Once Upon A Farm (NYSE:OFRM) Shares Gap Down – Should You Sell?

Once Upon A Farm (NYSE:OFRM) shares gapped down before the market opened on Friday . The stock had previously closed at $20.35, but opened at $17.73. Once Upon A Farm shares last traded at $17.5850, with a volume of 777,570 shares trading hands.

More Once Upon A Farm News

Here are the key news stories impacting Once Upon A Farm this week:

• Positive Sentiment: Q4 strength — Net sales rose ~30% to $64.0M, gross margin improved to 47.7% and the company recorded positive adjusted net income, showing operating leverage and healthy demand. Once Upon a Farm Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Earnings met/beat consensus — EPS of $0.11 matched estimates and revenue of $64.03M beat the $62.65M consensus, removing an earnings miss as an immediate concern. Listen to Conference Call / Press Release
• Neutral Sentiment: Analyst views mixed — Some analysts highlight the strong growth and improved margins while others caution on competitive dynamics and execution risks; consensus appears divided. Analysts Conflicted on These Consumer Goods Names
• Negative Sentiment: Guidance shortfall drove the selloff — FY‑2026 revenue guidance of $302.0M–$310.0M was essentially in line but slightly below the $303.3M consensus center, and the tone of the outlook was viewed as disappointing by the market. Once Upon a Farm falls as 2026 revenue outlook disappoints
• Negative Sentiment: Market reaction and commentary — Several outlets and commentators flagged that the company’s first post‑IPO earnings and forecast failed to excite investors, leading to share weakness despite the quarter’s positives. Once Upon a Farm slides after its first post-IPO earnings report
• Negative Sentiment: Media takeaway emphasizes the guidance gap — Coverage highlighting the disappointed forecast, including retail/brand execution concerns, amplified selling pressure. Jennifer Garner-Backed Once Upon a Farm Stock Drops After Forecast Disappoints

Wall Street Analyst Weigh In

OFRM has been the subject of a number of research analyst reports. Evercore assumed coverage on shares of Once Upon A Farm in a research report on Tuesday, March 3rd. They issued a “hold” rating and a $26.00 target price for the company. Zacks Research raised shares of Once Upon A Farm to a “hold” rating in a research note on Wednesday, February 18th. Bank of America assumed coverage on Once Upon A Farm in a report on Tuesday, March 3rd. They set a “buy” rating and a $26.00 price objective for the company. Barclays assumed coverage on Once Upon A Farm in a research report on Tuesday, March 3rd. They set an “equal weight” rating and a $25.00 price objective for the company. Finally, TD Cowen started coverage on Once Upon A Farm in a research note on Tuesday, March 3rd. They issued a “hold” rating and a $26.00 target price on the stock. Five analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $29.38.

Once Upon A Farm Stock Down 7.3%

Once Upon A Farm (NYSE:OFRM) last released its quarterly earnings results on Thursday, March 12th. The organic kids food company reported $0.11 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.11. The business had revenue of $64.03 million for the quarter, compared to the consensus estimate of $62.65 million.

Insider Buying and Selling

In related news, Director Walter E. Iv Robb bought 5,555 shares of the business’s stock in a transaction on Monday, February 9th. The shares were bought at an average cost of $18.00 per share, for a total transaction of $99,990.00. Following the completion of the acquisition, the director directly owned 145,970 shares in the company, valued at approximately $2,627,460. This represents a 3.96% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

About Once Upon A Farm

Once Upon A Farm (NYSE: OFRM) is a U.S.-based producer of refrigerated organic foods for infants, toddlers and young children. The company’s product lineup emphasizes cold-pressed, organic purees, blends and smoothies formulated for early childhood nutrition. Its offerings are positioned around whole-food ingredients, limited processing and claims of no artificial preservatives or added sugars, with packaging designed for convenience and on-the-go feeding.

Once Upon A Farm distributes its products through a combination of retail and direct-to-consumer channels, serving customers primarily across the United States.