Green Dot stock price target cut to $10 by KBW

Published 28/02/2025, 14:00
Green Dot stock price target cut to $10 by KBW

On Friday, Keefe, Bruyette & Woods (KBW) made adjustments to Green Dot Corporation’s financial outlook. The firm’s analyst Timothy Switzer revised the price target on Green Dot (NYSE:GDOT) shares to $10.00, down from the previous $12.00, while keeping a Market Perform rating on the stock.

The adjustment follows Green Dot’s fourth-quarter earnings report, which revealed operating earnings per share (EPS) of $0.40, slightly surpassing expectations. Revenue exceeded KBW’s projections in all three business segments, particularly in Business-to-Business (B2B), contributing to the company’s impressive 10.45% revenue growth. Despite expenses being higher than anticipated, Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $147.27 million still managed to beat KBW’s estimate by approximately 2%. InvestingPro subscribers can access detailed financial health scores and 8 additional ProTips for deeper insights into Green Dot’s performance.

The report also highlighted some non-financial achievements for the quarter, including year-over-year growth in total accounts for the first time since the first quarter of 2021 and the announcement of several new partnerships. Nevertheless, Switzer anticipates that these positive developments will likely be overshadowed by management’s relatively weaker outlook for 2025, which is set to be reflected in the market’s response.

The analyst’s concerns are primarily based on the guidance provided for EBITDA and EPS, which fell below both KBW’s and the consensus estimates. This downward adjustment is attributed to higher expenses and continued pressures in the Consumer Services segment. In light of these factors, KBW has lowered its estimates and price target for Green Dot but has chosen to maintain the Market Perform rating on the company’s shares.

In other recent news, Green Dot Corporation reported its fourth-quarter 2024 earnings, revealing mixed results. The company achieved a revenue of $455.02 million, surpassing analyst expectations of $422.54 million, marking a 25% year-over-year increase. However, its non-GAAP earnings per share (EPS) of $0.40 fell short of the anticipated $0.45, missing forecasts by 11.1%. Despite the revenue growth, the earnings miss may have contributed to a negative market reaction. Green Dot also launched new products and partnerships, including the ARC embedded finance platform, as part of its strategic efforts to enhance market presence. The company projects revenue between $1.85 billion and $1.9 billion for 2025, indicating a 10% growth at the midpoint, although adjusted EBITDA is expected to decline by 9%. Furthermore, Green Dot continues to focus on innovation and compliance, aiming to drive future growth despite current challenges. These developments come as the company navigates a competitive fintech landscape and macroeconomic factors that could impact its strategic initiatives.

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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