- In light of recent interest from activist investor Starboard and an upbeat analyst day event, the upside potential at ACI Worldwide is becoming increasingly clear.
- The Real-Time Payments opportunity leads the longer-term growth outlook, along with Global Merchants and Emerging Markets, all of which offer double-digit growth.
- Meanwhile, incremental cost savings are also targeted, as management looks to achieve its Rule of 40 target across the company.
- Shares trade at a notable discount to recent transaction comps, and with or without M&A interest, I see upside potential.
For further details see:
ACI Worldwide: Closing The Valuation Gap