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Vital Farms, Inc.NasdaqGM:VITL Stock Report

Market Cap US$514.2m
Share Price
US$8.94
US$28.5
68.6% undervalued intrinsic discount
1Y-70.8%
7D-30.3%
Portfolio Value
View

Vital Farms, Inc.

NasdaqGM:VITL Stock Report

Market Cap: US$514.2m

Vital Farms (VITL) Stock Overview

A food company, packages, markets, and distributes shell eggs, butter, and other products in the United States. More details

VITL fundamental analysis
Snowflake Score
Valuation5/6
Future Growth2/6
Past Performance1/6
Financial Health6/6
Dividends0/6

VITL Community Fair Values

Create Narrative

See what 62 others think this stock is worth. Follow their fair value or set your own to get alerts.

Vital Farms, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Vital Farms
Historical stock prices
Current Share PriceUS$9.52
52 Week HighUS$53.13
52 Week LowUS$8.40
Beta1.2
1 Month Change-29.74%
3 Month Change-64.54%
1 Year Change-70.77%
3 Year Change-36.91%
5 Year Change-52.23%
Change since IPO-73.00%

Recent News & Updates

Seeking Alpha May 08

Vital Farms: The Thesis Isn't Broken, But Confidence Certainly Is

Summary Vital Farms reported a disastrous quarter as margins collapsed and management reduced fiscal 2026 guidance. The company still maintains stronger economics than commodity peers, supported by premium branding and more stable gross margins. After a 25% selloff, VITL appears reasonably valued, but uncertainty around pricing power and margin recovery justifies a cautious stance. Read the full article on Seeking Alpha
Narrative Update Apr 25

Vital Farms Reports Record Q3 2025 Revenue with Margin Expansion and Capacity Growth Supporting Profitability

Analyst: Qudus Adebara (Founder of Wane Investment House) Executive Summary Vital Farms, Inc. delivered a standout performance for the third quarter ended September 28, 2025, recording net revenue of $198.9 million , up 37.2% YoY.
Narrative Update Apr 23

VITL: Brand Strength And Buybacks Will Support Recovery From Egg Market Disruption

Vital Farms' analyst price target has been trimmed as the updated fair value estimate moves from $29.90 to $28.50, with analysts reacting to reduced guidance, softer 2026 expectations and industry wide egg market disruptions, while still seeing some longer term potential. Analyst Commentary Recent Street research shows a clear reset in expectations for Vital Farms, with lower price targets and ratings shifts clustering around the same themes.

Recent updates

Seeking Alpha May 08

Vital Farms: The Thesis Isn't Broken, But Confidence Certainly Is

Summary Vital Farms reported a disastrous quarter as margins collapsed and management reduced fiscal 2026 guidance. The company still maintains stronger economics than commodity peers, supported by premium branding and more stable gross margins. After a 25% selloff, VITL appears reasonably valued, but uncertainty around pricing power and margin recovery justifies a cautious stance. Read the full article on Seeking Alpha
Narrative Update Apr 25

Vital Farms Reports Record Q3 2025 Revenue with Margin Expansion and Capacity Growth Supporting Profitability

Analyst: Qudus Adebara (Founder of Wane Investment House) Executive Summary Vital Farms, Inc. delivered a standout performance for the third quarter ended September 28, 2025, recording net revenue of $198.9 million , up 37.2% YoY.
Narrative Update Apr 23

VITL: Brand Strength And Buybacks Will Support Recovery From Egg Market Disruption

Vital Farms' analyst price target has been trimmed as the updated fair value estimate moves from $29.90 to $28.50, with analysts reacting to reduced guidance, softer 2026 expectations and industry wide egg market disruptions, while still seeing some longer term potential. Analyst Commentary Recent Street research shows a clear reset in expectations for Vital Farms, with lower price targets and ratings shifts clustering around the same themes.
Narrative Update Apr 07

VITL: Brand Strength And Buyback Plan Will Support Future Upside

The analyst price target for Vital Farms has been revised lower from $36.50 to $29.90, as analysts factor in reduced growth and margin assumptions following softer guidance, heightened promotional activity in the egg category, and recent downgrades and target cuts across the Street. Analyst Commentary Street research has turned more cautious on Vital Farms, with several firms cutting price targets and a few moving to more neutral ratings after the latest guidance and outlook.
Narrative Update Mar 23

VITL: Brand Strength And Buyback Program Will Support Future Upside Potential

Analysts have pulled back on Vital Farms, with the average price target reset to $36.50, as lower guidance, softer near term revenue visibility, higher promotional activity and expectations for margin pressure temper earlier optimism around the company's longer term growth plans. Analyst Commentary Recent research on Vital Farms reflects a more cautious tone, with several price target cuts and some rating downgrades as analysts recalibrate expectations around revenue visibility, margin pressure and execution against the company’s 2026 goals.
New Narrative Mar 14

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

Catalysts About Vital Farms Vital Farms produces pasture raised shell eggs and related products that focus on animal welfare and premium positioning in the grocery aisle. What are the underlying business or industry changes driving this perspective?
Narrative Update Mar 09

VITL: Index Additions And Brand Resilience Will Support Future Upside Potential

The analyst price target for Vital Farms has been revised lower to about $36.50 from roughly $49.45 as analysts factor in softer revenue growth, thinner profit margins, reduced future P/E assumptions, and recent company guidance that came in below expectations. Analyst Commentary Street research on Vital Farms has shifted meaningfully, with several firms cutting price targets and some moving to more neutral stances following recent guidance and 2026 targets.
New Narrative Feb 28

Brand Strength And Capacity Expansion Will Support Long Term Value Creation

Catalysts About Vital Farms Vital Farms produces pasture raised eggs and related products through a network of small farms focused on humane animal care. What are the underlying business or industry changes driving this perspective?
Narrative Update Feb 22

VITL: Index Additions And Social Media Noise Will Support Future Upside Potential

Narrative Update Analysts have trimmed their price target on Vital Farms by $5 to $48, citing softer retail volumes and heavier discounting in recent scanner data. They also flagged recent social media criticisms as unwarranted and misleading.
Narrative Update Feb 08

VITL: Index Additions And Brand Resilience Will Support Future Upside Potential

Narrative Update on Vital Farms Analysts have modestly reduced their price targets on Vital Farms, including a move to US$48 from US$53. They cited softer retail volumes, higher discounting, and a view that recent social media criticisms are unwarranted and misleading.
Narrative Update Jan 23

VITL: Index Additions And Brand Resilience Will Support Future Upside Potential

Narrative Update Analysts have trimmed their price targets on Vital Farms by $5 to $48, citing softer retail volumes, heavier discounting in recent scanner data, and ongoing confidence in the brand despite what they view as unwarranted and misleading social media criticisms. Analyst Commentary Analysts are digesting recent price target cuts and softer scanner data while weighing them against brand strength and the impact of social media criticism on sentiment rather than fundamentals.
Narrative Update Jan 07

VITL: Index Additions And Brand Strength Will Support Future Upside Potential

Analysts trimmed their price target on Vital Farms to US$48 from US$53, citing recent Nielsen scanner data that showed softer retail volumes and heavier discounting in the period through November 15. Analyst Commentary Recent commentary points to a mixed view on Vital Farms, with the lower price target reflecting both execution risks and continued confidence in the broader equity story.
Narrative Update Dec 19

VITL: Expanded Distribution And Brand Strength Will Support Upside Potential

Analysts have trimmed their price target on Vital Farms by approximately $4 per share, citing softer retail volumes and increased discounting reflected in recent scanner data as reasons for moderating fair value and future P/E assumptions, despite slightly stronger growth and margin forecasts. Analyst Commentary Bullish analysts continue to highlight Vital Farms' long term growth prospects, noting that the reduced price target still implies meaningful upside from current levels, given the company's expanding distribution and brand strength in the specialty egg category.
Analysis Article Sep 09

At US$47.25, Is It Time To Put Vital Farms, Inc. (NASDAQ:VITL) On Your Watch List?

Vital Farms, Inc. ( NASDAQ:VITL ), might not be a large cap stock, but it led the NASDAQGM gainers with a relatively...
Analysis Article Aug 16

Vital Farms, Inc.'s (NASDAQ:VITL) P/E Is Still On The Mark Following 30% Share Price Bounce

Vital Farms, Inc. ( NASDAQ:VITL ) shareholders have had their patience rewarded with a 30% share price jump in the last...
Analysis Article Aug 15

Vital Farms' (NASDAQ:VITL) Profits May Not Reveal Underlying Issues

NasdaqGM:VITL 1 Year Share Price vs Fair Value Explore Vital Farms's Fair Values from the Community and select yours...
Narrative Update Aug 08

Seymour Expansion And Ethical Food Demand Will Unlock Value

Vital Farms’ consensus price target has increased to $50.10, driven by improved profitability as reflected in a higher net profit margin and strengthening valuation supported by a lower future P/E. What's in the News Raised full-year 2025 net revenue guidance to at least $770 million, representing 27% year-over-year growth.
Analysis Article Jul 17

Vital Farms (NASDAQ:VITL) Knows How To Allocate Capital Effectively

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Analysis Article Jun 11

Getting In Cheap On Vital Farms, Inc. (NASDAQ:VITL) Might Be Difficult

With a price-to-earnings (or "P/E") ratio of 28.4x Vital Farms, Inc. ( NASDAQ:VITL ) may be sending very bearish...
Analysis Article May 02

At US$35.07, Is Vital Farms, Inc. (NASDAQ:VITL) Worth Looking At Closely?

While Vital Farms, Inc. ( NASDAQ:VITL ) might not have the largest market cap around , it saw a decent share price...
Analysis Article Apr 08

Here's Why We Think Vital Farms (NASDAQ:VITL) Might Deserve Your Attention Today

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analysis Article Mar 19

Vital Farms (NASDAQ:VITL) Is Very Good At Capital Allocation

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Seeking Alpha Mar 17

Vital Farms: An Ethically Sourced Moat

Summary Vital Farms, founded in 2007, is the largest producer of pasture-raised eggs in the U.S., inspired by Whole Foods' ethos. The founder, Matt O'Hayer, aimed to create a sustainable and ethical egg production model, aligning with growing consumer demand for transparency and quality. The company's strong market position and commitment to sustainability make it a compelling investment opportunity in the ethical food sector. Read the full article on Seeking Alpha
Seeking Alpha Mar 11

Vital Farms: A Market Leader In The Making

Summary Vital Farms focuses on ethically raising cage-free, pasture-raised chickens, aligning with consumer trends and state laws, making it a promising growth market. The company has a small market share in egg production, but benefits from market trends and support for new laws. There's a risk associated with the fact that Vital doesn't produce the eggs, but rather buys them from farmers who don't have contracts with the company. I think the company can continue to grow 20% annually and expand margins. At the current multiple of 13 times 2025 EV/EBITDA, it looks like a buying opportunity. Read the full article on Seeking Alpha
Analysis Article Feb 25

Some Vital Farms, Inc. (NASDAQ:VITL) Shareholders Look For Exit As Shares Take 25% Pounding

Vital Farms, Inc. ( NASDAQ:VITL ) shares have had a horrible month, losing 25% after a relatively good period...
Seeking Alpha Jan 30

Vital Farms' Growth Is Rapid, But Commands A High Premium

Summary Vital Farms shows strong growth in revenue and earnings, driven by high egg prices and solid financial health, but faces risks from avian flu. Trading near its all-time high, VITL's high P/E ratio and price/book ratio suggest limited profit potential for new investors. Despite strong cash flow and profitability, VITL does not pay dividends, which is unusual for a company in its financial position. Rating VITL as a hold due to high valuation and market uncertainties, especially concerning the avian flu and potential egg price normalization. Read the full article on Seeking Alpha
Analysis Article Jan 28

When Should You Buy Vital Farms, Inc. (NASDAQ:VITL)?

Vital Farms, Inc. ( NASDAQ:VITL ), might not be a large cap stock, but it received a lot of attention from a...
Analysis Article Dec 28

With EPS Growth And More, Vital Farms (NASDAQ:VITL) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysis Article Dec 12

Vital Farms, Inc.'s (NASDAQ:VITL) Shares Climb 32% But Its Business Is Yet to Catch Up

Vital Farms, Inc. ( NASDAQ:VITL ) shareholders have had their patience rewarded with a 32% share price jump in the last...
Analysis Article Dec 01

Calculating The Fair Value Of Vital Farms, Inc. (NASDAQ:VITL)

Key Insights The projected fair value for Vital Farms is US$38.94 based on 2 Stage Free Cash Flow to Equity Vital...
Seeking Alpha Nov 21

Vital Farms: Time To Look Elsewhere For Strong Upside

Summary Vital Farms, a premium egg producer, has shown impressive growth, with revenue rising 31% year-over-year and significant improvements in profitability metrics. Despite the stock's 179.2% rise since my initial 'buy' recommendation, I now consider it fairly valued and downgrade it to a 'hold'. Management's increased guidance for 2024 and ambitious plans for expansion, including new facilities and farmland acquisitions, underscore the company's growth potential. However, current valuation multiples suggest limited upside compared to peers, making further gains likely to align with broader market performance. Read the full article on Seeking Alpha
Analysis Article Nov 15

Vital Farms' (NASDAQ:VITL) Performance Is Even Better Than Its Earnings Suggest

Vital Farms, Inc.'s ( NASDAQ:VITL ) earnings announcement last week was disappointing for investors, despite the decent...
Analysis Article Oct 23

We Like Vital Farms' (NASDAQ:VITL) Returns And Here's How They're Trending

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Analysis Article Oct 08

Vital Farms, Inc. (NASDAQ:VITL) Stocks Shoot Up 29% But Its P/E Still Looks Reasonable

Vital Farms, Inc. ( NASDAQ:VITL ) shareholders are no doubt pleased to see that the share price has bounced 29% in the...
Analysis Article Oct 06

At US$36.32, Is Vital Farms, Inc. (NASDAQ:VITL) Worth Looking At Closely?

Vital Farms, Inc. ( NASDAQ:VITL ), is not the largest company out there, but it saw a significant share price rise of...
User avatar
New Narrative Sep 14

Expanding Farm Network And New Product Lines Set To Propel Revenue And Net Margin Growth

Expansion of farm network and a new facility indicate growth in production capacity, aiming to drive revenue increases through higher supply capabilities.
Seeking Alpha Sep 09

Vital Farms: Peak Margin Confirmed, Expect Valuation To Normalize

Summary Vital Farms posted strong Q2 results with $147.39 million in revenue and 39.13% gross margin while raising full-year guidance, but future growth and margins are concerning. H2 revenue growth is expected to moderate with potential margin compression due to rising commodity prices and increased marketing expenses. The recent US Egg Spot Price rise may benefit Vital Farms, but to a limited extent. Cal-Maine will be a better choice to benefit from the tailwind. Initiate a "HOLD" rating due to fading business momentum and potential margin normalization in the near term, despite long-term brand value. Read the full article on Seeking Alpha
Analysis Article Aug 28

Is Now The Time To Put Vital Farms (NASDAQ:VITL) On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysis Article Aug 09

With A 31% Price Drop For Vital Farms, Inc. (NASDAQ:VITL) You'll Still Get What You Pay For

Vital Farms, Inc. ( NASDAQ:VITL ) shareholders won't be pleased to see that the share price has had a very rough month...
Seeking Alpha Jul 29

Vital Farms: Admirable Business, But Q2 May Not Be As Resilient As Q1

Summary Vital Farms, which is attempting to disrupt the US food system has tripled in value this year, up 130% YTD. We highlight some of the admirable facets of this business. Q1 results were stellar, but Q2 is unlikely to dazzle in the same manner, and expectations also seem to be quite elevated for the FY. Despite high P/E valuations, VITL offers strong medium-term earnings growth potential and superior operating leverage. The stock is going through a bout of correction, and it still looks quite overextended versus other alternatives from the food and beverage space. Read the full article on Seeking Alpha
Analysis Article Jul 15

Capital Investments At Vital Farms (NASDAQ:VITL) Point To A Promising Future

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysis Article Jun 26

What Is Vital Farms, Inc.'s (NASDAQ:VITL) Share Price Doing?

While Vital Farms, Inc. ( NASDAQ:VITL ) might not have the largest market cap around , it saw a significant share price...
Analysis Article Jun 06

We Take A Look At Why Vital Farms, Inc.'s (NASDAQ:VITL) CEO Compensation Is Well Earned

Key Insights Vital Farms will host its Annual General Meeting on 12th of June Salary of US$686.5k is part of CEO...
Seeking Alpha May 20

A Compelling Pair Trade: Long Cal-Maine Foods/ Short Vital Farms

Summary I'm recommending Long Cal-Maine Foods, Inc. at $58.18 and short Vital Farms, Inc. at $37.64. Vital Farms' valuation at over 20X EV/FY 2024 Adj. EBITDA compared to 6X EV/ FY 2024 Adj. EBITDA for Cal-Maine Foods is excessive. Limited barriers to entry for Vital Farms and significant insider selling ($10 million, cumulatively, since last week) raise concerns about its future prospects. Read the full article on Seeking Alpha
Analysis Article May 10

Vital Farms, Inc.'s (NASDAQ:VITL) 54% Price Boost Is Out Of Tune With Earnings

Despite an already strong run, Vital Farms, Inc. ( NASDAQ:VITL ) shares have been powering on, with a gain of 54% in...
Analysis Article Apr 08

Be Wary Of Vital Farms (NASDAQ:VITL) And Its Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
Seeking Alpha Apr 06

Vital Farms: Company Of Great Merit, Yet Shrouded By Costly Valuation

Summary Vital Farms presents a strong investment opportunity, especially for ethical investors, due to its robust presence in the ethical food market and impressive financial performance surpassing peers and historical metrics. The company has attained remarkable financial achievements, characterized by a substantial rise in both net revenue and adjusted EBITDA during fiscal year 2023. Despite its strong foundation and performance, the current valuation presents a barrier for potential investors, with much of the anticipated future growth already priced in. Our valuation analysis suggests that the company's value lies between $21.12 and $23.75. Investors should take up positions only if there are further material improvements in growth and margins outlook. Read the full article on Seeking Alpha
Seeking Alpha Mar 28

Vital Farms: Great Business, But Overpriced

Summary Vital Farms' stock has surged by 99.40% in six months, backed by strong financial performance and bullish analyst reviews. The company aims to reach a $1 billion revenue goal by 2027, driven by distribution expansion and rising demand for pasture-raised eggs. Despite positive growth prospects, caution is advised due to current stock valuation and increasing short interest. Read the full article on Seeking Alpha
Analysis Article Mar 15

We Think Vital Farms' (NASDAQ:VITL) Profit Is Only A Baseline For What They Can Achieve

When companies post strong earnings, the stock generally performs well, just like Vital Farms, Inc.'s ( NASDAQ:VITL...
Analysis Article Mar 06

Vital Farms, Inc. (NASDAQ:VITL) Stocks Shoot Up 27% But Its P/S Still Looks Reasonable

Vital Farms, Inc. ( NASDAQ:VITL ) shareholders have had their patience rewarded with a 27% share price jump in the last...

Shareholder Returns

VITLUS FoodUS Market
7D-30.3%0.2%2.1%
1Y-70.8%-6.4%30.6%

Return vs Industry: VITL underperformed the US Food industry which returned -6.4% over the past year.

Return vs Market: VITL underperformed the US Market which returned 30.6% over the past year.

Price Volatility

Is VITL's price volatile compared to industry and market?
VITL volatility
VITL Average Weekly Movement10.6%
Food Industry Average Movement5.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: VITL has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: VITL's weekly volatility (11%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
2007739Russell Diez-Cansecovitalfarms.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.

Vital Farms, Inc. Fundamentals Summary

How do Vital Farms's earnings and revenue compare to its market cap?
VITL fundamental statistics
Market capUS$514.18m
Earnings (TTM)US$47.86m
Revenue (TTM)US$784.41m
8.5x
P/E Ratio
0.5x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
VITL income statement (TTM)
RevenueUS$784.41m
Cost of RevenueUS$508.23m
Gross ProfitUS$276.18m
Other ExpensesUS$228.32m
EarningsUS$47.86m

Last Reported Earnings

Mar 29, 2026

Next Earnings Date

n/a

Earnings per share (EPS)1.12
Gross Margin35.21%
Net Profit Margin6.10%
Debt/Equity Ratio0%

How did VITL perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 18:25
End of Day Share Price 2026/05/07 00:00
Earnings2026/03/29
Annual Earnings2025/12/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Vital Farms, Inc. is covered by 18 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Benjamin KlieveBenchmark Company
Benjamin MayhewBMO Capital Markets Equity Research
Andrew StrelzikBMO Capital Markets Equity Research