Update shared on 14 Nov 2025
Analysts have raised their price target for Cimpress from $78 to $90 per share. They cite stronger-than-expected first quarter results and promising growth in high-value product categories.
Analyst Commentary
Recent analyst updates reflect increased optimism surrounding Cimpress following its strong first quarter performance and strategic focus on high-value offerings. Below are key takeaways from the latest research notes:
Bullish Takeaways- Stronger than expected Q1 results have prompted upward revisions in price targets, underscoring growing confidence in near-term execution and long-term growth potential.
- Momentum is evident in elevated product categories such as promotional products, apparel, and gifts, which are now key drivers of revenue growth and profitability.
- Recent management guidance points to revenue growth and margin targets that outpace consensus estimates, reinforcing optimism about operational leverage and strategic direction.
- Improvements in the year over year decline of legacy products, such as business cards, signal a successful transition toward more profitable, higher-value offerings.
- Despite progress in newer categories, legacy product declines remain a concern, and sustaining overall top-line momentum will require continued growth in high-margin segments.
- Management’s ambitious long-term guidance heightens expectations, meaning any shortfall could quickly impact sentiment and valuation.
- Growth in the Upload and Print segment, while promising, needs to be sustained in a competitive U.S. market to meet targets.
What's in the News
- Truist increased its price target for Cimpress shares to $90, reflecting stronger-than-expected Q1 results and demand for higher-value offerings such as promotional products, apparel, and gifts (Truist).
- Cimpress reiterated its 2026 earnings guidance, expecting revenue growth of 5% to 6%, or 2% to 3% organic constant currency revenue growth, along with net income of at least $72 million and adjusted EBITDA of at least $450 million (Company Guidance).
- The company recently held an Analyst and Investor Day, providing further insights into strategy and long-term expectations (Company Event).
Valuation Changes
- Fair Value Estimate remains unchanged at $83.50 per share. This indicates stability in long-term valuation assumptions.
- Discount Rate has risen slightly from 9.48% to 9.52%. This reflects a marginal adjustment to perceived risk or capital costs.
- Revenue Growth Projections are steady at approximately 5.4%, showing no change in expected top-line expansion.
- Net Profit Margin outlook has fallen significantly, from 5.33% to 3.37%. This marks a more cautious stance on profitability.
- Future P/E Ratio estimate has increased from 11.15x to 18.48x. This suggests higher anticipated future earnings multiples.
Disclaimer
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