Northland Securities Weighs in on Stitch Fix Q3 Earnings

Stitch Fix, Inc. (NASDAQ:SFIX) – Stock analysts at Northland Securities issued their Q3 2026 earnings estimates for Stitch Fix in a research note issued to investors on Thursday, May 28th. Northland Securities analyst O. Rickert anticipates that the company will post earnings of ($0.06) per share for the quarter. Northland Securities has a “Outperform” rating and a $5.00 price target on the stock. The consensus estimate for Stitch Fix’s current full-year earnings is ($0.19) per share. Northland Securities also issued estimates for Stitch Fix’s Q4 2026 earnings at ($0.06) EPS, FY2026 earnings at ($0.19) EPS, Q1 2027 earnings at ($0.03) EPS, Q2 2027 earnings at ($0.01) EPS, Q3 2027 earnings at ($0.01) EPS, Q4 2027 earnings at ($0.01) EPS and FY2027 earnings at ($0.06) EPS.

Stitch Fix (NASDAQ:SFIX) last announced its quarterly earnings results on Wednesday, March 11th. The company reported ($0.02) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.05) by $0.03. The company had revenue of $341.30 million for the quarter, compared to the consensus estimate of $334.74 million. Stitch Fix had a negative net margin of 1.89% and a negative return on equity of 12.23%. The company’s revenue for the quarter was up 9.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned ($0.05) earnings per share.

Other equities research analysts have also issued research reports about the stock. UBS Group dropped their price objective on shares of Stitch Fix from $6.00 to $4.00 and set a “neutral” rating for the company in a research report on Tuesday, March 3rd. Telsey Advisory Group reduced their price objective on shares of Stitch Fix from $6.00 to $5.00 and set a “market perform” rating on the stock in a research note on Thursday, March 12th. William Blair reissued a “mixed” rating on shares of Stitch Fix in a report on Friday, March 6th. Wall Street Zen cut shares of Stitch Fix from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Stitch Fix in a report on Tuesday, April 21st. One equities research analyst has rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Stitch Fix presently has an average rating of “Hold” and a consensus target price of $5.00.

Stitch Fix Stock Performance

Shares of SFIX stock opened at $3.56 on Monday. Stitch Fix has a one year low of $2.95 and a one year high of $5.94. The company has a 50 day moving average price of $3.44 and a 200 day moving average price of $4.10. The firm has a market capitalization of $486.01 million, a price-to-earnings ratio of -27.38 and a beta of 2.31.

Insider Activity

In other Stitch Fix news, CFO David Aufderhaar sold 65,709 shares of the firm’s stock in a transaction dated Tuesday, April 7th. The shares were sold at an average price of $3.09, for a total value of $203,040.81. Following the completion of the transaction, the chief financial officer directly owned 1,178,037 shares in the company, valued at $3,640,134.33. This trade represents a 5.28% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Casey O’connor sold 60,000 shares of the firm’s stock in a transaction dated Friday, April 10th. The stock was sold at an average price of $3.08, for a total transaction of $184,800.00. Following the completion of the transaction, the insider owned 480,334 shares of the company’s stock, valued at approximately $1,479,428.72. The trade was a 11.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 16.09% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Glenmede Trust Co. NA acquired a new position in shares of Stitch Fix in the first quarter worth about $166,000. Royal Bank of Canada boosted its holdings in shares of Stitch Fix by 984.1% during the first quarter. Royal Bank of Canada now owns 119,230 shares of the company’s stock worth $394,000 after purchasing an additional 108,232 shares during the period. Dimensional Fund Advisors LP boosted its holdings in shares of Stitch Fix by 6.3% during the first quarter. Dimensional Fund Advisors LP now owns 2,418,196 shares of the company’s stock worth $8,004,000 after purchasing an additional 142,909 shares during the period. Chicago Partners Investment Group LLC acquired a new stake in shares of Stitch Fix during the first quarter worth approximately $47,000. Finally, Hsbc Holdings PLC boosted its holdings in shares of Stitch Fix by 40.7% during the first quarter. Hsbc Holdings PLC now owns 66,913 shares of the company’s stock worth $224,000 after purchasing an additional 19,363 shares during the period. 71.04% of the stock is currently owned by institutional investors and hedge funds.

Stitch Fix Company Profile

Stitch Fix, Inc, headquartered in San Francisco, California, is a leading online personal styling service that blends data science with human expertise to deliver curated clothing and accessory selections. Founded in 2011 by Katrina Lake, the company pioneered a subscription-based model in which customers receive periodic “Fixes” tailored to their personal style, size and budget. Each shipment arrives with several handpicked items along with styling notes, allowing clients to review, purchase and return pieces at their convenience.

Clients begin by completing an online style profile that captures their measurements, design preferences and lifestyle needs.