B+
Bull case
20%
Probability
Target price
$94.03
+14.3% vs current
Analyst coverage is generally constructive, clustered in the high $70s–$80s range; commentary highlights upside from recurring software/services and sensitivity to execution and contract timing.
No evidence quality warning is currently attached to this memo.
Q4/FY2025 results and guidance revision; expected by end of typical post‑quarter reporting window.
Execution on higher-margin software and service contracts could lift EPS and near-term valuation.
Multi-year rollouts of ATM modernization contracts could materially expand recurring revenue if timing and execution hold.
No formal recommendation provided.