Financial Performance: Vital Farms reported a 25.4% increase in net revenue for the second quarter of 2025, totaling $184.8 million, and raised its fiscal year 2025 revenue outlook to at least $770 million, reflecting strong consumer demand and strategic pricing actions.
Growth Strategy: The company is on track to achieve its $1 billion net revenue target by 2027, supported by an expansion of its farm network and production capacity, while also increasing its adjusted EBITDA guidance to at least $110 million for the fiscal year.
VITL
$32.2+Infinity%1D
Analyst Views on VITL
Wall Street analysts forecast VITL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VITL is 54.63 USD with a low forecast of 48.00 USD and a high forecast of 60.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
Wall Street analysts forecast VITL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VITL is 54.63 USD with a low forecast of 48.00 USD and a high forecast of 60.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Buy
0 Hold
0 Sell
Strong Buy
Current: 34.530
Low
48.00
Averages
54.63
High
60.00
Current: 34.530
Low
48.00
Averages
54.63
High
60.00
Needham
initiated
$45
2025-12-05
Reason
Needham
Price Target
$45
2025-12-05
initiated
Reason
As previously reported, Needham initiated coverage of Vital Farms with a Buy rating and $45 price target. The current valuation clearly makes Vital "a compelling proposition," but the firm's Buy rating is underpinned by volume-driven earnings fundamentals in a staples backdrop with few companies offering comparable growth prospects, the analyst tells investors. A capacity build out is underway and the firm sees "ample whitespace" for Vital to drive continued volume growth through increased distribution and strong consumer offtake, the analyst added.
Needham
NULL -> Buy
initiated
$45
2025-12-05
Reason
Needham
Price Target
$45
2025-12-05
initiated
NULL -> Buy
Reason
Needham initiated coverage of Vital Farms with a Buy rating and $45 price target.
Mizuho
Outperform
to
NULL
downgrade
$53 -> $48
2025-11-26
Reason
Mizuho
Price Target
$53 -> $48
2025-11-26
downgrade
Outperform
to
NULL
Reason
Mizuho lowered the firm's price target on Vital Farms to $48 from $53 and keeps an Outperform rating on the shares. The firm says Nielsen scanner data through November 15 reflected soft retail volumes and larger discounts.
Benchmark
NULL -> Buy
initiated
$60
2025-11-13
Reason
Benchmark
Price Target
$60
2025-11-13
initiated
NULL -> Buy
Reason
Benchmark initiated coverage of Vital Farms with a Buy rating and $60 price target. The firm views the company as a "tentpole investment for growth-oriented investors." Vital's "exceptional" Q3 report enhances confidence in its Q4 and 2026 outlooks, which can support a premium multiple "relative to the current depressed valuation," the analyst tells investors in a research note. Benchmark believes believe Vital has a sustainable runway of double-digit growth that is overlooked at the current valuation.
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.
