Kornit Digital (NASDAQ:KRNT) Posts Quarterly Earnings Results, Beats Estimates By $0.04 EPS

Kornit Digital (NASDAQ:KRNT) announced its earnings results on Wednesday. The industrial products company reported $0.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.14 by $0.04, Briefing.com reports. Kornit Digital had a negative return on equity of 0.98% and a negative net margin of 6.17%.The company had revenue of $58.86 million for the quarter, compared to analyst estimates of $58.16 million. During the same quarter in the previous year, the company earned $0.18 earnings per share. The firm’s quarterly revenue was down 3.0% compared to the same quarter last year.

Here are the key takeaways from Kornit Digital’s conference call:

• Company met its 2025 targets—returning to revenue growth with full‑year revenue of $208.2M, positive adjusted EBITDA, ~$24.8M ARR from AIC, and strong print demand (Q4 double‑digit impressions; 11% for the year), plus ~$24M operating cash flow for FY.
• The deliberate shift toward a more recurring AIC/ARR model improves long‑term predictability but pressures near‑term growth and profitability—management guides 2026 to low single‑digit revenue growth and Q1 adjusted EBITDA margin of -10% to -4% (seasonal softness expected H1).
• Product momentum is accelerating—Apollo is driving bulk apparel adoption (over 40% of Apollo customers added a second system in 2025), uptime >90% in peak, and increased Atlas MAX adoption among screen printers, supporting higher system utilization and consumable demand.
• Balance sheet and capital returns are strong: cash and marketable securities of ~$491.2M, continued operating cash generation, and $27M repurchased in 2025 ( ~$167M total since 2023), giving capacity to fund AIC deployments, innovation, and selective M&A.

Kornit Digital Price Performance

Shares of Kornit Digital stock traded up $2.94 during trading on Wednesday, hitting $17.18. 989,292 shares of the stock were exchanged, compared to its average volume of 346,955. The stock has a market cap of $769.58 million, a price-to-earnings ratio of -59.24 and a beta of 1.87. The firm’s 50-day moving average price is $14.14 and its 200 day moving average price is $14.40. Kornit Digital has a 12-month low of $11.93 and a 12-month high of $30.03.

Wall Street Analysts Forecast Growth

KRNT has been the topic of several research reports. Weiss Ratings reissued a “sell (d-)” rating on shares of Kornit Digital in a research note on Friday, December 26th. Needham & Company LLC reissued a “buy” rating and set a $20.00 price target on shares of Kornit Digital in a research report on Wednesday. Cantor Fitzgerald dropped their price objective on shares of Kornit Digital from $28.50 to $26.00 and set an “overweight” rating for the company in a report on Thursday, November 6th. Barclays cut their target price on shares of Kornit Digital from $22.00 to $18.00 and set an “equal weight” rating on the stock in a research note on Thursday, November 6th. Finally, Morgan Stanley reissued a “positive” rating and issued a $17.00 price target on shares of Kornit Digital in a research report on Wednesday. Three equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Kornit Digital currently has an average rating of “Hold” and a consensus target price of $20.25.

Institutional Trading of Kornit Digital

Hedge funds and other institutional investors have recently bought and sold shares of the business. Raymond James Financial Inc. acquired a new position in shares of Kornit Digital during the 2nd quarter worth about $31,000. State of Tennessee Department of Treasury acquired a new position in Kornit Digital in the second quarter valued at approximately $35,000. CIBC Private Wealth Group LLC increased its stake in Kornit Digital by 1,359.8% in the third quarter. CIBC Private Wealth Group LLC now owns 1,927 shares of the industrial products company’s stock valued at $26,000 after purchasing an additional 1,795 shares during the last quarter. Johnson Financial Group Inc. purchased a new position in Kornit Digital in the third quarter valued at approximately $27,000. Finally, Headlands Technologies LLC raised its holdings in Kornit Digital by 84.5% during the second quarter. Headlands Technologies LLC now owns 9,807 shares of the industrial products company’s stock worth $195,000 after purchasing an additional 4,491 shares in the last quarter. 92.76% of the stock is currently owned by institutional investors and hedge funds.

Kornit Digital announced that its Board of Directors has authorized a share buyback plan on Monday, November 17th that permits the company to repurchase $100.00 million in outstanding shares. This repurchase authorization permits the industrial products company to repurchase up to 17.2% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s management believes its shares are undervalued.

Kornit Digital Company Profile

Kornit Digital Ltd. (NASDAQ: KRNT) is a global technology company specializing in digital textile printing solutions. Headquartered in Rosh Ha’Ayin, Israel, Kornit develops and manufactures an integrated ecosystem of industrial inkjet printers, proprietary NeoPigment inks and pretreatment systems. Its product portfolio addresses a range of applications including direct-to-garment, direct-to-fabric, digital embellishment and hybrid manufacturing, enabling businesses to produce custom apparel, sportswear, fashion and home textiles on demand.

The company’s flagship offerings include the Avalanche and Atlas series for high-volume production, as well as the Storm and Helix lines designed for mid-to-large scale operations.