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Cimpress PLC

Cimpress PLC

CMPR
$102.85USD↓-2.34%-2.46 today

MARKET CAP

2.5B

P/E (TTM)

57.8x

FWD P/E

25.5x

DAY RANGE

$103 – $106

52W RANGE

$42
$107

AI Summary

Stalk
StalkMedium

CMPR maintains its Stage 2 advancing structure within a broader uptrend, supported by rising EMAs and persistent higher highs/higher lows, but faces caution from a primary Double Top formation and overbought conditions. While the medium-term bias remains bullish, short-term execution is unfavorable due to price extension above the 9/20 EMA and near-overbought indicators. Recommend stalking for a pullback into the rising EMA support zone before entering.

  • ↑Q3 revenue hit $1.042 B, up 11% YoY; adjusted EBITDA grew 5% to $138.8 M.
  • ↑Raised FY26 outlook to 9–10% revenue growth and ≥$465 M EBITDA.
  • ↓Negative profitability profile casts doubt on efficient return generation.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Cimpress (NASDAQ:CMPR) is a leading technology-driven print manufacturing company, primarily serving small to medium enterprises (SMEs) through its flagship platform, Vistaprint. The company specializes in customized print marketing solutions and promotional products, utilizing advanced manufacturing technologies and artificial intelligence to enhance customer engagement and streamline operations. As Cimpress transitions towards a focus on higher-margin, elevated products, it aims to address declining demand in traditional categories while navigating challenges in the competitive printing market.

Bull says

  • ↑Q3 revenue hit $1.042 B, up 11% YoY; adjusted EBITDA grew 5% to $138.8 M.
  • ↑Raised FY26 outlook to 9–10% revenue growth and ≥$465 M EBITDA.
  • ↑Variable gross profit per customer climbed 9% YoY, boosting customer value.
  • ↑Operational efficiencies to save ~$11 M annually, cutting COGS and expenses.
  • ↑Print Brothers acquisition and other tuck-ins target higher-margin products.
  • ↑High earnings yield, positive analyst revisions, strong momentum, and manageable leverage support growth.

Bear says

  • ↓Negative profitability profile casts doubt on efficient return generation.
  • ↓Net leverage near 3.0× trailing EBITDA increases interest-rate vulnerability.
  • ↓Energy and oil price inflation is nipping at gross margins and costs.
  • ↓Low-margin legacy segments are stagnating, risking revenue mix deterioration.
  • ↓Insider stock sales and buybacks may divert funds from strategic investments.
  • ↓Small size and rate sensitivity heighten competition risks and funding costs.

Earnings Call · Q3 2025 · Mgmt. Guidance

Updated 05-22-2026neutral

Transcript signals

Bull points

  • In Vista, we had 3% organic constant currency growth. And there, as Robert alluded to, key growth categories of promotional products, signage, packaging, and labels, those all grew at double-digit rates, which is a continuation of the strength that we've seen there for some time.
  • We also returned to 5% growth in the consumer products category after a disappointing decline in the holiday-focused Q2.
  • Vista's performance remains strong in Europe, despite some macro headwinds there, which is good to see, and that's been the consistent trend as well.

Bear points

  • The letter indicates that after supply chain changes that will take several months, there will be 20 million remaining in China COGS subject to tariffs. Is it reasonable to expect that based on a 145% tariff rate, the associated tariff expense on the remaining 20 million will be about 30 million?
  • Can you please give an update on revenue growth in April to the extent that you're seeing revenue softness thus far in the quarter? Is it limited to U.S.-based customers or not?
  • This is the second quarter in a row where we have been surprised by the very low growth at National 10. Beyond what you shared in the earnings release about the reductions of mail order advertising, what else is driving the lackluster growth here?
Read full transcript analysis ›