Xponential Fitness, Inc.

Informe acción NYSE:XPOF

Capitalización de mercado: US$274.4m

Xponential Fitness Crecimiento futuro

Future controles de criterios 3/6

Se prevé que los ingresos de Xponential Fitness disminuyan a un ritmo anual de 1.3%, mientras que se prevé que sus beneficios anuales crezcan a un ritmo de 108.3% por año. Se espera que el BPA crezca en un 144.6% al año.

Información clave

108.3%

Tasa de crecimiento de los beneficios

144.58%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Hospitality18.4%
Tasa de crecimiento de los ingresos-1.3%
Rentabilidad financiera futuran/a
Cobertura de analistas

Good

Última actualización20 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa May 13

XPOF: Reset Plan And Franchise Backlog Conversion Will Unlock Brand Value Potential

Analysts have nudged the average price target for Xponential Fitness to $10.00, reflecting updated views that factor in modest revenue growth assumptions, slightly higher profit margins, and a higher future P/E multiple, even as several firms recently adjusted their targets and ratings to account for weaker same store sales, slower franchise backlog conversion, and near term operational challenges. Analyst Commentary Recent research has been mixed for Xponential Fitness, but there are a few clear positive threads that bullish analysts keep coming back to, even as they adjust models for softer comps, slower franchise conversion, and higher leverage.
Actualización de narrativa Apr 21

XPOF: Franchise Reset And Marketing Investment Will Unlock Brand Value Potential

Analysts have reset the narrative fair value on Xponential Fitness from $14.35 to $10.00. This reflects a lower assumed future P/E multiple alongside mixed research commentary that balances sector tailwinds with company-specific comp pressure, slower franchise conversion, and an investment-heavy period ahead.
Actualización de narrativa Apr 07

XPOF: Activist Pressure And Franchise Reset May Unlock Long Term Brand Value

Analysts have reduced the fair value estimate for Xponential Fitness from $19.39 to $14.35, as recent research highlights softer revenue expectations, lower profit margins, higher required returns, and more conservative P/E assumptions amid operational and same store sales headwinds. Analyst Commentary Recent Street research on Xponential Fitness reflects a mixed backdrop, with several firms reducing price targets and ratings as they reassess same store sales trends, operational execution, and leverage on the balance sheet.
Actualización de narrativa Mar 24

XPOF: 2026 Investment Year Reset Will Prioritize Healthier Member Acquisition

The updated analyst price target for Xponential Fitness edges down from about $8.55 to roughly $8.39, as analysts factor in softer same store sales trends, slower conversion of the franchise backlog, weaker 2026 guidance, and an investment year ahead, while still acknowledging supportive fitness industry demand and brand value at Club Pilates. Analyst Commentary Recent research on Xponential Fitness highlights a split view, with some analysts focused on brand strength and long term potential, while others are more focused on near term execution risks and guidance.
Actualización de narrativa Mar 09

XPOF: Asset Light Model Will Rely On 2026 Investment Year Reset

The updated analyst price target for Xponential Fitness has been reduced from $10.90 to $8.55. Analysts attribute this change to lower expectations for comparable sales, weaker guidance, higher discount rates, and a planned investment-focused year in 2026.
Actualización de narrativa Feb 23

XPOF: Asset Light Fitness Model Will Benefit From Stable Long Term Assumptions

Analysts have maintained their $10.90 price target for Xponential Fitness, making only slight adjustments to the discount rate and future P/E assumptions. They continue to view the current fair value as consistent with their updated risk and earnings outlook.
Actualización de narrativa Feb 09

XPOF: Wellness Demand Will Test Stable Outlook And Margin Assumptions

Analysts have modestly adjusted their price targets for Xponential Fitness, citing slightly different assumptions for discount rates, revenue growth, profit margins, and future P/E multiples. Together, these factors support an updated fair value of about US$8.00 per share compared with the prior US$8.00 view.
Artículo de análisis Feb 03

Why We Like The Returns At Xponential Fitness (NYSE:XPOF)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Actualización de narrativa Jan 25

XPOF: Wellness Demand Will Face Adjusted Guidance And Margin Execution Tests

Analysts have trimmed their price target for Xponential Fitness to US$8.00 from US$8.00, citing updated assumptions around revenue growth, profit margin, and a higher future P/E multiple. What's in the News Xponential Fitness reiterated earnings guidance for the year ending December 31, 2025, with expected revenue in the range of US$300.0 million to US$310.0 million (Key Developments).
Actualización de narrativa Jan 10

XPOF: Asset Light Fitness Model Will Capture Rising Wellness Prioritization

Analysts held their fair value view on Xponential Fitness steady around $10.90 while refining assumptions on discount rate, margins and future P/E. They point to UBS's new Neutral rating with an $8 price target and focus on scalable, asset light fitness models as a key reason for the pricing update at the Street level.
Actualización de narrativa Dec 25

XPOF: Wellness Demand Will Meet Execution And Profitability Tests Ahead

Analysts have modestly reduced their price target on Xponential Fitness to $8.00 from $9.00. This change reflects a lower fair value and tempered expectations for revenue growth and profitability, even as they still see support from broader consumer shifts toward scalable, health and wellness focused fitness models.
Artículo de análisis Dec 14

Improved Revenues Required Before Xponential Fitness, Inc. (NYSE:XPOF) Stock's 31% Jump Looks Justified

Those holding Xponential Fitness, Inc. ( NYSE:XPOF ) shares would be relieved that the share price has rebounded 31% in...
Actualización de narrativa Dec 11

XPOF: Asset-Light Model Will Benefit From Rising Health And Wellness Prioritization

Analysts have modestly raised their price target on Xponential Fitness to $8.00, citing expectations for faster revenue growth and a lower perceived risk profile, despite slightly softer long term margin assumptions. Analyst Commentary Analysts view Xponential Fitness as a direct beneficiary of accelerating consumer prioritization of health and wellness, particularly among younger demographics, but see execution and business model risks that temper near term enthusiasm.
Actualización de narrativa Nov 27

XPOF: Durable Asset-Light Model Will Capture Growing US Health Priority Trend

Analysts have slightly reduced their fair value estimate for Xponential Fitness from $11.10 to $10.90, citing changing consumer priorities and a cautious outlook on scalable and asset-light fitness models. Analyst Commentary Analysts have provided a balanced perspective on Xponential Fitness, reflecting both optimism about industry trends and caution about potential challenges.
Actualización de narrativa Nov 11

XPOF: Expanded Health Prioritization Will Drive Member Growth in Coming Years

Analysts have lowered their fair value estimate for Xponential Fitness from $12.33 to $11.10 per share, citing evolving consumer health priorities and an uncertain near-term growth outlook. Analyst Commentary Recent analyst evaluations reflect a balanced view on Xponential Fitness, emphasizing both growth opportunities and structural challenges facing the company.
Seeking Alpha Sep 28

Xponential Fitness: Despite Being Cheap, Certain Risks Make This A Challenge

Summary Xponential Fitness operates as a major franchisor of boutique health and wellness brands, showing strong revenue and studio growth. Despite top-line expansion, XPOF faces bottom-line volatility, rising net debt, and ongoing government investigations impacting its financial performance. XPOF trades at attractive valuation multiples compared to peers like PLNT and LTH, making it appealing from a value perspective. Given profitability concerns and regulatory risks, I rate XPOF as a 'hold' and recommend a cautious approach for now. Read the full article on Seeking Alpha
Actualización de narrativa Aug 08

International Expansion Will Capture Rising Wellness Demand

Despite improved regulatory clarity and expectations for stronger growth execution and market share gains, Xponential Fitness’s consensus analyst price target has been revised downward from $13.78 to $12.67. Analyst Commentary Recent no-action decision from the SEC investigation removes a significant uncertainty overhang.
Artículo de análisis Jun 18

Why The 25% Return On Capital At Xponential Fitness (NYSE:XPOF) Should Have Your Attention

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Artículo de análisis May 14

Xponential Fitness, Inc. (NYSE:XPOF) Held Back By Insufficient Growth Even After Shares Climb 28%

Those holding Xponential Fitness, Inc. ( NYSE:XPOF ) shares would be relieved that the share price has rebounded 28% in...
Artículo de análisis May 11

Xponential Fitness, Inc. Reported A Surprise Loss, And Analysts Have Updated Their Forecasts

Last week, you might have seen that Xponential Fitness, Inc. ( NYSE:XPOF ) released its first-quarter result to the...
Seeking Alpha Apr 24

Xponential Fitness: Despite Negatives, All Is Not Lost

Summary Xponential Fitness' Club Pilates is highly valuable, initially undervalued due to a short report and regulatory issues, now showing potential for growth with new management. Regulatory issues are clearing, with California's inquiry resolved and positive signs from the SEC, prompting an increased investment position in Q1. Despite disappointing earnings and guidance, Club Pilates performs well, and management is considering divesting underperforming brands, suggesting potential future positive developments. The upcoming investor day in May hints at good news, but the mistake was increasing the position based on regulatory rather than operational improvements. Read the full article on Seeking Alpha
Seeking Alpha Mar 29

Xponential Fitness: Why I Bought More

Summary Xponential Fitness reported Q4 '24 post-market on March 13th, with shares declining 40%. The company also announced that they restated their 2023 financials. This quarter was about taking a medicine once for historical missteps, and it was the new CEO's first full quarter, as he came on only in June of 2024. With the new CEO's experience at Adidas and Taco Bell and a new management team, I believe the company can expand internationally and achieve healthy franchisor economics. Read the full article on Seeking Alpha
Artículo de análisis Mar 09

Xponential Fitness, Inc.'s (NYSE:XPOF) 27% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

Xponential Fitness, Inc. ( NYSE:XPOF ) shares have had a horrible month, losing 27% after a relatively good period...
Artículo de análisis Feb 27

Returns Are Gaining Momentum At Xponential Fitness (NYSE:XPOF)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Artículo de análisis Jan 23

Subdued Growth No Barrier To Xponential Fitness, Inc. (NYSE:XPOF) With Shares Advancing 27%

Xponential Fitness, Inc. ( NYSE:XPOF ) shares have continued their recent momentum with a 27% gain in the last month...
Artículo de análisis Nov 26

What Xponential Fitness, Inc.'s (NYSE:XPOF) 26% Share Price Gain Is Not Telling You

Xponential Fitness, Inc. ( NYSE:XPOF ) shareholders would be excited to see that the share price has had a great month...
Seeking Alpha Nov 18

Xponential Fitness: An Exercise In Judging Management Potential

Summary Xponential Fitness had a troublesome 2023, but the latter half of 2024 has changed the narrative of this ticker. In June of this year, Mark King was hired as the new CEO. Mark, previously of Adidas North America and Taco Bell, profitably grew both brands. I believe he is poised to do the same in his new position, and he is actively hiring a new management team. While the shares are up since the announcement of the new CEO, I believe significant upside potential remains. Read the full article on Seeking Alpha
Artículo de análisis Nov 10

Returns Are Gaining Momentum At Xponential Fitness (NYSE:XPOF)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
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Nueva narrativa Sep 24

Mark King's Leadership And Strategic Shifts Set To Propel Business Growth And Profitability

Mark King's appointment as CEO suggests strategic shifts aimed at operational improvements and business growth, without mentioning specific performance metrics.
Artículo de análisis Aug 28

Xponential Fitness, Inc.'s (NYSE:XPOF) Popularity With Investors Under Threat As Stock Sinks 25%

Xponential Fitness, Inc. ( NYSE:XPOF ) shares have retraced a considerable 25% in the last month, reversing a fair...
Artículo de análisis Aug 09

Returns Are Gaining Momentum At Xponential Fitness (NYSE:XPOF)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha Jul 26

Xponential Fitness: Asymmetrical Reward Payoff At Current Valuations

Summary Xponential Fitness is a global franchisor of boutique fitness brands with diversified revenue streams. The company's differentiated model and competitive advantages drive top-line growth and higher margins vs. peers. XPOF's attractive economics, >90% FCF conversion, and extensive growth runway imply an intrinsic value of $32/share. Read the full article on Seeking Alpha
Artículo de análisis Jul 05

Xponential Fitness, Inc.'s (NYSE:XPOF) Shares Climb 70% But Its Business Is Yet to Catch Up

Xponential Fitness, Inc. ( NYSE:XPOF ) shares have had a really impressive month, gaining 70% after a shaky period...
Seeking Alpha Jun 12

Optimist Fund - Xponential Fitness: Worth Significantly More Than The Current Price

Summary Xponential Fitness is a leading franchisor in the boutique fitness sector with brands like Club Pilates, Stretch Lab, and Pure Barre. CEO Anthony Geisler has a successful track record in growing boutique fitness brands, with Xponential Fitness currently valued at around $100 million. Despite a short report criticizing the company, Xponential Fitness is seen as a high-quality business with strong financial performance and potential for significant growth, offering a potential 275% return on investment in the next 2 years. Read the full article on Seeking Alpha

Previsiones de crecimiento de beneficios e ingresos

NYSE:XPOF - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202829832N/AN/A2
12/31/20272792231419
12/31/202626416-7-310
3/31/2026299-48-41N/A
12/31/2025315-512328N/A
9/30/2025315-551418N/A
6/30/2025317-58914N/A
3/31/2025318-68915N/A
12/31/2024320-73512N/A
9/30/2024327-28-15N/A
6/30/20243271108N/A
3/31/2024327681624N/A
12/31/2023318342333N/A
9/30/202330054052N/A
6/30/2023283-643956N/A
3/31/2023265-264460N/A
12/31/2022243-223652N/A
9/30/2022223-483448N/A
6/30/2022200-173340N/A
3/31/2022176-981218N/A
12/31/2021155-64914N/A
9/30/2021133-1327N/A
6/30/2021118-705N/A
3/31/2021104-16-7-2N/A
12/31/2020107-14-5-1N/A
12/31/2019129-37N/A2N/A
12/31/201859-42N/A1N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que XPOF sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que XPOF sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.

Beneficios de alto crecimiento: Se espera que XPOF sea rentable en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos de XPOF disminuyan en los próximos 3 años (-1.3% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos de XPOF disminuyan en los próximos 3 años (-1.3% al año).


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de XPOF se prevé que sea elevada dentro de 3 años.


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 02:04
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Xponential Fitness, Inc. está cubierta por 16 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Jonathan KompBaird
Alexander PerryBofA Global Research
Jeffrey Van SinderenB. Riley Securities, Inc.