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XPEL: Expanding Manufacturing Spend Will Drive Stronger Future Profit Margins

Update shared on 12 Nov 2025

Fair value Increased 9.09%
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AnalystConsensusTarget's Fair Value
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1Y
-10.3%
7D
6.4%

Analysts have raised their price target for XPEL from $47.67 to $52.00. They cite improved profit margin expectations, even as revenue growth moderates.

What's in the News

  • XPEL, Inc. provided earnings guidance for the fourth quarter of 2025, projecting revenue of approximately $123 million to $125 million (Corporate Guidance: Key Developments).
  • The company plans to invest $75 million to $150 million over the next two years in manufacturing and supply chain expansion, with the goal of improving gross and operating margins by the end of 2028 (Business Expansions: Key Developments).
  • A major announcement at the 2025 SEMA Show introduced XPEL COLOR Paint Protection Film, offering 16 color options for vehicle customization and protection, with live demonstrations and product showcases (Product-Related Announcements: Key Developments).
  • XPEL, Inc. amended its bylaws to designate Nevada courts as the sole forum for certain legal actions and specified federal district courts for securities-related claims (Changes in Company Bylaws/Rules: Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has increased from $47.67 to $52.00. This change reflects an improved outlook.
  • The Discount Rate has risen slightly from 7.78% to 8.36%, indicating greater perceived risk.
  • The expectation for Revenue Growth has decreased from 12.84% to 10.94% annually.
  • The Net Profit Margin forecast has improved from 15.56% to 17.83%.
  • The estimate for the future P/E ratio has declined marginally from 16.06x to 15.90x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.