Update shared on17 Oct 2025
Analysts have raised Cimpress’s price target to $78 from $74, citing stronger than expected Q1 performance and management’s confident outlook on accelerating growth and margins in higher-value product categories, as well as in the U.S. Upload and Print business.
Analyst Commentary
Following Cimpress’s recent quarterly update and management guidance, analysts have weighed in with their perspectives on the company’s outlook, highlighting both favorable developments and areas of caution related to future performance and valuation.
Bullish Takeaways- Positive surprise in Q1 results, which are tracking ahead of expectations, has strengthened analysts' conviction in Cimpress’s ability to deliver above-consensus growth and profitability.
- Management’s confident long-term guidance on revenue and margins, particularly in high-value product categories, is seen as a key driver of future upside.
- Momentum in newer, higher-margin segments such as Promotional Products, Apparel, and Gifts, as well as the Upload and Print business in the U.S., supports ongoing expansion and diversifies the business mix.
- Resilience in elevated offerings is helping to offset declines in legacy product lines. This indicates a successful strategic transition and potential for increased market share in growth categories.
- Despite strong performance and positive guidance, some analysts remain watchful for execution risks as management targets materially higher growth and profitability than consensus estimates.
- Continued declines in legacy products such as business cards could pose challenges if offsetting growth in elevated segments slows or fails to meet expectations.
- Elevated expectations reflected in the latest price target increase may limit near-term upside if operational momentum falters.
What's in the News
- Cimpress held an Analyst/Investor Day to update shareholders and discuss strategic initiatives. (Key Developments)
- The company completed a tranche of its share repurchase program, buying back 478,688 shares (1.92%) for $20.84 million. In total, 1,275,766 shares (5.09%) have now been repurchased for $84.74 million under the existing buyback plan. (Key Developments)
- Cimpress issued financial guidance for fiscal year 2026, projecting revenue growth of 5% to 6%, or 2% to 3% on an organic constant currency basis, and targeting at least $72 million in net income. (Key Developments)
Valuation Changes
- Fair Value: Remains unchanged at $77.50 per share.
- Discount Rate: Decreased slightly from 9.73% to 9.65%.
- Revenue Growth: Holds steady at approximately 4.54% year over year.
- Net Profit Margin: Remains stable at 2.57%.
- Future P/E: Edged down modestly from 22.55x to 22.49x.
Disclaimer
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