Stitch Fix, Inc.

Stitch Fix, Inc.

SFIXยทNASDAQ

$3.43

-2.6%
Consumer CyclicalApparel - Retail

Stitch Fix, Inc. sells a range of apparel, shoes, and accessories through its Website and mobile application in the United States. It offers denim, dresses, blouses, skirts, shoes, jewelry, and handbags for men, women, and kids under the Stitch Fix brand. The company was formerly known as rack habit inc. and changed its name to Stitch Fix, Inc. in October 2011. Stitch Fix, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.

At a Glance

Live Snapshot
Market Cap$468.27M
EPS-0.2200
P/E Ratio-15.59
Earnings Date06/09/2026
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Stitch Fix, Inc. Street Expectations Map

SFIX ยท NASDAQ

Wall Street analysts project that SFIX stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 4.50, with estimates ranging from a low of 4.00 to a high of 5.00.

Lowest Target
4.00
16.62%
Consensus Target
4.50
31.20%
Highest Target
5.00
45.77%

The consensus 1-year price target stands at 4.50, with estimates ranging from a low of 4.00 to a high of 5.00.

Analyst Consensus Analysis

Upside Potential

+31.2%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

22.2% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Stitch Fix, Inc. Forward Estimates of Revenue

SFIX ยท NASDAQ
Latest Revenue
1.27B
FY 2025
Avg Estimate
1.31B
FY 2026
Estimate Range
1.29B - 1.32B
Analyst Spread

Forward Growth Analysis

Projected Growth+3.6%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Stitch Fix, Inc. Forward Estimates of Net Income

SFIX ยท NASDAQ
Latest Net Income
-28.74M
FY 2025
Avg Estimate
-29.44M
FY 2026
Estimate Range
-30.55M - -25.66M
Analyst Spread

Forward Growth Analysis

Projected Growth-2.5%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Stitch Fix, Inc. Forward Estimates of EPS

SFIX ยท NASDAQ
Latest EPS
-0.22
FY 2025
Avg Estimate
$-0.22
FY 2026
Estimate Range
$-0.24 - $-0.20
Analyst Spread

Forward Growth Analysis

Projected Growth+0.8%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Stitch Fix, Inc. Forward Estimates of EBIT

SFIX ยท NASDAQ
Latest EBIT
-28.02M
FY 2025
Avg Estimate
-89.66M
FY 2026
Estimate Range
-90.24M - -87.88M
Analyst Spread

Forward Growth Analysis

Projected Growth-220.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Stitch Fix, Inc. Forward Estimates of EBITDA

SFIX ยท NASDAQ
Latest EBITDA
-1.90M
FY 2025
Avg Estimate
-65.60M
FY 2026
Estimate Range
-66.03M - -64.30M
Analyst Spread

Forward Growth Analysis

Projected Growth-3354.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Stitch Fix, Inc. Forward Estimates of SG&A Expense

SFIX ยท NASDAQ
Latest SG&A Expense
598.62M
FY 2025
Avg Estimate
669.58M
FY 2026
Estimate Range
656.30M - 673.93M
Analyst Spread

Forward Growth Analysis

Projected Growth+11.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Stitch Fix, Inc. Insider Positioning

SFIX ยท NASDAQ

During the last 12 months, insiders have sold $3.70M worth of SFIX shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

125.7K

387.74K

Net Activity

-388K

-$388K

3-6 Months

Bought

0

0.00

Sold

292.2K

1.52M

Net Activity

-1.5M

-$1.52M

6-9 Months

Bought

0

0.00

Sold

353.4K

1.79M

Net Activity

-1.8M

-$1.79M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
LK

Lake Katrina

Director

413.4K sharesโ€ข3 transactions

$2.13M

2
OC

O'Connor Casey

Officer: Chief Legal Officer

268.1K sharesโ€ข6 transactions

$1.24M

3
AD

Aufderhaar David

Officer: Chief Financial Officer

89.8K sharesโ€ข2 transactions

$326K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $3.70M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$388K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

3 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.