Update shared on 08 Nov 2025
Fair value Increased 18%Cadre Holdings' analyst price target was raised significantly, increasing from $41.17 to $48.50 per share. Analysts cite stronger growth prospects in its nuclear segment and greater business transparency following recent investor updates.
Analyst Commentary
Recent analyst updates reflect both confidence and caution following Cadre Holdings' investor day, with new information about its nuclear safety platform and core business operations coming to light.
Bullish Takeaways- Bullish analysts are optimistic about the transparency now provided for the company’s nuclear segment, which was previously less understood by generalist investors.
- Investors are seen as likely to welcome the details on the newly organized Nuclear Group, with prospects for continued expansion in nuclear safety and cleanup services.
- The company’s strong performance in its core business remains a driver of positive sentiment and is viewed as supporting higher equity valuations.
- There is growing confidence in the large and expanding opportunities within the nuclear segment, particularly in areas supporting energy production and technological growth, such as fueling the AI boom.
What's in the News
- Cadre Holdings recently held an Analyst/Investor Day to highlight its track record of value creation and strategic execution. The company shared insights into its operating model, future growth opportunities, and five-year vision, all backed by favorable long-term industry trends (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has increased significantly from $41.17 to $48.50 per share, reflecting a more optimistic outlook.
- Discount Rate has decreased slightly, moving from 8.12% to 7.90%. This indicates reduced perceived risk.
- Revenue Growth estimate has risen from 8.10% to 9.21%, suggesting heightened confidence in future top-line expansion.
- Net Profit Margin projection has declined from 10.12% to 8.95%. This signals more conservative expectations for profitability in the near term.
- Future P/E ratio estimate has increased from 28.43x to 33.78x. This suggests higher valuation multiples are being applied to Cadre Holdings’ projected earnings.
Disclaimer
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