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Vital Farms, Inc. Stock Price

NasdaqGM:VITL Community·US$448.2m Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 72 Fair Values set on narratives written by author

VITL Share Price Performance

US$10.79
-40.30 (-78.88%)
US$13.11
Fair Value
US$10.79
-40.30 (-78.88%)
17.7% undervalued intrinsic discount
US$13.11
Fair Value
Price US$10.79
AnalystConsensusTarget US$13.11
AnalystHighTarget US$18.00
AnalystLowTarget US$10.00

VITL Community Narratives

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Fair Value US$13.11 17.7% undervalued intrinsic discount

Seymour Expansion And Ethical Food Demand Will Unlock Value

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·
Fair Value US$18 40.1% undervalued intrinsic discount

Brand Strength And Capacity Expansion Will Support Long Term Value Creation

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Fair Value US$10 7.9% overvalued intrinsic discount

Egg Supply Glut And Rising CapEx Will Pressure Margins Yet Brand Momentum Will Persist

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US$18
40.1% undervalued intrinsic discount
Revenue
12.15% p.a.
Profit Margin
5.43%
Future PE
14.01x
Price in 2029
US$21.7
US$13.11
17.7% undervalued intrinsic discount
Revenue
8.22% p.a.
Profit Margin
4.06%
Future PE
15.6x
Price in 2029
US$16.14
US$10
7.9% overvalued intrinsic discount
Revenue
4.07% p.a.
Profit Margin
2.13%
Future PE
24.11x
Price in 2029
US$12.03

Trending Discussion

No trending discussion available.

Updated Narratives

VITL logo

VITL: Index Reclassification Will Support Future Share Upside

Fair Value: US$18 40.1% undervalued intrinsic discount
0 users have set this as their fair value
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VITL logo

VITL: Index Shift And 2026 Guidance Will Shape Measured Risk Reward Profile

Fair Value: US$13.11 17.7% undervalued intrinsic discount
36 users have set this as their fair value
0 users have commented on this narrative
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VITL: Future Margins And Slower Revenue Outlook Will Pressure Share Price

Fair Value: US$10 7.9% overvalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Excellent balance sheet and fair value.

2 Risks
2 Rewards

Vital Farms, Inc. Key Details

US$765.7m

Revenue

US$550.3m

Cost of Revenue

US$215.3m

Gross Profit

US$215.2m

Other Expenses

US$156.0k

Earnings

Last Reported Earnings
Jun 28, 2026
Next Reporting Earnings
n/a
0.0036
28.12%
0.02%
10.6%
View Full Analysis

About VITL

Founded
2007
Employees
739
CEO
Russell Diez-Canseco
WebsiteView website
vitalfarms.com

Vital Farms, Inc., a food company, packages, markets, and distributes shell eggs, butter, and other products in the United States. The company produces products sourced from animals raised on family farms, including shell eggs, stick butter, hard-boiled eggs, and liquid whole eggs under the Vital Farms brand and other trade names. It offers its products through third parties and direct to retailers, and commercial and non-commercial foodservice operators. The company was founded in 2007 and is headquartered in Austin, Texas.

Recent VITL News & Updates

Narrative Update Aug 22

VITL: Index Reclassification Will Support Future Share Upside

Analysts now set an $18 price target for Vital Farms, compared with the prior $16 level, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple in their models. What’s in the News for Vital Farms Vital Farms reiterated earnings guidance for fiscal 2026 with expected net revenue of US$775 million to US$800 million, assuming price investments and distribution gains support a return to positive shell egg volume growth in the second half of 2026 and that competitive activity does not intensify further.
Seeking Alpha Aug 19

Vital Farms: The Recovery Is Starting, But I Need More Proof

Summary Vital Farms reported a challenging Q2 with revenue down 10% YoY, gross margin collapsing to 6.6%, and significant cash burn. Despite poor headline results, VITL beat revenue expectations, reaffirmed full-year guidance, and showed early signs of stabilization in price gaps and supply. Management expects gross margin to recover to ~30% by Q4, but structural changes mean a return to 35-40% margins is unlikely. I maintain a Hold rating, awaiting at least one or two quarters of improving volume, margins, and cash flow before considering an upgrade. Read the full article on Seeking Alpha
Narrative Update Aug 08

VITL: Index Shift And 2026 Guidance Will Shape Measured Risk Reward Profile

Analysts have raised their price target on Vital Farms from about $11.67 to $13.11, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E in their valuation work. What’s in the News for Vital Farms Vital Farms reiterated earnings guidance for fiscal 2026 and expects net revenue in a range of US$775 million to US$800 million, based on company guidance.

Recent updates

No updates