Crane NXT (CXT) Is Up 9.9% After Fed Print Order Fuels Currency Segment Growth Outlook

• Earlier this month, Crane NXT announced expectations for high single-digit growth in its U.S. Currency segment for 2026, following the Federal Reserve's new print order projecting increased demand for higher denomination banknotes and the upcoming launch of a redesigned $10 bill.
• A key driver behind this outlook is Crane NXT's alignment with currency modernization trends and its recent acquisition of Antares Vision, which expands its capabilities in secure technology solutions.
• With heightened expectations for U.S. Currency growth linked to Federal Reserve demand, let's explore how this news shapes Crane NXT's investment narrative.

AI is about to change healthcare. These 31 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.

Crane NXT Investment Narrative Recap

To be a Crane NXT shareholder today, you need to believe in the resilience of secure currency technology and authentication, even as digital payments rise globally. The recent news of an expected high single-digit growth in U.S. Currency for 2026, driven by the Federal Reserve's print order and a redesigned $10 bill, significantly boosts short-term confidence. Yet, the greatest ongoing risk remains the long-term shift away from cash, and this news does not materially eliminate that threat.

One announcement that stands out is Crane NXT’s corporate guidance update in August 2025 that confirmed continued revenue and earnings growth targets, with special emphasis on its SAT division, closely tied to Authentication and Security markets. This aligns with the growth catalysts in secure technology and positions the company to benefit from higher U.S. Currency demand, even as execution risk around integration of acquired businesses, such as Antares Vision, continues to require attention.

By contrast, investors should be aware that execution risk from integrating new acquisitions remains a key issue if...

Read the full narrative on Crane NXT (it's free!)

Crane NXT's outlook suggests revenues of $1.9 billion and earnings of $367.2 million by 2028. This is based on an annual revenue growth rate of 8.1% and an increase in earnings of $215.9 million from the current $151.3 million.

Uncover how Crane NXT's forecasts yield a $73.67 fair value, a 14% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members offered three fair value estimates for Crane NXT, ranging from US$57.00 to US$90.55. While views vary widely, many are keeping a close eye on how reliance on cash and physical authentication might affect future opportunities or risks, reminding you to check out different viewpoints before acting.

Explore 3 other fair value estimates on Crane NXT - why the stock might be worth 12% less than the current price!

Build Your Own Crane NXT 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 Crane NXT research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Crane NXT research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Crane NXT's overall financial health at a glance.

Searching For A Fresh Perspective?

Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters:

• We've found 19 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.
• These 12 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.
• Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 30 best rare earth metal stocks of the very few that mine this essential strategic resource.

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com