Added to YB: 2026-07-07
Pitch date: 2026-07-03
PBI [neutral]
Pitney Bowes Inc.
-0.12%
current return
Author Info
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Company Info
Pitney Bowes Inc. provides digital shipping solutions, mailing innovation, and financial services worldwide.
Market Cap
$2.3B
Pitch Price
$16.82
Price Target
34.00 (+102%)
Dividend
2.38%
EV/EBITDA
7.68
P/E
16.41
EV/Sales
2.26
Sector
Commercial Services and Supplies
Category
turnaround
Single Stock Spotlight #11: Pitney Bowes (PBI)
PBI (holding update): Up ~60% YTD 2026 as CEO Wolf executes turnaround: revenue decline slowed (-3% YoY Q1), FCF $345-380M guided, $347M debt paid, 20%+ shares bought back. Next leg harder: grow software/logistics, monetize finance arm, possible sale via strategic review. 10-12x FCF = $26-34/share (70-80% upside), but stock technically overextended above 200DMA; wait for pullback to add.
Read full article (4 min)