Update shared on11 Aug 2025
Fair value Increased 33%Comtech Telecommunications’ consensus price target was raised to $6.00, as analysts cited strong Q3 revenue and EBITDA outperformance, though caution persists over weak bookings, balance sheet risks, and the need for asset sales to address financial obligations.
Analyst Commentary
- Q3 revenue and EBITDA materially beat expectations, demonstrating operational outperformance.
- Bookings were considered light, raising questions about future revenue visibility.
- No update was provided regarding the ongoing strategic alternatives process.
- Ongoing concerns persist about the company's balance sheet strength and going-concern status.
- Asset sales are viewed as the preferred and quickest solution to address financial obligations.
What's in the News
- Comtech Telecommunications did not repurchase any shares between February 1, 2025 and April 30, 2025, with $0 spent under the buyback program announced on September 29, 2020.
Valuation Changes
Summary of Valuation Changes for Comtech Telecommunications
- The Consensus Analyst Price Target has significantly risen from $4.50 to $6.00.
- The Consensus Revenue Growth forecasts for Comtech Telecommunications has significantly fallen from 0.0% per annum to -2.9% per annum.
- The Future P/E for Comtech Telecommunications has significantly risen from 3.71x to 5.28x.
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.