Update shared on 11 Dec 2025
Analysts have modestly raised their price target on Clear Channel Outdoor Holdings to 2.25 dollars per share, reflecting slightly stronger confidence in the companys valuation, despite only marginal tweaks to underlying growth and profitability assumptions.
What's in the News
- Clear Channel Outdoor's Airports Division won an eight year contract to build a digitally driven media network at Hollywood Burbank Airport, aligned with the Elevate BUR terminal project debuting in October 2026. This gives brands integrated exposure from roadside billboards to in terminal screens (company announcement).
- The Hollywood Burbank partnership will feature high resolution digital displays, expanded sponsorship opportunities and data driven targeting, leveraging Clear Channel's broader Los Angeles roadside footprint to reach travelers throughout their journey (company announcement).
- Clear Channel Outdoor secured a new 10 year contract, with a five year renewal option, with the Metropolitan Washington Airports Authority to continue and expand its media programs at Reagan National and Dulles airports, aiming for 85 percent digital coverage within two years (company announcement).
- At Washington DCA and IAD, the company plans to introduce transparent digital LumiGlass, Prism360 digital columns and more large format LED video walls, enhancing one of the nation's benchmark airport advertising platforms for global brands (company announcement).
- The company issued revenue guidance calling for 3 to 7 percent year over year growth in consolidated revenue for the fourth quarter and 5 to 6 percent growth for full year 2025, implying steady demand across its out of home network (corporate guidance).
Valuation Changes
- Fair Value Estimate per Share remained unchanged at 2.25 dollars, indicating no adjustment to the intrinsic value assessment.
- Discount Rate held steady at 12.5 percent, suggesting no change in the perceived risk profile or required return.
- Revenue Growth Assumption was effectively unchanged, edging down fractionally from about 4.13 percent to 4.13 percent, a shift too small to materially affect the valuation.
- Net Profit Margin Forecast slipped slightly from roughly 10.11 percent to 9.80 percent, reflecting a modestly more conservative profitability outlook.
- Future P/E Multiple rose slightly from about 9.28x to 9.58x, implying a marginally higher expected earnings multiple despite the small reduction in margin assumptions.
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