Overview

• Financial solutions provider's Q4 revenue grew 11% yr/yr, beats analyst expectations

• Company expects 2026 revenue between $4.7 and $4.95 bln

• Adjusted EBITDA for 2026 forecasted between $500 and $535 mln

Outlook

• Company expects 2026 revenue between $4.7 bln and $4.95 bln

• Upbound forecasts 2026 adjusted EBITDA of $500 mln to $535 mln

• Company projects 2026 non-GAAP EPS between $4.00 and $4.35

Result Drivers

• ACIMA PERFORMANCE - Acima reported its ninth consecutive quarter of GMV and revenue growth, with a 9% increase in revenue year-over-year

• BRIGIT EXPANSION - Brigit generated $65 mln in revenue, supported by 1.6 mln paying subscribers and nearly 10% ARPU growth

• CASH FLOW IMPROVEMENT - Co reported $42 mln in net cash from operating activities, an increase of over $100 mln yr/yr

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the miscellaneous specialty retailers peer group is "buy"

• Wall Street's median 12-month price target for Upbound Group Inc is $27.50, about 31.7% above its February 18 closing price of $20.88

• The stock recently traded at 4 times the next 12-month earnings vs. a P/E of 4 three months ago

Press Release: ID:nBw8GHrYHa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)