Canaccord cuts Converge Technology stock rating to Hold

Published 11/02/2025, 17:18
Canaccord cuts Converge Technology stock rating to Hold

On Tuesday, Canaccord Genuity analysts adjusted their stance on Converge Technology Solutions Corp (CTS (NYSE:CTS):CN) (OTC: CTSDF), downgrading the company’s stock rating from Speculative Buy to Hold. The new price target is set at Cdn$5.50, a decrease from the previous Cdn$6.00. According to InvestingPro data, the stock has shown remarkable momentum with a 58% return over the past week, reflecting investors’ response to recent developments.

The revision follows Converge’s preliminary revenue and EBITDA report, which showed figures at the high end of the company’s guidance range and exceeded market expectations. The full disclosure of these financial results is scheduled for March 6. InvestingPro analysis indicates that while the company wasn’t profitable in the last twelve months, analysts forecast positive earnings for the upcoming year, with an EPS estimate of $0.40.

This financial update came shortly after Converge announced on February 7 that private equity firm H.I.G. Capital plans to purchase all outstanding shares of Converge for $5.50 each in an all-cash transaction. The acquisition price is notably a 56% premium over the closing price on the day before the announcement and a 57% premium over the 30-day volume-weighted average price (VWAP).

Shareholders are expected to approve the agreement, with the acquisition projected to conclude before the end of April. The deal values Converge at approximately 7.4 times its expected 2025 EBITDA, according to Canaccord Genuity estimates.

Canaccord Genuity analysts believe that the chances of a competing offer emerging are low, considering the thorough nature of the acquisition process. Additionally, they do not anticipate any significant regulatory obstacles that could derail the proposed transaction.

In other recent news, Converge Technology Solutions Corp reported its Q3 2024 financial performance, noting a significant rise in operating cash flow, which stood at $48.9 million, and a commitment to shareholder returns. Despite a decline in gross sales by 8.9% year-over-year, the company emphasized its investment in strategic growth sectors like AI, Cloud, and Cybersecurity. Adjusted EBITDA for the quarter was $32.1 million, marking a decrease of 22.2% year-over-year.

In addition, the company returned $10 million to shareholders through share repurchases and dividends in Q3. Despite facing challenges in the hardware segment, which represents about half of the company’s revenues, Converge Technology Solutions is transitioning towards a services and software-led business model, as pointed out by Stifel analysts. This shift is expected to fuel stronger organic growth through more consistent revenues and improved margins and cash flows.

Stifel initiated coverage of Converge Technology Solutions with a Hold rating, citing the company’s potential for growth. The analysts also mentioned the company’s strategic pivot to offer more end-to-end engagements and expand customer wallet share in the mid-market IT services sector. These recent developments underline Converge Technology Solutions’ resilience and strategic growth focus amid challenging market conditions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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