This company has been acquiredThe company may no longer be operating, as it has been acquired. Find out why through their latest events.See Latest EventsCantaloupe（CTLP）株式概要デジタル決済とソフトウェア・サービスを提供するカンタループ社は、セルフサービス・コマース市場に技術ソリューションを提供している。 詳細CTLP ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績1/6財務の健全性5/6配当金0/6リスク分析財務結果に影響を与える大きな一時的項目 利益率(1%)は昨年より低い(20.3%) すべてのリスクチェックを見るCTLP Community Fair Values Create NarrativeSee what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN0% undervaluedAnalystConsensusTarget•9mo agoLaunching Capital Micro Lending Service Will Help Small And Medium Businesses5905Top Analyst NarrativesCantaloupeANAnalystConsensusTargetBased on Analyst Price TargetsLaunching Capital Micro Lending Service Will Help Small And Medium BusinessesKey Takeaways Growth in micro markets and Smart Stores, along with international expansion, is driving revenue through higher transaction volumes and new market entry. Initiatives like micro-lending, digital advertising, and product innovations contribute to enhanced profitability and address capital, marketing, and operational challenges.View narrativeUS$11.2FV0% 割高 内在価値ディスカウント15.43%Revenue growth p.a.Set Fair ValueView59users have viewed this narrative0users have liked this narrative0users have commented on this narrative5users have followed this narrative10 months ago author updated this narrativeView all narrativesCantaloupe, Inc. 競合他社Cass Information SystemsSymbol: NasdaqGS:CASSMarket cap: US$593.6mPriority Technology HoldingsSymbol: NasdaqCM:PRTHMarket cap: US$473.5mPaysafeSymbol: NYSE:PSFEMarket cap: US$353.6mInternational Money ExpressSymbol: NasdaqCM:IMXIMarket cap: US$460.4m価格と性能株価の高値、安値、推移の概要Cantaloupe過去の株価現在の株価US$11.2052週高値US$11.2152週安値US$7.64ベータ11ヶ月の変化2.94%3ヶ月変化6.06%1年変化43.04%3年間の変化72.31%5年間の変化2.66%IPOからの変化-97.76%最新ニュースお知らせ • May 08+ 23 more updatesCantaloupe, Inc.(NasdaqGS:CTLP) dropped from Russell 3000 IndexCantaloupe, Inc.(NasdaqGS:CTLP) dropped from Russell 3000 IndexReported Earnings • May 07Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: US$0.033 loss per share (down from US$0.67 profit in 3Q 2025). Revenue: US$78.7m (up 4.3% from 3Q 2025). Net loss: US$2.45m (down 105% from profit in 3Q 2025). Revenue missed analyst estimates by 8.1%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 08Second quarter 2026 earnings released: US$0.001 loss per share (vs US$0.068 profit in 2Q 2025)Second quarter 2026 results: US$0.001 loss per share (down from US$0.068 profit in 2Q 2025). Revenue: US$78.7m (up 6.8% from 2Q 2025). Net loss: US$70.0k (down 101% from profit in 2Q 2025). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 07First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.02 loss per share (down from US$0.045 profit in 1Q 2025). Revenue: US$80.9m (up 14% from 1Q 2025). Net loss: US$1.21m (down 137% from profit in 1Q 2025). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 13Cantaloupe, Inc., Annual General Meeting, Nov 19, 2025Cantaloupe, Inc., Annual General Meeting, Nov 19, 2025.Recent Insider Transactions • Sep 26Chief Technology Officer recently sold US$154k worth of stockOn the 22nd of September, Gaurav Singal sold around 15k shares on-market at roughly US$10.61 per share. This transaction amounted to 74% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$2.0m more than they sold in the last 12 months.最新情報をもっと見るRecent updatesお知らせ • May 08+ 23 more updatesCantaloupe, Inc.(NasdaqGS:CTLP) dropped from Russell 3000 IndexCantaloupe, Inc.(NasdaqGS:CTLP) dropped from Russell 3000 IndexReported Earnings • May 07Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: US$0.033 loss per share (down from US$0.67 profit in 3Q 2025). Revenue: US$78.7m (up 4.3% from 3Q 2025). Net loss: US$2.45m (down 105% from profit in 3Q 2025). Revenue missed analyst estimates by 8.1%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 08Second quarter 2026 earnings released: US$0.001 loss per share (vs US$0.068 profit in 2Q 2025)Second quarter 2026 results: US$0.001 loss per share (down from US$0.068 profit in 2Q 2025). Revenue: US$78.7m (up 6.8% from 2Q 2025). Net loss: US$70.0k (down 101% from profit in 2Q 2025). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 07First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.02 loss per share (down from US$0.045 profit in 1Q 2025). Revenue: US$80.9m (up 14% from 1Q 2025). Net loss: US$1.21m (down 137% from profit in 1Q 2025). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 13Cantaloupe, Inc., Annual General Meeting, Nov 19, 2025Cantaloupe, Inc., Annual General Meeting, Nov 19, 2025.Recent Insider Transactions • Sep 26Chief Technology Officer recently sold US$154k worth of stockOn the 22nd of September, Gaurav Singal sold around 15k shares on-market at roughly US$10.61 per share. This transaction amounted to 74% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$2.0m more than they sold in the last 12 months.お知らせ • Sep 25Cantaloupe, Inc. Announces Departure of Gaurav Singal as Chief Technology Officer, Effective October 7, 2025On September 24, 2025, Cantaloupe, Inc. (the “Company”) announced that Gaurav Singal, Chief Technology Officer of the Company, is leaving the Company, effective October 7, 2025. Mr. Singal's departure was a personal decision to pursue another opportunity and was not the result of any disagreement with the Company on any matter relating to the Company's operations, policies or practices.Recent Insider Transactions Derivative • Sep 22Chief Technology Officer exercised options and sold US$1.5m worth of stockOn the 18th of September, Gaurav Singal exercised 200k options at a strike price of around US$3.27 and sold these shares for an average price of US$10.63 per share. This trade did not impact their existing holding. Since September 2024, Gaurav's direct individual holding has decreased from 143.45k shares to 10.12k. Company insiders have collectively bought US$673k more than they sold, via options and on-market transactions, in the last 12 months.Reported Earnings • Sep 10Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: US$0.87 (up from US$0.16 in FY 2024). Revenue: US$302.5m (up 13% from FY 2024). Net income: US$64.0m (up 460% from FY 2024). Profit margin: 21% (up from 4.2% in FY 2024). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 1.1%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 30+ 5 more updatesCantaloupe, Inc.(NasdaqGS:CTLP) dropped from Russell Small Cap Comp Value IndexCantaloupe, Inc.(NasdaqGS:CTLP) dropped from Russell Small Cap Comp Value IndexPrice Target Changed • Jun 17Price target decreased by 10% to US$11.20Down from US$12.50, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of US$10.99. The company is forecast to post earnings per share of US$0.87 for next year compared to US$0.16 last year.お知らせ • Jun 17365 Retail Markets, LLC entered into a definitive agreement to acquire Cantaloupe, Inc. (NasdaqGS:CTLP) for approximately $830 million.365 Retail Markets, LLC entered into a definitive agreement to acquire Cantaloupe, Inc. (NasdaqGS:CTLP) for approximately $830 million on June 15, 2025. Under the terms of the agreement, Cantaloupe shareholders will receive $11.20 per share in cash. Upon completion of the transaction, Cantaloupe will become a privately-held company. In case of termination of the transaction under certain specified circumstances, Cantaloupe will be required to pay 365 Retail Markets a termination fee of $31.5 million. The transaction is subject to customary closing conditions, including approval by Cantaloupe shareholders, the receipt of required regulatory approvals, and the expiration or termination of any waiting period applicable under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended.The transaction was approved unanimously by the Cantaloupe Board of Directors. 365 Retail Markets board of directors also approved the transaction. The transaction is not subject to a financing condition and 365 has received fully committed financing for the transaction. J.P. Morgan Securities LLC is serving as exclusive financial advisor and fairness opinion provider and Keith Townsend, Robert Leclerc and Zachary Davis of King & Spalding LLP are serving as legal counsel to Cantaloupe. William Blair & Company is serving as financial advisor and James R. Griffin, David Gail, Ramona Y. Nee, Jeffrey Perry, Benton Lewis and Claudia Lai of Weil, Gotshal & Manges LLP are serving as legal counsel to 365 and Providence.Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$9.86, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Diversified Financial industry in the US. Total returns to shareholders of 100% over the past three years.分析記事 • Jun 11Cantaloupe, Inc. (NASDAQ:CTLP) Surges 28% Yet Its Low P/E Is No Reason For ExcitementThe Cantaloupe, Inc. ( NASDAQ:CTLP ) share price has done very well over the last month, posting an excellent gain of...分析記事 • Jun 11There's No Escaping Cantaloupe, Inc.'s (NASDAQ:CTLP) Muted Earnings Despite A 28% Share Price RiseThe Cantaloupe, Inc. ( NASDAQ:CTLP ) share price has done very well over the last month, posting an excellent gain of...Major Estimate Revision • May 15Consensus EPS estimates increase by 169%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$310.7m to US$306.5m. EPS estimate rose from US$0.324 to US$0.873. Net income forecast to shrink 30% next year vs 18% growth forecast for Diversified Financial industry in the US . Consensus price target broadly unchanged at US$12.30. Share price fell 2.6% to US$8.01 over the past week.分析記事 • May 11Cantaloupe, Inc. Just Beat EPS By 591%: Here's What Analysts Think Will Happen NextCantaloupe, Inc. ( NASDAQ:CTLP ) shareholders are probably feeling a little disappointed, since its shares fell 5.2% to...Reported Earnings • May 09Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.67 (up from US$0.06 in 3Q 2024). Revenue: US$75.4m (up 11% from 3Q 2024). Net income: US$48.9m (up US$44.5m from 3Q 2024). Profit margin: 65% (up from 6.4% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • May 09Cantaloupe, Inc. Revises Earnings Guidance for the Full Fiscal Year 2025Cantaloupe, Inc. revising earnings guidance for the full fiscal year 2025. For the period, the company expects total Revenue to be between $302 million and $308 million. Total US GAAP net income applicable to common shares to be between $64 million and $70 million.お知らせ • May 06Cantaloupe, Inc. to Showcase Full Suite of Smart Retail Innovations At 2025 NAMA ShowCantaloupe, Inc. is showcasing its full suite of smart self-service retail innovations at this year's 2025 National Automatic Merchandising Association (NAMA) Show, taking place May 7-9 in Las Vegas. Cantaloupe's product line-up includes the recently introduced Go Micro kiosk and new Smart Aisle. Cantaloupe will host an in-booth unveiling and live demonstration of these exciting technology solutions on May 7, at 2:45 p.m. (PT) in booth #1839. Customers provide a payment method to enter, and while inside they can grab any item, which is added to their virtual cart in real time. Customers verify their cart before leaving, and the transaction is completed and payment method charged upon exit. In Cantaloupe's booth, guests will experience a complete lineup of smart solutions, including theSmart Store 700 Duo, Smart Store 600 Duo, the Cooler Cafe, its modern micro market offerings including the Go Micro, Go Plus100 and Go Max kiosks,card readers for the U.S., Mexico, U.K. and Europe, and Seed software products and other Cantaloupe services that will be available for viewing and hands-on demonstrations. Throughout the show in the North Lobby, NAMA attendees can visit the Social Hub located across from the registration desk, hosted by Cantaloupe and the recently launched Vine Digital Studio, a full-service marketing platform dedicated to self-service and convenience businesses. The Social Hub experience will include a unique photo opportunity and a chance to learn more about Vine's strategic digital marketing solutions designed for operator growth. Cantaloupe will also be displaying its self-service payment solutions throughout the show floor in several partner booths.HABCO will feature a Cooler Cafe unit with Cantaloupe's P30 card reader and Smart Lock connect technology; AVS will highlight the Go Micro kiosk and a lineup of Cantaloupe card readers; IDW will showcase the Go MiniX and a Cooler Cafe unit; ID TECH will display the Go Plus100 kiosk and Imbera will show the Go MiniX kiosk equipped with the P30 card reader. Lastly, Cantaloupe will provide demonstrations of its latest product releases within the Seed software suite, including powerful new tools that bring AI into operators' everyday platform experience. Attendees can also see the efficiency of Cantaloupe's Remote Price change tool at an in-booth activation station. Remote Price Change allows operators to change prices for their entire vending machine fleet in minutes without visiting a single location -- saving significant time and effort while maximizing revenue.お知らせ • Apr 18Cantaloupe, Inc. to Report Q3, 2025 Results on May 08, 2025Cantaloupe, Inc. announced that they will report Q3, 2025 results at 4:05 PM, US Eastern Standard Time on May 08, 2025お知らせ • Apr 15Cantaloupe, Inc. Launches Go MicroCantaloupe, Inc. launched the Go Micro, its newest self-service micro market kiosk. The Go Micro offers all the essential features to successfully run a micro market. Designed with affordability, versatility and seamless management in mind, the Go Micro makes it easier than ever for operators to start or scale their micro market business. The Go Micro's compact footprint, integrated barcode scanner and five-inch touchscreen provide a seamless checkout experience for consumers. Its form factor allows it to fit into a wide variety of spaces and configurations, including the future ability to mount onto Cantaloupe's Cooler Cafe units. It is fully integrated with Cantaloupe Go and Seed Markets, enabling operators to manage all their markets -- regardless of size -- on one powerful platform. This makes it easier to streamline operations, track inventory and optimize performance across all locations.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$7.78, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Diversified Financial industry in the US. Total returns to shareholders of 12% over the past three years.Board Change • Mar 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. CEO, President & Director Ravi Venkatesan was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Feb 26Price target increased by 8.7% to US$12.50Up from US$11.50, the current price target is an average from 5 analysts. New target price is 20% above last closing price of US$10.42. Stock is up 63% over the past year. The company is forecast to post earnings per share of US$0.32 for next year compared to US$0.16 last year.お知らせ • Feb 26Cantaloupe Reportedly Explores Options Including SaleCantaloupe, Inc. (NasdaqGS:CTLP) is exploring strategic options, including a potential sale or a go-private transaction, four people familiar with the matter said, the latest specialized U.S. payments processor to consider such a move. Malvern, Pennsylvania-based Cantaloupe provides digital payments technology and software to companies providing self-service offerings, such as vending machines, car washes and arcades. Its products are used in North America, Europe and Australia, according to its website. The company is working with investment bankers at JPMorgan Chase on the strategic plans, according to the sources, who spoke on condition of anonymity to discuss confidential deliberations. They warned that a sale was not guaranteed. Shares in Cantaloupe traded almost 10% higher on news of the sale effort, before giving up their gains. Cantaloupe and JP Morgan did not immediately respond to requests for comment.Seeking Alpha • Feb 26Cantaloupe: From Potato Chips To Cobb SaladsSummary Cantaloupe helps small businesses go cashless with no upfront costs, driving steady revenue and profit growth over the past decade. Profitability turned positive in 2023 and looks sustainable, supported by a strong balance sheet and low debt. Free cash flow remains weak due to high capital expenditures in its offer to help customers absorb upfront costs, a core part of its value propositions. To offset costs, Cantaloupe is increasing revenue per user by shifting to higher-value transactions. CTLP stock is fairly valued, but may offer better entry points below intrinsic value for higher returns. Read the full article on Seeking Alpha分析記事 • Feb 26Market Participants Recognise Cantaloupe, Inc.'s (NASDAQ:CTLP) Earnings Pushing Shares 30% HigherCantaloupe, Inc. ( NASDAQ:CTLP ) shareholders would be excited to see that the share price has had a great month...Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 28%After last week's 28% share price gain to US$11.07, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Diversified Financial industry in the US. Total returns to shareholders of 47% over the past three years.Reported Earnings • Feb 07Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: US$0.068 (up from US$0.043 in 2Q 2024). Revenue: US$73.7m (up 13% from 2Q 2024). Net income: US$4.97m (up 59% from 2Q 2024). Profit margin: 6.7% (up from 4.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 24%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 07Cantaloupe, Inc. Reiterates Earnings Guidance for the Year 2025Cantaloupe, Inc. reiterated earnings guidance for the year 2025. For the full fiscal year 2025, the Company reiterates total revenue to be between $308 million and $322 million. Total US GAAP net income applicable to common shares to be between $22 million and $32 million.お知らせ • Jan 22Cantaloupe, Inc. to Report Q2, 2025 Results on Feb 06, 2025Cantaloupe, Inc. announced that they will report Q2, 2025 results at 4:05 PM, US Eastern Standard Time on Feb 06, 2025お知らせ • Jan 21Cantaloupe, Inc. Introduces Engage Pulse for the Arcade and Amusement IndustryCantaloupe, Inc. announced the launch of its new Engage Pulse card reader. This innovative payment solution is designed to maximize revenue potential through a ladder pricing interface that allows players to pay once and then enjoy multiple plays. This feature enables the Engage Pulse to deliver a seamless consumer payment experience while increasing revenue for arcade and amusement operators. This launch comes as the amusement industry experiences significant growth in cashless payments. According to the Cantaloupe 2024 Micropayment Trends Report, consumers spent more than $100 million at amusement machines alone in 2023, with 63% of total sales volume coming from cashless transactions. The average cashless purchase value reached $6.13, compared to only $0.81 for cash purchases, demonstrating strong consumer adoption of digital payment methods and an opportunity for even more industry growth with cashless payment systems. Early adopters of the Engage Pulse are already seeing remarkable results. “We installed crane games with the Engage Pulse units at one of the company's trampoline park locations, and in November and December, sales were up 85% year over year. In the company's mall locations, we’re seeing up to 53% year-over-year sales increases,” said Tim Zahn, vice president of operations at Lieberman Companies, a large amusement and arcade operator in the Minneapolis/St. Paul metro area. “With the Pulse, we’re seeing customers spending $2–3 more than the default $1 price on these games. It makes payment quick and easy.” Lieberman Companies’ success has demonstrated the immediate impact of Cantaloupe’s technology on operator revenue. The Engage Pulse represents a significant advancement in arcade and amusement payment technology, offering operators a comprehensive solution to modernize their businesses. Key features include: Innovative Ladder Pricing Interface: Enabling customers to select multiple plays or extended time periods in a single transaction. A 3.5-inch Color Touchscreen: Providing an intuitive, user-friendly interface for customer interaction. Cashless Payment Acceptance: Expanding customer base and increasing transaction volume. Seamless Integration: Cantaloupe Engage Pulse works with existing arcade and amusement machines, and device transaction data is transmitted into Cantaloupe’s Seed Live platform.分析記事 • Jan 09Getting In Cheap On Cantaloupe, Inc. (NASDAQ:CTLP) Might Be DifficultCantaloupe, Inc.'s ( NASDAQ:CTLP ) price-to-earnings (or "P/E") ratio of 49x might make it look like a strong sell...分析記事 • Dec 17Does Cantaloupe (NASDAQ:CTLP) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • Dec 11Cantaloupe, Inc. Launches Innovative Smart StoresCantaloupe, Inc. launched its new Smart Store Series, including the Cantaloupe Smart Store 600 and 700 models. These advanced self-service retail solutions are designed to revolutionize the way food and beverage vendors, as well as broader retailers, address key challenges including labor shortages, theft and shrinkage, while maintaining a seamless and inclusive consumer experience. Cantaloupe’s Smart Stores offer a 24/7 self-service solution with advanced technology and security, designed for retailers, residential buildings, fitness centers, hotel pantries and more. The customer presents payment at the point-of-sale (POS) to unlock the unit, grab the item(s), which are added to their cart, then completes the purchase by pressing Pay and walking away. Available in the United States and Canada, and soon to be available in the UK and Mexico, the Cantaloupe Smart Store Series includes key features designed to enhance the consumer experience such as: Secure & Reliable Technology: The Smart Store uses weighted-shelves and cameras to monitor inventory and minimize shrinkage. Enhanced Customer Experience with Audio Assistance & Accessibility: The Smart Store offers touchscreens, audio help, and visual cues to ensure an accessible and seamless shopping experience. Turnkey Setup & Installation: Planograms and product restocking are easily updated through the POS or back-end portal with minimal effort. Flexibility to Scale Store Size & Product Mix: Operators can scale from one to four units and stock a variety of products, from clothing to sporting goods. Cantaloupe Platform Integrations: Smart Stores integrate with Cantaloupe’s platform for streamlined inventory management and reporting.Reported Earnings • Nov 08First quarter 2025 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2025 results: EPS: US$0.045 (up from US$0.024 in 1Q 2024). Revenue: US$70.8m (up 13% from 1Q 2024). Net income: US$3.28m (up 91% from 1Q 2024). Profit margin: 4.6% (up from 2.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Nov 08Cantaloupe, Inc. Reiterates Earnings Guidance for the Full Fiscal Year 2025Cantaloupe, Inc. reiterated earnings guidance for the full fiscal year 2025. For the year, the Company expects total Revenue to be between $308 million and $322 million.お知らせ • Oct 18Cantaloupe, Inc. to Report Q1, 2025 Results on Nov 07, 2024Cantaloupe, Inc. announced that they will report Q1, 2025 results at 4:05 PM, US Eastern Standard Time on Nov 07, 2024Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$9.21, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 11x in the Diversified Financial industry in the US. Total loss to shareholders of 13% over the past three years.分析記事 • Oct 07Even With A 26% Surge, Cautious Investors Are Not Rewarding Cantaloupe, Inc.'s (NASDAQ:CTLP) Performance CompletelyThe Cantaloupe, Inc. ( NASDAQ:CTLP ) share price has done very well over the last month, posting an excellent gain of...お知らせ • Oct 07Cantaloupe, Inc., Annual General Meeting, Nov 20, 2024Cantaloupe, Inc., Annual General Meeting, Nov 20, 2024.Recent Insider Transactions • Oct 02Independent Chairman recently bought US$2.1m worth of stockOn the 30th of September, Douglas Bergeron bought around 284k shares on-market at roughly US$7.40 per share. This transaction increased Douglas' direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Douglas' only on-market trade for the last 12 months.Seeking Alpha • Oct 02Cantaloupe: Likely To Remain Range BoundSummary Cantaloupe's stock has remained range-bound over the past year and is now trading at the upper end of that range after a recent rally. The company recently made a small acquisition, expanding its presence in Europe. The stock has also seen some recent insider buying. An updated analysis around this digital payment solution provider is provided in the paragraphs below. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • Sep 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$7.30, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 13x in the Diversified Financial industry in the US. Total loss to shareholders of 30% over the past three years.新しいナラティブ • Sep 19Expanding Micromarkets And Seed Software Penetration Skyrocket Revenue And Customer Base Cantaloupe's expansion into micromarkets and the use of Seed software aims to boost transaction and subscription revenue by catering to the demand for cashless payments.Major Estimate Revision • Sep 17Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.268 to US$0.30. Revenue forecast steady at US$312.7m. Net income forecast to grow 94% next year vs 17% growth forecast for Diversified Financial industry in the US. Consensus price target down from US$10.70 to US$10.30. Share price was steady at US$6.39 over the past week.Reported Earnings • Sep 11Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: US$0.16 (up from US$0 in FY 2023). Revenue: US$268.6m (up 10% from FY 2023). Net income: US$11.4m (up US$11.4m from FY 2023). Profit margin: 4.2% (up from 0% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Sep 11Cantaloupe, Inc. Updates Earnings Guidance for the Full Fiscal Year 2025Cantaloupe, Inc. provided earnings guidance for the full fiscal year 2025. For the year, the Company updates Total Revenue to be between $308 million and $322 million.お知らせ • Sep 09Cantaloupe, Inc. (NasdaqGS:CTLP) acquired Sb Software Limited.Cantaloupe, Inc. (NasdaqGS:CTLP) acquired Sb Software Limited on September 9, 2024. Cantaloupe, Inc. (NasdaqGS:CTLP) completed the acquisition of Sb Software Limited on September 9, 2024.お知らせ • Aug 27+ 1 more updateCantaloupe, Inc. to Report Q4, 2024 Results on Sep 10, 2024Cantaloupe, Inc. announced that they will report Q4, 2024 results at 4:05 PM, US Eastern Standard Time on Sep 10, 2024Seeking Alpha • Jul 30Cantaloupe: Out-Growing A History Marred By A Lack Of ProfitabilitySummary Cantaloupe is new to our portfolio for the second time, as we previously owned this company in 2020 and 2021. Both legs of that thesis have been playing out, but the market has thus far failed to reward Cantaloupe for the fundamental improvements they have made. Insiders at CTLP are seemingly confident as they recently purchased shares near current prices. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$6.84, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 11x in the Diversified Financial industry in the US. Total loss to shareholders of 43% over the past three years.お知らせ • May 16Cantaloupe, Inc. to Showcase Self-Service and Mobile-First Solutions at the National Restaurant Association ShowCantaloupe, Inc. announced its debut participation at the National Restaurant Association Show, taking place May 18 to 21, 2024, at McCormick Place in Chicago. Cantaloupe will be showcasing its innovative solutions focused on self-service and mobile-first applications for stadiums, entertainment venues, festivals and hotels. Cantaloupe’s booth at the National Restaurant Association Show will be highlighting: CHEQ POS Kiosks: available in attended or self-checkout mode, making ordering seamless across multiple revenue centers and empowering fans to self-service for reduced wait times. CHEQ Handheld: providing in-stadium vendors or those with on-the-go payment needs at festivals and events, the ability to accept payments anywhere, perfect for selling merchandise, food and beverages. CHEQ Mobile App: enables fans or event-goers the ability to order food and beverages from anywhere in the venue, with flexible pick-up or in-seat delivery options. Cantaloupe Smart Café: a fully locked cooler that enablestrue grab and go self-service with AI powered smart camera technology to charge the consumers card for the exact items they take out of the smart fridge. Cantaloupe Micro Markets for Hotel Pantries:a one-stop shop for cabinetry, coolers and self-checkout kiosks with the Cantaloupe Go MiniX cashless acceptance kiosk, that simply leverages existing pantry space and converts it into a self-service mini-market in hotel lobbies, creating less burden on employees to manage checking in guests and ringing up pantry products and instead, creates a fully grab-and-go experience.Seeking Alpha • May 12Cantaloupe Q3 Report: Thesis Intact, With TweaksSummary Cantaloupe's Q3 results showed underperformance in subscription revenue growth, leading to a downgrade in the stock to a BUY. The company's international expansion and higher margins from payment transactions were positive factors in the results. Management reaffirmed their plan for 70% EBITDA CAGR over the next two years, indicating potential for future growth. Read the full article on Seeking Alpha分析記事 • May 11Take Care Before Diving Into The Deep End On Cantaloupe, Inc. (NASDAQ:CTLP)You may think that with a price-to-sales (or "P/S") ratio of 1.9x Cantaloupe, Inc. ( NASDAQ:CTLP ) is a stock worth...お知らせ • May 11Cantaloupe, Inc. Provides Earnings Guidance for the Fiscal Year 2024Cantaloupe, Inc. provided earnings guidance for the fiscal year 2024. For the full fiscal year 2024, the company expects total revenue to be between $270 million and $275 million. Total US GAAP net income is expected to be between $12 million and $15 million.Reported Earnings • May 10Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: US$0.06 (down from US$0.092 in 3Q 2023). Revenue: US$67.9m (up 13% from 3Q 2023). Net income: US$4.37m (down 34% from 3Q 2023). Profit margin: 6.4% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 43%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Apr 30Cantaloupe, Inc. to Showcase CHEQ and New Innovative Micro Market and Smart Cooler Technology At the Nama 2024 ShowCantaloupe, Inc. announced its participation in The National Automatic Merchandising Association (NAMA) Show, taking place from May 7-9, in Dallas. Cantaloupe will be showcasing its cutting-edge solutions, including the highly anticipated CHEQ point-of-sale (POS) platform, which features a mobile-first approach to accepting payments. Additionally, in Cantaloupe’s booth and elsewhere throughout the show with key strategic partners, attendees can explore the latest in micro market innovations, including new modern kiosk designs, and smart coolers leveraging both AI and age verification technology. Cantaloupe will also be displaying its broad range of payment solutions and products tailored for international markets showcased in four other partner booths. For the European market, Cantaloupe will highlight its cutting-edge payment devices, including the P66, P100 and P100 Pro card readers. Additionally, Cantaloupe's Latin America partnership with Imbera will be featured, giving attendees a firsthand experience of Cantaloupe’s solutions specifically designed for the Mexico market. Imbera's booth will feature Cantaloupe’s Go MiniX kiosk, equipped with the P30 payment device, demonstrating its seamless integration for implementing micro markets in Mexico. Attendees can also witness the Cantaloupe Cooler Café in action, featuring age verification on the P30 device, further showcasing Cantaloupe’s commitment to meeting the unique needs of the Mexico market. In Cantaloupe’s booth, guests will experience a full line-up of smart cooler technology, including the Cooler Cafe, with Cool Blu and IDW coolers, and the Smart Café. This area will highlight various use cases of self-service solutions designed for semi-public to high-traffic public locations. The Smart Café, is equipped with AI dynamic camera vision technology, further enhancing security and the ultimate convenience for consumers. Lastly, Cantaloupe will provide demonstrations of its latest product releases within the Seed software suite. Show attendees can learn about Seed Analytics and Seed Intelligence, powerful tools that enrich data visualization and analysis for operators. Attendees can also witness the efficiency of Cantaloupe's Seed Pick Easy at an in-booth activation station. This innovative warehouse picking solution simplifies the picking process, optimizing efficiency and accuracy for operators of all sizes.お知らせ • Apr 24Cantaloupe, Inc. to Report Q3, 2024 Results on May 09, 2024Cantaloupe, Inc. announced that they will report Q3, 2024 results at 4:05 PM, US Eastern Standard Time on May 09, 2024Major Estimate Revision • Feb 15Consensus EPS estimates increase by 21%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.133 to US$0.16. Revenue forecast steady at US$275.5m. Net income forecast to grow 14% next year vs 32% growth forecast for Diversified Financial industry in the US. Consensus price target of US$10.88 unchanged from last update. Share price fell 4.0% to US$6.49 over the past week.分析記事 • Feb 11Cantaloupe, Inc. Just Recorded A 100% EPS Beat: Here's What Analysts Are Forecasting NextCantaloupe, Inc. ( NASDAQ:CTLP ) shareholders are probably feeling a little disappointed, since its shares fell 8.1% to...Reported Earnings • Feb 10Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: US$0.043 (up from US$0.008 loss in 2Q 2023). Revenue: US$65.4m (up 6.6% from 2Q 2023). Net income: US$3.12m (up US$3.70m from 2Q 2023). Profit margin: 4.8% (up from net loss in 2Q 2023). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 100%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Feb 09Cantaloupe, Inc. Reiterates Earnings Guidance for the Fiscal Year 2024Cantaloupe, Inc. reiterated earnings guidance for the fiscal year 2024. For the full fiscal year 2024, the company reiterates the following: total revenue to be between $275 million and $285 million and total net income to be between $9 million and $15 million.お知らせ • Feb 02Cantaloupe, Inc. (NasdaqGS:CTLP) acquired Cheq Lifestyle Technology, Inc.Cantaloupe, Inc. (NasdaqGS:CTLP) acquired Cheq Lifestyle Technology, Inc. on February 1, 2024.Cantaloupe, Inc. (NasdaqGS:CTLP) completed the acquisition of Cheq Lifestyle Technology, Inc. on February 1, 2024.お知らせ • Jan 18Cantaloupe, Inc. to Report Q2, 2024 Results on Feb 08, 2024Cantaloupe, Inc. announced that they will report Q2, 2024 results at 4:05 PM, US Eastern Standard Time on Feb 08, 2024Price Target Changed • Dec 17Price target increased by 10% to US$10.88Up from US$9.88, the current price target is an average from 4 analysts. New target price is 51% above last closing price of US$7.20. Stock is up 77% over the past year. The company is forecast to post earnings per share of US$0.12 for next year compared to US$0.00014 last year.株主還元CTLPUS Diversified FinancialUS 市場7D0.09%1.0%-0.3%1Y43.0%-9.6%26.7%株主還元を見る業界別リターン: CTLP過去 1 年間で-9.6 % の収益を上げたUS Diversified Financial業界を上回りました。リターン対市場: CTLP過去 1 年間で26.7 % の収益を上げたUS市場を上回りました。価格変動Is CTLP's price volatile compared to industry and market?CTLP volatilityCTLP Average Weekly Movement1.9%Diversified Financial Industry Average Movement6.4%Market Average Movement7.2%10% most volatile stocks in US Market16.2%10% least volatile stocks in US Market3.2%安定した株価: CTLP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: CTLPの 週次ボラティリティ ( 2% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1992356n/awww.cantaloupe.comデジタル決済およびソフトウェア・サービス企業であるカンタループ社は、セルフサービス・コマース市場向けのテクノロジー・ソリューションを提供している。同社は、マイクロペイメント・プロセッシング、セルフチェックアウト・キオスク、モバイル・オーダー、コネクテッドPOSシステム、エンタープライズ・クラウド・ソフトウェアを含む一連のソリューションを提供している。また、決済および消費者参加型アプリケーション向けの4G LTEデジタル決済機器であるG11キャッシュレスおよびパルスキット、接触型EMVおよび非接触型EMV決済方法に対応するデジタルリーダーであるG11チップキット、ネットワーク、セキュリティ、双方向性決済方法を提供するデジタルタッチスクリーン機器であるEngage、Engage Combo、Engage Plusから成るEngageシリーズ、P66、P100、P100Pro、P30を含むカードタッチスクリーンカードリーダーであるPシリーズを提供している。さらに、セルフレジのキオスク、スマートストアのコンセプト、Go Mini、Go MiniX、Go Plus100、Go Plus200、Go Plus300、Go Max、Cooler Cafe、Smart Store Go Microキオスク、Cantaloupe Smart AisleからなるCantaloupe Go管理プラットフォームを提供している。さらに、クラウドベースの資産管理と最適化ソリューションであるSeedプラットフォーム、Seedプラットフォーム内のアドオンソフトウェアサービスであるリモート価格変更、堅牢なクラウドベースのプラットフォームであるCantaloupe Goポータル、APIウェブサービスであるSeed API、およびCantaloupe Go消費者向けモバイルアプリ・ロイヤルティプログラム、キャンパスカード統合、デジタル広告管理、データウェアハウスサービスなどの追加サービスを提供している。さらに、専門家向けサービス、ネットワーク・インフラストラクチャー、カード処理、顧客／消費者向けサービスも提供している。カンタループ社の前身はUSAテクノロジーズ社。1992年に法人化され、ペンシルベニア州マルバーンに本社を置く。2026年5月8日現在、カンタループ・インクは365 Retail Markets, LLCの子会社として運営されている。もっと見るCantaloupe, Inc. 基礎のまとめCantaloupe の収益と売上を時価総額と比較するとどうか。CTLP 基礎統計学時価総額US$825.82m収益（TTM）US$3.11m売上高(TTM)US$320.82m265.9xPER（株価収益率2.6xP/SレシオCTLP は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計CTLP 損益計算書（TTM）収益US$320.82m売上原価US$193.43m売上総利益US$127.39mその他の費用US$124.28m収益US$3.11m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.042グロス・マージン39.71%純利益率0.97%有利子負債／自己資本比率14.7%CTLP の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 04:33終値2026/05/07 00:00収益2026/03/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Cantaloupe, Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Gary PrestopinoBarrington Research Associates, Inc.Mark PalmerBerenbergThomas McCrohanBrean Capital Historical (Janney Montgomery)3 その他のアナリストを表示
お知らせ • May 08+ 23 more updatesCantaloupe, Inc.(NasdaqGS:CTLP) dropped from Russell 3000 IndexCantaloupe, Inc.(NasdaqGS:CTLP) dropped from Russell 3000 Index
Reported Earnings • May 07Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: US$0.033 loss per share (down from US$0.67 profit in 3Q 2025). Revenue: US$78.7m (up 4.3% from 3Q 2025). Net loss: US$2.45m (down 105% from profit in 3Q 2025). Revenue missed analyst estimates by 8.1%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 08Second quarter 2026 earnings released: US$0.001 loss per share (vs US$0.068 profit in 2Q 2025)Second quarter 2026 results: US$0.001 loss per share (down from US$0.068 profit in 2Q 2025). Revenue: US$78.7m (up 6.8% from 2Q 2025). Net loss: US$70.0k (down 101% from profit in 2Q 2025). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 07First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.02 loss per share (down from US$0.045 profit in 1Q 2025). Revenue: US$80.9m (up 14% from 1Q 2025). Net loss: US$1.21m (down 137% from profit in 1Q 2025). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 13Cantaloupe, Inc., Annual General Meeting, Nov 19, 2025Cantaloupe, Inc., Annual General Meeting, Nov 19, 2025.
Recent Insider Transactions • Sep 26Chief Technology Officer recently sold US$154k worth of stockOn the 22nd of September, Gaurav Singal sold around 15k shares on-market at roughly US$10.61 per share. This transaction amounted to 74% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$2.0m more than they sold in the last 12 months.
お知らせ • May 08+ 23 more updatesCantaloupe, Inc.(NasdaqGS:CTLP) dropped from Russell 3000 IndexCantaloupe, Inc.(NasdaqGS:CTLP) dropped from Russell 3000 Index
Reported Earnings • May 07Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: US$0.033 loss per share (down from US$0.67 profit in 3Q 2025). Revenue: US$78.7m (up 4.3% from 3Q 2025). Net loss: US$2.45m (down 105% from profit in 3Q 2025). Revenue missed analyst estimates by 8.1%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 08Second quarter 2026 earnings released: US$0.001 loss per share (vs US$0.068 profit in 2Q 2025)Second quarter 2026 results: US$0.001 loss per share (down from US$0.068 profit in 2Q 2025). Revenue: US$78.7m (up 6.8% from 2Q 2025). Net loss: US$70.0k (down 101% from profit in 2Q 2025). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 07First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.02 loss per share (down from US$0.045 profit in 1Q 2025). Revenue: US$80.9m (up 14% from 1Q 2025). Net loss: US$1.21m (down 137% from profit in 1Q 2025). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 13Cantaloupe, Inc., Annual General Meeting, Nov 19, 2025Cantaloupe, Inc., Annual General Meeting, Nov 19, 2025.
Recent Insider Transactions • Sep 26Chief Technology Officer recently sold US$154k worth of stockOn the 22nd of September, Gaurav Singal sold around 15k shares on-market at roughly US$10.61 per share. This transaction amounted to 74% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$2.0m more than they sold in the last 12 months.
お知らせ • Sep 25Cantaloupe, Inc. Announces Departure of Gaurav Singal as Chief Technology Officer, Effective October 7, 2025On September 24, 2025, Cantaloupe, Inc. (the “Company”) announced that Gaurav Singal, Chief Technology Officer of the Company, is leaving the Company, effective October 7, 2025. Mr. Singal's departure was a personal decision to pursue another opportunity and was not the result of any disagreement with the Company on any matter relating to the Company's operations, policies or practices.
Recent Insider Transactions Derivative • Sep 22Chief Technology Officer exercised options and sold US$1.5m worth of stockOn the 18th of September, Gaurav Singal exercised 200k options at a strike price of around US$3.27 and sold these shares for an average price of US$10.63 per share. This trade did not impact their existing holding. Since September 2024, Gaurav's direct individual holding has decreased from 143.45k shares to 10.12k. Company insiders have collectively bought US$673k more than they sold, via options and on-market transactions, in the last 12 months.
Reported Earnings • Sep 10Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: US$0.87 (up from US$0.16 in FY 2024). Revenue: US$302.5m (up 13% from FY 2024). Net income: US$64.0m (up 460% from FY 2024). Profit margin: 21% (up from 4.2% in FY 2024). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 1.1%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 30+ 5 more updatesCantaloupe, Inc.(NasdaqGS:CTLP) dropped from Russell Small Cap Comp Value IndexCantaloupe, Inc.(NasdaqGS:CTLP) dropped from Russell Small Cap Comp Value Index
Price Target Changed • Jun 17Price target decreased by 10% to US$11.20Down from US$12.50, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of US$10.99. The company is forecast to post earnings per share of US$0.87 for next year compared to US$0.16 last year.
お知らせ • Jun 17365 Retail Markets, LLC entered into a definitive agreement to acquire Cantaloupe, Inc. (NasdaqGS:CTLP) for approximately $830 million.365 Retail Markets, LLC entered into a definitive agreement to acquire Cantaloupe, Inc. (NasdaqGS:CTLP) for approximately $830 million on June 15, 2025. Under the terms of the agreement, Cantaloupe shareholders will receive $11.20 per share in cash. Upon completion of the transaction, Cantaloupe will become a privately-held company. In case of termination of the transaction under certain specified circumstances, Cantaloupe will be required to pay 365 Retail Markets a termination fee of $31.5 million. The transaction is subject to customary closing conditions, including approval by Cantaloupe shareholders, the receipt of required regulatory approvals, and the expiration or termination of any waiting period applicable under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended.The transaction was approved unanimously by the Cantaloupe Board of Directors. 365 Retail Markets board of directors also approved the transaction. The transaction is not subject to a financing condition and 365 has received fully committed financing for the transaction. J.P. Morgan Securities LLC is serving as exclusive financial advisor and fairness opinion provider and Keith Townsend, Robert Leclerc and Zachary Davis of King & Spalding LLP are serving as legal counsel to Cantaloupe. William Blair & Company is serving as financial advisor and James R. Griffin, David Gail, Ramona Y. Nee, Jeffrey Perry, Benton Lewis and Claudia Lai of Weil, Gotshal & Manges LLP are serving as legal counsel to 365 and Providence.
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$9.86, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Diversified Financial industry in the US. Total returns to shareholders of 100% over the past three years.
分析記事 • Jun 11Cantaloupe, Inc. (NASDAQ:CTLP) Surges 28% Yet Its Low P/E Is No Reason For ExcitementThe Cantaloupe, Inc. ( NASDAQ:CTLP ) share price has done very well over the last month, posting an excellent gain of...
分析記事 • Jun 11There's No Escaping Cantaloupe, Inc.'s (NASDAQ:CTLP) Muted Earnings Despite A 28% Share Price RiseThe Cantaloupe, Inc. ( NASDAQ:CTLP ) share price has done very well over the last month, posting an excellent gain of...
Major Estimate Revision • May 15Consensus EPS estimates increase by 169%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$310.7m to US$306.5m. EPS estimate rose from US$0.324 to US$0.873. Net income forecast to shrink 30% next year vs 18% growth forecast for Diversified Financial industry in the US . Consensus price target broadly unchanged at US$12.30. Share price fell 2.6% to US$8.01 over the past week.
分析記事 • May 11Cantaloupe, Inc. Just Beat EPS By 591%: Here's What Analysts Think Will Happen NextCantaloupe, Inc. ( NASDAQ:CTLP ) shareholders are probably feeling a little disappointed, since its shares fell 5.2% to...
Reported Earnings • May 09Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.67 (up from US$0.06 in 3Q 2024). Revenue: US$75.4m (up 11% from 3Q 2024). Net income: US$48.9m (up US$44.5m from 3Q 2024). Profit margin: 65% (up from 6.4% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • May 09Cantaloupe, Inc. Revises Earnings Guidance for the Full Fiscal Year 2025Cantaloupe, Inc. revising earnings guidance for the full fiscal year 2025. For the period, the company expects total Revenue to be between $302 million and $308 million. Total US GAAP net income applicable to common shares to be between $64 million and $70 million.
お知らせ • May 06Cantaloupe, Inc. to Showcase Full Suite of Smart Retail Innovations At 2025 NAMA ShowCantaloupe, Inc. is showcasing its full suite of smart self-service retail innovations at this year's 2025 National Automatic Merchandising Association (NAMA) Show, taking place May 7-9 in Las Vegas. Cantaloupe's product line-up includes the recently introduced Go Micro kiosk and new Smart Aisle. Cantaloupe will host an in-booth unveiling and live demonstration of these exciting technology solutions on May 7, at 2:45 p.m. (PT) in booth #1839. Customers provide a payment method to enter, and while inside they can grab any item, which is added to their virtual cart in real time. Customers verify their cart before leaving, and the transaction is completed and payment method charged upon exit. In Cantaloupe's booth, guests will experience a complete lineup of smart solutions, including theSmart Store 700 Duo, Smart Store 600 Duo, the Cooler Cafe, its modern micro market offerings including the Go Micro, Go Plus100 and Go Max kiosks,card readers for the U.S., Mexico, U.K. and Europe, and Seed software products and other Cantaloupe services that will be available for viewing and hands-on demonstrations. Throughout the show in the North Lobby, NAMA attendees can visit the Social Hub located across from the registration desk, hosted by Cantaloupe and the recently launched Vine Digital Studio, a full-service marketing platform dedicated to self-service and convenience businesses. The Social Hub experience will include a unique photo opportunity and a chance to learn more about Vine's strategic digital marketing solutions designed for operator growth. Cantaloupe will also be displaying its self-service payment solutions throughout the show floor in several partner booths.HABCO will feature a Cooler Cafe unit with Cantaloupe's P30 card reader and Smart Lock connect technology; AVS will highlight the Go Micro kiosk and a lineup of Cantaloupe card readers; IDW will showcase the Go MiniX and a Cooler Cafe unit; ID TECH will display the Go Plus100 kiosk and Imbera will show the Go MiniX kiosk equipped with the P30 card reader. Lastly, Cantaloupe will provide demonstrations of its latest product releases within the Seed software suite, including powerful new tools that bring AI into operators' everyday platform experience. Attendees can also see the efficiency of Cantaloupe's Remote Price change tool at an in-booth activation station. Remote Price Change allows operators to change prices for their entire vending machine fleet in minutes without visiting a single location -- saving significant time and effort while maximizing revenue.
お知らせ • Apr 18Cantaloupe, Inc. to Report Q3, 2025 Results on May 08, 2025Cantaloupe, Inc. announced that they will report Q3, 2025 results at 4:05 PM, US Eastern Standard Time on May 08, 2025
お知らせ • Apr 15Cantaloupe, Inc. Launches Go MicroCantaloupe, Inc. launched the Go Micro, its newest self-service micro market kiosk. The Go Micro offers all the essential features to successfully run a micro market. Designed with affordability, versatility and seamless management in mind, the Go Micro makes it easier than ever for operators to start or scale their micro market business. The Go Micro's compact footprint, integrated barcode scanner and five-inch touchscreen provide a seamless checkout experience for consumers. Its form factor allows it to fit into a wide variety of spaces and configurations, including the future ability to mount onto Cantaloupe's Cooler Cafe units. It is fully integrated with Cantaloupe Go and Seed Markets, enabling operators to manage all their markets -- regardless of size -- on one powerful platform. This makes it easier to streamline operations, track inventory and optimize performance across all locations.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$7.78, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Diversified Financial industry in the US. Total returns to shareholders of 12% over the past three years.
Board Change • Mar 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. CEO, President & Director Ravi Venkatesan was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Feb 26Price target increased by 8.7% to US$12.50Up from US$11.50, the current price target is an average from 5 analysts. New target price is 20% above last closing price of US$10.42. Stock is up 63% over the past year. The company is forecast to post earnings per share of US$0.32 for next year compared to US$0.16 last year.
お知らせ • Feb 26Cantaloupe Reportedly Explores Options Including SaleCantaloupe, Inc. (NasdaqGS:CTLP) is exploring strategic options, including a potential sale or a go-private transaction, four people familiar with the matter said, the latest specialized U.S. payments processor to consider such a move. Malvern, Pennsylvania-based Cantaloupe provides digital payments technology and software to companies providing self-service offerings, such as vending machines, car washes and arcades. Its products are used in North America, Europe and Australia, according to its website. The company is working with investment bankers at JPMorgan Chase on the strategic plans, according to the sources, who spoke on condition of anonymity to discuss confidential deliberations. They warned that a sale was not guaranteed. Shares in Cantaloupe traded almost 10% higher on news of the sale effort, before giving up their gains. Cantaloupe and JP Morgan did not immediately respond to requests for comment.
Seeking Alpha • Feb 26Cantaloupe: From Potato Chips To Cobb SaladsSummary Cantaloupe helps small businesses go cashless with no upfront costs, driving steady revenue and profit growth over the past decade. Profitability turned positive in 2023 and looks sustainable, supported by a strong balance sheet and low debt. Free cash flow remains weak due to high capital expenditures in its offer to help customers absorb upfront costs, a core part of its value propositions. To offset costs, Cantaloupe is increasing revenue per user by shifting to higher-value transactions. CTLP stock is fairly valued, but may offer better entry points below intrinsic value for higher returns. Read the full article on Seeking Alpha
分析記事 • Feb 26Market Participants Recognise Cantaloupe, Inc.'s (NASDAQ:CTLP) Earnings Pushing Shares 30% HigherCantaloupe, Inc. ( NASDAQ:CTLP ) shareholders would be excited to see that the share price has had a great month...
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 28%After last week's 28% share price gain to US$11.07, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Diversified Financial industry in the US. Total returns to shareholders of 47% over the past three years.
Reported Earnings • Feb 07Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: US$0.068 (up from US$0.043 in 2Q 2024). Revenue: US$73.7m (up 13% from 2Q 2024). Net income: US$4.97m (up 59% from 2Q 2024). Profit margin: 6.7% (up from 4.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 24%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 07Cantaloupe, Inc. Reiterates Earnings Guidance for the Year 2025Cantaloupe, Inc. reiterated earnings guidance for the year 2025. For the full fiscal year 2025, the Company reiterates total revenue to be between $308 million and $322 million. Total US GAAP net income applicable to common shares to be between $22 million and $32 million.
お知らせ • Jan 22Cantaloupe, Inc. to Report Q2, 2025 Results on Feb 06, 2025Cantaloupe, Inc. announced that they will report Q2, 2025 results at 4:05 PM, US Eastern Standard Time on Feb 06, 2025
お知らせ • Jan 21Cantaloupe, Inc. Introduces Engage Pulse for the Arcade and Amusement IndustryCantaloupe, Inc. announced the launch of its new Engage Pulse card reader. This innovative payment solution is designed to maximize revenue potential through a ladder pricing interface that allows players to pay once and then enjoy multiple plays. This feature enables the Engage Pulse to deliver a seamless consumer payment experience while increasing revenue for arcade and amusement operators. This launch comes as the amusement industry experiences significant growth in cashless payments. According to the Cantaloupe 2024 Micropayment Trends Report, consumers spent more than $100 million at amusement machines alone in 2023, with 63% of total sales volume coming from cashless transactions. The average cashless purchase value reached $6.13, compared to only $0.81 for cash purchases, demonstrating strong consumer adoption of digital payment methods and an opportunity for even more industry growth with cashless payment systems. Early adopters of the Engage Pulse are already seeing remarkable results. “We installed crane games with the Engage Pulse units at one of the company's trampoline park locations, and in November and December, sales were up 85% year over year. In the company's mall locations, we’re seeing up to 53% year-over-year sales increases,” said Tim Zahn, vice president of operations at Lieberman Companies, a large amusement and arcade operator in the Minneapolis/St. Paul metro area. “With the Pulse, we’re seeing customers spending $2–3 more than the default $1 price on these games. It makes payment quick and easy.” Lieberman Companies’ success has demonstrated the immediate impact of Cantaloupe’s technology on operator revenue. The Engage Pulse represents a significant advancement in arcade and amusement payment technology, offering operators a comprehensive solution to modernize their businesses. Key features include: Innovative Ladder Pricing Interface: Enabling customers to select multiple plays or extended time periods in a single transaction. A 3.5-inch Color Touchscreen: Providing an intuitive, user-friendly interface for customer interaction. Cashless Payment Acceptance: Expanding customer base and increasing transaction volume. Seamless Integration: Cantaloupe Engage Pulse works with existing arcade and amusement machines, and device transaction data is transmitted into Cantaloupe’s Seed Live platform.
分析記事 • Jan 09Getting In Cheap On Cantaloupe, Inc. (NASDAQ:CTLP) Might Be DifficultCantaloupe, Inc.'s ( NASDAQ:CTLP ) price-to-earnings (or "P/E") ratio of 49x might make it look like a strong sell...
分析記事 • Dec 17Does Cantaloupe (NASDAQ:CTLP) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • Dec 11Cantaloupe, Inc. Launches Innovative Smart StoresCantaloupe, Inc. launched its new Smart Store Series, including the Cantaloupe Smart Store 600 and 700 models. These advanced self-service retail solutions are designed to revolutionize the way food and beverage vendors, as well as broader retailers, address key challenges including labor shortages, theft and shrinkage, while maintaining a seamless and inclusive consumer experience. Cantaloupe’s Smart Stores offer a 24/7 self-service solution with advanced technology and security, designed for retailers, residential buildings, fitness centers, hotel pantries and more. The customer presents payment at the point-of-sale (POS) to unlock the unit, grab the item(s), which are added to their cart, then completes the purchase by pressing Pay and walking away. Available in the United States and Canada, and soon to be available in the UK and Mexico, the Cantaloupe Smart Store Series includes key features designed to enhance the consumer experience such as: Secure & Reliable Technology: The Smart Store uses weighted-shelves and cameras to monitor inventory and minimize shrinkage. Enhanced Customer Experience with Audio Assistance & Accessibility: The Smart Store offers touchscreens, audio help, and visual cues to ensure an accessible and seamless shopping experience. Turnkey Setup & Installation: Planograms and product restocking are easily updated through the POS or back-end portal with minimal effort. Flexibility to Scale Store Size & Product Mix: Operators can scale from one to four units and stock a variety of products, from clothing to sporting goods. Cantaloupe Platform Integrations: Smart Stores integrate with Cantaloupe’s platform for streamlined inventory management and reporting.
Reported Earnings • Nov 08First quarter 2025 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2025 results: EPS: US$0.045 (up from US$0.024 in 1Q 2024). Revenue: US$70.8m (up 13% from 1Q 2024). Net income: US$3.28m (up 91% from 1Q 2024). Profit margin: 4.6% (up from 2.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Nov 08Cantaloupe, Inc. Reiterates Earnings Guidance for the Full Fiscal Year 2025Cantaloupe, Inc. reiterated earnings guidance for the full fiscal year 2025. For the year, the Company expects total Revenue to be between $308 million and $322 million.
お知らせ • Oct 18Cantaloupe, Inc. to Report Q1, 2025 Results on Nov 07, 2024Cantaloupe, Inc. announced that they will report Q1, 2025 results at 4:05 PM, US Eastern Standard Time on Nov 07, 2024
Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$9.21, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 11x in the Diversified Financial industry in the US. Total loss to shareholders of 13% over the past three years.
分析記事 • Oct 07Even With A 26% Surge, Cautious Investors Are Not Rewarding Cantaloupe, Inc.'s (NASDAQ:CTLP) Performance CompletelyThe Cantaloupe, Inc. ( NASDAQ:CTLP ) share price has done very well over the last month, posting an excellent gain of...
お知らせ • Oct 07Cantaloupe, Inc., Annual General Meeting, Nov 20, 2024Cantaloupe, Inc., Annual General Meeting, Nov 20, 2024.
Recent Insider Transactions • Oct 02Independent Chairman recently bought US$2.1m worth of stockOn the 30th of September, Douglas Bergeron bought around 284k shares on-market at roughly US$7.40 per share. This transaction increased Douglas' direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Douglas' only on-market trade for the last 12 months.
Seeking Alpha • Oct 02Cantaloupe: Likely To Remain Range BoundSummary Cantaloupe's stock has remained range-bound over the past year and is now trading at the upper end of that range after a recent rally. The company recently made a small acquisition, expanding its presence in Europe. The stock has also seen some recent insider buying. An updated analysis around this digital payment solution provider is provided in the paragraphs below. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • Sep 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$7.30, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 13x in the Diversified Financial industry in the US. Total loss to shareholders of 30% over the past three years.
新しいナラティブ • Sep 19Expanding Micromarkets And Seed Software Penetration Skyrocket Revenue And Customer Base Cantaloupe's expansion into micromarkets and the use of Seed software aims to boost transaction and subscription revenue by catering to the demand for cashless payments.
Major Estimate Revision • Sep 17Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.268 to US$0.30. Revenue forecast steady at US$312.7m. Net income forecast to grow 94% next year vs 17% growth forecast for Diversified Financial industry in the US. Consensus price target down from US$10.70 to US$10.30. Share price was steady at US$6.39 over the past week.
Reported Earnings • Sep 11Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: US$0.16 (up from US$0 in FY 2023). Revenue: US$268.6m (up 10% from FY 2023). Net income: US$11.4m (up US$11.4m from FY 2023). Profit margin: 4.2% (up from 0% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Sep 11Cantaloupe, Inc. Updates Earnings Guidance for the Full Fiscal Year 2025Cantaloupe, Inc. provided earnings guidance for the full fiscal year 2025. For the year, the Company updates Total Revenue to be between $308 million and $322 million.
お知らせ • Sep 09Cantaloupe, Inc. (NasdaqGS:CTLP) acquired Sb Software Limited.Cantaloupe, Inc. (NasdaqGS:CTLP) acquired Sb Software Limited on September 9, 2024. Cantaloupe, Inc. (NasdaqGS:CTLP) completed the acquisition of Sb Software Limited on September 9, 2024.
お知らせ • Aug 27+ 1 more updateCantaloupe, Inc. to Report Q4, 2024 Results on Sep 10, 2024Cantaloupe, Inc. announced that they will report Q4, 2024 results at 4:05 PM, US Eastern Standard Time on Sep 10, 2024
Seeking Alpha • Jul 30Cantaloupe: Out-Growing A History Marred By A Lack Of ProfitabilitySummary Cantaloupe is new to our portfolio for the second time, as we previously owned this company in 2020 and 2021. Both legs of that thesis have been playing out, but the market has thus far failed to reward Cantaloupe for the fundamental improvements they have made. Insiders at CTLP are seemingly confident as they recently purchased shares near current prices. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$6.84, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 11x in the Diversified Financial industry in the US. Total loss to shareholders of 43% over the past three years.
お知らせ • May 16Cantaloupe, Inc. to Showcase Self-Service and Mobile-First Solutions at the National Restaurant Association ShowCantaloupe, Inc. announced its debut participation at the National Restaurant Association Show, taking place May 18 to 21, 2024, at McCormick Place in Chicago. Cantaloupe will be showcasing its innovative solutions focused on self-service and mobile-first applications for stadiums, entertainment venues, festivals and hotels. Cantaloupe’s booth at the National Restaurant Association Show will be highlighting: CHEQ POS Kiosks: available in attended or self-checkout mode, making ordering seamless across multiple revenue centers and empowering fans to self-service for reduced wait times. CHEQ Handheld: providing in-stadium vendors or those with on-the-go payment needs at festivals and events, the ability to accept payments anywhere, perfect for selling merchandise, food and beverages. CHEQ Mobile App: enables fans or event-goers the ability to order food and beverages from anywhere in the venue, with flexible pick-up or in-seat delivery options. Cantaloupe Smart Café: a fully locked cooler that enablestrue grab and go self-service with AI powered smart camera technology to charge the consumers card for the exact items they take out of the smart fridge. Cantaloupe Micro Markets for Hotel Pantries:a one-stop shop for cabinetry, coolers and self-checkout kiosks with the Cantaloupe Go MiniX cashless acceptance kiosk, that simply leverages existing pantry space and converts it into a self-service mini-market in hotel lobbies, creating less burden on employees to manage checking in guests and ringing up pantry products and instead, creates a fully grab-and-go experience.
Seeking Alpha • May 12Cantaloupe Q3 Report: Thesis Intact, With TweaksSummary Cantaloupe's Q3 results showed underperformance in subscription revenue growth, leading to a downgrade in the stock to a BUY. The company's international expansion and higher margins from payment transactions were positive factors in the results. Management reaffirmed their plan for 70% EBITDA CAGR over the next two years, indicating potential for future growth. Read the full article on Seeking Alpha
分析記事 • May 11Take Care Before Diving Into The Deep End On Cantaloupe, Inc. (NASDAQ:CTLP)You may think that with a price-to-sales (or "P/S") ratio of 1.9x Cantaloupe, Inc. ( NASDAQ:CTLP ) is a stock worth...
お知らせ • May 11Cantaloupe, Inc. Provides Earnings Guidance for the Fiscal Year 2024Cantaloupe, Inc. provided earnings guidance for the fiscal year 2024. For the full fiscal year 2024, the company expects total revenue to be between $270 million and $275 million. Total US GAAP net income is expected to be between $12 million and $15 million.
Reported Earnings • May 10Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: US$0.06 (down from US$0.092 in 3Q 2023). Revenue: US$67.9m (up 13% from 3Q 2023). Net income: US$4.37m (down 34% from 3Q 2023). Profit margin: 6.4% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 43%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Apr 30Cantaloupe, Inc. to Showcase CHEQ and New Innovative Micro Market and Smart Cooler Technology At the Nama 2024 ShowCantaloupe, Inc. announced its participation in The National Automatic Merchandising Association (NAMA) Show, taking place from May 7-9, in Dallas. Cantaloupe will be showcasing its cutting-edge solutions, including the highly anticipated CHEQ point-of-sale (POS) platform, which features a mobile-first approach to accepting payments. Additionally, in Cantaloupe’s booth and elsewhere throughout the show with key strategic partners, attendees can explore the latest in micro market innovations, including new modern kiosk designs, and smart coolers leveraging both AI and age verification technology. Cantaloupe will also be displaying its broad range of payment solutions and products tailored for international markets showcased in four other partner booths. For the European market, Cantaloupe will highlight its cutting-edge payment devices, including the P66, P100 and P100 Pro card readers. Additionally, Cantaloupe's Latin America partnership with Imbera will be featured, giving attendees a firsthand experience of Cantaloupe’s solutions specifically designed for the Mexico market. Imbera's booth will feature Cantaloupe’s Go MiniX kiosk, equipped with the P30 payment device, demonstrating its seamless integration for implementing micro markets in Mexico. Attendees can also witness the Cantaloupe Cooler Café in action, featuring age verification on the P30 device, further showcasing Cantaloupe’s commitment to meeting the unique needs of the Mexico market. In Cantaloupe’s booth, guests will experience a full line-up of smart cooler technology, including the Cooler Cafe, with Cool Blu and IDW coolers, and the Smart Café. This area will highlight various use cases of self-service solutions designed for semi-public to high-traffic public locations. The Smart Café, is equipped with AI dynamic camera vision technology, further enhancing security and the ultimate convenience for consumers. Lastly, Cantaloupe will provide demonstrations of its latest product releases within the Seed software suite. Show attendees can learn about Seed Analytics and Seed Intelligence, powerful tools that enrich data visualization and analysis for operators. Attendees can also witness the efficiency of Cantaloupe's Seed Pick Easy at an in-booth activation station. This innovative warehouse picking solution simplifies the picking process, optimizing efficiency and accuracy for operators of all sizes.
お知らせ • Apr 24Cantaloupe, Inc. to Report Q3, 2024 Results on May 09, 2024Cantaloupe, Inc. announced that they will report Q3, 2024 results at 4:05 PM, US Eastern Standard Time on May 09, 2024
Major Estimate Revision • Feb 15Consensus EPS estimates increase by 21%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.133 to US$0.16. Revenue forecast steady at US$275.5m. Net income forecast to grow 14% next year vs 32% growth forecast for Diversified Financial industry in the US. Consensus price target of US$10.88 unchanged from last update. Share price fell 4.0% to US$6.49 over the past week.
分析記事 • Feb 11Cantaloupe, Inc. Just Recorded A 100% EPS Beat: Here's What Analysts Are Forecasting NextCantaloupe, Inc. ( NASDAQ:CTLP ) shareholders are probably feeling a little disappointed, since its shares fell 8.1% to...
Reported Earnings • Feb 10Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: US$0.043 (up from US$0.008 loss in 2Q 2023). Revenue: US$65.4m (up 6.6% from 2Q 2023). Net income: US$3.12m (up US$3.70m from 2Q 2023). Profit margin: 4.8% (up from net loss in 2Q 2023). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 100%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Diversified Financial industry in the US. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Feb 09Cantaloupe, Inc. Reiterates Earnings Guidance for the Fiscal Year 2024Cantaloupe, Inc. reiterated earnings guidance for the fiscal year 2024. For the full fiscal year 2024, the company reiterates the following: total revenue to be between $275 million and $285 million and total net income to be between $9 million and $15 million.
お知らせ • Feb 02Cantaloupe, Inc. (NasdaqGS:CTLP) acquired Cheq Lifestyle Technology, Inc.Cantaloupe, Inc. (NasdaqGS:CTLP) acquired Cheq Lifestyle Technology, Inc. on February 1, 2024.Cantaloupe, Inc. (NasdaqGS:CTLP) completed the acquisition of Cheq Lifestyle Technology, Inc. on February 1, 2024.
お知らせ • Jan 18Cantaloupe, Inc. to Report Q2, 2024 Results on Feb 08, 2024Cantaloupe, Inc. announced that they will report Q2, 2024 results at 4:05 PM, US Eastern Standard Time on Feb 08, 2024
Price Target Changed • Dec 17Price target increased by 10% to US$10.88Up from US$9.88, the current price target is an average from 4 analysts. New target price is 51% above last closing price of US$7.20. Stock is up 77% over the past year. The company is forecast to post earnings per share of US$0.12 for next year compared to US$0.00014 last year.
