Update shared on 11 Dec 2025
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. This is expected to help transform a traditionally manual channel into a digitized, cloud enabled marketplace that improves efficiency, transparency, and scalability (Key Developments)
- By leveraging AWS infrastructure and MadConnect agentic workflows, agencies will be able to query real time inventory, place media buys via AI agents across direct and programmatic channels, and automate reporting and performance analysis within a single system (Key Developments)
- Formed a nationwide billboard partnership with Women’s Wear Daily for National Hispanic Heritage Month 2025, highlighting legendary Hispanic fashion designers on prominent out of home placements including Times Square (Key Developments)
- The WWD collaboration reinforces OUTFRONT Media’s focus on inclusivity and culturally resonant campaigns by elevating diverse creative voices and celebrating Hispanic designers’ contributions across the US during the 2025 heritage celebration period (Key Developments)
Valuation Changes
- Fair Value Estimate: Unchanged at approximately $21.33 per share, indicating stable long term intrinsic value assumptions.
- Discount Rate: Fallen slightly, from about 9.20 percent to roughly 9.13 percent, reflecting marginally lower perceived risk in the cash flow outlook.
- Revenue Growth: Essentially unchanged, moving fractionally from about 3.45 percent to 3.45 percent, suggesting a steady view on top line expansion.
- Net Profit Margin: Flat, with an immaterial adjustment from roughly 11.27 percent to 11.27 percent, implying no meaningful change in profitability expectations.
- Future P/E: Edged down slightly from about 20.51x to 20.47x, signaling a marginally lower valuation multiple applied to expected earnings.
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