Roth Capital Upholds Buy Rating for Farmer Bros. (FARM)
Analyst Recommendation: Roth Capital has maintained a Buy recommendation for Farmer Bros. (NasdaqGS:FARM) as of November 28, 2025, with an average one-year price target of $2.55/share, indicating a potential upside of 61.39% from its current price of $1.58/share.
Projected Revenue and EPS: Farmer Bros. is projected to achieve annual revenue of $582 million, reflecting a 71.88% increase, while the expected non-GAAP EPS is -0.45.
Fund Sentiment: There are currently 78 funds reporting positions in Farmer Bros., with a slight decrease in ownership by 2.50% over the last quarter. The average portfolio weight for these funds is 0.07%, which has increased by 1.49%.
Shareholder Activity: Notable shareholders include 22nw, JCP Investment Management, and Gamco Investors, with some firms increasing their holdings in Farmer Bros. over the last quarter, while others have decreased their allocations.
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Analyst Recommendation: Roth Capital has maintained a Buy recommendation for Farmer Bros. (NasdaqGS:FARM) as of November 28, 2025, with an average one-year price target of $2.55/share, indicating a potential upside of 61.39% from its current price of $1.58/share.
Projected Revenue and EPS: Farmer Bros. is projected to achieve annual revenue of $582 million, reflecting a 71.88% increase, while the expected non-GAAP EPS is -0.45.
Fund Sentiment: There are currently 78 funds reporting positions in Farmer Bros., with a slight decrease in ownership by 2.50% over the last quarter. The average portfolio weight for these funds is 0.07%, which has increased by 1.49%.
Shareholder Activity: Notable shareholders include 22nw, JCP Investment Management, and Gamco Investors, with some firms increasing their holdings in Farmer Bros. over the last quarter, while others have decreased their allocations.
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Stocks Added to Zacks Rank #5: DraftKings Inc., Farmer Bros. Co., and Golden Entertainment, Inc. have been added to the Zacks Rank #5 (Strong Sell) List due to significant downward revisions in their earnings estimates over the past 60 days.
Earnings Estimate Revisions: DraftKings' earnings estimate was revised down by 22.1%, Farmer Bros. by 7.3%, and Golden Entertainment by 16.2%.
Top Stock Recommendations: Zacks Investment Research has revealed their Top 5 stock recommendations, highlighting one that could significantly outperform previous successful picks.
Access to Stock Analysis Reports: Free stock analysis reports for Farmer Bros. Co., Golden Entertainment, and DraftKings are available for those interested in further insights.

Management Insights: CEO John Moore reported significant operational and financial improvements for Farmer Bros. Co. in Q4 2025, including a gross margin above 43% and a $14 million year-over-year increase in adjusted EBITDA, despite challenges such as a 10% decrease in coffee volumes and rising green coffee prices.
Financial Performance: The company recorded net sales of $85.1 million for Q4 and a net loss of $4.7 million, with operating expenses rising to $150.4 million due to fewer asset sales. Management anticipates continued pressure on gross margins in fiscal 2026, projecting a drop into the high 30s range.
Earnings Reports Today: Major companies reporting earnings today include Adobe, Farmer Brothers, Kroger, Vera Bradley, RH, KalVista Pharmaceuticals, The Lovesac Company, and IBEX.
Expected Earnings Moves: Investors can track expected stock movements based on options prices, with notable implied moves for companies reporting before and after market close, such as Kroger (+/- 6.53%) and Adobe (+/- 9.77%).
Earnings Release and Estimates: Farmer Bros Co (NASDAQ:FARM) is set to release its Q4 2025 earnings on September 11, 2025, with revenue estimates at $81.66 million and expected earnings of -$0.19 per share. For the full year 2025, revenue is projected at $338.80 million with earnings of -$0.64 per share.
Recent Performance and Analyst Ratings: In the previous quarter, Farmer Bros Co reported revenue of $82.05 million, missing expectations, and saw a significant drop in stock price. Analysts have set an average target price of $3.75 for the stock, indicating a potential upside, while the consensus recommendation is an "Outperform" status.










