Sep. 1 at 9:29 PM
$CCLD
From a Zacks report out last week:
”We forecast Adjusted EPS of
$0.31 for 2025 and
$0.46 for 2026 (up from our prior estimates of
$0.30 and
$0.40, respectively). On a GAAP basis, our updated model calls net income attributable to common shareholders of
$0.13 per share for 2025 (at the high-end management’s most recent
$0.10 to
$0.13 guidance range) followed by
$0.31 per share in 2026. Our revisions reflect revenue/operating income accretion from Medsphere, partially offset by incremental interest expense related to the assumption of
$8.25 million of loans (bearing a 12% interest rate) maturing in February 2026. Consistent with prior transactions, our model assumes approximately
$16.5 million of incremental revenue from Medsphere based on a deal multiple of roughly 1x sales.
Turning to valuation, as a result of our higher earnings outlook, we are taking up our no change DCF-derived price target from
$5.00 to
$6.00 representing meaningful upside potential from current levels.”
