Stifel maintains Xponential Fitness stock hold with $12 target

Published 30/05/2025, 14:36
Stifel maintains Xponential Fitness stock hold with $12 target

Friday’s market activity saw Stifel analysts reiterate a Hold rating on Xponential Fitness Inc (NYSE:XPOF) with a consistent price target of $12.00, while analyst targets range from $9 to $26. According to InvestingPro analysis, the stock appears undervalued at its current price of $9.12. The firm’s analysis followed Xponential Fitness’s reaffirmation of its full-year guidance and the provision of additional details on its initiatives to improve franchisee support and address underperforming brands.

The company’s strategy aims to establish a more stable pattern of growth in both revenue and earnings, with InvestingPro data showing impressive gross profit margins of 66.23%. Stifel acknowledged the company’s efforts to bolster its core brands and suggested that Xponential Fitness might benefit from exploring strategic options for StretchLab due to its structural challenges. The company, currently valued at $443.14M, has shown significant return over the last week, gaining 10.24%.

Despite the clear strategy presented, Stifel’s viewpoint remains unchanged because of the potential disruptions from leadership changes and the risks associated with executing the turnaround strategy, which is anticipated to require more time than initially expected. While InvestingPro data shows the company isn’t currently profitable, analysts expect positive earnings this year, with an EPS forecast of $1.14 for FY2025. Get access to 10+ additional ProTips and comprehensive analysis in the Pro Research Report.

The analyst’s comments reflected a wait-and-see approach, expressing a need for tangible improvements in the company’s leadership stability, a reduction in the rate of closures, and evidence that Xponential Fitness can effectively utilize enhanced marketing and member experience to spur growth.

In summary, Stifel’s position on Xponential Fitness stock remains one of caution, with a focus on the company’s future actions and results to potentially adjust their assessment.

In other recent news, Xponential Fitness reported its first-quarter 2025 earnings, revealing a significant miss in earnings per share (EPS) while exceeding revenue expectations. The company posted an EPS of -$0.20, falling short of the projected $0.16, but revenue came in at $76.9 million, surpassing the forecasted $75.42 million. Jefferies analyst Randal Konik responded by lowering the company’s price target to $26 from $32, though he maintained a Buy rating, citing stable core metrics like same-store sales growth and membership increases. Additionally, the company announced the upcoming retirement of CEO Mark King due to health reasons, which has prompted investor concerns about leadership stability.

In corporate governance developments, Xponential Fitness held its annual meeting of stockholders, where Mark Grabowski was elected as a Class I director, and Deloitte & Touche LLP was ratified as the independent registered public accounting firm. The company’s Board of Directors is committed to a thorough search for King’s successor, emphasizing a smooth leadership transition. Meanwhile, strategic initiatives such as international expansion and leadership changes are underway, with an Analyst and Investor Day scheduled to discuss these moves further. Investors are closely watching these developments, as they could influence the company’s strategic direction and operational stability.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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