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DFIN

Donnelley Financial SolutionsC
NYSE / Financial Services
Last Price
Quote time unavailable
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Current thesis
The official Q2 8-K supports a constructive thesis: software growth, stronger capital-markets activity, record adjusted EBITDA margin, free cash flow of $61.2 million, low net leverage of 0.7x, and continued repurchases provide operating and capital-return support. [#SEC-8K-2026-07-30]
Posture
Mixed
Lead driver
Sentiment
What changed
Next scheduled catalyst: earnings 2026-10-29 · BMO.
What can break
Capital-markets transactional revenue was a major Q2 growth driver and may be sensitive to deal activity.
Momentum
92
Value
47
Sentiment
59
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $54.00 · Bull $64.00 · Bear $42.00Analysis 2026-08-04; returns require an exact persisted reference.
Earnings
2026-10-29 · BMO
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-27 • Vendor: Data Vendor v1
Scores
As of 2026-10-28 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-04 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-10-28

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-28. Definitions

Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $64.00
Why
Momentum92 · Δ7d +1.0
Value47 · Δ7d 0.0
Sentiment59 · Δ7d -0.9
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Confirming evidence

  • • Next scheduled catalyst: earnings 2026-10-29 · BMO.
  • • Sentiment remains the lead driver in the composite, 7D delta -0.9.

Contradictions & invalidation

  • • Capital-markets transactional revenue was a major Q2 growth driver and may be sensitive to deal activity.
  • • No reliable consensus surprise, analyst target changes, or estimate revisions are available in the packet.
  • • The thesis remains exposed to ongoing print and distribution erosion, dependence on capital-markets transaction activity, and execution risk in proving that software and services growth can offset legacy declines.

Catalyst clock

2026-10-29 · BMO

Q2 results confirmed operating momentum

Lead driver: Sentiment · See AI snapshot
Momentum
92
8% active weight
Current posture
7d trendFlat
Δ7d
+1.0
Δ21d
+6.8
Value
47
47% active weight
Current posture
7d trendFlat
Δ7d
0.0
Δ21d
-0.2
Sentiment
59
45% active weight
Current posture
7d trendFlat
Δ7d
-0.9
Δ21d
-15.2
Why this grade

Composite grade C. Momentum 91.5 / Value 47.5 / Sentiment 58.6

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-04. Scenario method

B+
Bull case
25%
Probability
Target price
$64.00
Analysis reference price unavailable
Analysis 2026-08-04 · RankAlpha Sentiment Codex
Most likely
B
Base case
55%
Probability
Target price
$54.00
Analysis reference price unavailable
Analysis 2026-08-04 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$42.00
Analysis reference price unavailable
Analysis 2026-08-04 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-10-27
Market Cap
$1.31B
Beta
0.91
Shares Out
24.59M
P/E (TTM)
45.6
P/S (TTM)
1.69
P/FCF (TTM)
12.50
Rev YoY
+2.8%
EPS YoY
+12.4%
Gross Margin
+56.5%
Op Margin
+19.9%
Net Debt
$157.1M
Current Ratio
1.33
As of 2026-10-28 • Updated nightlySource: Internal modelMethods & Data