Digital Conversion And Data Analytics Will Transform OOH Landscape

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Sep 24

Updated

11 Dec 25

Views

57

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

30.4%

7D

3.7%

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1Y

30.4%

7D

3.7%

You can edit this narrative until Dec 12 8:10 AM. Then, changes will post as Updates.

Author's Valuation

US$21.3313.8% overvalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

OUT: AI Workflows Will Likely Fail To Justify Lofty Expectations

Analysts have modestly revised their price target on OUTFRONT Media upward by approximately $0.00 per share, reflecting slightly lower perceived risk and marginally improved long term growth and profitability assumptions in their models. What's in the News Announced a strategic partnership with Amazon Web Services to modernize out of home planning and buying using AI enabled, natural language driven workflows, covering planning, purchasing, and measurement for static and digital inventory end to end (Key Developments) The partnership with AWS aims to standardize out of home inventory for programmatic platforms and AI agents.

Shared on 26 Nov 25

Fair value Increased 6.67%

OUT: AI Workflows And Cultural Campaigns Will Shape Performance Outlook

Analysts have raised their price target for OUTFRONT Media from $20.00 to $21.33, citing improved projected revenue growth and higher profit margins, which support a stronger valuation outlook. What's in the News OUTFRONT Media has formed a strategic partnership with Amazon Web Services to implement AI-enabled workflows for modernizing out-of-home (OOH) media planning, buying, and measurement.

Shared on 11 Nov 25

Fair value Increased 2.56%

OUT: Upcoming Campaigns And Partnerships Will Shape Performance Amid Leadership Change

Analysts have raised their price target for OUTFRONT Media from $19.50 to $20.00 per share. They cite slight improvements in profit margin and a higher valuation multiple, despite modestly increased discount rates and marginally lower revenue growth expectations.

Shared on 30 Apr 25

Fair value Increased 0.36%

AnalystConsensusTarget has decreased revenue growth from 2.4% to 2.1%.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 5.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 8.69%

Shared on 02 Apr 25

Fair value Decreased 0.59%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 10%

AnalystConsensusTarget has increased revenue growth from 2.0% to 2.4%, increased profit margin from 6.6% to 9.0% and decreased future PE multiple from 33.8x to 27.0x.

AnalystConsensusTarget Fair Value

US$21.33

13.8% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

3.33%

Specialized REITs revenue growth rate

0.21%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.06%

Calculation

US$226.15m

Earnings '28

x

20.47x

PE Ratio '28

=

US$4.63b

Market Cap '28

US$4.63b

Market Cap '28

/

167.87m

No. shares '28

=

US$27.58

Share Price '28

US$27.58 Share Price '28

Discounted to 2025 @ 9.13% p.a.

=

US$21.22

Fair Value '25