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    Will New US$50 Million Defense Contract and Insider Sales Change Cadre Holdings' (CDRE) Narrative

    Simply Wall St·12/17/2025 20:42:11
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    • Earlier this month, Cadre Holdings’ Med-Eng subsidiary secured a 5-year US$50 million contract from the U.S. Department of War to support the Blast Exposure Monitoring Program, while President Brad Williams sold 24,000 shares worth about US$1,031,760 amid additional planned insider sales.
    • The combination of a fresh multi-year government contract and sizeable insider selling highlights the tension investors may see between operational momentum and internal ownership changes.
    • We’ll now explore how this sizable insider selling, coming just after a new multi-year government contract, may influence Cadre’s investment narrative.

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    Cadre Holdings Investment Narrative Recap

    To own Cadre Holdings, you need to believe that steady government and law enforcement demand for protective equipment will underpin ongoing contract wins and earnings growth. The new 5‑year, up to US$50,000,000 Med‑Eng contract appears supportive of that view, while the recent insider selling and share price pullback do not materially change the near term contract execution catalyst or the key risk around government budget and procurement timing.

    The Med‑Eng Blast Exposure Monitoring Program award is especially relevant here, because it directly ties Cadre’s story to long duration U.S. government spending on specialized safety solutions. For investors focused on contract timing risk, this kind of multi‑year award can partially offset concerns about delays in other areas like body armor, nuclear safety, or EOD while still leaving overall exposure to shifting agency budgets in place.

    Yet, despite these positives, investors should be aware that Cadre’s heavy reliance on government and law enforcement budgets means...

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

    Cadre Holdings' narrative projects $787.2 million revenue and $74.8 million earnings by 2028. This requires 11.2% yearly revenue growth and about a $36.7 million earnings increase from $38.1 million today.

    Uncover how Cadre Holdings' forecasts yield a $48.50 fair value, a 16% upside to its current price.

    Exploring Other Perspectives

    CDRE 1-Year Stock Price Chart
    CDRE 1-Year Stock Price Chart

    Two fair value estimates from the Simply Wall St Community span roughly US$48.50 to about US$68.35, underscoring how far views can diverge. You should weigh those opinions against the risk that shifting government and law enforcement budgets could unsettle Cadre’s contract pipeline and earnings profile over time.

    Explore 2 other fair value estimates on Cadre Holdings - why the stock might be worth just $48.50!

    Build Your Own Cadre Holdings Narrative

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

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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.