Stagwell (NASDAQ:STGW) Receives Buy Rating from Rosenblatt Securities

Rosenblatt Securities reissued their buy rating on shares of Stagwell (NASDAQ:STGW) in a research note published on Wednesday,Benzinga reports. Rosenblatt Securities currently has a $9.00 target price on the stock.

A number of other brokerages have also issued reports on STGW. Craig Hallum set a $8.00 target price on Stagwell and gave the stock a “buy” rating in a research note on Wednesday. B. Riley Financial reduced their price objective on Stagwell from $9.00 to $7.00 and set a “buy” rating for the company in a research note on Friday, March 6th. Wall Street Zen lowered Stagwell from a “buy” rating to a “hold” rating in a research report on Saturday, March 7th. Zacks Research lowered shares of Stagwell from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. Finally, Seaport Research Partners upgraded shares of Stagwell to a “strong-buy” rating in a research note on Friday, November 14th. Five analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $7.96.

Stagwell Stock Up 1.1%

NASDAQ:STGW opened at $6.23 on Wednesday. The company has a market cap of $1.57 billion, a PE ratio of 77.88 and a beta of 1.71. Stagwell has a twelve month low of $4.03 and a twelve month high of $7.16. The company has a current ratio of 0.89, a quick ratio of 0.89 and a debt-to-equity ratio of 1.98. The company’s 50 day moving average is $5.42 and its two-hundred day moving average is $5.33.

Stagwell (NASDAQ:STGW) last posted its quarterly earnings results on Tuesday, March 10th. The company reported $0.30 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.29 by $0.01. Stagwell had a net margin of 1.00% and a return on equity of 22.63%. The business had revenue of $807.44 million during the quarter, compared to analysts’ expectations of $813.48 million. During the same quarter last year, the company posted $0.24 earnings per share. The business’s quarterly revenue was up 2.4% on a year-over-year basis. Stagwell has set its FY 2026 guidance at 0.980-1.120 EPS. Analysts anticipate that Stagwell will post 0.59 EPS for the current year.

Hedge Funds Weigh In On Stagwell

Large investors have recently made changes to their positions in the company. Invesco Ltd. boosted its holdings in Stagwell by 20.7% during the fourth quarter. Invesco Ltd. now owns 210,992 shares of the company’s stock worth $1,032,000 after buying an additional 36,113 shares in the last quarter. Mercer Global Advisors Inc. ADV acquired a new position in shares of Stagwell in the fourth quarter worth about $120,000. State of Tennessee Department of Treasury purchased a new stake in shares of Stagwell during the 4th quarter worth about $146,000. XTX Topco Ltd boosted its stake in shares of Stagwell by 154.9% during the 4th quarter. XTX Topco Ltd now owns 276,843 shares of the company’s stock worth $1,354,000 after acquiring an additional 168,241 shares in the last quarter. Finally, VARCOV Co. purchased a new position in shares of Stagwell in the 4th quarter valued at about $468,000. 35.61% of the stock is currently owned by institutional investors and hedge funds.

Key Stagwell News

Here are the key news stories impacting Stagwell this week:

• Positive Sentiment: Rosenblatt reaffirmed its “buy” rating and set a $9.00 price target (about a ~44% upside vs. the current price), which can attract momentum buying and a re-rating by growth/value investors. Rosenblatt Reaffirms Buy, $9 PT
• Positive Sentiment: Company expanded its share repurchase program by $350M (bringing available authorization to $400M), a capital-return action that can support the stock and signal confidence from management. Stagwell Expands Stock Buyback
• Positive Sentiment: Management set FY2026 targets: net revenue growth of 8–12%, adjusted EBITDA $475M–$525M and EPS guidance of $0.98–$1.12 — guidance that supports a multi-quarter growth story and valuation improvement expectations. Stagwell Reports FY25 Results & FY26 Guidance
• Positive Sentiment: Strategic partnership with AppLovin (Axon mobile advertising platform) expands Stagwell’s performance marketing capabilities and could drive higher-margin digital revenue. Partnership with AppLovin
• Positive Sentiment: Operational metrics and cash flow improved: FY25 free cash flow roughly doubled and adjusted EBITDA was strong, supporting buybacks and execution on AI/digital initiatives. FY25 Financial Highlights
• Neutral Sentiment: Q4 EPS beat modestly ($0.30 vs. $0.29 est.), which is supportive but not a blowout; investors will focus on the sustainability of margin and revenue trends. Q4 Earnings Beat
• Neutral Sentiment: Revenue slightly missed consensus ($807.4M vs. $813.5M), and FY25 revenue growth was modest (+2%); near-term share performance now depends on execution against the higher FY26 growth targets. Press Release / Slide Deck
• Negative Sentiment: Margins remain thin (net margin ~0.7% in the quarter) and the business carries leverage; investors concerned about margin expansion or balance-sheet risk may limit multiple expansion. FY25 Results (margin & leverage)

Stagwell Company Profile

Stagwell Inc is a modern marketing and communications network that partners with global organizations to drive brand growth through data-driven insights and creative solutions. The company operates a diversified portfolio of specialized agencies and technology platforms, offering services that span digital marketing, advertising, public relations, consumer and market research, social media strategy, and commerce consulting. By integrating research, creative, media, and technology under a unified network, Stagwell aims to deliver end-to-end marketing solutions tailored to the evolving needs of clients in sectors such as technology, healthcare, consumer goods, and financial services.

Founded in 2015 by long-time political strategist and pollster Mark Penn, Stagwell has expanded organically and through strategic acquisitions to build capabilities across the marketing value chain.