Can a Leadership Change at Pitney Bowes (PBI) Accelerate Its Digital Transformation Strategy?

• Pitney Bowes Inc. recently announced that Brent Rosenthal has been elected as the new independent Chair of its Board of Directors, effective October 3, 2025, succeeding Milena Alberti-Perez who stepped down to pursue opportunities in the media sector.
• Rosenthal brings decades of experience in leading technology, media, and telecom companies through transformation and change, which could offer valuable insights as Pitney Bowes continues its evolution in a rapidly shifting logistics landscape.
• We will explore how the addition of Rosenthal’s leadership experience might influence Pitney Bowes’ ongoing digital transformation and growth strategy.

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Pitney Bowes Investment Narrative Recap

Shareholders in Pitney Bowes need to believe in the company's potential to successfully transition from its legacy mailing business toward digital shipping solutions and stable recurring revenues, while managing significant competitive and operational challenges. The appointment of Brent Rosenthal as Chair brings board leadership experience, but this change is not likely to materially impact the most immediate catalyst, growth in SaaS shipping, or alter the largest risk, persistent revenue decline in the core mailing segment.

Recent board and executive appointments, including the addition of Todd Everett as President of Sending Technology Solutions, are closely tied to Pitney Bowes' push for digital transformation and growth in logistics and shipping services. This continued evolution aligns with the company's strategic focus on technology-driven solutions, supporting SaaS revenue growth as a vital short-term catalyst.

Yet, in contrast, investors should be aware of the ongoing pressure on Pitney Bowes' core mailing revenues that could challenge...

Read the full narrative on Pitney Bowes (it's free!)

Pitney Bowes' outlook projects $1.9 billion in revenue and $348.2 million in earnings by 2028. This reflects a 2.1% yearly revenue decline and a $202.3 million increase in earnings from the current $145.9 million.

Uncover how Pitney Bowes' forecasts yield a $17.00 fair value, a 51% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members assigned 11 different fair values for Pitney Bowes, spanning from US$5.20 to US$65.26 per share. As you compare these varied perspectives, consider how persistent competition and market share risks may influence future outcomes for the business.

Explore 11 other fair value estimates on Pitney Bowes - why the stock might be worth less than half the current price!

Build Your Own Pitney Bowes Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Pitney Bowes research is our analysis highlighting 4 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Pitney Bowes research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Pitney Bowes' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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