DNB Stock Forecast & Price Target

Dun & Bradstreet Holdings Inc has demonstrated resilience in its North American operations with a 1% year-over-year increase in Finance & Risk revenue, driven by growth in Third Party Risk and Supply Chain Management solutions, alongside a notable 5.6% increase in International revenue, highlighting strong performance across finance and risk solutions. The company also reported a 6.2% year-over-year adjustment in North America’s EBITDA, attributed to revenue growth and reduced personnel costs, while International EBITDA rose by 6.5%, supported by underlying business revenue growth. With expectations of continued organic growth, potential pricing power, and a favorable earnings outlook, Dun & Bradstreet is positioned for a positive trajectory moving forward.

Dun & Bradstreet Holdings Inc. reported disappointing 4Q results, missing expectations both on revenue and earnings, primarily due to distractions from a strategic review, the exit from low-margin partnerships, and delays in deal closures. Additionally, the company is facing a challenging macro environment leading to muted organic revenue growth projections of around 3.7% for the coming years, significantly below the long-term growth guidance of 5-7%, further compounded by increased competition and potential contract losses. Risks such as high financial leverage, integration challenges with past acquisitions like Bisnode, and vulnerability to data security breaches contribute to an overall negative outlook for the stock.