fitness will post 0.61 EPS for the current year.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. AQR Capital Management LLC lifted its position in shares of Xponential Fitness by 94.8% in the 1st quarter. AQR Capital Management LLC now owns 69,300 shares of the company’s stock valued at $577,000 after acquiring an additional 33,722 shares in the last quarter. AlphaQuest LLC grew its position in Xponential Fitness by 453.8% during the 2nd quarter. AlphaQuest LLC now owns 21,312 shares of the company’s stock worth $160,000 after purchasing an additional 17,464 shares in the last quarter. Y Intercept Hong Kong Ltd raised its stake in Xponential Fitness by 351.3% during the 2nd quarter. Y Intercept Hong Kong Ltd now owns 233,529 shares of the company’s stock valued at $1,749,000 after purchasing an additional 181,778 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Xponential Fitness by 9.6% in the second quarter. Geode Capital Management LLC now owns 610,185 shares of the company’s stock valued at $4,571,000 after purchasing an additional 53,663 shares in the last quarter. Finally, Dynamic Technology Lab Private Ltd boosted its position in shares of Xponential Fitness by 61.8% in the second quarter. Dynamic Technology Lab Private Ltd now owns 254,442 shares of the company’s stock worth $1,905,000 after buying an additional 97,163 shares during the period. 58.55% of the stock is owned by hedge funds and other institutional investors.

Key Xponential Fitness News

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

• Positive Sentiment: Revenue beat: Q4 revenue of $82.96M exceeded consensus (~$73.4M), showing demand resiliency in the quarter. Xponential Fitness (XPOF) Reports Q4 Loss, Beats Revenue Estimates
• Neutral Sentiment: Management outlines FY2026 plan: $260M–$270M revenue target with strategic cost cuts and emphasis on Club Pilates expansion — a constructive strategic shift but the midpoint is below Street expectations. Xponential Fitness outlines $260M–$270M revenue target for 2026
• Neutral Sentiment: Full earnings disclosure and KPI detail available (company release and earnings call transcript) for investors digging into membership/franchise trends and variable margin drivers. Company Q4 & FY2025 results (Business Wire) Earnings call transcript
• Negative Sentiment: Wider-than-expected loss: EPS of -$0.91 missed estimates by a wide margin, raising near-term profitability concerns. Q4 loss report
• Negative Sentiment: Guidance shortfall: FY2026 revenue guidance ($260M–$270M) is materially below consensus (~$300M), a key driver of the stock pullback. Guidance article
• Negative Sentiment: Regulatory settlement: Xponential will pay $17M to resolve an FTC investigation, a cash outflow and distraction for management. FTC settlement story
• Negative Sentiment: Market reaction: Multiple outlets report a sharp intraday decline following the results and guidance, reflecting investor disappointment. Market reaction coverage

Xponential Fitness Company Profile

Xponential Fitness is a leading franchisor and operator of boutique fitness studios headquartered in Irvine, California. The company specializes in developing, marketing, and supporting a portfolio of fitness brands that deliver low-impact cardio, strength training, and mindful movement workouts. Through its asset-light franchise model, Xponential provides entrepreneurs with proprietary studio designs, branded equipment, digital support, and comprehensive training programs to ensure consistent member experiences.

Its portfolio comprises core brands such as Club Pilates, Pure Barre, CycleBar, StretchLab, YogaSix, Row House, Rumble, AKT, and STRIDE.