Update shared on04 Sep 2025
Analysts have adopted a more cautious outlook for Lamar Advertising due to softer second-half growth expectations and potential Q2 EBITDA downside, resulting in the consensus price target holding steady at $130.20.
Analyst Commentary
- Moderating forecasts due to a softer outlook for the back half of the year.
- Reductions in estimates based on updated company guidance and macroeconomic signals.
- Recognition of potential downside to Q2 consensus EBITDA.
- Cautious stance on growth prospects for the second half of the year, citing risk to growth targets.
- Adjustments reflecting balanced risk/reward as analysts maintain neutral or equal weight ratings.
What's in the News
- The company updated its 2025 guidance, projecting net income per diluted share between $6.09 and $6.11.
- Completed a $150 million share buyback, repurchasing 1,388,091 shares (1.36% of shares outstanding).
- Dropped from multiple Russell value and small/mid-cap indices, including Russell 1000, 2500, 3000, Midcap, Small Cap Comp, and related value benchmarks.
- Added to the Russell 1000 Defensive and Russell 1000 Growth-Defensive indices.
Valuation Changes
Summary of Valuation Changes for Lamar Advertising
- The Consensus Analyst Price Target remained effectively unchanged, at $130.20.
- The Consensus Revenue Growth forecasts for Lamar Advertising remained effectively unchanged, at 3.7% per annum.
- The Discount Rate for Lamar Advertising remained effectively unchanged, at 7.41%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.