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    The Bull Case For Crane (CR) Could Change Following Strong Q4 Currency Wins And Antares Vision Deal Plans

    Simply Wall St·02/15/2026 05:28:20
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    • Crane NXT recently reported past quarterly results showing around 20% year-on-year sales growth in Q4 2025 and 11% for 2025 overall, driven by strong demand in its currency and authentication technology businesses, new wins across 20 currency denominations, and renewed multiyear contracts with major sports leagues.
    • The company is also expanding capacity in its international currency operations and moving to acquire Antares Vision by mid-2026, highlighting how its micro-optics and authentication technologies are becoming more deeply embedded in high-security, long-duration contracts.
    • Now we’ll examine how this strong currency and authentication performance, paired with international expansion, influences Crane’s existing investment narrative.

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    Crane Investment Narrative Recap

    To own Crane NXT, you have to believe its niche in currency security and authentication can support durable demand from central banks and blue chip clients. The recent Q4 2025 results reinforce that view, with strong sales growth in currency and authentication, but they also underline a key short term tension: management is leaning into capacity expansion and tariffs remain a headwind, so the main risk is whether margins hold up as the company spends to support growth.

    The planned acquisition of Antares Vision looks most relevant here, because it ties directly into the same authentication and micro optics strengths that drove 2025 results. If Antares closes on the current mid 2026 timetable, it could deepen Crane NXT’s exposure to long duration, high security contracts and potentially amplify the very catalysts investors are watching in currency and authentication, while also increasing execution risk around integration and capital allocation.

    But set against this growth story, investors should be aware of how ongoing tariff pressures and rising competition could quietly reshape Crane NXT’s margin profile over time...

    Read the full narrative on Crane (it's free!)

    Crane's narrative projects $2.9 billion revenue and $468.0 million earnings by 2028. This requires 9.1% yearly revenue growth and about a $166 million earnings increase from $301.7 million today.

    Uncover how Crane's forecasts yield a $214.22 fair value, a 7% upside to its current price.

    Exploring Other Perspectives

    CR 1-Year Stock Price Chart
    CR 1-Year Stock Price Chart

    Some of the most optimistic analysts were already assuming revenue around US$3.2 billion and earnings near US$491 million by 2028, yet this quarter’s currency and authentication surge, together with the Antares Vision plan, could either support that bullish view or highlight risks around portfolio concentration and competitive pressure, so it is worth weighing how your own expectations line up with these very different outlooks.

    Explore 4 other fair value estimates on Crane - why the stock might be worth 43% less than the current price!

    Build Your Own Crane Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Crane research is our analysis highlighting 2 key rewards that could impact your investment decision.
    • Our free Crane research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Crane's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.