Donnelley Financial Solutions

DFIN · NYSE

$52.51+$0.27 (+0.52%)TodayMarket closed · Oct 20, 6:30 PM ET

Prev close $52.24

DFIN 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 · 5 analysts

Average $65.28 (+24.3% upside)

Low: $60.60
Now: $52.51
High: $73.50

Upgrades and downgrades

The latest rating actions, newest first

DFIN analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Needham	Sep 21, 2026	Maintains	Buy	$60.00	40%
Needham	Jul 31, 2026	Maintains	Buy	$57.00 → $60.00	40%
DA Davidson	May 6, 2026	Maintains	Buy	$66.00 → $62.00	57%
DA Davidson	Apr 16, 2026	Maintains	Buy	$66.00	57%
DA Davidson	Feb 18, 2026	Maintains	Buy	$66.00	57%
DA Davidson	Jan 30, 2026	Maintains	Buy	$66.00	57%
Needham	Jan 14, 2026	Maintains	Buy	$57.00	40%
Needham	Oct 30, 2025	Maintains	Buy	$72.00 → $57.00	40%

The case for and against

Updated Apr 17, 2026

Bull case

Donnelley Financial Solutions Inc. is expected to experience significant growth beginning in late fiscal year 2025, primarily fueled by an upswing in capital markets and M&A activity, which aligns with the company’s strategic pivot towards software solutions. This transition away from print and distribution to software-as-a-service is anticipated to not only enhance revenue growth but also improve profit margins, positively influencing overall financial performance. Furthermore, the sustained acceleration in software growth indicates strong demand for the company's offerings, positioning it favorably for future share appreciation.

Bear case

Donnelley Financial Solutions Inc. has guided its revenue expectations downward to a range of $150-$160 million, which is below consensus estimates and signifies a potential decline of approximately 11.6% quarter-over-quarter and 0.9% year-over-year at the midpoint. The company reported a revenue decrease of 19.6% quarter-over-quarter and 2.3% year-over-year, raising concerns about ongoing market volatility and a slower-than-anticipated recovery in capital markets activity. Additionally, challenges related to business transition efficiency and potential pressures from high-interest rates and corporate term loans could negatively impact growth, margins, and cash flow, contributing to a bearish outlook on the stock.

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