Robert W. Baird Cuts Xponential Fitness (NYSE:XPOF) Price Target to $6.50

Xponential Fitness (NYSE:XPOF) had its price target trimmed by Robert W. Baird from $8.00 to $6.50 in a report issued on Friday,Benzinga reports. The brokerage currently has a neutral rating on the stock.

A number of other analysts have also weighed in on the stock. Weiss Ratings restated a “sell (d-)” rating on shares of Xponential Fitness in a research note on Wednesday, January 21st. Wall Street Zen raised shares of Xponential Fitness from a “hold” rating to a “buy” rating in a research report on Tuesday, November 11th. Stifel Nicolaus decreased their target price on Xponential Fitness from $10.00 to $8.00 and set a “hold” rating on the stock in a report on Friday, November 21st. Finally, Guggenheim dropped their price target on shares of Xponential Fitness from $13.00 to $12.00 and set a “buy” rating for the company in a research report on Monday, November 10th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Xponential Fitness has an average rating of “Hold” and a consensus target price of $9.94.

Xponential Fitness Trading Down 47.1%

Shares of Xponential Fitness stock opened at $4.26 on Friday. Xponential Fitness has a 12 month low of $4.06 and a 12 month high of $13.91. The firm has a market capitalization of $208.11 million, a P/E ratio of -2.91 and a beta of 1.48. The business has a fifty day simple moving average of $8.16 and a two-hundred day simple moving average of $7.72.

Xponential Fitness (NYSE:XPOF) last issued its quarterly earnings results on Thursday, February 26th. The company reported ($0.91) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.03) by ($0.88). Xponential Fitness had a negative return on equity of 2.28% and a negative net margin of 10.90%.The business had revenue of $82.96 million during the quarter, compared to the consensus estimate of $73.42 million. During the same quarter in the previous year, the business earned ($0.19) earnings per share. The firm’s revenue was down .3% compared to the same quarter last year. Analysts predict that Xponential Fitness will post 0.61 earnings per share for the current year.

Hedge Funds Weigh In On Xponential Fitness

Several institutional investors have recently made changes to their positions in XPOF. Caitong International Asset Management Co. Ltd lifted its stake in Xponential Fitness by 1,621.3% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 3,632 shares of the company’s stock worth $30,000 after acquiring an additional 3,421 shares during the period. Aquatic Capital Management LLC bought a new position in shares of Xponential Fitness during the third quarter valued at approximately $44,000. Larson Financial Group LLC purchased a new position in Xponential Fitness during the third quarter valued at approximately $54,000. Wexford Capital LP purchased a new stake in Xponential Fitness during the third quarter worth $59,000. Finally, Cerity Partners LLC purchased a new stake in Xponential Fitness during the second quarter worth $82,000. Hedge funds and other institutional investors own 58.55% of the company’s stock.

More Xponential Fitness News

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

• Positive Sentiment: Q4 revenue topped expectations — Xponential reported revenue of $82.96M vs. consensus ~$73.4M, showing top‑line strength despite the profit miss. Xponential Fitness (XPOF) Reports Q4 Loss, Beats Revenue Estimates
• Neutral Sentiment: Full Q4 earnings call transcript and analyst metric breakdowns are available for investors wanting details on 2025 results and KPI trends. These provide context for management’s explanations of margin dynamics and brand performance. Xponential Fitness, Inc. (XPOF) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Big EPS miss and softer FY‑26 guidance — Xponential posted a ($0.91) EPS vs. consensus (~($0.03)) and issued FY‑2026 revenue guidance of $260M–$270M (consensus ~ $300M), signaling a material downgrade to growth expectations. Those misses and the guidance cut are the primary immediate bearish drivers. Xponential Fitness, Inc. Announces Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: FTC resolution cost — the company will pay about $17M to resolve an FTC investigation, which is a near‑term cash/expense headwind and increases uncertainty around 2026 profitability. Xponential Fitness to Pay $17M to Resolve FTC Investigation
• Negative Sentiment: Investor litigation/SEC‑style probe risk — Johnson Fistel announced an investigation into potential claims on behalf of XPOF investors, adding legal risk and potential headline volatility. Xponential Fitness Shareholders Are Encouraged to Reach Out to Johnson Fistel for More Information About Potentially Recovering Their Losses
• Negative Sentiment: Analyst downgrades and lower price targets — Roth MKM cut XPOF from Buy to Neutral (PT $7.00) and Robert W. Baird trimmed its PT to $6.50/Neutral; these moves reduce buy‑side support and may pressure sentiment even though targets still imply upside to current levels. Finviz Benzinga

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.