Analysts Issue Forecasts for Honest Q3 Earnings

The Honest Company, Inc. (NASDAQ:HNST) – Investment analysts at Northland Securities issued their Q3 2026 EPS estimates for Honest in a research report issued to clients and investors on Thursday, February 26th. Northland Securities analyst O. Rickert forecasts that the company will earn $0.02 per share for the quarter. The consensus estimate for Honest’s current full-year earnings is ($0.07) per share. Northland Securities also issued estimates for Honest’s Q4 2026 earnings at $0.03 EPS and FY2026 earnings at $0.05 EPS.

Honest (NASDAQ:HNST) last issued its quarterly earnings data on Wednesday, February 25th. The company reported ($0.21) earnings per share for the quarter, missing analysts’ consensus estimates of $0.02 by ($0.23). Honest had a positive return on equity of 4.57% and a negative net margin of 4.22%.The business had revenue of $88.04 million for the quarter, compared to analysts’ expectations of $88.57 million.

HNST has been the topic of a number of other research reports. Zacks Research lowered Honest from a “hold” rating to a “strong sell” rating in a research note on Wednesday, February 25th. JPMorgan Chase & Co. restated an “underweight” rating on shares of Honest in a report on Friday, January 16th. B. Riley Financial reiterated a “buy” rating on shares of Honest in a report on Thursday, November 6th. Morgan Stanley cut their price objective on shares of Honest from $4.25 to $3.00 and set an “equal weight” rating for the company in a research report on Wednesday, November 19th. Finally, Telsey Advisory Group reissued a “market perform” rating and set a $3.00 price objective on shares of Honest in a research note on Thursday. One investment analyst has rated the stock with a Buy rating, three have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Reduce” and an average price target of $3.00.

Honest Stock Performance

Honest stock opened at $2.80 on Monday. Honest has a fifty-two week low of $2.07 and a fifty-two week high of $5.62. The company has a market capitalization of $314.92 million, a price-to-earnings ratio of -20.00 and a beta of 2.26. The stock has a fifty day moving average of $2.47 and a two-hundred day moving average of $3.07.

Honest announced that its board has initiated a stock repurchase program on Friday, February 20th that allows the company to repurchase $25.00 million in shares. This repurchase authorization allows the company to reacquire up to 9.9% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s leadership believes its shares are undervalued.

Institutional Investors Weigh In On Honest

A number of institutional investors have recently added to or reduced their stakes in the company. Caitong International Asset Management Co. Ltd raised its holdings in shares of Honest by 1,392.2% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 7,073 shares of the company’s stock worth $26,000 after purchasing an additional 6,599 shares during the period. Wealthcare Advisory Partners LLC purchased a new position in Honest in the fourth quarter valued at approximately $32,000. Hibernia Wealth Partners LLC acquired a new position in Honest during the fourth quarter valued at approximately $32,000. Equity Wealth Partners LLC acquired a new position in Honest during the third quarter valued at approximately $37,000. Finally, CIBC Bancorp USA Inc. purchased a new stake in Honest during the third quarter worth approximately $39,000. Hedge funds and other institutional investors own 45.54% of the company’s stock.

Key Stories Impacting Honest

Here are the key news stories impacting Honest this week:

• Positive Sentiment: Board-authorized $25 million share repurchase (up to ~9.9% of shares) — buybacks can support the stock by reducing float and signal management believes shares are undervalued. RTT News
• Positive Sentiment: Analysts and write-ups highlight a stronger cash position and a debt-free balance sheet after Q4, arguing valuation looks cheap (0.57x forward EV/Sales) and margin expansion could drive rerating. This framing supports a constructive outlook if execution continues. The Honest Company: Strong Cash Position As Transformation Gains Traction
• Neutral Sentiment: Q4 2025 results were described as broadly in-line on revenue but mixed on metrics — revenue roughly met expectations while margins and EPS showed pressure as the company navigates a transformation. Investors should watch execution and margin progress for signal of recovery. HNST Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Telsey Advisory Group reaffirmed a “market perform” rating with a $3.00 price target — a modest upside from current levels but not a bullish endorsement. Telsey Advisory Group Coverage (Benzinga)
• Negative Sentiment: FY2026 revenue guidance was lowered to $306.0–$312.0 million vs. consensus near $340 million — a sizable shortfall that explains weaker near-term growth expectations and pressure on the stock.
• Negative Sentiment: Zacks Research downgraded HNST from “hold” to “strong sell,” indicating heightened analyst concern about near-term fundamentals and contributing to negative sentiment. Zacks Research Downgrade TickerReport Coverage

Honest Company Profile

The Honest Company, Inc (NASDAQ: HNST) is an American consumer goods firm specializing in eco-friendly and responsibly formulated products for babies, personal care, beauty and home cleaning. The company emphasizes transparency in ingredient sourcing and product safety, positioning itself in the premium segment of mass-market retail and direct-to-consumer channels.

Honest was founded in 2011 by actress Jessica Alba and environmental health advocate Christopher Gavigan with a mission to offer parents household and baby care items free from harsh chemicals and synthetic fragrances.