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Pitney Bowes Inc

Pitney Bowes Inc

PBI
$17.06USD↑+0.53%+0.09 today

MARKET CAP

2.3B

P/E (TTM)

10.2x

FWD P/E

9.9x

DAY RANGE

$17 – $17

52W RANGE

$9
$19

AI Summary

Stalk
StalkMedium

The asset remains in a long-term uptrend above its 200-day SMA, supported by Stage 2 advancing structure and bullish medium-term bias. However, short-term consolidation just below the 9/20/50 EMAs and neutral momentum advises patience. Execution favors staged participation on pullbacks into the EMA cluster with clear acceptance.

  • ↑Q2 2026 revenue $900 M (+5% YoY) and adjusted EBIT $125 M (+8% YoY).
  • ↑Free cash flow reached $70 M in Q2; >$200 M net debt reduced in four months.
  • ↓Revenue guidance trimmed by $50 M as PreSort struggles with churn.
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The case for & against

Bull & Bear analysis

Bearish

Pitney Bowes Inc. (NYSE: PBI) is a global technology company that provides innovative mailing and shipping solutions, targeting sectors like logistics, e-commerce, and customer communication management. The company operates primarily through two segments: Sending Technology Solutions, which includes shipping and mailing services, and Presort Services, which optimizes mail preparation. Pitney Bowes is navigating through a competitive landscape, focusing on operational efficiencies and strategic enhancements that align with evolving customer needs and economic dynamics.

Bull says

  • ↑Q2 2026 revenue $900 M (+5% YoY) and adjusted EBIT $125 M (+8% YoY).
  • ↑Free cash flow reached $70 M in Q2; >$200 M net debt reduced in four months.
  • ↑SaaS segment grew 17% YoY; PreSort business secured new customer wins.
  • ↑Management raised full-year adjusted EBIT, EPS, and FCF guidance post-Q2.
  • ↑Aggressive share buybacks and potential strategic acquisitions boost returns.
  • ↑High earnings yield, strong momentum, and robust liquidity support upside.

Bear says

  • ↓Revenue guidance trimmed by $50 M as PreSort struggles with churn.
  • ↓High leverage and negative book-to-price raise overvaluation concerns.
  • ↓Rising transportation costs materially compressed PreSort segment margins.
  • ↓Pension accounting changes may introduce volatility in reported earnings.
  • ↓Leadership transition risks execution amid ongoing operational challenges.
  • ↓Weak growth and downward revisions signal declining analyst expectations.

Investment themes with PBI

Buybacks↓ -0.29%

Companies repurchasing their own shares

C · JCI · WFC

Earnings Call · Q2 2025 · Mgmt. Guidance

Updated 08-14-2026neutral

Transcript signals

Bull points

  • continue to drive significant earnings and cash flow growth on a year-over-year basis.
  • We continue to honor our commitment to return capital to shareholders by almost exhausting our 150 million share repurchase authorization and by increasing our dividend by a penny for the third quarter in a row.
  • Additionally, the board has increased our share repurchase authorization to 400 million.

Bear points

  • We reduced our revenue guidance range by 50 million, tightened our EBIT margin range by bringing down the high end of our range, reiterated our free cash flow guidance and increased our EPS range by 10 cents.
  • The reduction in revenue guidance is largely due to decisions by prior management to accept customer losses rather than offer price concessions to at-risk pre-sort customers.
  • I'm incredibly frustrated with this unforced error and we have addressed the issue.
Read full transcript analysis ›