Vital Farms, Inc.
Vital Farms produces and sells food products sourced from animals raised on family farms, including shell eggs, butter, hard-boiled eggs and liquid whole eggs. Its core product is pasture-raised shell eggs, sold in varieties that include organic and conventional eggs, True Blues and Restorative Eggs. Its butter comes in salted and unsalted varieties. The company markets products across the United States through natural and mainstream retailers, foodservice operators and third-party distributors, and also sells directly to retailers. It makes money primarily through sales of shell eggs, alongside butter and value-added egg products. Vital Farms works with a network of more than 600 small farms and operates Egg Central Station, a shell egg processing facility in Springfield, Missouri. It is headquartered in Austin, Texas.
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See all $VITL insider activity →Needham kept its Buy rating on Vital Farms but reduced its price target to $13 from $14, a 7.1% drop. This implies a 29.7% upside from the Nov 3 close of $10.02, according to the firm.
BMO Capital maintained an Outperform rating and $15 price target on Vital Farms (VITL) after its Q3 results. Revenue was $182M, meeting expectations, and adjusted EBITDA was $1.5M, slightly above estimates. The company lowered fiscal 2026 revenue guidance to $730M and adjusted EBITDA guidance to negative $15M. VITL stock is down 69% YTD, trading at $10.02.
Vital Farms (VITL) reported Q3 2026 revenue of $182.2M, down 8.4% YoY but up 10% QoQ. Gross margin improved to 23.1% from 6.9% QoQ but fell from 37.7% YoY. Adjusted EBITDA turned positive at $1.5M. The company cut full-year guidance, citing market normalization and customer shifts to lower-priced alternatives. The stock fell 2.73% post-announcement.
Over the past 7 days, AlphAI's AI scored 15 news stories mentioning VITL (Vital Farms, Inc.). Coverage has skewed bearish: 0 bullish, 0 neutral, and 15 bearish.
Recent VITL coverage spans financial news, earnings and market movers.
Analyst downgrade may pressure the stock lower.
Guidance cuts and negative cash flow suggest downward pressure on the stock.
Guidance cut signals weaker demand and lower earnings, likely pressuring the stock lower.
Guidance updated; earnings miss; negative sentiment.
Small‑scale product test with limited immediate market impact.
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Needham kept its Buy rating on Vital Farms but reduced its price target to $13 from $14, a 7.1% drop. This implies a 29.7% upside from the Nov 3 close of $10.02, according to the firm.
BMO Capital maintained an Outperform rating and $15 price target on Vital Farms (VITL) after its Q3 results. Revenue was $182M, meeting expectations, and adjusted EBITDA was $1.5M, slightly above estimates. The company lowered fiscal 2026 revenue guidance to $730M and adjusted EBITDA guidance to negative $15M. VITL stock is down 69% YTD, trading at $10.02.
Vital Farms (VITL) reported Q3 2026 revenue of $182.2M, down 8.4% YoY but up 10% QoQ. Gross margin improved to 23.1% from 6.9% QoQ but fell from 37.7% YoY. Adjusted EBITDA turned positive at $1.5M. The company cut full-year guidance, citing market normalization and customer shifts to lower-priced alternatives. The stock fell 2.73% post-announcement.
Vital Farms, Inc. (VITL) filed an SEC Form 8-K — Results of Operations and Financial Condition. Vital Farms Reports Third Quarter 2026 Financial Results Third Quarter Net Revenue of $182.2 Million, Up 9.7% Sequentially from the Second Quarter Reaches Record Dollar and Volume Share of the Shell Egg Category Updates Fiscal Year 2026 Net Revenue Outlook to around $730 Million
Vital Farms (VITL) is testing sub-$5 Free-Range eggs at select Target stores in the South and Southeast to expand household reach while upholding animal welfare standards, according to the company.
Mission Produce (NASDAQ:AVOC) beat estimates but fell 4.9%. Cal-Maine (NASDAQ:CALM) missed revenue and margin targets, down 7.2%. United Natural Foods (NYSE:UNFI) reported flat revenue, up 6.5%. Vital Farms (NASDAQ:VITL) topped revenue estimates but fell 31.5%.
Mission Produce (AVO) reported $450M revenue, up 25.8% YoY, beating estimates. Cal-Maine (CALM) saw $539.6M revenue, down 41.5% YoY, missing estimates. Freshpet (FRPT) reported $305.6M revenue, up 15.5% YoY, beating estimates. Vital Farms (VITL) reported $166M revenue, down 10.1% YoY, slightly beating estimates. Stock prices moved accordingly post-earnings.
Stifel reduced its price target for Vital Farms (VITL) to $9 from $11, citing margin concerns and low visibility into recovery. The stock is down 72% year-to-date. Other analysts have mixed views, with some raising targets and others maintaining cautious ratings. Vital Farms reported Q2 revenue of $166M, beating estimates, but EBITDA was negative $27M, missing expectations.
Vital Farms (VITL) shares fell 4.8% to $8.89 after TD Cowen cut its price target to $8, citing cautious outlook. The decline coincided with broader market sell-off due to inflation data. The stock has lost 70.2% YTD and trades 78.8% below its 52-week high. Vital Farms is also exploring strategic alternatives, including a potential take-private deal.
Mission Produce beat analyst estimates but its stock fell 5.6%. Cal-Maine reported a 41.5% revenue decline and missed estimates, dropping 7.6%. Del Monte Corporation's revenue grew 3.1% but missed expectations, rising 4.7%. Vital Farms' revenue fell 10.1% but topped estimates, yet its stock dropped 23.7%.
