Cantaloupe, Inc (CTLP) Stock Forecast & Price Target

Cantaloupe Inc. has demonstrated robust financial performance, evidenced by a year-over-year revenue growth of 11.1% and an impressive adjusted EBITDA growth of 36.6% during the third quarter of FY25. The company's valuation is supported by a deal price that reflects a multiple of nearly 14 times consensus adjusted EBITDA for FY26, suggesting a fair valuation in light of its growth metrics. This strong financial trajectory, coupled with a market response that saw a 15.7% rally in the stock price, underscores a favorable outlook for Cantaloupe Inc.'s stock.

Cantaloupe Inc. is facing a negative outlook primarily due to the perception that the acquisition bid of $848 million by 365 Retail Markets is undervalued, as previous assessments projected a price target of $13 per share based on the company's long-term potential. The likelihood of receiving a higher bid from another suitor appears minimal, which diminishes prospects for shareholders seeking competitive returns. Additionally, while regulatory approvals for the acquisition are expected to encounter little resistance, this further solidifies the current acquisition as the definitive outcome, leaving limited room for price appreciation.