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

Xponential Fitness (NYSE:XPOF) had its price objective lowered by Robert W. Baird from $8.00 to $6.50 in a research note published on Friday,Benzinga reports. The brokerage currently has a neutral rating on the stock.

Other analysts have also issued research reports about the stock. Wall Street Zen raised shares of Xponential Fitness from a “hold” rating to a “buy” rating in a research report on Tuesday, November 11th. Weiss Ratings reissued a “sell (d-)” rating on shares of Xponential Fitness in a report on Wednesday, January 21st. Guggenheim cut their price target on Xponential Fitness from $13.00 to $12.00 and set a “buy” rating for the company in a report on Monday, November 10th. Finally, Stifel Nicolaus decreased their price objective on Xponential Fitness from $10.00 to $8.00 and set a “hold” rating on the stock in a research note on Friday, November 21st. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Xponential Fitness presently has a consensus rating of “Hold” and a consensus target price of $9.94.

Xponential Fitness Price Performance

Shares of XPOF traded down $3.80 during mid-day trading on Friday, hitting $4.26. The stock had a trading volume of 5,756,639 shares, compared to its average volume of 386,793. Xponential Fitness has a 52 week low of $4.06 and a 52 week high of $13.91. The business has a fifty day moving average price of $8.16 and a 200-day moving average price of $7.73. The firm has a market cap of $208.10 million, a P/E ratio of -2.91 and a beta of 1.41.

Xponential Fitness (NYSE:XPOF) last announced its quarterly earnings data 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 firm had revenue of $82.96 million during the quarter, compared to analysts’ expectations of $73.42 million. Xponential Fitness had a negative return on equity of 2.28% and a negative net margin of 10.90%.The company’s revenue was down .3% compared to the same quarter last year. During the same period last year, the business posted ($0.19) EPS. As a group, research analysts expect that Xponential Fitness will post 0.61 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Xponential Fitness

A number of large investors have recently added to or reduced their stakes in XPOF. Luxor Capital Group LP grew its holdings in shares of Xponential Fitness by 61.6% during the 2nd quarter. Luxor Capital Group LP now owns 346,895 shares of the company’s stock valued at $2,598,000 after purchasing an additional 132,270 shares during the last quarter. Dynamic Technology Lab Private Ltd lifted its stake in Xponential Fitness by 61.8% in the second quarter. Dynamic Technology Lab Private Ltd now owns 254,442 shares of the company’s stock worth $1,905,000 after purchasing an additional 97,163 shares during the last quarter. Nomura Holdings Inc. lifted its stake in Xponential Fitness by 3,716.6% in the second quarter. Nomura Holdings Inc. now owns 1,297,829 shares of the company’s stock worth $9,721,000 after purchasing an additional 1,263,824 shares during the last quarter. AYAL Capital Advisors Ltd bought a new position in shares of Xponential Fitness during the second quarter valued at about $1,498,000. Finally, Y Intercept Hong Kong Ltd increased its holdings in shares of Xponential Fitness by 351.3% in the second 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 period. Hedge funds and other institutional investors own 58.55% of the company’s stock.

Xponential Fitness News Roundup

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.