Market Cap
$1.2B
XPEL
XPEL, Inc.
$45.53 ▲ +2.18%
Prev close $44.56Market cap$1.2B
ConsensusStrong Buy
12-mo target$61.67 (+35.4%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (7/10)14 New Institutional Positions13 Institutional Exits
Snapshot
The big-picture read on XPEL right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (89%)
Inst. Holders
50 funds
Inst. Value
$974.5M
Inst. Activity
14 buys / 13 sells
SEC Reports
3
Price chart 30d -8.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 10, 2026 Insider
BOGART STACY L acquired via exercise 441 shares
Director
Sep 10, 2026 Insider
Aug 5, 2026 SEC North John F acquired via exercise 441 shares
Director
XPEL reported record Q2 2026 revenue of $143.1M (+14.7% YoY), beating consensus of $135.1M. GAAP EPS of $0.65 and adjust
8-K — Impact 6/10
Aug 5, 2026 earnings_calendar
XPEL Q2 2026 Earnings Scheduled — 2026-08-05
Jul 30, 2026 Insider
Thornton Mark Andrew disposed of 1,765 shares
Director
Jun 30, 2026 Inst.
Mawer Investment Management Ltd. — NEW
310,200 shares ($15.4M)
Jun 30, 2026 Inst.
Feb 25, 2026 SEC WILLIAM BLAIR INVESTMENT MANAGEMENT, — NEW
307,175 shares ($15.2M)
XPEL, Inc. amended its bylaws to make director removal more restrictive, requiring either a two-thirds shareholder vote
8-K — Impact 3/10
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
89% rate it Buy or better · 9 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 8, 2026 | Freedom Broker | UPGRADE | Buy | 66% |
| Aug 6, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Aug 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Jul 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Jun 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| May 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Apr 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Mar 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Feb 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% |
Price targets
Where 3 covering analysts think XPEL trades over the next 12 months.
$61.67 +35.4% upside Strong Buy
Current$45.53 Low$60.00 Median$60.00 High$65.00 3 analysts
$60.00$65.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 1 neutral · avg impact 5.3/10.
MIXED8-K6/10
XPEL reported record Q2 2026 revenue of $143.1M (+14.7% YoY), beating consensus of $135.1M. GAAP EPS
Aug 5, 2026
NEUTRAL8-K3/10
XPEL, Inc. amended its bylaws to make director removal more restrictive, requiring either a two-thir
Feb 25, 2026
BULLISH8-K7/10
XPEL reported strong fourth quarter and full-year 2025 results with revenue up 13.7% YoY to $122.3 m
Feb 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 5, 2026
earnings_calendar
XPEL Q2 2026 Earnings Scheduled — 2026-08-05
May 6, 2026
earnings_calendar
XPEL Q1 2026 Earnings Scheduled — 2026-05-06
Feb 25, 2026
earnings_calendar
XPEL Q4 2025 Earnings Before Market Open — 2026-02-25
Feb 6, 2026
short_interest
FTD: XPEL — 149,639 shares ($7.7M) failed to deliver
Settlement: 20260206, Price: $51.43, FTD Value: $7,695,933.77, XPEL INC COM NV)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.62 | $0.62–$0.62 | — | — | — | $0.1B | 1 |
| Next Q | $0.57 | $0.57–$0.57 | — | — | — | $0.1B | 1 |
| Current FY | $2.25 | $2.25–$2.25 | — | — | 0↑ 1↓ | $0.5B | 1 |
| Next FY | $2.70 | $2.70–$2.70 | 20.0% | — | — | $0.6B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.620 | — |
| 7d ago | $0.000 | +0.620 |
| 30d ago | $0.000 | +0.620 |
| 60d ago | $0.000 | +0.620 |
| 90d ago | $0.000 | +0.620 |
Institutional ownership
Which big funds own XPEL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $974.5M total value (19,659,584 shares) as of 2026-Q2. Top holders: BlackRock,, WASATCH, ALTA. Net buying activity: 14 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,833,547 | $190.1M | 19.5% | — |
| WASATCH ADVISORS LP | 3,650,489 | $181.1M | 18.6% | — |
| ALTA FOX CAPITAL MANAGEMENT, LLC | 1,989,758 | $98.7M | 10.1% | ADD +33.4% |
| SCS Capital Management LLC | 1,241,540 | $61.6M | 6.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,051,124 | $52.1M | 5.3% | — |
| STATE STREET CORP | 971,187 | $48.2M | 4.9% | — |
| WESTWOOD HOLDINGS GROUP INC | 810,906 | $40.2M | 4.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 656,280 | $32.6M | 3.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 542,278 | $26.9M | 2.8% | — |
| DIMENSIONAL FUND ADVISORS LP | 487,800 | $24.2M | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Mawer Investment Management Ltd. | NEW | — | 310,200 | — | $15.4M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | NEW | — | 307,175 | — | $15.2M |
| Nuveen, LLC | ADD | 82,248 | 105,433 | +28.2% | $5.2M |
| GOLDMAN SACHS GROUP INC | TRIM | 168,575 | 97,652 | -42.1% | $4.8M |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | TRIM | 116,141 | 86,406 | -25.6% | $4.3M |
| D. E. Shaw & Co., Inc. | TRIM | 134,927 | 79,091 | -41.4% | $3.9M |
| BANK OF AMERICA CORP /DE/ | TRIM | 100,883 | 69,098 | -31.5% | $3.4M |
| TUDOR INVESTMENT CORP ET AL | ADD | 40,445 | 58,186 | +43.9% | $2.9M |
| Squarepoint Ops LLC | DOUBLED | 18,896 | 57,976 | +206.8% | $2.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 122,584 | 57,950 | -52.7% | $2.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
7 insiders, 42 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | BOGART STACY L | Director | EXERCISE | 441 | — | — |
| Sep 10, 2026 | North John F | Director | EXERCISE | 441 | — | — |
| Jul 30, 2026 | Thornton Mark Andrew | Director | J | 1,765 | — | — |
| Jun 19, 2026 | Pape Ryan | President and CEO | EXERCISE | 1,990 | — | — |
| Jun 19, 2026 | Pape Ryan | President and CEO | TAX W/H | 485 | $45.45 | $22.0K |
| Jun 19, 2026 | Pape Ryan | President and CEO | AWARD | 3,026 | — | — |
| Jun 19, 2026 | Wood Barry | Senior Vice President/CFO | EXERCISE | 637 | — | — |
| Jun 19, 2026 | Wood Barry | Senior Vice President/CFO | TAX W/H | 156 | $45.45 | $7.1K |
| Jun 19, 2026 | Wood Barry | Senior Vice President/CFO | AWARD | 968 | — | — |
| Jun 19, 2026 | Wood Barry | Senior Vice President/CFO | TAX W/H | 235 | $45.45 | $10.7K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for XPEL.
Shares short
2,555,804
Settlement Sep 15, 2026
Change vs prior
-1.2%
Semi-monthly cycle
Days to cover
13.6
At avg daily volume
Of shares outstanding
≈9.3%
Estimate — not % of float
All XPEL filing & press-release reports (3)
- 8-K reportAug 5, 2026
- 8-K reportFeb 25, 2026
- 8-K reportFeb 25, 2026