Update shared on 28 Nov 2025
Fair value Increased 3.59%Analysts have raised their price targets for Cimpress, lifting the fair value estimate from $83.50 to $86.50. This change is based on stronger than expected Q1 results and upward revisions to revenue and profitability outlooks.
Analyst Commentary
Bullish Takeaways- Multiple bullish analysts have raised their price targets for Cimpress, citing stronger than expected Q1 results and management’s confident forward guidance.
- Improved revenue and profitability estimates for upcoming fiscal years are fueling optimism, especially as management’s long-term growth projections exceed consensus expectations.
- Demand for higher-value product categories, such as promotional products, apparel, and gifts, is expanding. This demonstrates Cimpress’ ability to adapt to evolving market trends and drive further growth.
- Ongoing momentum in segments like Upload and Print in the U.S. is viewed as a key driver supporting margin expansion and top-line acceleration.
- Some lingering caution remains regarding the legacy product categories, such as business cards. Year-over-year declines, though improving, still affect the overall business mix.
- While profitability guidance has been raised, execution risks persist in achieving ambitious margin and revenue growth targets over the longer term.
- Market competition remains a factor, especially as Cimpress seeks to further elevate its offerings and differentiate in a competitive landscape.
What's in the News
- Truist raised its price target for Cimpress to $90, up from $78, and maintained a Buy rating following stronger than expected Q1 results and growing demand for higher-value offerings such as promotional products, apparel, and gifts (Truist research note).
- Cimpress completed the repurchase of 1,320,766 shares, representing 5.27% of shares outstanding, for a total of $87.46 million under the buyback program announced on May 29, 2024 (Company filing).
- The company reiterated its 2026 earnings guidance, expecting at least $72 million net income and adjusted EBITDA of at least $450 million. Anticipated revenue growth is estimated between 5% and 6% (Company guidance).
Valuation Changes
- Fair Value Estimate has risen slightly from $83.50 to $86.50, reflecting higher expectations for future performance.
- Discount Rate has fallen modestly from 9.52% to 9.39%, which suggests a marginal decrease in perceived risk.
- Revenue Growth projection remains essentially unchanged at approximately 5.42%.
- Net Profit Margin estimate is stable, shifting minimally from 3.37% to 3.37%.
- Future P/E ratio has increased from 18.5x to 19.9x, indicating a somewhat higher valuation multiple applied to expected earnings.
Disclaimer
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