Wedbush initiates NCR Atleos stock with outperform rating on cash flow

Published 20/06/2025, 13:06
Wedbush initiates NCR Atleos stock with outperform rating on cash flow

Investing.com - Wedbush initiated coverage of NCR (NYSE:VYX) Atleos Corp. (NYSE:NATL) with an outperform rating and a $35.00 price target on Friday. According to InvestingPro data, the company appears undervalued, with analyst targets ranging from $30 to $60.

The research firm cited the company’s strong free cash flow generation ability as a key factor justifying the positive rating, highlighting NCR Atleos ’ position as one of two leading global ATM operators. The company generated $227 million in levered free cash flow over the last twelve months, supporting Wedbush’s thesis.

Wedbush identified several potential tailwinds that could drive upside to their financial model in the near-to-mid term, including the company’s ability to leverage its industry-leading ATM installed base.

The firm noted that NCR Atleos is well positioned to increase the average number of services it provides to customers and gain wallet-share, potentially displacing third-party vendors in the process.

Current debt reduction initiatives and free cash flow generation levels were also mentioned as factors informing Wedbush’s positive outlook on the company.

In other recent news, NCR Atleos Corp reported its Q1 2025 financial results, highlighting a 56% year-over-year increase in earnings per share (EPS) to $0.64. The company’s revenue for the quarter was $966 million, slightly down from the previous year on a constant currency basis. Despite the revenue miss, the company maintained its leadership in the ATM industry and reaffirmed its full-year guidance for 2025, projecting core revenue growth of 3-6% and adjusted EBITDA growth of 7-10%. In analyst updates, DA Davidson reiterated its Buy rating on NCR Atleos, maintaining a price target of $60.00 per share. The firm expressed optimism about the company’s demand trends in self-service banking and ATM-as-a-Service offerings. Additionally, discussions with company executives indicated potential for capital return as the company continues to reduce its debt levels. These developments reflect NCR Atleos’ ongoing strategic initiatives and strong operational performance in a competitive market.

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