Fiserv earnings missed by $0.61, revenue fell short of estimates
Investing.com - DA Davidson lowered its price target on Triumph Financial (NASDAQ:TFIN) to $57.00 from $63.00 on Monday, while maintaining a Neutral rating on the stock. The stock, currently trading at $55.78 with a market capitalization of $1.32 billion, has shown resilience with an 11.62% gain over the past week, according to InvestingPro data.
The research firm cited ongoing challenges in the freight sector that have hampered revenue growth for Triumph Financial, despite the company’s focus on improving profitability.
DA Davidson kept its 2025 earnings per share estimate unchanged at $0.46 but reduced its 2026 forecast from $1.81 to $1.42, reflecting a lower net interest income outlook and higher provision for loan losses, partially offset by lower expenses.
The revised price target is based on a 10x revenue multiple on 2026 projected Payments revenue, 8x Intelligence revenue, and a 10x multiple on 2026 estimated combined earnings from the Factoring and Bank segments.
DA Davidson expects Triumph Financial to show an improving quarterly revenue and earnings per share trajectory, driving higher profitability ratios as the company exits 2026.
In other recent news, Triumph Financial reported its third-quarter 2025 earnings, revealing a mixed financial performance. The company posted earnings per share of $0.04, which exceeded the forecast of -$0.04, but its revenue of $109.28 million fell short of the anticipated $110.92 million. Despite these results, the company’s strategic initiatives seem to have positively influenced investor sentiment. B.Riley upgraded Triumph Financial’s stock rating from Neutral to Buy, citing the company’s progress in balancing its traditional banking operations with its fintech offerings for the transportation industry. Additionally, B.Riley raised its price target for the stock to $70.00 from $55.00. Stephens also adjusted its outlook, increasing the price target to $59.00 from $53.00 while maintaining an Equal Weight rating. This adjustment followed Triumph Financial’s improved cost controls, which boosted earnings per share and pre-provision net revenue beyond consensus forecasts. These developments indicate a focus on strategic growth and operational efficiency within the company.
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