Xponential Fitness, Inc.

Xponential Fitness, Inc.

XPOFยทNYSE

$5.66

+1.1%
Consumer CyclicalLeisure

Xponential Fitness, Inc., through its subsidiaries, operates as a boutique fitness franchisor in the United States and internationally. The company offers fitness and wellness services, including pilates, barre, cycling, stretching, rowing, yoga, boxing, dancing, running, and functional training under the Club Pilates, Pure Barre, CycleBar, StretchLab, Row House, YogaSix, Rumble, AKT, Stride, and BFT brands. As of December 31, 2021, it had 1,556 franchisees operating 1,954 open studios on an adjusted basis. The company was founded in 2017 and is headquartered in Irvine, California.

At a Glance

Live Snapshot
Market Cap$211.19M
EPS-1.4700
P/E Ratio-3.85
Earnings Date08/06/2026
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Xponential Fitness, Inc. Street Expectations Map

XPOF ยท NYSE

Wall Street analysts project that XPOF stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 7.00, with estimates ranging from a low of 6.00 to a high of 8.00.

Lowest Target
6.00
6.01%
Consensus Target
7.00
23.67%
Highest Target
8.00
41.34%

The consensus 1-year price target stands at 7.00, with estimates ranging from a low of 6.00 to a high of 8.00.

Analyst Consensus Analysis

Upside Potential

+23.7%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

28.6% 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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Xponential Fitness, Inc. Forward Estimates of Revenue

XPOF ยท NYSE
Latest Revenue
314.88M
FY 2025
Avg Estimate
263.92M
FY 2026
Estimate Range
261.48M - 267.90M
Analyst Spread

Forward Growth Analysis

Projected Growth-16.2%

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

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

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

OutlookNeutral

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

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Xponential Fitness, Inc. Forward Estimates of Net Income

XPOF ยท NYSE
Latest Net Income
-33.79M
FY 2025
Avg Estimate
15.57M
FY 2026
Estimate Range
6.21M - 27.52M
Analyst Spread

Forward Growth Analysis

Projected Growth+146.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread137%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

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

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Xponential Fitness, Inc. Forward Estimates of EPS

XPOF ยท NYSE
Latest EPS
-1.47
FY 2025
Avg Estimate
$0.51
FY 2026
Estimate Range
$0.18 - $0.79
Analyst Spread

Forward Growth Analysis

Projected Growth+134.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread120%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

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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Xponential Fitness, Inc. Forward Estimates of EBIT

XPOF ยท NYSE
Latest EBIT
-3.16M
FY 2025
Avg Estimate
91.18M
FY 2026
Estimate Range
90.34M - 92.56M
Analyst Spread

Forward Growth Analysis

Projected Growth+2985.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

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

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Xponential Fitness, Inc. Forward Estimates of EBITDA

XPOF ยท NYSE
Latest EBITDA
8.87M
FY 2025
Avg Estimate
95.10M
FY 2026
Estimate Range
94.22M - 96.54M
Analyst Spread

Forward Growth Analysis

Projected Growth+972.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

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

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Xponential Fitness, Inc. Forward Estimates of SG&A Expense

XPOF ยท NYSE
Latest SG&A Expense
152.00M
FY 2025
Avg Estimate
135.49M
FY 2026
Estimate Range
134.24M - 137.54M
Analyst Spread

Forward Growth Analysis

Projected Growth-10.9%

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

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

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

OutlookNeutral

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

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Xponential Fitness, Inc. Insider Positioning

XPOF ยท NYSE

During the last 12 months, insiders have purchased $603K and sold $314K worth of XPOF shares, resulting in $289K of net buying activity.

3 Months

Bought

12.1K

66.39K

Sold

0

0.00

Net Activity

+66K

+$66K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

26.4K

200.56K

Net Activity

-201K

-$201K

9-12 Months

Bought

70.0K

536.69K

Sold

14.5K

113.52K

Net Activity

+423K

+$423K

Top Buyers

1
HBN

Haase Bruce N

Director

70.0K sharesโ€ข1 transactions

$537K

2
VCL

Voss Capital, Lp

10 Percent Owner

12.1K sharesโ€ข1 transactions

$66K

Top Sellers

1
HA

Hagopian Andrew

Officer: Chief Legal Officer

26.4K sharesโ€ข1 transactions

$201K

2
KMJ

King Mark James

Officer: Chief Executive Officer

14.5K sharesโ€ข1 transactions

$114K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Moderately bullish with $289K net buying. Insiders show cautious optimism through measured share purchases.

Buy/Sell Ratio

1.92:1

Positive buy/sell ratio. Buying exceeds or matches selling, indicating net positive insider sentiment.

Recent Trend (3 Months)

$66K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Balanced

2 insider buyers and 2 sellers. Equal participation suggests mixed or neutral insider views.

Insider Activity Insight

Sustained buying momentum: Consistent net buying over multiple quarters suggests insiders maintain conviction in the company's prospects. This is particularly meaningful if buying continued through market volatility.