Israel's Kornit Digital Q4 revenue beats expectations on AIC program

Kornit Digital

11/02/2026 12:10

Overview

Israel's digital textile firm Q4 revenue beat analyst expectations despite a slight decline yr/yr

Adjusted EBITDA for Q4 decreased compared to the prior year

Company ended 2025 with $25 mln in ARR from AIC program

Outlook

Kornit expects Q1 2026 revenue between $45 mln and $49 mln

Company anticipates Q1 2026 adjusted EBITDA margin between negative 10% and negative 4%

Kornit plans to unveil innovations to expand market and accelerate digital adoption in 2026

Result Drivers

AIC PROGRAM - Kornit Digital highlighted the success of its All-Inclusive Click (AIC) program, contributing $25 mln in ARR, reflecting increased customer adoption

PEAK SEASON SUCCESS - Successful peak season drove full-year impressions growth of 11%, indicating higher utilization of digital production solutions

DIGITAL ADOPTION - Co focused on accelerating digital adoption in mass apparel production, replacing traditional screen printing with on-demand digital solutions

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$58.86 mln
$58.14 mln (6 Analysts)
Q4 Net Income
$1.65 mln
Q4 Basic EPS
$0.04
Q4 Gross Profit
$28.63 mln
Q4 Operating Expenses
$32.22 mln
Q4 Operating Income
-$3.58 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the industrial machinery & equipment peer group is "buy"

Wall Street's median 12-month price target for Kornit Digital Ltd is $19.00, about 33.4% above its February 10 closing price of $14.24

The stock recently traded at 50 times the next 12-month earnings vs. a P/E of 48 three months ago

Press Release: ID:nGNX8nFRYJ

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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.)