Trefis Raises CGDV FY2026 EPS Forecast by 5%, Lifts Valuation to $42.50
CGDV•Trefis increased CGDV’s fiscal 2026 EPS estimate by 5% to $0.92 and raised its implied target price by 7% to $42.50 based on accelerated revenue growth forecasts. The team highlighted a projected 14% revenue gain and a 200 basis point expansion in EBITDA margins driving the upgrade.
1. Forecast Upgrade
Trefis raised its fiscal 2026 earnings per share forecast for CGDV by 5%, boosting the estimate from $0.88 to $0.92 to reflect stronger subscription sales and digital services uptake.
2. Valuation Revision
Based on the upgraded earnings outlook and improved EBITDA margin projections, the team increased CGDV’s implied target price by 7%, taking it from $39.75 to $42.50 per share.
3. Growth and Margin Drivers
The research highlighted a projected 14% increase in annual revenue driven by recurring contracts and a 200 basis point expansion in EBITDA margins from cost efficiencies and higher service utilization.
