Midday Market Movers: Significant Gains and Losses for Multiple Companies
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 hours ago
0mins
Should l Buy VITL?
Source: CNBC
- Penn Entertainment Growth: Penn Entertainment reported fourth-quarter revenue of $1.81 billion, exceeding FactSet's estimate of $1.76 billion, leading to a 13% stock price increase, indicating strong performance in the casino and gaming sector that may attract more investor interest.
- Paramount Skydance Optimistic Guidance: The media company anticipates adjusted EBITDA of $900 million for Q1 2026, surpassing analyst expectations of $744.1 million, resulting in a nearly 10% stock price increase, reflecting market confidence in its future performance.
- Walker & Dunlop Poor Guidance: The real estate finance company projected adjusted core earnings of $4.50 to $5 per share, below the FactSet consensus of $5.43, causing a nearly 20% stock price drop, highlighting market concerns about its future profitability.
- Vital Farms Revenue Downgrade: Vital Farms revised its 2026 revenue guidance to a range of $900 million to $920 million, down from $930 million to $950 million, leading to a 19% stock price decline, reflecting market disappointment in its performance outlook.
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Analyst Views on VITL
Wall Street analysts forecast VITL stock price to rise
12 Analyst Rating
11 Buy
0 Hold
1 Sell
Strong Buy
Current: 24.790
Low
44.00
Averages
48.90
High
60.00
Current: 24.790
Low
44.00
Averages
48.90
High
60.00
About VITL
Vital Farms, Inc. offers a range of ethically produced foods nationwide. The Company is a national consumer brand that works with more than 575 family farms and is the United States brand of pasture-raised eggs. The Company focuses on the humane treatment of farm animals and sustainable farming practices. The Company packages, markets and distributes shell eggs, butter, and other products. Its products, including shell eggs, butter, hard-boiled eggs, and liquid whole eggs, are sold in approximately 23,500 stores nationwide. The retail varieties of its shell eggs are based on supplemental feed type, egg size, and pack size. Its egg packaging consists primarily of corrugated boxes and egg cartons. The Company offers unsalted and sea-salted varieties of its butter, which are sold in two-stick and four-stick packs. The Company’s products are principally sold under the name Vital Farms in addition to other trade names, primarily to retail and foodservice channels in the United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Vital Farms Misses Profit Expectations, Guides Lower for 2026
- Profit Miss: Vital Farms (VITL) reported Q4 earnings of $0.35 per share, which, despite a more than 50% year-over-year increase, fell short of expectations by 4 cents, indicating pressure on profitability.
- Strong Revenue Growth: The company achieved a total revenue increase of 29%, reaching $213.7 million, surpassing the $212.8 million estimate, showcasing robust sales performance despite profit challenges.
- Cautious Future Outlook: For 2026, Vital Farms projects revenue between $900 million and $920 million, below the $938.6 million consensus estimate, reflecting challenges in market expansion.
- Capital Expenditure Plans: The company plans to allocate $140 million to $150 million in capital expenditures for 2026, demonstrating a commitment to future investments and shareholder value despite current profitability pressures.
See More
VITAL FARMS STOCK DROPS 19.2% FOLLOWING Q4 RESULTS AND $100 MILLION SHARE BUYBACK ANNOUNCEMENT
- Vital Farms Share Performance: Vital Farms shares fell by 19.2% following the release of their Q4 results.
- Share Buyback Plan: The company announced a $100 million share buyback plan to support its stock value.
See More
Rosen Law Firm Investigates Securities Claims for Vital Farms, Inc.
- Securities Claims Investigation: Rosen Law Firm has announced an investigation into Vital Farms, Inc. (NASDAQ: VITL) due to potential issuance of materially misleading business information, exposing shareholders to possible securities claims.
- Stock Price Impact: On February 26, 2026, Vital Farms' stock price gapped down by 10.8% before market open following the announcement of weaker-than-expected quarterly earnings, indicating a significant disconnect between company performance and market expectations, which may lead to investor dissatisfaction and claims.
- Class Action Preparation: The firm is preparing a class action to seek recovery of investor losses, allowing investors to participate without upfront costs through a contingency fee arrangement, thereby reducing the financial burden on investors.
- Firm's Credentials: Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, showcasing its strong track record and success in the field, which enhances investor confidence in their representation.
See More
Vital Farms Reports Record 2025 Earnings Amid Leadership Transition
- Leadership Transition: Vital Farms founder Matt O'Hare announced his retirement, with Russell Diez-Canseco taking over as Executive Chairperson and CEO, marking a unified governance structure that is expected to drive the continued execution of the company's strategy.
- Record Financial Performance: For the fiscal year 2025, net revenue reached $759.4 million, a 25.3% year-over-year increase, while adjusted EBITDA surpassed $100 million for the first time, hitting $114 million, indicating significant improvements in market share and profitability.
- Stable Future Outlook: The 2026 net revenue guidance is set between $900 million and $920 million, representing over 20% growth, with management emphasizing a focus on stable retail inventory to navigate market volatility and ensure the achievement of long-term growth targets.
- Share Repurchase Program: The company initiated its first $100 million stock buyback program aimed at enhancing shareholder value, while management reaffirmed its long-term goal of achieving $2 billion in net revenue by 2030, demonstrating confidence in future growth.
See More
Midday Market Movers: Significant Gains and Losses for Multiple Companies
- Penn Entertainment Growth: Penn Entertainment reported fourth-quarter revenue of $1.81 billion, exceeding FactSet's estimate of $1.76 billion, leading to a 13% stock price increase, indicating strong performance in the casino and gaming sector that may attract more investor interest.
- Paramount Skydance Optimistic Guidance: The media company anticipates adjusted EBITDA of $900 million for Q1 2026, surpassing analyst expectations of $744.1 million, resulting in a nearly 10% stock price increase, reflecting market confidence in its future performance.
- Walker & Dunlop Poor Guidance: The real estate finance company projected adjusted core earnings of $4.50 to $5 per share, below the FactSet consensus of $5.43, causing a nearly 20% stock price drop, highlighting market concerns about its future profitability.
- Vital Farms Revenue Downgrade: Vital Farms revised its 2026 revenue guidance to a range of $900 million to $920 million, down from $930 million to $950 million, leading to a 19% stock price decline, reflecting market disappointment in its performance outlook.
See More
Trump's State of the Union: Food Price Dynamics
- Beef Price Surge: In his State of the Union address, Trump claimed beef prices are 'significantly coming down,' yet data shows the average price in January was $6.75 per pound, a 22% increase from January 2025, indicating ongoing supply-demand imbalances despite government efforts to alleviate the situation.
- Egg Price Decline: Trump stated that egg prices have dropped by 60%, aligning with Bureau of Labor Statistics data showing the price for a dozen eggs fell from $6.23 to $2.58, primarily due to a recovery in supply post-avian flu outbreak, although decreased demand also contributed to the price drop.
- Chicken Price Increase: Trump asserted that chicken prices are much lower than when he took office, but data reveals that the average price for boneless chicken breast in January was $4.17 per pound, up 1% from the previous year, reflecting subtle market dynamics.
- Tight Beef Supply: The U.S. cattle inventory has fallen to its lowest level in decades, with only 27.6 million beef cows as of January, leading to persistently high beef prices; economists cite drought and increased demand as key factors, suggesting prices may not significantly decline in the near future.
See More
Vital Farms Misses Profit Expectations, Guides Lower for 2026
- Profit Miss: Vital Farms (VITL) reported Q4 earnings of $0.35 per share, which, despite a more than 50% year-over-year increase, fell short of expectations by 4 cents, indicating pressure on profitability.
- Strong Revenue Growth: The company achieved a total revenue increase of 29%, reaching $213.7 million, surpassing the $212.8 million estimate, showcasing robust sales performance despite profit challenges.
- Cautious Future Outlook: For 2026, Vital Farms projects revenue between $900 million and $920 million, below the $938.6 million consensus estimate, reflecting challenges in market expansion.
- Capital Expenditure Plans: The company plans to allocate $140 million to $150 million in capital expenditures for 2026, demonstrating a commitment to future investments and shareholder value despite current profitability pressures.
See More
VITAL FARMS STOCK DROPS 19.2% FOLLOWING Q4 RESULTS AND $100 MILLION SHARE BUYBACK ANNOUNCEMENT
- Vital Farms Share Performance: Vital Farms shares fell by 19.2% following the release of their Q4 results.
- Share Buyback Plan: The company announced a $100 million share buyback plan to support its stock value.
See More
Rosen Law Firm Investigates Securities Claims for Vital Farms, Inc.
- Securities Claims Investigation: Rosen Law Firm has announced an investigation into Vital Farms, Inc. (NASDAQ: VITL) due to potential issuance of materially misleading business information, exposing shareholders to possible securities claims.
- Stock Price Impact: On February 26, 2026, Vital Farms' stock price gapped down by 10.8% before market open following the announcement of weaker-than-expected quarterly earnings, indicating a significant disconnect between company performance and market expectations, which may lead to investor dissatisfaction and claims.
- Class Action Preparation: The firm is preparing a class action to seek recovery of investor losses, allowing investors to participate without upfront costs through a contingency fee arrangement, thereby reducing the financial burden on investors.
- Firm's Credentials: Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, showcasing its strong track record and success in the field, which enhances investor confidence in their representation.
See More
Vital Farms Reports Record 2025 Earnings Amid Leadership Transition
- Leadership Transition: Vital Farms founder Matt O'Hare announced his retirement, with Russell Diez-Canseco taking over as Executive Chairperson and CEO, marking a unified governance structure that is expected to drive the continued execution of the company's strategy.
- Record Financial Performance: For the fiscal year 2025, net revenue reached $759.4 million, a 25.3% year-over-year increase, while adjusted EBITDA surpassed $100 million for the first time, hitting $114 million, indicating significant improvements in market share and profitability.
- Stable Future Outlook: The 2026 net revenue guidance is set between $900 million and $920 million, representing over 20% growth, with management emphasizing a focus on stable retail inventory to navigate market volatility and ensure the achievement of long-term growth targets.
- Share Repurchase Program: The company initiated its first $100 million stock buyback program aimed at enhancing shareholder value, while management reaffirmed its long-term goal of achieving $2 billion in net revenue by 2030, demonstrating confidence in future growth.
See More
Midday Market Movers: Significant Gains and Losses for Multiple Companies
- Penn Entertainment Growth: Penn Entertainment reported fourth-quarter revenue of $1.81 billion, exceeding FactSet's estimate of $1.76 billion, leading to a 13% stock price increase, indicating strong performance in the casino and gaming sector that may attract more investor interest.
- Paramount Skydance Optimistic Guidance: The media company anticipates adjusted EBITDA of $900 million for Q1 2026, surpassing analyst expectations of $744.1 million, resulting in a nearly 10% stock price increase, reflecting market confidence in its future performance.
- Walker & Dunlop Poor Guidance: The real estate finance company projected adjusted core earnings of $4.50 to $5 per share, below the FactSet consensus of $5.43, causing a nearly 20% stock price drop, highlighting market concerns about its future profitability.
- Vital Farms Revenue Downgrade: Vital Farms revised its 2026 revenue guidance to a range of $900 million to $920 million, down from $930 million to $950 million, leading to a 19% stock price decline, reflecting market disappointment in its performance outlook.
See More
Trump's State of the Union: Food Price Dynamics
- Beef Price Surge: In his State of the Union address, Trump claimed beef prices are 'significantly coming down,' yet data shows the average price in January was $6.75 per pound, a 22% increase from January 2025, indicating ongoing supply-demand imbalances despite government efforts to alleviate the situation.
- Egg Price Decline: Trump stated that egg prices have dropped by 60%, aligning with Bureau of Labor Statistics data showing the price for a dozen eggs fell from $6.23 to $2.58, primarily due to a recovery in supply post-avian flu outbreak, although decreased demand also contributed to the price drop.
- Chicken Price Increase: Trump asserted that chicken prices are much lower than when he took office, but data reveals that the average price for boneless chicken breast in January was $4.17 per pound, up 1% from the previous year, reflecting subtle market dynamics.
- Tight Beef Supply: The U.S. cattle inventory has fallen to its lowest level in decades, with only 27.6 million beef cows as of January, leading to persistently high beef prices; economists cite drought and increased demand as key factors, suggesting prices may not significantly decline in the near future.
See More
