Robert W. Baird Has Lowered Expectations for Xponential Fitness (NYSE:XPOF) Stock Price

Xponential Fitness (NYSE:XPOF) had its price objective lowered by stock analysts at Robert W. Baird from $8.00 to $6.50 in a research note issued on Friday,Benzinga reports. The firm presently has a “neutral” rating on the stock. Robert W. Baird’s target price would indicate a potential upside of 52.76% from the company’s previous close.

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

Xponential Fitness Stock Down 47.1%

NYSE:XPOF opened at $4.26 on Friday. Xponential Fitness has a twelve month low of $4.06 and a twelve month high of $13.91. The company has a fifty day moving average of $8.16 and a 200-day moving average of $7.73. The firm has a market capitalization of $208.11 million, a P/E ratio of -2.91 and a beta of 1.41.

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

Institutional Investors Weigh In On Xponential Fitness

Institutional investors and hedge funds have recently bought and sold shares of the stock. Luxor Capital Group LP boosted its holdings in Xponential Fitness by 61.6% during the second quarter. Luxor Capital Group LP now owns 346,895 shares of the company’s stock worth $2,598,000 after purchasing an additional 132,270 shares during the last quarter. Dynamic Technology Lab Private Ltd increased its stake in Xponential Fitness by 61.8% in the 2nd quarter. Dynamic Technology Lab Private Ltd now owns 254,442 shares of the company’s stock valued at $1,905,000 after buying an additional 97,163 shares during the last quarter. Nomura Holdings Inc. lifted its position in shares of Xponential Fitness by 3,716.6% during the 2nd quarter. Nomura Holdings Inc. now owns 1,297,829 shares of the company’s stock worth $9,721,000 after buying an additional 1,263,824 shares in the last quarter. AYAL Capital Advisors Ltd bought a new position in shares of Xponential Fitness during the 2nd quarter worth approximately $1,498,000. Finally, Y Intercept Hong Kong Ltd boosted its stake in shares of Xponential Fitness by 351.3% in the 2nd quarter. Y Intercept Hong Kong Ltd now owns 233,529 shares of the company’s stock worth $1,749,000 after buying an additional 181,778 shares during the last quarter. 58.55% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Xponential Fitness

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.