WW International (NASDAQ:WW) Releases Earnings Results, Beats Estimates By $0.36 EPS

WW International (NASDAQ:WW) issued its quarterly earnings results on Monday. The company reported ($0.58) earnings per share for the quarter, topping the consensus estimate of ($0.94) by $0.36, reports. The business had revenue of $161.45 million during the quarter, compared to analysts’ expectations of $149.80 million.

Here are the key takeaways from WW International’s conference call:

• Clinical momentum — Company-reported Med+ and GLP-1 offerings drove strong growth (Q4 clinical revenue +32%), end-of-period clinical subscribers were 130,000 and management expects ~200,000 by end of Q1 (roughly 100% YoY on a comparable basis), with clinical ARPU over 4x behavioral and overall ARPU up 8% to $18.73.
• Balance-sheet reset — Weight Watchers eliminated over $1.1 billion of debt, reduced legacy debt by more than 70%, and exited 2025 with $160 million in cash, freeing capital to invest in product, clinical scale and marketing.
• Behavioral business pressure — Behavioral subscribers declined to 2.6 million in Q4 and are expected to fall to ~2.45 million in Q1 (≈26% YoY), with behavioral revenue down 17% in Q4 and management citing multi-year secular headwinds for Core.
• 2026 outlook & operating posture — FY2026 guidance targets $620–$635 million in revenue and $105–$115 million adjusted EBITDA, with marketing front-loaded (40–45% of spend in Q1), continued tech/product investment, and an expected meaningful use of cash in Q1.

WW International Price Performance

Shares of WW stock opened at $21.20 on Tuesday. The company has a market capitalization of $211.72 million, a P/E ratio of -3.66 and a beta of 1.30. The company’s 50-day simple moving average is $23.33 and its two-hundred day simple moving average is $26.78. WW International has a one year low of $18.00 and a one year high of $46.95.

Institutional Trading of WW International

A number of large investors have recently modified their holdings of WW. Invesco Senior Secured Management Inc. ADV bought a new position in WW International in the fourth quarter worth approximately $4,989,000. Marshall Wace LLP bought a new stake in WW International during the 4th quarter valued at $1,108,000. Quinn Opportunity Partners LLC bought a new stake in WW International during the 4th quarter valued at $1,010,000. Geode Capital Management LLC lifted its holdings in shares of WW International by 3.9% in the 4th quarter. Geode Capital Management LLC now owns 113,610 shares of the company’s stock worth $3,321,000 after buying an additional 4,251 shares during the period. Finally, Ameriprise Financial Inc. purchased a new stake in shares of WW International in the 3rd quarter worth $623,000. Hedge funds and other institutional investors own 86.18% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently issued reports on WW. Weiss Ratings restated a “sell (d+)” rating on shares of WW International in a report on Friday, January 9th. Zacks Research downgraded WW International from a “hold” rating to a “strong sell” rating in a research report on Monday, February 9th. Two equities research analysts have rated the stock with a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, WW International has a consensus rating of “Reduce”.

WW International Company Profile

WW International, Inc (NASDAQ: WW) is a global wellness and weight management company that provides a range of subscription-based programs, digital tools and personalized coaching services. Originally founded in 1963 by Jean Nidetch as a small support group in New York City, the company grew into the well-known Weight Watchers brand before rebranding as WW in 2018 to reflect an expanded focus on overall health, fitness and nutrition. Over the years, WW has introduced innovations such as the SmartPoints® system, which assigns values to foods based on their nutritional composition, and the MyWW® personalized wellness plan, which tailors recommendations to individual lifestyles and goals.

WW’s offerings span digital and in-person channels.