Will Xerox’s (XRX) AI Inkjet Launch Reshape Its Competitive Edge in Print Technology?

Xerox Holdings recently introduced the Xerox IJP900 Inkjet Press, marking its return to the mid-volume inkjet market with this high-speed, cost-effective color press designed for print service providers and in-plant operators seeking operational efficiency and new application opportunities.

A unique feature of the IJP900 is its integration of AI-assisted workflows, advanced automation, and broad media support, showcased with a live demonstration at PRINTING United in Orlando in October 2025.

We’ll explore how Xerox’s return to mid-volume inkjet, highlighted by the IJP900’s AI-driven automation, impacts its investment outlook.

Xerox Holdings Investment Narrative Recap

For investors considering Xerox Holdings, the main investment idea is tied to the company’s ability to stabilize and grow its revenue following years of decline and restructuring. The recent launch of the Xerox IJP900 Inkjet Press signals a renewed commitment to the mid-volume inkjet market, which could support sales force productivity and address recent market share losses, but it does not materially resolve the ongoing risks around sales execution and revenue stability for the near term.

The July 2025 partnership with Kyocera Document Solutions stands out as particularly relevant in this context, as it bolsters Xerox’s production print portfolio and aims at growth segments targeted by the IJP900 launch. However, this partnership exists against persistent concerns about Xerox’s diminished presence in high-end production and its ability to regain competitive traction.

Yet, while new products like the IJP900 may bolster optimism, investors should also be aware of how ongoing sales force challenges could…

Xerox Holdings’ outlook projects $7.7 billion in revenue and $2.5 billion in earnings by 2028. This scenario assumes annual revenue growth of 7.7% and an earnings increase of $3.8 billion from current earnings of -$1.3 billion.

Exploring Other Perspectives

Eight members of the Simply Wall St Community set fair value estimates for Xerox Holdings ranging from US$3.25 to US$43.59. With revenue growth expectations a current catalyst for the company, these diverse views highlight how opinions about future performance can differ widely.