Update shared on16 Sep 2025
Fair value Increased 5.43%Upbound Group’s consensus price target has been raised to $36.38, reflecting increased analyst confidence in near-term earnings potential and ongoing strong performance at Acima, with further support from expected cash flow benefits due to accelerated depreciation provisions.
Analyst Commentary
- Bullish analysts see increased confidence in near-term earnings potential, especially following management meetings that highlighted company growth drivers.
- Continued robust performance from Acima, highlighted by multiple consecutive quarters of year-over-year GMV and revenue growth, is viewed positively.
- The anticipated cash windfall from accelerated depreciation provisions under the One Big Beautiful Bill is expected to improve Upbound’s cash flow over the next few years.
- Macro uncertainty in the U.S. economy remains a restraint for more aggressive positive positioning among some analysts.
- Current share levels are seen by bullish analysts as offering more upside potential than downside risk.
What's in the News
- Upbound Group repurchased no shares in the latest quarter, completing its previously announced buyback program with a total of 8,072,776 shares bought back for $265.16 million (13.41% of shares).
- The company was added to multiple Russell value and small-cap benchmarks and indexes, including Russell 3000 Value, Russell 2500 Value, Russell 2000 Value, Russell 3000E Value, Russell Small Cap Comp Value, and Russell 2000 Value-Defensive.
Valuation Changes
Summary of Valuation Changes for Upbound Group
- The Consensus Analyst Price Target has risen from $34.50 to $36.38.
- The Future P/E for Upbound Group has risen from 8.92x to 9.40x.
- The Discount Rate for Upbound Group remained effectively unchanged, at 11.54%.
Disclaimer
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