Stagwell Inc.

Informe acción NasdaqGS:STGW

Capitalización de mercado: US$1.6b

Stagwell Crecimiento futuro

Future controles de criterios 3/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Stagwell de 37.8% y 5.9% respectivamente, mientras que el BPA crecerá en un 42.1% al año.

Información clave

37.8%

Tasa de crecimiento de los beneficios

42.08%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Media35.7%
Tasa de crecimiento de los ingresos5.9%
Rentabilidad financiera futuran/a
Cobertura de analistas

Good

Última actualización05 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización del análisis • May 03

STGW: AI Search Execution And Buybacks Will Shape Fairly Valued Outlook

Narrative Update on Stagwell Analyst price targets for Stagwell have shifted modestly, with recent updates ranging between $7 and $8 as analysts factor in revised FY26 net revenue and AEBITDA estimates, as well as ongoing progress on client churn reduction and new business wins. Analyst Commentary Recent research updates on Stagwell show a mixed picture, with some analysts lifting price targets in response to revised FY26 net revenue and AEBITDA estimates, while others have trimmed expectations ahead of key catalysts such as the Q4 report.
Actualización del análisis • Apr 19

STGW: Execution Risks Around AI Search And Buybacks Will Restrain Upside Potential

Narrative Update on Stagwell Analysts have raised their average price target on Stagwell by $1, from $7 to $8, citing updated forecasts for FY26 net revenue and AEBITDA following the recent fourth-quarter report. Analyst Commentary Recent research on Stagwell has centered on updated expectations for net revenue and AEBITDA through FY26, with price targets adjusted accordingly around the latest quarterly results.
Actualización del análisis • Apr 03

STGW: AI Search Expansion And Buybacks Will Shape Balanced Execution Outlook

Analysts have raised their price target on Stagwell by $1 to $8, citing updated forecasts for FY26 net revenue and AEBITDA following the latest Q4 report as the main factors behind the revised outlook. Analyst Commentary Recent research around Stagwell has included both supportive and cautious elements, with price targets adjusted around the Q4 report and updated FY26 net revenue and AEBITDA forecasts.
Artículo de análisis • Mar 26

Stagwell's (NASDAQ:STGW) Promising Earnings May Rest On Soft Foundations

Unsurprisingly, Stagwell Inc.'s ( NASDAQ:STGW ) stock price was strong on the back of its healthy earnings report...
Actualización del análisis • Mar 19

STGW: AI Search Expansion And Buybacks Will Shape Balanced Future Outlook

Analysts have raised their price target on Stagwell by $1 to $8, citing higher FY26 net revenue and AEBITDA estimates following the latest Q4 report. Analyst Commentary Recent research reflects a mixed tone around Stagwell, with some optimism on longer term forecasts following the Q4 report, alongside earlier signs of caution heading into that print.
Seeking Alpha • Mar 11

Stagwell: I See Deep Value As Growth Accelerates (Rating Upgrade)

Summary Stagwell Inc. demonstrates operational momentum, with revenue and net revenue growth driven by digital transformation and marketing services. STGW stock trades at a deep discount, with a forward P/E of 5.58x and an EV/EBITDA of 6.29x, despite robust EPS and free cash flow growth. Management guides for 8–12% net revenue growth and $475M–$525M adjusted EBITDA in 2026, supported by political ad tailwinds and efficiency gains. Risks include AI execution, high leverage (net leverage 2.92x), and potential liquidity pressure if cash flows slow, but risk-reward now favors a bullish stance. Read the full article on Seeking Alpha
Actualización del análisis • Mar 05

STGW: AI Search And Agent Platforms Will Drive Future Upside Potential

Analysts have nudged their price target on Stagwell slightly higher to $6.50, reflecting updated assumptions around discount rate, revenue, profit margin and future P/E that keep their fair value view broadly unchanged at $6.50. What's in the News Stagwell launched Stagwell Search+, described as an agentic platform aimed at helping brands adjust from traditional search engines to AI driven search experiences, combining paid, owned, earned and shared media in a single system (Key Developments).
Actualización del análisis • Feb 19

STGW: AI Agent Partnerships Will Support Future Upside Potential

Analysts have adjusted their price target for Stagwell to $6.50, emphasizing small tweaks to assumptions around the discount rate, revenue growth, profit margins, and future P/E multiples rather than any major shift in their overall view. What's in the News Stagwell launched NewVoices.ai, a lifelike AI platform positioned as an end to end operating system for revenue teams.
Actualización del análisis • Feb 05

STGW: AI Partnerships Will Support Undervalued Long Term Upside Potential

Analysts have nudged their price target on Stagwell higher, highlighting small model updates to the discount rate, revenue growth, profit margin, and future P/E assumptions as the key drivers of the revised valuation in US$ terms. What's in the News Stagwell launched NewVoices.ai, an AI platform positioned as a lifelike, independent sales agent that can book appointments, handle customer questions and concerns, and drive conversions across markets and languages with 24/7 availability (Key Developments).
Artículo de análisis • Jan 29

Stagwell Inc. (NASDAQ:STGW) Looks Just Right With A 26% Price Jump

Stagwell Inc. ( NASDAQ:STGW ) shares have continued their recent momentum with a 26% gain in the last month alone. But...
Actualización del análisis • Jan 21

STGW: AI Partnerships And Buybacks Will Underpin Balanced Long Term Outlook

Analysts have modestly revised their price targets for Stagwell, reflecting small adjustments to assumptions around discount rates, revenue growth, profit margins and future P/E multiples, while keeping their fair value estimate steady at $6.50. What's in the News Stagwell launched NewVoices.ai, an AI platform positioned as an independent sales agent that can handle appointments, conversions, customer support, and retention across channels and languages, with 24/7 response and personalization based on user history and preferences (Product related announcement).
Actualización del análisis • Jan 06

STGW: AI Alliances And Share Repurchases Will Support Future Upside Potential

Analysts have modestly increased their price target on Stagwell, citing updated assumptions that include a slightly higher discount rate, a higher projected revenue growth rate, a marginally improved profit margin, and a lower expected future P/E multiple. What's in the News Launched NewVoices.ai, an AI platform built to act as an independent sales agent that books appointments, drives conversions, resolves questions, and manages customer concerns in any language with 24/7 coverage, using Stagwell data to personalize interactions over time (Product-Related Announcement).
Actualización del análisis • Dec 14

STGW: AI Partnerships And Buybacks Will Drive Stronger Future Upside

Analysts have nudged their price target on Stagwell higher, raising fair value by approximately 8 percent to about 6.50 dollars. They cite slightly lower perceived risk and stronger expected revenue growth that more than offset modestly reduced margin assumptions.
Actualización del análisis • Nov 12

STGW: AI Partnership Will Drive Client Adoption And Support Market Expansion

Analysts have raised their price target for Stagwell from $7.73 to $7.81, citing improved revenue growth expectations even though projected profit margins have been reduced. What's in the News Stagwell and Palantir Technologies have launched a partnership to create an AI-powered platform for marketers.
Actualización del análisis • Oct 29

Share Repurchases And Data Partnerships Will Drive Value Creation In 2025

Analysts have adjusted their price target for Stagwell downward from $8.19 to $7.73. They cite slight increases in discount rates and a modest reduction in profit margin expectations, even though there is an uptick in projected revenue growth.
Seeking Alpha • Mar 28

Stagwell: Stock Continues To Trade At A Discount Despite Improved Fundamentals

Summary I maintain a buy rating for STGW due to strong execution, client wins, and growth in digital transformation and cloud solutions, despite trading at a discount to peers. STGW's fundamentals have improved significantly, with higher quality client wins and substantial growth in average annual revenue per top-25 client. The digital transformation segment shows sustained growth, and the cloud segment, now 10% of revenue, is poised to become a significant growth driver. Despite trading at a discount, STGW's growth potential and solid execution support a compelling case for multiple expansion, warranting a buy rating. Read the full article on Seeking Alpha
Artículo de análisis • Feb 21

We Think Stagwell (NASDAQ:STGW) Is Taking Some Risk With Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
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Nuevo análisis • Jan 17

AI Tools Like BERAai And MENA Expansion Will Improve Future Performance

Focus on digital transformation and AI projects is expected to drive growth and improve margins over time.
Artículo de análisis • Jan 13

Getting In Cheap On Stagwell Inc. (NASDAQ:STGW) Might Be Difficult

It's not a stretch to say that Stagwell Inc.'s ( NASDAQ:STGW ) price-to-sales (or "P/S") ratio of 0.3x right now seems...
Seeking Alpha • Dec 07

Stagwell: Acquisitions, EPS Growth, Proven Business Model, And Undervalued

Summary Stagwell's recent acquisitions and international expansion are expected to drive significant revenue growth and synergies in 2025 and 2026. The company's diversified customer base and global affiliate network reduce revenue volatility and offer potential for future acquisitions. Positive financial performance, including net income and free cash flow growth, supports the view that STGW is undervalued at current market prices. Stock repurchase programs and cash-based acquisitions indicate management's confidence in the company's undervaluation, making STGW an attractive investment. Read the full article on Seeking Alpha
Seeking Alpha • Nov 19

Stagwell: Solid Growth Story Remains Intact

Summary Stagwell continues to demonstrate high single-digit growth, driven by strong new business wins and expanding digital transformation and marketing cloud segments. STGW's 3Q24 results showed 8.5% y/y net revenue growth, with significant contributions from Integrated Agencies, Brand Performance, and Communications Networks. Despite economic headwinds, STGW's robust client relationships and strategic acquisitions support a positive growth outlook, warranting a buy rating. Read the full article on Seeking Alpha
Artículo de análisis • Oct 24

We Think Stagwell (NASDAQ:STGW) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Artículo de análisis • Aug 22

Are Investors Undervaluing Stagwell Inc. (NASDAQ:STGW) By 46%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Stagwell fair value estimate is US$12.74 Stagwell is estimated...
Seeking Alpha • Aug 06

Stagwell Inc: Organic Growth Expected To Accelerate In 2H24

Summary Organic growth set to accelerate in 2H24 and sustain at a high single-digit level through FY26. Multiple growth drivers in place, including expected improvement in the macro backdrop, net new business wins, and AI-related deals. Expectation for adj. EBITDA margin to expand as organic growth accelerates. Read the full article on Seeking Alpha
Artículo de análisis • Jun 20

Is Stagwell (NASDAQ:STGW) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Artículo de análisis • Feb 13

Is Stagwell (NASDAQ:STGW) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:STGW - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20283,5161843994051
12/31/20273,3031032503486
12/31/20263,198622613637
3/31/20262,96119198325N/A
12/31/20252,90929180291N/A
9/30/20252,89020153243N/A
6/30/20252,859-2201265N/A
3/31/20252,823178136N/A
12/31/20242,841289143N/A
9/30/20242,707092139N/A
6/30/20242,614-2102158N/A
3/31/20242,575-367113N/A
12/31/20232,52703981N/A
9/30/20232,580-15106147N/A
6/30/20232,627-5271311N/A
3/31/20232,6679272311N/A
12/31/20222,68820312348N/A
9/30/20222,59235218254N/A
6/30/20222,394192454N/A
3/31/20221,9315120147N/A
12/31/20211,469-4178201N/A
9/30/20211,170185065N/A
6/30/202193240118130N/A
3/31/202188549125136N/A
12/31/202088856124138N/A
9/30/202076237105121N/A
12/31/201962917N/A65N/A
12/31/201842616N/A61N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (37.8% al año) de STGW es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (37.8% al año) de STGW crezcan más rápidamente que el mercado US (16.7% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de STGW crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (5.9% al año) de STGW crezcan más despacio que el mercado de US (11.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 5.9% al año) de STGW crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de STGW se prevé que sea elevada dentro de 3 años.

Descubre empresas en crecimiento

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/11 05:05
Precio de las acciones al final del día2026/05/11 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Stagwell Inc. está cubierta por 10 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Mark ZgutowiczBenchmark Company
Jeffrey Van SinderenB. Riley Securities, Inc.
Jason KreyerCraig-Hallum Capital Group LLC