Overview
Payments technology firm's Q4 revenue rose 22%, beating analyst expectations
Net income for Q4 increased 9%, beating analyst estimates
Adjusted EBITDA for Q4 rose 34%, driven by sales growth and operating leverage
Outlook
CPI projects high single-digit revenue growth for 2026
Company expects low-to-mid single-digit adjusted EBITDA growth in 2026
Integrated Paytech segment expected to grow over 15% in 2026
Result Drivers
ARROWEYE ACQUISITION - Revenue growth driven by Arroweye acquisition, contributing $18 mln in Q4
CONTACTLESS CARDS - Increased sales of contactless cards boosted Q4 revenue
INSTANT ISSUANCE SOLUTIONS - Growth in instant issuance solutions contributed to revenue increase
Company press release: ID:nBwccCfSLa
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | Beat | $153.05 mln | $145.22 mln (4 Analysts) |
Q4 Net Income | Beat | $7.35 mln | $6.60 mln (4 Analysts) |
Q4 Basic EPS | $0.64 | ||
Q4 Gross Profit | $48.29 mln | ||
Q4 Income From Operations | $18.30 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the consumer lending peer group is "buy"
Wall Street's median 12-month price target for CPI Card Group Inc is $29.00, about 132.7% above its March 4 closing price of $12.46
The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 6 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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