Stagwell

STGW · NASDAQ

$8.94−$0.01 (−0.11%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $8.95

STGW analyst rating

BuyConsensus of 5 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy5
Hold0
Underperform0
Sell0

12-month price target · 9 analysts

Average $10.05 (+12.5% upside)

Low: $7.07
Now: $8.94
High: $11.55

Upgrades and downgrades

The latest rating actions, newest first

STGW analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Rosenblatt	Aug 4, 2026	Maintains	Buy	$9.00 → $10.00	64%
B. Riley Securities	Jul 31, 2026	Maintains	Buy	$8.00 → $10.00	46%
Wells Fargo	Jul 31, 2026	Maintains	Overweight	$8.00 → $10.00	53%
Needham	Jul 30, 2026	Maintains	Buy	$8.00 → $10.00	55%
Needham	Jun 29, 2026	Maintains	Buy	$7.25 → $8.00	55%
Rosenblatt	May 5, 2026	Maintains	Buy	$9.00	64%
Rosenblatt	Mar 11, 2026	Maintains	Buy	$9.00	64%
B. Riley Securities	Mar 11, 2026	Maintains	Buy	$7.00 → $8.00	46%
B. Riley Securities	Mar 6, 2026	Maintains	Buy	$9.00 → $7.00	46%
Rosenblatt	Dec 1, 2025	Maintains	Buy	$9.00	64%

The case for and against

Updated Oct 14, 2026

Bull case

Stagwell is positioned well because its 2Q26 results showed accelerating fundamentals, with net revenue up 6% year over year to $631.6 million and adjusted EBITDA up 15% to $108.7 million, while adjusted EPS rose 38% to $0.25. Its growth is being driven by a differentiated mix of creative services and AI-enabled digital transformation, including 18% organic growth in that segment, record new business of about $170 million, and a pipeline roughly 30% above last year. The company is also improving operating leverage through margin expansion, share repurchases, and rising productivity, as revenue per FTE increased 5% and labor costs declined, supporting a durable outlook for earnings and cash generation.

Bear case

Stagwell is vulnerable to a softer ad market because a recession would likely slow client spending, and as a challenger network it lacks the defensive qualities that can fully offset cyclical demand pressure. Account concentration risk also clouds the outlook: despite recent wins, a dry spell in new business could quickly pressure growth, while The Marketing Cloud remains a weak spot with $27.4mm of revenue and a $5.3mm adjusted EBITDA loss. Even with disciplined headcount reduced 5% y/y to about 10,822 FTEs and FY26E net revenue of $2.65B, margin progress may prove insufficient if macro conditions deteriorate.

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