Stitch Fix stock gained 2.68 percent as fiscal 2027 guidance cooled

Published on 10/06/2026 at 14:09 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Stitch Fix stock reported fiscal 2026 revenue of USD 1,348.1 million on September 23. Fiscal 2027 guidance spans USD 1.310 billion to USD 1.360 billion.

SFIX, US8608971078, Illustration mit AI erstellt.

Stitch Fix stock (ISIN US8608971078) was last at USD 2.68 on Nasdaq on October 5, 2026, up 2.68 percent from the prior session. The move followed the company’s September 23 release of fiscal 2026 results and a cautious fiscal 2027 outlook, according to Stitch Fix.

Fiscal 2027 outlook turns cautious

Fiscal 2026 net revenue reached USD 1,348.1 million, up 6.4 percent year over year, while adjusted EBITDA rose to USD 53.4 million with a 4.0 percent margin. The company also generated USD 19.8 million in free cash flow and ended the year with USD 220.9 million in cash, cash equivalents and investments and no debt, according to Stitch Fix.

The fiscal 2027 revenue outlook of USD 1.310 billion to USD 1.360 billion places the midpoint below fiscal 2026 revenue. Adjusted EBITDA guidance of USD 27 million to USD 42 million also sits below the USD 53.4 million achieved in fiscal 2026, as the company plans higher advertising and technology investment, including artificial intelligence.

Client value rises as base shrinks

Fourth-quarter revenue increased 4.2 percent year over year to USD 324.4 million, while net revenue per active client reached USD 592, up 7.8 percent. Active clients totaled 2.277 million, down 1.4 percent from a year earlier, creating a clear contrast between higher client value and a smaller customer base.

Adjusted EBITDA was USD 10.8 million in the quarter, equal to a 3.3 percent margin. The quarter also produced USD 4.4 million in free cash flow, while the company repurchased 2.7 million Class A shares for USD 11.3 million, according to Stitch Fix.

Analysts keep a Hold view

MarketBeat reported on September 16, 2026, that six analysts covered Stitch Fix with one Buy, four Hold ratings and one Sell rating. The published consensus was Hold with an average price target of USD 5.00, according to MarketBeat.

That target stands USD 2.32 above the October 5 price, or 86.6 percent above it. Benzinga reported that UBS analyst Jay Sole maintained a Neutral rating while cutting the target from USD 4.50 to USD 4.00 on September 2, 2026, adding a more cautious counterpoint to the broader consensus, according to Benzinga.

Stitch Fix stock gains 2.68 percent

Stitch Fix stock was last at USD 2.68 on Nasdaq on October 5, 2026, with a 52-week range of USD 2.10 to USD 5.75 and a market capitalization of USD 357.6 million. Trading volume was 3,590,093 shares.