CPI Card Group stock: DA Davidson reiterates Buy rating on debt reduction

Published 08/07/2025, 15:20
CPI Card Group stock: DA Davidson reiterates Buy rating on debt reduction

Investing.com - DA Davidson has reiterated its Buy rating and $38.00 price target on CPI Card Group (NASDAQ:PMTS), a company currently trading at $24.00 with a market cap of $271M, following the company’s announcement of a $20 million debt redemption. According to InvestingPro data, the company maintains a healthy financial position with a "GOOD" overall health score.

CPI Card Group has issued a notice of redemption for $20 million of its outstanding $285 million senior notes, according to DA Davidson’s research note.

The debt reduction follows CPI Card Group’s $46 million cash acquisition of Arroweye in early May, demonstrating the company’s focus on both strategic growth and balance sheet management.

DA Davidson projects that after these financial moves, CPI Card Group should end 2025 with a net leverage ratio of approximately 3.0x trailing adjusted EBITDA.

The research firm maintained its Buy rating on CPI Card Group shares, keeping its price target at $38 based on the company’s financial trajectory and debt management strategy.

In other recent news, CPI Card Group reported mixed results for Q1 2025, with a 10% increase in net sales but a decline in gross profit margin to 33.2% from 37.1% the previous year. The company also experienced an 8% decrease in adjusted EBITDA, amounting to $21.2 million, and a 12% drop in net income. CPI Card Group announced the acquisition of AeroEye Solutions, aiming to enhance its digital offerings and market reach, although the acquisition is expected to be initially dilutive to earnings. Additionally, the company increased its asset-based revolving credit facility to $100 million from $75 million and plans to redeem $20 million of its outstanding senior secured notes. The redemption is scheduled for mid-July and will be executed at a redemption price of 103% of par. Analysts from firms like D.A. Davidson have shown interest in the implications of the AeroEye acquisition on future margins. CPI Card Group has reaffirmed its guidance for mid to high single-digit growth in net sales and adjusted EBITDA for 2025.

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