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Goldman Sachs Raises Pitney Bowes (PBI) Price Target after Margin Expansion in Q1

With YTD returns of 36.9% as of May 5, Pitney Bowes Inc. (NYSE:PBI) is included among the 10 Best Performing Dividend Stocks So Far in 2026.

On April 24, Goldman Sachs raised its price recommendation on Pitney Bowes Inc. (NYSE:PBI) to $13.70 from $12. It reiterated a Neutral rating on the shares. The firm noted that Pitney Bowes reported a 3% year-over-year revenue decline in Q1, though that marked an improvement from the previous quarter. The results were supported by stronger performance in SendTech and competitive gains in Presort, helped by better sales execution and customer retention, the analyst said in a research note.

Despite the drop in revenue, operating margins expanded sharply because of cost controls. Goldman Sachs also modestly raised its 2026 outlook, now expecting a smaller revenue decline and less pressure on margins than previously forecast.

On April 22, Citizens raised its price goal on Pitney Bowes to $17 from $14. It maintained an Outperform rating on the shares. The firm said Pitney Bowes continues to benefit from improving execution under CEO Kurt Wolf. According to the analyst, the company is seeing strength across its core segments, while higher guidance and its market position could support stronger pricing power over time. Citizens also pointed to several additional tailwinds. These include easing headwinds in 2026, aggressive share and debt repurchases that could improve per-share value, and what the firm described as strong alignment between management and shareholders. The analyst said these factors reinforce confidence in further upside for the stock.

Pitney Bowes Inc. (NYSE:PBI) is a technology-focused company that provides SaaS shipping solutions, mailing technology, and financial services to customers worldwide.

While we acknowledge the risk and potential of PBI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than PBI and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Best Blue Chip Stocks to Invest In According to Billionaires and 10 Best BDC Stocks to Buy Right Now.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

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