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ATM Services Will Lead Digital Cash Management Evolution

NATL
NATL
AnalystConsensusTarget
Not Invested
Published 27 May 2025

Update shared on08 Aug 2025

Fair value Increased 12%
AnalystConsensusTarget's Fair Value
US$44.67
11.0% undervalued intrinsic discount
15 Aug
US$39.74
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1Y
42.5%
7D
2.1%

The upward revision in NCR Atleos’s consensus price target reflects improved expectations for both future earnings multiples and revenue growth, raising fair value from $39.83 to $44.67.


What's in the News


  • Announced a $200 million share repurchase program authorized by the Board, to be executed over two years.
  • Deepened partnership with FCTI Inc., deploying thousands of new ATMs and providing terminal driving services, expanding Atleos’ presence at 7-Eleven and Speedway locations nationwide.
  • Reaffirmed 2025 earnings guidance, targeting 1% to 3% constant-currency revenue growth, with an expected $100 million YoY reduction from Voyix-related revenue.
  • Casey’s joined the Allpoint Network, rolling out Atleos-managed surcharge-free ATMs across 2,900+ convenience store locations in key states, expanding network reach for 1,200+ issuers.
  • Secured or expanded key client relationships, including Lloyds Banking Group (ATMaaS/branch modernization in the UK), ING in Spain (ATMaaS, 740+ new terminals), DirectPay & iXchange in Greece (ATM management), InComm Payments (API-enabled cardless cash pickups at 23,000+ US ATMs), and extended collaboration with Morrisons Daily in the UK (Cashzone network).

Valuation Changes


Summary of Valuation Changes for NCR Atleos

  • The Consensus Analyst Price Target has significantly risen from $39.83 to $44.67.
  • The Future P/E for NCR Atleos has risen from 11.13x to 12.15x.
  • The Consensus Revenue Growth forecasts for NCR Atleos has risen from 4.1% per annum to 4.4% per annum.

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.