tiprankstipranks
Trending News
More News >
Pitney Bowes (PBI)
:PBI
Advertisement

Pitney Bowes (PBI) AI Stock Analysis

Compare
832 Followers

Top Page

PBI

Pitney Bowes

(NYSE:PBI)

Select Model
Select Model
Select Model
Neutral 45 (OpenAI - 4o)
Rating:45Neutral
Price Target:
$10.00
▼(-12.20% Downside)
Pitney Bowes' overall stock score is primarily impacted by its financial performance challenges, including high leverage and declining profitability. Technical indicators suggest bearish momentum, while valuation metrics provide limited upside. The earnings call offers some optimism with strategic initiatives, but immediate financial results remain under pressure.
Positive Factors
SaaS Business Growth
The strong growth in the SaaS segment demonstrates Pitney Bowes' ability to innovate and adapt to digital trends, providing a durable revenue stream.
Cash Flow Management
Strong cash flow management indicates the company's ability to sustain operations and invest in growth, despite profitability challenges.
Share Repurchase Program
The aggressive share repurchase program reflects confidence in the company's future prospects and enhances shareholder value over the long term.
Negative Factors
Revenue Decline
The declining revenue trend poses a challenge to long-term growth, indicating potential issues in market competitiveness or product demand.
High Leverage
High leverage and negative equity position limit financial flexibility and pose risks to long-term financial stability.
Management Changes
Frequent management changes can disrupt strategic continuity and raise concerns about leadership stability, impacting long-term execution.

Pitney Bowes (PBI) vs. SPDR S&P 500 ETF (SPY)

Pitney Bowes Business Overview & Revenue Model

Company DescriptionPitney Bowes Inc. (PBI) is a global technology company that provides solutions in the areas of shipping, mailing, and e-commerce. Founded in 1920, it operates primarily in two segments: Digital Commerce and Presort Services. The company offers a range of products and services including shipping and tracking solutions, postage meters, mailing systems, and software for managing mailing logistics. Pitney Bowes also provides data management and analytics services to help businesses optimize their operations and improve customer engagement.
How the Company Makes MoneyPitney Bowes generates revenue through multiple streams, primarily from its Digital Commerce segment, which includes shipping solutions, software, and data analytics. This segment capitalizes on the growth of e-commerce by offering solutions that help businesses manage their shipping and logistics more efficiently. The Presort Services segment contributes to revenue by providing mail sorting and delivery services, allowing businesses to save on postage costs. Additionally, Pitney Bowes earns income from leasing mailing equipment and software subscriptions. Key partnerships with shipping carriers and integration with e-commerce platforms further enhance its offerings and revenue potential. The company's diverse product portfolio and focus on innovation in logistical solutions are significant factors contributing to its earnings.

Pitney Bowes Earnings Call Summary

Earnings Call Date:Oct 29, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Feb 03, 2026
Earnings Call Sentiment Neutral
The earnings call reflected a mix of positive strategic actions, such as share repurchases and cost reductions, against the backdrop of significant challenges in forecasting and revenue declines in the Presort segment. While there is optimism about future growth and stability, immediate financial results have been impacted by these challenges.
Q3-2025 Updates
Positive Updates
Share Repurchase Program
Pitney Bowes spent an additional $161 million on share repurchases during the quarter, demonstrating confidence in the company's future.
Cost Reduction Initiative
The company announced $50 million to $60 million in cost cuts, which are expected to be fully realized by the end of 2026.
Presort Business Volume Recovery
Pitney Bowes has not lost a single Presort customer since June and is optimistic about increasing volumes next year.
SendTech Revenue Improvement
Revenue declines in the SendTech segment are decelerating, and the impact of the IMI migration is largely behind the company.
Negative Updates
Forecasting Challenges
The company faced issues with forecasting, affecting revenue, EBIT, and free cash flow predictions.
Presort Revenue Decline
The Presort segment saw a $17 million decline in revenue, driving a $13 million decline in EBITDA and EBIT, due to loss of volume and competitive pricing pressures.
Overall Financial Guidance at Low End
Pitney Bowes expects the year to come in around the low end of their range for revenue, EBIT, and free cash flow.
Company Guidance
During the Third Quarter 2025 earnings call, Pitney Bowes provided guidance indicating that they expect their full-year financial results to be at the lower end of their projected range for revenue, EBIT, and free cash flow, primarily due to historical forecasting issues rather than operational performance. The company is working to improve its forecasting process and is making significant progress in strategic reviews aimed at enhancing talent, structure, and processes to support future growth. Notably, Pitney Bowes spent an additional $161 million on share repurchases during the quarter, reflecting confidence in long-term growth opportunities. Despite challenges, the company remains optimistic about its future, emphasizing ongoing efforts to address past mistakes and strengthen its position. Key metrics discussed included EBIT, EBITDA, EPS, and free cash flow, all on an adjusted basis, with a focus on improving profitability and forecasting accuracy.

Pitney Bowes Financial Statement Overview

Summary
Pitney Bowes faces challenges in maintaining revenue growth and profitability, with negative net income and declining revenues. The balance sheet reveals significant leverage and a negative equity position, raising concerns about financial stability. Despite positive free cash flow, the company's cash conversion efficiency is limited by ongoing losses.
Income Statement
45
Neutral
Pitney Bowes has experienced a declining revenue trend over recent periods, with the TTM revenue decreasing to $1.97 billion from $2.03 billion in the previous year and $3.27 billion two years ago. The gross profit margin is relatively strong at approximately 54.38% for TTM, but the net profit margin is negative due to ongoing losses, reflecting profitability challenges. The EBIT margin is 15.75% for TTM, indicating some operational efficiency, but overall performance is constrained by negative net income.
Balance Sheet
30
Negative
The company faces significant financial leverage, with a negative stockholders' equity of -$536.809 million, resulting in an undefined debt-to-equity ratio. The equity ratio is negative due to this negative equity position, indicating a critical financial stability issue. The return on equity is also undefined due to negative equity, highlighting the company's inability to generate positive returns for shareholders.
Cash Flow
55
Neutral
Pitney Bowes shows some strength in cash flow management, with a positive operating cash flow of $243.55 million and a free cash flow of $182.01 million for TTM. The free cash flow growth rate is positive compared to the previous period. However, the operating cash flow to net income ratio is negative due to negative net income, and the company's ability to convert earnings into cash remains a concern.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue1.93B2.03B3.27B3.54B3.67B3.55B
Gross Profit1.05B1.06B1.02B1.08B1.17B1.20B
EBITDA251.42M172.25M230.85M294.23M312.91M83.01M
Net Income79.99M-203.60M-385.63M36.94M3.51M-180.38M
Balance Sheet
Total Assets3.26B3.40B4.27B4.74B4.96B5.22B
Cash, Cash Equivalents and Short-Term Investments320.99M486.10M623.22M681.15M746.92M940.42M
Total Debt2.23B2.05B2.48B2.52B2.56B2.78B
Total Liabilities3.92B3.98B4.64B4.68B4.85B5.15B
Stockholders Equity-661.54M-578.43M-368.58M60.65M112.63M70.62M
Cash Flow
Free Cash Flow227.83M156.77M-23.41M51.14M117.47M196.99M
Operating Cash Flow296.04M229.17M79.47M175.98M301.51M301.97M
Investing Cash Flow-93.24M-49.06M-122.83M-24.27M-155.25M-75.69M
Financing Cash Flow-439.82M-305.45M-31.27M-198.08M-330.37M-235.37M

Pitney Bowes Technical Analysis

Technical Analysis Sentiment
Negative
Last Price11.39
Price Trends
50DMA
11.43
Negative
100DMA
11.35
Negative
200DMA
10.27
Negative
Market Momentum
MACD
-0.35
Positive
RSI
26.49
Positive
STOCH
5.15
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For PBI, the sentiment is Negative. The current price of 11.39 is above the 20-day moving average (MA) of 11.08, below the 50-day MA of 11.43, and above the 200-day MA of 10.27, indicating a bearish trend. The MACD of -0.35 indicates Positive momentum. The RSI at 26.49 is Positive, neither overbought nor oversold. The STOCH value of 5.15 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PBI.

Pitney Bowes Risk Analysis

Pitney Bowes disclosed 25 risk factors in its most recent earnings report. Pitney Bowes reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Pitney Bowes Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
$59.43B14.7214.98%2.25%1.14%4.99%
72
Outperform
$79.04B14.4133.67%7.02%-1.27%-2.25%
70
Outperform
$4.39B32.6814.41%2.83%-0.74%-32.79%
67
Neutral
$18.42B22.1539.01%1.11%23.70%31.33%
65
Neutral
$16.44B29.8815.13%1.05%-1.60%4.87%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
45
Neutral
$1.54B22.282.32%-35.52%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PBI
Pitney Bowes
9.58
1.92
25.07%
EXPD
Expeditors International
135.73
17.85
15.14%
FDX
FedEx
251.88
-21.76
-7.95%
JBHT
JB Hunt
172.64
-18.02
-9.45%
LSTR
Landstar System
127.95
-59.49
-31.74%
UPS
United Parcel
93.25
-32.69
-25.96%

Pitney Bowes Corporate Events

Pitney Bowes Earnings Call: Strategic Moves Amid Challenges
Oct 31, 2025

The recent earnings call for Pitney Bowes highlighted a blend of strategic optimism and immediate financial challenges. The company is actively engaging in positive strategic actions, such as share repurchases and cost reductions, which signal a forward-looking confidence. However, these are set against the backdrop of significant challenges, particularly in forecasting and revenue declines in the Presort segment. While there is a sense of optimism about future growth and stability, the current financial results reflect the impact of these challenges.

Pitney Bowes Reports Q3 2025 Earnings Growth
Oct 30, 2025

Pitney Bowes Inc., a technology-driven company, offers digital shipping solutions, mailing innovations, and financial services globally, serving a diverse clientele from small businesses to large enterprises and government entities.

Executive/Board Changes
Pitney Bowes Appoints Brent Rosenthal as Board Chair
Positive
Oct 3, 2025

On October 3, 2025, Pitney Bowes announced the election of Brent Rosenthal as the new independent Chair of its Board of Directors, succeeding Milena Alberti-Perez. Alberti-Perez, who played a significant role in the company’s successful turnaround since joining the Board in 2023, stepped down to pursue opportunities in the media sector. Rosenthal, with over 30 years of experience in technology, media, and telecom industries, is expected to continue driving growth and transformation at Pitney Bowes, which is now positioned for long-term success.

The most recent analyst rating on (PBI) stock is a Hold with a $11.50 price target. To see the full list of analyst forecasts on Pitney Bowes stock, see the PBI Stock Forecast page.

Business Operations and StrategyExecutive/Board Changes
Pitney Bowes Appoints New Leadership Amid Strategic Review
Positive
Sep 12, 2025

On September 11, 2025, Pitney Bowes announced significant leadership changes, appointing Wayne Walker as a new director and Todd Everett as the Executive Vice President and President of Sending Technology Solutions. These appointments are part of a strategic review aimed at enhancing the company’s operational efficiency and growth potential. Wayne Walker brings extensive experience in corporate governance and restructuring, while Todd Everett, with a strong background in logistics and shipping technology, is expected to drive profitable growth for SendTech. The company also announced an interim leadership structure for its Global Financial Services to maximize value, signaling a proactive approach to strategic evaluation and stakeholder value enhancement.

The most recent analyst rating on (PBI) stock is a Hold with a $11.00 price target. To see the full list of analyst forecasts on Pitney Bowes stock, see the PBI Stock Forecast page.

Financial DisclosuresRegulatory Filings and Compliance
Pitney Bowes Issues Form 8-K on Financial Obligations
Neutral
Sep 2, 2025

Pitney Bowes has issued a Current Report on Form 8-K, which includes forward-looking statements about the company’s future cash flows and capital allocation strategies. These statements are subject to risks and uncertainties that could cause actual results to differ materially, as outlined in the company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2024.

The most recent analyst rating on (PBI) stock is a Hold with a $11.00 price target. To see the full list of analyst forecasts on Pitney Bowes stock, see the PBI Stock Forecast page.

Stock BuybackPrivate Placements and Financing
Pitney Bowes Completes $230M Convertible Notes Offering
Neutral
Aug 11, 2025

On August 8, 2025, Pitney Bowes completed a $230 million offering of 1.50% Convertible Senior Notes due 2030, raising approximately $221.4 million after expenses. The company used part of the proceeds for capped call transactions to mitigate stock dilution and repurchased shares, with the remainder intended for strategic investments and debt management, potentially impacting its leverage and borrowing costs.

The most recent analyst rating on (PBI) stock is a Hold with a $17.00 price target. To see the full list of analyst forecasts on Pitney Bowes stock, see the PBI Stock Forecast page.

Pitney Bowes Earnings Call: Balancing Growth and Challenges
Aug 1, 2025

Pitney Bowes’ recent earnings call presented a balanced sentiment, reflecting both positive and challenging developments. While the company demonstrated strong growth in its shipping software segment and an aggressive share repurchase strategy, it also faced setbacks with reduced revenue guidance and management changes. This mix of highs and lows paints a complex picture for stakeholders.

Pitney Bowes Reports Q2 2025 Financial Growth
Jul 31, 2025

Pitney Bowes Inc. is a technology-driven company specializing in SaaS shipping solutions, mailing innovation, and financial services, serving clients globally, including a significant portion of the Fortune 500. In its latest earnings report for the second quarter of 2025, Pitney Bowes highlighted several key financial metrics and strategic initiatives. The company reported a revenue of $462 million, a 6% decrease year-over-year, but showed significant improvements in earnings per share and net income, with GAAP EPS rising to $0.17 and adjusted EPS to $0.27. The company also announced an increase in share repurchase authorization and a dividend increase for the third consecutive quarter. Notably, the SendTech and Presort segments contributed to earnings and cash flow growth, with Presort Services showing a 2% revenue increase driven by higher revenue per piece and product mix. The company has adjusted its full-year revenue guidance slightly downwards, while raising its adjusted EPS guidance, reflecting a strategic shift to leverage strengths in the Presort segment. Looking forward, Pitney Bowes remains focused on strategic initiatives and cost reduction efforts to drive profitability and maintain its market leadership.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Oct 31, 2025