Kornit Sees Q2 Adjusted EBITDA Margin Down to Breakeven
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy KRNT?
Sees Q2 adjusted EBITDA margin down 5% to breakeven. Samuel continued, "Konnections 2026 was a defining moment for Kornit and for the broader industry. Strong customer response to Atlas MATRIX, including a meaningful backlog of new and upgrade orders, reinforces that on-demand digital production is rapidly expanding beyond short-run customization into scaled production and manufacturing environments. We are seeing similar momentum around Apollo and increasing interest in connected workflow and automation capabilities following the PrintFactory acquisition. Atlas MATRIX, powered by Kornit's unique Karbon Shield technology, significantly expands digital production into polyester, sportswear and performance applications by overcoming dye migration challenges that historically limited digital production in these categories. At Texprocess in Frankfurt, we further expanded our platform with the unveiling of Presto MAX PLUS. Powered by our new DuraTech architecture, the platform opens new applications and markets that historically were impossible to address with digital production, including footwear, technical apparel, camouflage, performance wear, home decor and additional high-performance applications."
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy KRNT?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on KRNT
Wall Street analysts forecast KRNT stock price to rise
6 Analyst Rating
4 Buy
2 Hold
0 Sell
Moderate Buy
Current: 15.830
Low
15.00
Averages
19.40
High
26.00
Current: 15.830
Low
15.00
Averages
19.40
High
26.00
About KRNT
Kornit Digital Ltd is an Israel-based global company that develops, manufactures and markets industrial digital printing technologies for the garment, apparel and textile industries. The Company focuses on enabling the mass customization of printed textile products. It provides complete high-speed digital printing solutions, fully integrated and fully in-house made, which include printing systems, inks and consumables, software, pallets and accessories, technical and application support and services. In 2020 The company acquired Custom Gateway, an innovative technology provider of cloud-based software workflow solutions for on-demand production business models.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Kornit Digital Q1 2026 Earnings Call Highlights
- Strong Revenue Performance: Kornit Digital reported approximately $48.5 million in revenue for Q1 2026, at the high end of its guidance range, demonstrating effective execution of its strategy and increased market demand, with expectations for Q2 revenue between $51 million and $55 million, reinforcing confidence in business growth.
- Sustained Positive Cash Flow: The company achieved positive operating cash flow for the tenth consecutive quarter, despite an adjusted EBITDA loss of $2.8 million, reflecting ongoing efforts in cost control and operational efficiency, which enhances investor confidence in future profitability.
- Market-Leading Technological Innovation: The debut of the Atlas MATRIX technology at the Konnections event received an overwhelmingly positive response, addressing major industry challenges with its unique Carbon Shield technology, which enhances digital production quality on polyester fabrics and is expected to drive future revenue growth.
- Strategic Acquisition Enhances Capabilities: Kornit announced the acquisition of PrintFactory, significantly strengthening its software workflow and production automation capabilities, aimed at supporting scaled digital manufacturing while addressing challenges posed by foreign exchange and tariff pressures.
See More
Kornit Digital Q1 Earnings Beat Expectations
- Strong Earnings Report: Kornit Digital reported a Q1 non-GAAP EPS of -$0.01, beating expectations by $0.01, with revenue of $48.54 million reflecting a 4.4% year-over-year increase, surpassing market expectations by $1.87 million, indicating resilience and growth potential in the market.
- Surge in AIC Revenue: The company experienced approximately 103% year-over-year growth in AIC revenues, highlighting strong demand for its automation and intelligent solutions, which further solidifies its market position in digital printing.
- Annual Recurring Revenue Growth: As of the end of Q1, the annual recurring revenue (ARR) stood at approximately $26.8 million, significantly up from $14.5 million in the prior year, demonstrating success in customer retention and long-term revenue streams.
- Optimistic Future Outlook: Kornit Digital expects Q2 2026 revenues to range between $51 million and $55 million, exceeding the consensus of $50.61 million, while adjusted EBITDA margins are projected to be between negative 5% and breakeven, reflecting confidence in future growth.
See More
Copa and Nova Earnings Outlook Next Week
- Earnings Surprises: According to FactSet, nearly 85% of over 420 S&P 500 companies have reported earnings beats, indicating a strong first-quarter earnings season that is likely to positively influence market sentiment.
- Copa Holdings Performance: Copa is set to report earnings next Wednesday, with historical data showing an average stock price increase of 1.9% post-report; Goldman Sachs upgraded its rating from neutral to buy, raising the price target from $138 to $151, implying a potential upside of about 23%.
- Nova Stock Performance: Nova will report earnings on Thursday, with historical data indicating an average stock price increase of 1.6% post-report; the stock has surged 53% this year, already exceeding Barclays' price target of $465, reflecting strong market performance.
- Market Focus on Other Companies: Other companies reporting earnings next week include Yeti, Vonage, and Kornit Digital, which have historically posted surprise beats, potentially further boosting positive market sentiment.
See More
Kornit Digital to Release Q1 Earnings on May 13
- Earnings Release Schedule: Kornit Digital will announce its financial results for Q1 2026 on May 13 before market open, reflecting the company's commitment to transparency and investor communication.
- Conference Call Details: The company will host an earnings conference call at 8:30 AM ET on the same day to review financial results and operations, enhancing interaction and information sharing with investors.
- Replay Service: A replay of the earnings call will be available approximately three hours after the live event until May 27 at 11:59 PM ET, ensuring that investors who cannot attend live can access key information.
- Global Market Leadership: Kornit Digital is a global leader in sustainable on-demand digital fashion and textile production technologies, serving customers in over 100 countries, showcasing its strong influence and market share in the industry.
See More
Kornit Digital Acquires PrintFactory to Enhance Production Automation
- Strategic Acquisition: Kornit Digital's acquisition of Netherlands-based PrintFactory aims to enhance its consultative, solution-oriented customer engagement by leveraging cloud-native workflow, color management, and production automation software, thereby improving overall efficiency across the production value chain.
- Transaction Timeline: The acquisition is expected to close in Q2 2026, and while the financial terms remain undisclosed, Kornit has indicated that it will not materially impact near-term revenue or earnings, reflecting a cautious approach to future growth.
- Industry Transformation: CEO Ronen Samuel emphasized that this acquisition transcends mere workflow or color management; it is about building the digital infrastructure necessary for the fashion industry to transition from analog production to agile, on-demand manufacturing, accelerating the industry's shift to a new production model.
- Future Outlook: Kornit projects low single-digit revenue growth for 2026 while accelerating its transition to AI and cloud technologies, marking progress towards achieving a $25 million annual recurring revenue milestone, demonstrating its adaptability in a rapidly changing market environment.
See More
Kornit Digital Acquires PrintFactory for Workflow Automation
- Acquisition Announcement: Kornit Digital has announced the acquisition of PrintFactory, a Netherlands-based company specializing in cloud-native workflow, color management, and production automation software, with financial terms undisclosed and the deal expected to close in Q2 2026.
- Operational Continuity: After the acquisition, PrintFactory will continue to operate from its headquarters in the Netherlands, maintaining a commitment to an open, technology-agnostic platform that serves its global customer base across multiple markets, including those beyond textile and apparel printing.
- Financial Impact: Kornit has indicated that the acquisition is not expected to have a material impact on its near-term revenue or earnings, reflecting a cautious approach to business expansion amid market uncertainties.
- Stock Price Movement: Kornit's stock closed at $15.88 on April 10, down $0.14, and further slipped to $15.59 in after-hours trading, indicating a cautious market reaction to the acquisition news.
See More
Kornit Digital Q1 2026 Earnings Call Highlights
- Strong Revenue Performance: Kornit Digital reported approximately $48.5 million in revenue for Q1 2026, at the high end of its guidance range, demonstrating effective execution of its strategy and increased market demand, with expectations for Q2 revenue between $51 million and $55 million, reinforcing confidence in business growth.
- Sustained Positive Cash Flow: The company achieved positive operating cash flow for the tenth consecutive quarter, despite an adjusted EBITDA loss of $2.8 million, reflecting ongoing efforts in cost control and operational efficiency, which enhances investor confidence in future profitability.
- Market-Leading Technological Innovation: The debut of the Atlas MATRIX technology at the Konnections event received an overwhelmingly positive response, addressing major industry challenges with its unique Carbon Shield technology, which enhances digital production quality on polyester fabrics and is expected to drive future revenue growth.
- Strategic Acquisition Enhances Capabilities: Kornit announced the acquisition of PrintFactory, significantly strengthening its software workflow and production automation capabilities, aimed at supporting scaled digital manufacturing while addressing challenges posed by foreign exchange and tariff pressures.
See More
Kornit Digital Q1 Earnings Beat Expectations
- Strong Earnings Report: Kornit Digital reported a Q1 non-GAAP EPS of -$0.01, beating expectations by $0.01, with revenue of $48.54 million reflecting a 4.4% year-over-year increase, surpassing market expectations by $1.87 million, indicating resilience and growth potential in the market.
- Surge in AIC Revenue: The company experienced approximately 103% year-over-year growth in AIC revenues, highlighting strong demand for its automation and intelligent solutions, which further solidifies its market position in digital printing.
- Annual Recurring Revenue Growth: As of the end of Q1, the annual recurring revenue (ARR) stood at approximately $26.8 million, significantly up from $14.5 million in the prior year, demonstrating success in customer retention and long-term revenue streams.
- Optimistic Future Outlook: Kornit Digital expects Q2 2026 revenues to range between $51 million and $55 million, exceeding the consensus of $50.61 million, while adjusted EBITDA margins are projected to be between negative 5% and breakeven, reflecting confidence in future growth.
See More
Copa and Nova Earnings Outlook Next Week
- Earnings Surprises: According to FactSet, nearly 85% of over 420 S&P 500 companies have reported earnings beats, indicating a strong first-quarter earnings season that is likely to positively influence market sentiment.
- Copa Holdings Performance: Copa is set to report earnings next Wednesday, with historical data showing an average stock price increase of 1.9% post-report; Goldman Sachs upgraded its rating from neutral to buy, raising the price target from $138 to $151, implying a potential upside of about 23%.
- Nova Stock Performance: Nova will report earnings on Thursday, with historical data indicating an average stock price increase of 1.6% post-report; the stock has surged 53% this year, already exceeding Barclays' price target of $465, reflecting strong market performance.
- Market Focus on Other Companies: Other companies reporting earnings next week include Yeti, Vonage, and Kornit Digital, which have historically posted surprise beats, potentially further boosting positive market sentiment.
See More
Kornit Digital to Release Q1 Earnings on May 13
- Earnings Release Schedule: Kornit Digital will announce its financial results for Q1 2026 on May 13 before market open, reflecting the company's commitment to transparency and investor communication.
- Conference Call Details: The company will host an earnings conference call at 8:30 AM ET on the same day to review financial results and operations, enhancing interaction and information sharing with investors.
- Replay Service: A replay of the earnings call will be available approximately three hours after the live event until May 27 at 11:59 PM ET, ensuring that investors who cannot attend live can access key information.
- Global Market Leadership: Kornit Digital is a global leader in sustainable on-demand digital fashion and textile production technologies, serving customers in over 100 countries, showcasing its strong influence and market share in the industry.
See More
Kornit Digital Acquires PrintFactory to Enhance Production Automation
- Strategic Acquisition: Kornit Digital's acquisition of Netherlands-based PrintFactory aims to enhance its consultative, solution-oriented customer engagement by leveraging cloud-native workflow, color management, and production automation software, thereby improving overall efficiency across the production value chain.
- Transaction Timeline: The acquisition is expected to close in Q2 2026, and while the financial terms remain undisclosed, Kornit has indicated that it will not materially impact near-term revenue or earnings, reflecting a cautious approach to future growth.
- Industry Transformation: CEO Ronen Samuel emphasized that this acquisition transcends mere workflow or color management; it is about building the digital infrastructure necessary for the fashion industry to transition from analog production to agile, on-demand manufacturing, accelerating the industry's shift to a new production model.
- Future Outlook: Kornit projects low single-digit revenue growth for 2026 while accelerating its transition to AI and cloud technologies, marking progress towards achieving a $25 million annual recurring revenue milestone, demonstrating its adaptability in a rapidly changing market environment.
See More
Kornit Digital Acquires PrintFactory for Workflow Automation
- Acquisition Announcement: Kornit Digital has announced the acquisition of PrintFactory, a Netherlands-based company specializing in cloud-native workflow, color management, and production automation software, with financial terms undisclosed and the deal expected to close in Q2 2026.
- Operational Continuity: After the acquisition, PrintFactory will continue to operate from its headquarters in the Netherlands, maintaining a commitment to an open, technology-agnostic platform that serves its global customer base across multiple markets, including those beyond textile and apparel printing.
- Financial Impact: Kornit has indicated that the acquisition is not expected to have a material impact on its near-term revenue or earnings, reflecting a cautious approach to business expansion amid market uncertainties.
- Stock Price Movement: Kornit's stock closed at $15.88 on April 10, down $0.14, and further slipped to $15.59 in after-hours trading, indicating a cautious market reaction to the acquisition news.
See More
