Why Are Analysts Upgrading OUT (OUTFRONT Media) After Its Dividend and Q3 Earnings Reveal?

• OUTFRONT Media Inc. recently reported its third quarter 2025 earnings, revealing sales of US$467.5 million and net income of US$51.3 million, alongside a declared quarterly dividend of US$0.30 per share payable at year end.
• Analysts from several major brokerage firms have expressed increased confidence in OUTFRONT Media’s outlook within the out-of-home advertising sector, with multiple upgrades and raised recommendations highlighting renewed interest.
• We’ll explore how the wave of analyst upgrades and sector optimism is influencing OUTFRONT Media’s investment narrative.

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OUTFRONT Media Investment Narrative Recap

To be a shareholder in OUTFRONT Media, you need to believe in the company's ability to successfully transition its core out-of-home advertising business toward digital, data-driven solutions, capturing a larger share of advertiser budgets. The latest quarterly earnings beat and multiple analyst upgrades suggest positive momentum for digital transformation, but near-term catalysts remain tied to growth in digital billboard and transit revenues, while the biggest risk continues to be declining demand for static and legacy assets, unchanged by this news event.

One announcement that stands out is OUTFRONT's recent partnership with Amazon Web Services to integrate AI into planning, measurement, and delivery of out-of-home campaigns. This initiative directly links to the catalyst of digital expansion, aiming to close the gap between traditional and digital ad spending, and could influence both revenue growth and competitive positioning in the coming quarters.

By contrast, investors should also be aware that despite digital advances, ongoing structural declines in static billboard and transit markets may still pose...

Read the full narrative on OUTFRONT Media (it's free!)

OUTFRONT Media's narrative projects $2.0 billion in revenue and $194.1 million in earnings by 2028. This requires 2.8% yearly revenue growth and a $95.4 million earnings increase from $98.7 million currently.

Uncover how OUTFRONT Media's forecasts yield a $20.00 fair value, a 9% downside to its current price.

Exploring Other Perspectives

Simply Wall St Community fair value estimates for OUTFRONT Media range from US$20 to US$39.60, based on two individual analyses. Shifting advertiser budgets toward digital remains a critical challenge that could influence these varied outlooks and your own assessment of OUTFRONT’s future.

Explore 2 other fair value estimates on OUTFRONT Media - why the stock might be worth 9% less than the current price!

Build Your Own OUTFRONT Media Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your OUTFRONT Media research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free OUTFRONT Media research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate OUTFRONT Media's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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