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DA Davidson lifts Donnelley Financial target to $80 on strong EBITDA

EditorLina Guerrero
Published 07/31/2024, 03:01 PM
DFIN
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On Wednesday, Donnelley Financial Solutions (NYSE:DFIN) received a boost in confidence from DA Davidson, as the firm raised its price target on the company's shares to $80.00 from $72.00. The firm has reiterated a Buy rating for the stock, following the company's second-quarter earnings report.

Donnelley Financial Solutions reported its second-quarter results earlier today, with total revenue coming in slightly below expectations. The company's revenue was 2% under DA Davidson's forecast and 1% below the consensus. However, the adjusted EBITDA for the quarter was notably higher, surpassing DA Davidson's forecast by 13% and the consensus by 14%.

The analyst from DA Davidson noted that after reviewing the update, they have made some fine-tuning to their forecasts. Despite the adjustments, the changes to the annual projections remain relatively modest. The decision to maintain the Buy rating and increase the price target is based on shifting the valuation framework to their 2026 forecasts.

The new price target of $80 reflects a positive outlook for Donnelley Financial Solutions, indicating a belief in the company's potential for growth and profitability in the coming years. The adjustment follows the company's performance that, despite a slight miss in revenue, demonstrated a strong showing in terms of profitability, as seen in the adjusted EBITDA figures.

Investors and market watchers will likely take note of DA Davidson's updated stance on Donnelley Financial Solutions, as adjustments in price targets and ratings can influence market perceptions and investment decisions. The company's stock performance and future financial results will be observed to see if they align with the expectations set by the firm's analysts.

InvestingPro Insights

Donnelley Financial Solutions (NYSE:DFIN) has caught the attention of investors and analysts alike, with DA Davidson raising its price target to $80.00. The optimism is reflected in the company's robust adjusted EBITDA figures, despite a slight shortfall in revenue. As market participants digest these dynamics, InvestingPro data and tips offer additional insights into DFIN's financial health and stock performance.

InvestingPro data shows a market capitalization of $2.01 billion and a P/E ratio standing at 20.03, which adjusts to 19.52 when considering the last twelve months as of Q1 2024. The Price / Book ratio is on the higher side at 4.89, suggesting a premium valuation for the company's assets. Despite a minor decline in revenue growth by -2.34% over the last twelve months, the company has managed a gross profit margin of 59.71%, highlighting its ability to maintain profitability.

Two InvestingPro Tips highlight the current state of the stock: analysts have recently revised their earnings upwards for the upcoming period, indicating potential confidence in the company's financial prospects. However, the stock is currently in overbought territory according to the Relative Strength Index (RSI), which could signal caution among investors. Moreover, with the stock trading near its 52-week high, it's clear that the market has been responding positively to the company's performance.

For those looking to delve deeper, there are additional InvestingPro Tips available that provide further analysis of Donnelley Financial Solutions' financials and stock trends. These insights can be particularly valuable for investors considering the current market sentiment and the firm's future growth potential as outlined by DA Davidson's recent price target adjustment.

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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