Stitch Fix, Inc. (NASDAQ:SFIX) Stock Rated “Hold” by Sell-Side Brokerages

Stitch Fix, Inc. (NASDAQ:SFIX) has been assigned an average rating of “Hold” from the seven brokerages that are presently covering the firm, Marketbeat Ratings reports. One analyst has rated the stock with a sell rating, five have issued a hold rating and one has issued a buy rating on the company. The average 1-year price objective among analysts that have issued ratings on the stock in the last year is $3.62.

Several equities research analysts have recently issued reports on the company. Telsey Advisory Group decreased their target price on Stitch Fix from $5.00 to $3.00 and set a “market perform” rating for the company in a research report on Thursday. UBS Group cut their price target on shares of Stitch Fix from $4.00 to $3.50 and set a “neutral” rating on the stock in a report on Thursday. William Blair lowered shares of Stitch Fix from an “outperform” rating to a “market perform” rating in a research report on Thursday. Sanford C. Bernstein restated a “market perform” rating and set a $4.00 price target on shares of Stitch Fix in a research report on Thursday. Finally, Northland Securities set a $4.00 price objective on shares of Stitch Fix in a report on Thursday.

Insider Transactions at Stitch Fix

In other news, insider Anthony Bacos sold 70,011 shares of the firm’s stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $4.42, for a total transaction of $309,448.62. Following the completion of the sale, the insider owned 1,051,994 shares in the company, valued at $4,649,813.48. This trade represents a 6.24% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO David Aufderhaar sold 67,960 shares of Stitch Fix stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $3.79, for a total transaction of $257,568.40. Following the completion of 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 position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 487,971 shares of company stock worth $1,900,517. Corporate insiders own 16.09% of the company’s stock.

Institutional Trading of Stitch Fix

A number of large investors have recently bought and sold shares of the company. State Street Corp raised its stake in shares of Stitch Fix by 10.1% in the second quarter. State Street Corp now owns 3,503,504 shares of the company’s stock valued at $14,399,000 after buying an additional 322,030 shares during the period. WINTON GROUP Ltd bought a new position in shares of Stitch Fix during the 2nd quarter worth $263,000. Allworth Financial LP grew its stake in shares of Stitch Fix by 44.4% during the 2nd quarter. Allworth Financial LP now owns 12,793 shares of the company’s stock worth $53,000 after acquiring an additional 3,932 shares during the period. Corient Private Wealth LP purchased a new stake in Stitch Fix in the 2nd quarter worth about $154,000. Finally, HB Wealth Management LLC purchased a new stake in Stitch Fix in the 2nd quarter worth about $45,000. 71.04% of the stock is owned by hedge funds and other institutional investors.

Stitch Fix Stock Down 2.7%

SFIX stock opened at $2.15 on Friday. The firm has a market cap of $286.87 million, a PE ratio of -21.50 and a beta of 2.27. The business has a 50 day moving average of $3.38 and a 200-day moving average of $3.51. Stitch Fix has a 12-month low of $2.10 and a 12-month high of $5.74.

Stitch Fix (NASDAQ:SFIX) last issued its quarterly earnings results on Wednesday, September 23rd. The company reported ($0.02) EPS for the quarter, topping analysts’ consensus estimates of ($0.06) by $0.04. Stitch Fix had a negative return on equity of 5.68% and a negative net margin of 0.94%.The business had revenue of $324.42 million for the quarter, compared to analyst estimates of $325.50 million. During the same period last year, the company posted ($0.07) earnings per share. Stitch Fix’s quarterly revenue was up 4.2% compared to the same quarter last year. On average, research analysts expect that Stitch Fix will post -0.12 earnings per share for the current year.

Key Stories Impacting Stitch Fix

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

About Stitch Fix

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.