
TransUnion (TRU) Stock Forecast & Price Target
TransUnion (TRU) Analyst Ratings
Bulls say
TransUnion reported a robust fourth-quarter revenue of $1.17 billion, reflecting a year-over-year increase of 13%, which exceeded expectations and highlights its strong operational performance. The company is demonstrating sustainable upper single-digit organic revenue growth, complemented by solid growth across various business lines—most notably, financial services, which experienced a 19% increase year-over-year, driven by significant contributions from mortgage and consumer lending growth. With anticipated cash flow conversion exceeding 90% of adjusted net income by FY26 and a focus on reducing leverage, TransUnion is well-positioned for consistent annual margin expansion and above-average organic revenue growth moving forward.
Bears say
TransUnion's stock outlook is negatively influenced by a prolonged economic downturn that could lead to reduced demand for its services, adversely affecting revenue growth in both domestic and international markets. Although the company's recent quarterly results exceeded expectations, the guidance for FY26 appears mixed due to overly optimistic projections regarding mortgage volumes and challenges in the Indian market. Additionally, TransUnion's adjusted EBITDA forecast for 4Q, at $414-$420 million, falls short of the consensus estimate, highlighting concerns about its financial performance and growth trajectory.
This aggregate rating is based on analysts' research of TransUnion and is not a guaranteed prediction by Public.com or investment advice.
TransUnion (TRU) Analyst Forecast & Price Prediction
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