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CMPR

Cimpress PLC

OPPORTUNISTIC BUY 2026-08-01 Updated today USD 98.70 Communication Services - Advertising AgenciesAWAIT ENTRY
53

Position levels

Currenttoday
USD 98.70
Buy <=wait / entry
USD 76.67
Trim >=take some off
USD 100.00
Thesis breakSustained gross-margin compression below 45% for two consecutive quarters, a res...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case18%100 / 10018.0
Base case52%62 / 10032.2
Bear case30%10 / 1003.0
Weighted conviction53 / 100 - OPPORTUNISTIC BUY

Top risks

  • New $1.1 billion senior secured Term Loan B due 2033 at SOFR plus 2.50%
  • Q4 & FY2026 earnings release showing 11% quarterly revenue increase to $1.042 billion
  • Vista segment 5% revenue growth and 9% YoY variable gross profit per customer increase to $75.90
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