Brinks

BCO · NYSE

$107.24+$4.08 (+3.96%)TodayMarket closed · Oct 20, 7:31 PM ET

Prev close $103.16

BCO analyst rating

BuyConsensus of 2 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy2
Hold0
Underperform0
Sell0

12-month price target · 4 analysts

Average $149.26 (+39.2% upside)

Low: $139.38
Now: $107.24
High: $171.15

Upgrades and downgrades

The latest rating actions, newest first

BCO analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Goldman Sachs	Mar 2, 2026	Maintains	Buy	$129.00 → $145.00	43%
Truist Securities	Feb 10, 2026	Maintains	Buy	$138.00 → $163.00	61%

The case for and against

Updated Mar 9, 2025

Bull case

Brink's has demonstrated robust performance in the ATM Managed Services market, reporting a significant year-over-year growth rate of 23%, indicating its competitive positioning and potential for further market share gain. The company's focus on expanding margins through operational improvements and an increase in free cash flow conversion from EBITDA to nearly 50% points to enhanced profitability, which contributes to a positive financial outlook. Despite some currency challenges in Latin American markets, Brink's is expected to continue its upward trajectory due to strong organic growth rates in its core Cash & Valuables Management business and overall positive industry trends.

Bear case

Brink's Co. has lowered its revenue guidance for 2024 to flat growth, significantly underperforming against previous expectations of low-single-digit growth, indicating potential challenges in its core markets. The company reported an EBITDA of $217 million, below consensus estimates, reflecting a 160 basis points year-over-year margin contraction primarily in the North American segment, exacerbated by rising security losses and market softness in its global services. Additionally, external economic factors such as stalled growth in international markets and the potential for significant security breaches raise concerns regarding Brink's operational stability and its substantial pension obligations, contributing to an overall negative outlook on the stock.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.