Lake Street Capital Markets lowers CPI Card Group stock price target on tariff impact

Published 11/08/2025, 14:30
Lake Street Capital Markets lowers CPI Card Group stock price target on tariff impact

Investing.com - Lake Street Capital Markets lowered its price target on CPI Card Group (NASDAQ:PMTS) to $30.00 from $35.00 on Monday, while maintaining a Buy rating on the stock. The company, currently trading at $13.25, is showing signs of being undervalued according to InvestingPro analysis, with a P/E ratio of 11.92x and revenue growth of 14.31% in the last twelve months.

The price target reduction comes as Lake Street cited a "slightly larger tariff impact than originally expected" affecting the company’s margins.

Despite the near-term margin pressures, Lake Street described CPI Card Group as a "compelling buying opportunity for long-term investors," noting the company continues to demonstrate strong underlying fundamentals and strategic execution.

The research firm attributed the current weakness in PMTS (TSX:PMTS) shares largely to accounting changes and non-recurring costs, which it believes presents an attractive entry point for investors.

Lake Street expressed confidence in CPI Card Group’s strategic investments, successful acquisition activity, and strong market position as factors that make the company an appealing long-term investment despite the reduced price target.

In other recent news, CPI Card Group reported its second-quarter earnings for 2025, significantly missing earnings forecasts. The company posted an earnings per share (EPS) of $0.04, which was well below the expected $0.67, marking a surprise of -94.03%. Revenue also fell short of expectations, coming in at $129.8 million compared to the forecasted $132.98 million. These results have raised concerns among investors and analysts alike. Following these developments, DA Davidson lowered its price target for CPI Card Group from $38 to $32, while maintaining a Buy rating. The firm adjusted its outlook after the company’s quarterly results, which exceeded DA Davidson’s forecasts when accounting for an intraquarter accounting change. These recent developments have prompted a reevaluation of CPI Card Group’s financial standing and future prospects.

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