Is this U.S.-China selloff a buy? A top Wall Street voice weighs in
Investing.com - Jefferies raised its price target on Cadre Holdings Inc. (NYSE:CDRE) to $44.00 from $38.00 while maintaining a Buy rating following the company’s Analyst Day in New York City. The stock, currently trading at $38.56, has shown impressive momentum with a 27% gain over the past six months, though InvestingPro analysis suggests the stock is trading above its Fair Value.
The event provided an overview of Cadre’s nuclear business with presentations from the company’s leadership team, including CEO/Chairman Warren Kanders, President Brad Williams, CFO Blaine Browers, and VP/Nuclear Eric Gasvoda.
Jefferies highlighted Cadre’s aspirations for 3-5% organic growth and $100 million per year in mergers and acquisitions, with mid-20% adjusted EBITDA margin compared to 18.3% expected in 2025.
The firm noted that Cadre’s nuclear business expands its total addressable market to $5-8 billion per year, consisting of $2 billion in core law enforcement and $3-6 billion in domestic nuclear opportunities.
According to Jefferies, Cadre’s nuclear segment is driven by over 65 years of cleanup demand, national security priorities, and requirements from hyperscalers and artificial intelligence infrastructure.
In other recent news, Cadre Holdings Inc. reported a strong second quarter in 2025, surpassing analysts’ expectations. The company’s earnings per share reached $0.30, exceeding the forecast of $0.26, while revenue was $157.1 million compared to the anticipated $153.61 million. Despite the earnings beat, concerns arose as BofA Securities downgraded Cadre Holdings from Neutral to Underperform, citing a 1% decline in organic growth and potential further pressure in the second half of 2025. Additionally, Roth/MKM adjusted its price target for Cadre Holdings to $35 from $40, maintaining a Buy rating but noting order delays and weaker-than-expected gross margins. These developments highlight mixed investor sentiment despite the company’s strong financial performance.
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