SFIX stock rises as Stitch Fix guides for fiscal 2027 revenue

Published on 10/05/2026 at 18:44 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

SFIX stock was trading at USD 2.66 on Nasdaq on October 5, 2026, at 12:44 p.m. ET. Fiscal 2027 revenue guidance follows USD 1,348.1 million in fiscal 2026.

SFIX, US8608971078, Illustration mit AI erstellt.

SFIX stock was trading at USD 2.66 on Nasdaq on October 5, 2026, at 12:44 p.m. ET, up 1.88 percent from the prior close of USD 2.61. The central issue for Stitch Fix (ISIN US8608971078) is its fiscal 2027 outlook, which sets a lower growth bar after a stronger fiscal 2026.

Fiscal 2027 guidance sets the test

According to Business Wire on September 23, 2026, Stitch Fix expects fiscal 2027 net revenue of USD 1.310 billion to USD 1.360 billion and adjusted EBITDA of USD 27 million to USD 42 million. The company also expects a gross margin of 43 percent to 44 percent and positive free cash flow for the year.

The range compares with fiscal 2026 net revenue of USD 1,348.1 million, which increased 6.4 percent year over year. The guidance midpoint of USD 1.335 billion is therefore below the prior year's reported revenue, putting client growth and marketing efficiency at the center of the turnaround debate.

Revenue grows while clients contract

Stitch Fix generated fiscal Q4 revenue of USD 324.4 million for the period ended August 1, 2026, an increase of 4.2 percent from USD 311.2 million in the comparable quarter. Business Wire reported that adjusted EBITDA reached USD 10.8 million, equal to a 3.3 percent margin.

The customer trend is less favorable. Active clients totaled 2.277 million in fiscal Q4, down 1.4 percent from the prior quarter and also down 1.4 percent year over year, while net revenue per active client rose 7.8 percent to USD 592. That combination shows the company is extracting more revenue from each client even as the client base remains under pressure.

Analyst targets remain above the quote

According to MarketBeat on September 29, 2026, eight analysts covered Stitch Fix with a consensus rating of Hold and an average price target of USD 3.40. The published range ran from USD 2.50 to USD 4.00, so the average target stood 27.8 percent above the USD 2.66 intraday quote.

The analyst picture also reflects caution. Mizuho moved to Neutral from Underperform while cutting its target to USD 2.50 from USD 3.00, and the lower target sits 6.0 percent below the October 5 quote. For investors, the key question is whether higher revenue per active client can offset the pressure on client numbers and the lower fiscal 2027 revenue outlook.

SFIX stock trades above its daily open

SFIX stock was last at USD 2.66 on Nasdaq on October 5, 2026 at 12:44 p.m. ET, with an intraday range of USD 2.59 to USD 2.67 and a market capitalization of USD 354.8 million. The 52-week range was USD 2.10 to USD 5.75.