Fox Factory Holding Corp. (FOXF)

The past six months have seen significant movements and analyst activity for FOXF stock. On January 3, 2025, the share price was $30.17, which dropped to $17.42 by January 2, 2026, indicating a substantial decline over the year. By December 31, 2025, the stock had fallen to its lowest levels in a decade, trading in the mid-teens, representing a 90% decrease from its post-pandemic peak of over $150 per share. Fox Factory Holding Corp. reported its Second Quarter Fiscal 2025 financial results on August 7, 2025, and its Third Quarter Fiscal 2025 results on November 6, 2025. For Q3 2025, the company reported $0.23 EPS, missing the consensus estimate of $0.56, and revenue of $376.36 million, below analysts' expectations of $382.59 million. Zacks Research downgraded shares to a "strong sell" on November 6, 2025. Stifel Nicolaus set a target price of $33.00 on October 7, 2025. CJS Securities upgraded shares to a "strong-buy" on December 11, 2025. Roth Capital decreased its price objective from $21.00 to $19.00 and issued a "neutral" rating. Weiss Ratings reaffirmed a "sell (d)" rating on October 8, 2025. On January 8, 2026, FOXF stock traded above its fifty-day moving average. The company unveiled Live Valve Aftermarket Kits on November 4, 2025. CEO Michael Dennison purchased 22,000 shares on November 13, 2025, as part of insider buying activity observed in the past three months.

Demand for Fox Factory's products is influenced by trends in recreation, motorsports, and specialty vehicles. Historically, bicycle product demand slows during winter, indicating seasonality. While the CEO noted a return to "normal seasonality" for bike products in Q4 2022, other factors like channel inventory recalibration and overall consumer demand can impact sales, as seen in Q4 2024. Economic conditions, such as a slowdown in the European economy, can also affect the demand for bicycle components.

Fox Factory Holding Corp. is a global leader in designing, engineering, manufacturing, and marketing high-performance ride dynamics products within the Consumer Discretionary sector, specifically in the Auto Components and Automotive Parts & Equipment industries. The company specializes in performance-defining products like suspension systems, cranks, wheels, and cycling components for various vehicles, supplying both OEMs and the aftermarket consumer base. Its brand portfolio includes FOX, Easton Cycling, BDS Suspension, Race Face, Marzocchi, Zone Offroad, RT Pro UTV, JKS Manufacturing, 4x4 Posi-Lok, Tuscany, SCA, Ridetech, Fox Factory Vehicles, Black Widow, Rocky Ridge, Outside Van, and Custom Wheel House.

Fox Factory Holding Corp. is headquartered in Duluth, Georgia, USA, with operations in the United States, Taiwan, and Canada. The company distributes its products throughout Asia-Pacific and Europe.

Fox Factory Holding Corp. maintains a strong brand reputation, particularly for its FOX brand, which is recognized for high-performance suspension products. The company's commitment to cutting-edge research and development, rigorous testing, and partnerships with riders and athletes has solidified its reputation as a leader in vehicle dynamics. No specific negative events directly impacting Fox Factory Holding Corp.'s brand reputation were identified within the past year.

Institutional investors hold a significant majority of Fox Factory Holding Corp. shares, ranging from approximately 97% to 99%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, RWWM, Inc., William Blair Investment Management, Llc, FIL Ltd, State Street Corp, Estuary Capital Management LP, and ArrowMark Colorado Holdings LLC. Robert Bob Fox Jr. is the largest individual shareholder, holding 2.15% of the company's shares.