Stitch Fix, Inc. (SFIX)

Stitch Fix (SFIX) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

The story of real estate technology stock Opendoor Technologies is still unfolding, but it has definitely caught the title of meme stock of the year. After hitting a low of $0.51 in June, it has skyrocketed based on retail investor action and the hope of a solid recovery.

Stitch Fix (SFIX) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

SFIX leverages AI styling tools and private brands to drive higher client spend, guiding revenue growth into fiscal 2026.

Stitch Fix (SFIX -17.02%) stock was more or less humming merrily along at the start of this week, until it fell into a ditch Thursday morning. That gaping hole was the company's latest set of quarterly earnings, which despite looking outwardly impressive had several areas of concern.

SAN FRANCISCO, Sept. 25, 2025 (GLOBE NEWSWIRE) -- Stitch Fix, Inc. (NASDAQ:SFIX), the leading online personal styling service, today announced that management will participate in the 2025 Global Consumer & Retail Conference hosted by Telsey Advisory Group in collaboration with Santander Corporate & Investment Banking.

Stitch Fix tops Q4 estimates with a narrower loss and revenue beat, fueled by higher order values and client engagement.

Shares of Stitch Fix (SFIX -17.46%), the online stylist, were initially higher in after-hours trading last night, but after a closer look at the report, the stock was down by double digits today. Though the e-commerce company topped estimates, investors seemed to focus on the decline in subscribers.

Stitch Fix is showing clear signs of a turnaround, with improving client trends and positive FQ4 results exceeding expectations. The online personalized shopping service is leveraging AI innovations and product improvements, driving higher average order values and new client lifetime value at three-year highs. Management guides for FY26 revenue growth and positive adjusted EBITDA, with a strong cash position reducing downside risk.

U.S. stock futures were mixed this morning, with the Dow futures gaining around 0.1% on Thursday.

Stitch Fix faces ongoing challenges, despite a recent rally, with shares up 30% YTD, but disappointing Q4 results and weak FY26 guidance. SFIX's FY26 outlook projects flat revenue growth (1-5% y/y), a shrinking customer base, and a double-digit decline in adjusted EBITDA, signaling operational struggles. Q4 results show continued active client losses, margin compression, and declining free cash flow, despite increased marketing spend and higher revenue per client.

Stitch Fix, Inc. (NASDAQ:SFIX ) Q4 2025 Earnings Call September 24, 2025 5:00 PM EDT Company Participants Cherryl Valenzuela Matt Baer - CEO & Director David Aufderhaar - Chief Financial Officer Conference Call Participants Dana Telsey - Telsey Advisory Group LLC Presentation Operator Thank you for standing by, and welcome to the Stitch Fix Fourth Quarter Fiscal Year 2025 Earnings Conference Call. [Operator Instructions] As a reminder, today's program is being recorded.

StitchFix shares are +10% on its earnings print, while KB Home is vacillating in late trading.

Stitch Fix, Inc.  SFIX shares climbed after the company reported better-than-expected fourth-quarter results after Wednesday's closing bell. The company also issued fiscal 2026 guidance above estimates.

Q4 2025 Net Revenue Decreased 2.6% YoY, Increased 4.4% YoY on a 13-Week Adjusted Basis Q4 2025 Net Revenue Per Active Client Grew 3.0% YoY to $549 FY 2025 Gross Margin Expanded YoY to 44.4%

Stitch Fix, Inc. SFIX will release earnings results for the fourth quarter after the opening bell on Wednesday, Sept. 24.