XPOF Earnings
Thursday, May 07 2026
EPS Estimate
$0.13
$0.10 – $0.16
Revenue Estimate
$64M
Current Price
$6.98
Our Position
bearishNorthland Slashes PT as 2026 Guidance Misses Reset Hopes
structured data
est. revisions rising
(+14.3pp / 30d)
A 30% price target cut despite beating last quarter signals the market had set the bar higher for the reset plan's impact. Weak forward guidance is the real problem — it tells you management sees headwinds ahead that current operations can't overcome, even after restructuring efforts.
Watch: Watch whether the 2026 execution matches guidance or if the company narrows the gap in future earnings calls. If the reset gains traction and margins improve, Northland's downgrade could prove early and wrong — but that will take quarters to prove.
Data Signal Summary
0 bullish
4 bearish
Estimates down -9%
Insider selling cluster
Put/call 1.9 (bearish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-8.2%
Est. Revisions (30d)
-8.8% 1up/3dn
Analyst Target (mean)
$8 $6–$10 +10%
Options P/C Ratio
1.91
Est. Dispersion
50% 6 analysts
Insider Cluster
strong sell
Fund Convergence
moderate Citadel, Renaissance
Recent Activity
insider trades
51 transactions
Award
·
PARENT HAUGHEY NICOLE (Director)
·5,846 shares
Award
·
HAASE BRUCE N (Director)
·4,789 shares
Award
·
YANG TSELI LILY (Director)
·4,276 shares
Award
·
LEE RACHEL H (Director)
·3,763 shares
Award
·
GRABOWSKI MARK (Director and Beneficial Owner of more than 10% of a Class of Security)
·5,772 shares
46 more
Award
·
O'CONNOR GAVIN M.
·93,751 shr
Award
·
WEIDERHOFT TIMOTHY PAUL
·121,876 shr
Award
·
NUZZO MICHAEL M
·468,755 shr
Award
·
MELOUN JOHN P.
·105,001 shr
Award
·
HAASE BRUCE N
·3,398 shr
Award
·
YANG TSELI LILY
·3,034 shr
Award
·
LEE RACHEL H
·2,731 shr
Award
·
GRABOWSKI MARK
·4,096 shr
Award
·
O'CONNOR GAVIN M.
·137,851 shr
Award
·
HAASE BRUCE N
·3,524 shr
Award
·
YANG TSELI LILY
·3,146 shr
Award
·
LEE RACHEL H
·3,970 shr
Award
·
GRABOWSKI MARK
·4,247 shr
Award
·
LEE RACHEL H
·9,221 shr
Award
·
NUZZO MICHAEL M
·432,738 shr
Buy
·
HAASE BRUCE N
·70,000 shr
·$536,690
Award
·
HAASE BRUCE N
·4,323 shr
Award
·
YANG TSELI LILY
·3,758 shr
Award
·
GRABOWSKI MARK
·4,355 shr
Award
·
YANG TSELI LILY
·11,620 shr
Award
·
CLARKE JAIR
·12,512 shr
Award
·
HAASE BRUCE N
·15,595 shr
Award
·
GRAYSON CHELSEA A
·12,512 shr
Award
·
GRABOWSKI MARK
·16,592 shr
Award
·
KAWAJA JOHN WARREN
·71,482 shr
Award
·
WEIDERHOFT TIMOTHY PAUL
·71,482 shr
Award
·
HAASE BRUCE N
·1,874 shr
Award
·
LAWRENCE JEFFREY D
·1,911 shr
Award
·
GRABOWSKI MARK
·2,480 shr
Sell
·
GRABOWSKI MARK
·2,595,598 shr
·$39,842,429
Other
·
GRABOWSKI MARK
·1,352,047 shr
Award
·
HAASE BRUCE N
·4,146 shr
Sell
·
HAGOPIAN ANDREW
·26,740 shr
·$325,784
Award
·
LAWRENCE JEFFREY D
·2,037 shr
Award
·
GRABOWSKI MARK
·2,645 shr
Sell
·
LUNA SARAH
·14,400 shr
·$199,381
Award
·
MORRIS BRENDA I
·9,249 shr
Award
·
KING MARK JAMES
·323,749 shr
Award
·
HAGOPIAN ANDREW
·55,346 shr
Award
·
MORRIS BRENDA I
·17,743 shr
Award
·
MELOUN JOHN P.
·55,346 shr
Award
·
LUNA SARAH
·55,346 shr
Award
·
CLARKE JAIR
·9,888 shr
Award
·
GRAYSON CHELSEA A
·9,888 shr
Award
·
LAWRENCE JEFFREY D
·9,888 shr
Award
·
GRABOWSKI MARK
·9,888 shr
Explore more
