Added to YB: 2025-05-19
Pitch date: 2025-05-16
CTLP [neutral]
Cantaloupe, Inc.
+27.28%
current return
Author Info
P14 Capital is a former buy-side research analyst who uncovers undervalued opportunities in SMID-cap equities. Long-biased and generalist. Sign up for the newsletter.
Company Info
Cantaloupe, Inc., a digital payments and software services company, provides technology solutions for the self-service commerce market.
Market Cap
$777.5M
Pitch Price
$8.32
Price Target
14.40 (+36%)
Dividend
N/A
EV/EBITDA
15.77
P/E
13.16
EV/Sales
2.47
Sector
Financial Services
Category
growth
LONG $CTLP - 3Q25 Earnings Update
CTLP (earnings update): Payment tech co with disappointing Q3 ($75.43M rev +11.1% YoY, missing by $4.4M) due to weather events ($2M impact) & equipment sales slowdown. Still, GMs expanding (transaction +200bps, subscription +100bps). PT $14.40 by 2026. Exciting catalysts: Carnival Cruise deal, sports venues, Smart Stores growing 100-200%.
Read full article (7 min)