Once Upon A Farm, PBC (OFRM) Stock Price & Analysis

Once Upon A Farm, PBC (OFRM) closed at USD 16.25 on Wednesday, October 28, 2026, up 1.06% on the day. The US market is currently closed (after-hours); this is not a live price.

The prior close was USD 16.08; the Oct 28, 2026 session ranged USD 15.85–16.41 on volume of 355,875 shares. Market capitalization is $682.35M, with a 52-week range of USD 14–27 (NYQ). Source: Nexqual, retrieved October 28, 2026 at 23:31 UTC.

Also available as compact Markdown for AI agents: nexqual.com/OFRM.md

Key facts (OFRM)

Valuation (price ÷ last four quarters, through Jun 30, 2026) (OFRM)

P/S 2.5x · EV/Sales 2.2x · P/B 4.4x · FCF yield -5.79% · Earnings yield -7.22% · Net cash $93.5M · EV $589M

Insider sales (SEC Form 4, open-market, last ~7 months) (OFRM)

0 of 6 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

Trade dateInsiderRoleSharesValue% of holdings sold10b5-1 planInsider type
2026-09-14Folena ChrisChief Accounting Officer662$11K5.2%NoToo little history (no open-market trades in 2023–2025)
2026-09-14Waldman Lawrence StevenSee Remarks1,102$19K1.1%NoToo little history (no open-market trades in 2023–2025)
2026-09-14Curtis Cassandra NicoleChief Innovation Officer68$1K0%NoToo little history (no open-market trades in 2023–2025)
2026-08-10Waldman Lawrence StevenSee Remarks1,206$22K1.2%NoToo little history (no open-market trades in 2023–2025)
2026-08-10Folena ChrisChief Accounting Officer724$13K5.4%NoToo little history (no open-market trades in 2023–2025)
2026-08-10Curtis Cassandra NicoleChief Innovation Officer75$1K0%NoToo little history (no open-market trades in 2023–2025)

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (OFRM)

Consensus Buy (mean 2.30 on a 1–5 scale), 10 analysts; mean target USD 24.94 (low 18, high 38).

Rating changes, last 120 days:

DateFirmActionRatingPrice target
2026-10-13TD CowenTarget loweredHold$20 → $18
2026-10-08Freedom BrokerInitiatedBuy$24.5
2026-08-10BarclaysTarget raisedEqual-Weight$18 → $19
2026-08-07JP MorganTarget raisedOverweight$22 → $26

Total return (dividends reinvested) (OFRM)

1Y (from 2026-02-06)5Y (from 2026-02-02)
Total return-22.8%-22.8%
S&P 500 (SPY)+13.6%+79.8%
Per year——
Volatility (annualized)61.6%62.9%
Max drawdown-44.1% (Feb 2026→Jun 2026)-38.3% (Feb 2026→Apr 2026)

OFRM earnings history and stock reaction

Results filedQuarterEPSConsensusSurpriseStock reaction
Aug 6, 2026Quarter ended Jun 30, 2026−$0.09−$0.17Beat +47.1%+4.1%
May 7, 2026Quarter ended Mar 31, 2026———+11.7%
Mar 12, 2026Quarter ended Dec 31, 2025$0.11$0.08Beat +37.5%-8.8%

EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).

OFRM recent SEC filings (last 120 days)

FiledFormWhat it says
Oct 27, 2026Schedule 13G/AIntegrated Core Strategies (US) LLC, Millennium Management LLC: 3.7% of shares, passive 5%+ holder (amended)
Oct 19, 20268-KDirector or executive officer change, or pay arrangement; Regulation FD disclosure
“On October 19, 2026, the Board of Directors (the "Board") of Once Upon A Farm, PBC (the "Company"), increased the number of directors serving on the Board from nine (9) to ten (10) and appointed Scott Morris to the Board as a Class I director to fill the resulting vacancy and to serve until the end of Class I's term expiring at the next annual meeting of stockholders of the Company and until his successor shall be elected and qualified. Mr. Morris was not appointed to serve on any committees at this time. Mr.…”
Aug 12, 2026Schedule 13G/AWESTWOOD HOLDINGS GROUP INC: 4.8% of shares, passive 5%+ holder (amended)
Aug 6, 202610-QQuarterly report · period ended Jun 30, 2026
Aug 6, 20268-KQuarterly results

Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.

OFRM revenue by product line (quarter ended Jun 30, 2026)

LineRevenueShare of totalYoY
Kids Product$43.9M51.4%+21.7%
— Kid Pouches (part of Kids Product)$36.3M42.5%+21.2%
— Kid Snacks (part of Kids Product)$7.6M8.9%+24.3%
Baby Product$41.5M48.6%+73.2%
— Baby Snacks (part of Baby Product)$29.6M34.7%+76.4%
— Baby Pouches (part of Baby Product)$11.3M13.2%+74.6%
— Baby Other (part of Baby Product)$552,0000.6%-18.3%
Total revenue$85.4M100%—

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

OFRM suppliers, customers and competitors (named in its 10-K)

RelationshipCompanySentence in the filing
CustomerKroger (KR)“Our products are available at leading retail customers, including Target, Whole Foods, Kroger, Walmart, Publix, and Wegmans.”
CustomerWalmart (WMT)“Our products are available at leading retail customers, including Target, Whole Foods, Kroger, Walmart, Publix, and Wegmans.”
CustomerCostco (COST)“Club: Our customers in this channel include national retailers such as Costco, Sam’s Club, and BJ’s.”
CustomerAmazon (AMZN)“E-commerce: Our customers in this channel purchase our products online through our own DTC platform or through third-party e-commerce and delivery platforms such as Instacart, Amazon, and Thrive Market.”
CustomerShopify (SHOP)“The Company generates revenue primarily through the sales of Pouches, snacks and other products for babies and kids to end customers through retail channels, which include traditional brick-and-mortar stores, e-commerce platforms and delivery platforms, as well as directly to consumers through a direct-to-consumer (“DTC”) platform hosted on Shopify that the Company operates.”

Quoted from the company's 10-K filed Mar 16, 2026.

OFRM customer concentration

In the period ended Jun 30, 2026, 4 direct customers each accounted for at least 10% (21%, 21%, 14%, 12%) of revenue, per the company's 10-Q filed Aug 6, 2026. The company does not name them.

OFRM company outlook (results filed Aug 6, 2026)

Quoted word-for-word from the SEC 8-K results press release.

OFRM analyst estimates and revisions

PeriodEPS estimate90 days agoChangeRevenue estimateAnalysts
Current quarter (ends Sep 2026)$-0.09$0.05−$0.14$88.2M6
Next quarter (ends Dec 2026)$0.20$0.18+14.0%$85.6M6
Current fiscal year (ends Dec 2026)$-0.38$-0.33−$0.05$331.9M5
Next fiscal year (ends Dec 2027)$0.44$0.42+3.8%$440.7M5

OFRM options: expected move

Options price a move of about ±16.2% (±$2.60) by Nov 20, 2026, which includes earnings on Nov 5, 2026. Over the last 3 reports the stock moved ±8.2% on average.

ExpirationDaysATM implied volatilityExpected move
Nov 20, 20262377.2%±16.2%
Dec 18, 20265177.7%±23.2%
Jan 15, 20277969.8%±25.3%
Apr 16, 202717074.9%±38.9%

30-day implied volatility 64.4% vs 35.4% realized over the last 30 trading days. Put/call ratio (volume) 0. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 28, 2026 at 23:31 UTC)

PriceUSD 16.25
Change▲ 1.06% (up)
Previous CloseUSD 16.08
OpenUSD 15.99
Day RangeUSD 15.85 – 16.41
52-Week RangeUSD 14 – 27
Volume355,875 shares
Market Cap$682.35M
ExchangeNYQ

Technical Analysis (OFRM)

Nexqual's technical model rates OFRM "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 28, 2026 at 23:31 UTC.

Overall SignalSTRONG SELL
RSI (14)47.87 (neutral)
vs SMA50Below (USD 16.69)
MACD-0.12 (negative)

Analyst Ratings (OFRM)

Wall Street analysts rate OFRM "Buy" based on 10 analysts, with a mean price target of USD 24.94 (range USD 18–38), per Nexqual as of October 28, 2026 at 23:31 UTC.

Consensus RatingBuy
Analyst Count10
Mean TargetUSD 24.94
High TargetUSD 38
Low TargetUSD 18
Buy / Hold / Sell6 / 4 / 0

Earnings (OFRM)

Next Earnings Date2026-11-05
EPS EstimateUSD -0.09
Revenue Estimate$88.23M

Recent Earnings History

QuarterActual vs Estimate
2026-06-30USD -0.09 vs est -0.17 ▲ beat
2025-12-31USD 0.11 vs est 0.08 ▲ beat

Source: Nexqual, October 28, 2026 at 23:31 UTC.

Financials & Fundamentals (OFRM)

Total Revenue$288.17M
Revenue Growth (latest quarter, YoY)+42.30%
Gross Margin+41.18%
Operating Margin-6.60%
Profit Margin-3.30%
ROE-16.01%
Debt / Equity0
Current Ratio4.01
Total Cash$93.54M
Total Debt$166,000
Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K)-$39.49M (-14.7% of revenue)

Source: Nexqual, October 28, 2026 at 23:31 UTC.

Financial Health Score (OFRM)

Nexqual rates Once Upon A Farm, PBC's overall financial health "Mixed" across five dimensions, as of October 28, 2026 at 23:31 UTC.

GrowthStrong — Revenue +42% YoY (latest Q)
ProfitabilityWeak — Gross margin 39%, operating -12% (last 4 quarters to Jun 2026, SEC)
Balance SheetStrong — $94M cash and investments, no debt (Jun 2026, SEC)
Cash FlowWeak — FCF negative: -$39M (last 4 quarters to Jun 2026, SEC), burning cash
EfficiencyCritical — ROE -32%, ROA -24.3% (last 4 quarters, SEC)

Ownership (OFRM)

Insider Ownership+20.82%
Institutional Ownership+86.26%
Shares Outstanding41.99M
Float15.66M
Short % of Float+27.59%

Source: Nexqual, October 28, 2026 at 23:31 UTC.

Leadership (OFRM)

Once Upon A Farm, PBC is led by John M. Foraker, Co-Founder, CEO & Chairman, per Nexqual as of October 28, 2026 at 23:31 UTC.

Co-Founder, CEO & ChairmanJohn M. Foraker
President & CFOLawrence Waldman
Co-Founder, Chief Innovation Officer & DirectorCassandra Nicole Curtis
Co-Founder, Farmer Jen & DirectorJennifer Anne Garner
Chief Marketing OfficerKatie Marston

Major Backers & Investors (OFRM)

Notable institutional backers of Once Upon A Farm, PBC include Millennium Management, Westwood Holdings Group Inc., BAMCO Inc., according to Nexqual as of October 28, 2026 at 23:31 UTC.

Active Investors

InvestorStake
Millennium Management4.9%
Westwood Holdings Group Inc.4.69%
BAMCO Inc.4.17%
Alliancebernstein L.P.3.71%
BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd.3.57%
FMR, LLC3.02%
Nicholas Investment Partners, LP1.87%
AB CAP FUND, INC.-AB Small Cap Growth Portfolio1.82%

Index Funds (Passive)

FundStake
BlackRock2.05%

Source: Nexqual, October 28, 2026 at 23:31 UTC.

From Once Upon A Farm, PBC's Latest SEC 10-K Filing (filed 2026-03-16)

Key Strengths & Strategy (as disclosed to the SEC)

Partnerships

Legal & Regulatory Risks (Item 1A, quoted)

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

SymbolNamePriceChange
INGRIngredion IncorporatedUSD 94.25▼ 0.49%
CPBThe Campbell's CompanyUSD 20.59▼ 0.44%
PPCPilgrim's Pride CorporationUSD 26.38▼ 2.62%
CAGConAgra Brands, Inc.USD 13.92▼ 2.25%
SFDSmithfield Foods, Inc.USD 18.46▲ 0.71%
LWLamb Weston Holdings, Inc.USD 53.49▼ 0.54%

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 28, 2026 at 23:31 UTC. This page is informational and not investment advice.

For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt