Rosenblatt Securities Reaffirms “Buy” Rating for Stagwell (NASDAQ:STGW)

Stagwell (NASDAQ:STGW)‘s stock had its “buy” rating restated by Rosenblatt Securities in a report released on Wednesday,Benzinga reports. They currently have a $9.00 price objective on the stock. Rosenblatt Securities’ price target would suggest a potential upside of 44.35% from the company’s previous close.

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

Stagwell Stock Up 1.2%

STGW traded up $0.08 during trading hours on Wednesday, reaching $6.24. 2,669,602 shares of the stock traded hands, compared to its average volume of 2,072,306. Stagwell has a fifty-two week low of $4.03 and a fifty-two week high of $7.16. The company has a market cap of $1.57 billion, a price-to-earnings ratio of 104.08 and a beta of 1.71. The company has a debt-to-equity ratio of 1.98, a current ratio of 0.89 and a quick ratio of 0.89. The firm’s fifty day simple moving average is $5.40 and its two-hundred day simple moving average is $5.32.

Stagwell (NASDAQ:STGW) last issued its quarterly earnings data on Tuesday, March 10th. The company reported $0.30 EPS for the quarter, topping analysts’ consensus estimates of $0.29 by $0.01. The firm had revenue of $807.44 million for the quarter, compared to analyst estimates of $813.48 million. Stagwell had a net margin of 0.68% and a return on equity of 15.31%. The firm’s revenue was up 2.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.24 EPS. Stagwell has set its FY 2026 guidance at 0.980-1.120 EPS. As a group, analysts forecast that Stagwell will post 0.59 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of STGW. Kestra Advisory Services LLC acquired a new stake in Stagwell during the 4th quarter worth about $26,000. Clearstead Advisors LLC lifted its position in shares of Stagwell by 186.2% in the fourth quarter. Clearstead Advisors LLC now owns 7,020 shares of the company’s stock worth $34,000 after purchasing an additional 4,567 shares in the last quarter. State of Alaska Department of Revenue purchased a new stake in shares of Stagwell in the third quarter worth approximately $47,000. Parkside Financial Bank & Trust boosted its holdings in shares of Stagwell by 43.0% during the second quarter. Parkside Financial Bank & Trust now owns 9,981 shares of the company’s stock worth $45,000 after purchasing an additional 3,003 shares during the period. Finally, Inceptionr LLC purchased a new position in Stagwell during the fourth quarter valued at approximately $50,000. 35.61% of the stock is owned by institutional investors and hedge funds.

More Stagwell News

Here are the key news stories impacting Stagwell this week:

• Positive Sentiment: Company expanded its share-repurchase program by $350M (raising available capacity to $400M), which supports buyback-driven EPS accretion and shareholder returns. Press Release
• Positive Sentiment: Management set FY2026 net revenue growth guidance of 8–12% and provided adjusted EBITDA and free-cash-flow conversion targets, signaling confidence in revenue momentum and margin/ cash conversion improvement. Guidance Coverage
• Positive Sentiment: Strategic partnership with AppLovin (Axon mobile ad platform) strengthens Stagwell’s performance-marketing stack and should help client ROAS and digital scale — underscores the company’s AI/data-driven growth narrative. AppLovin Partnership
• Positive Sentiment: Q4 EPS of $0.30 topped consensus ($0.29) and Q4 net-new-business was healthy ($106M; LTM $476M). Several segments showed strong growth (Marketing Cloud +230% YoY), supporting the long-term revenue mix shift. Earnings Recap
• Neutral Sentiment: FY2026 EPS guidance range (0.98–1.12) encompasses consensus (≈1.01) — gives flexibility but leaves street forecasts sensitive to execution vs. the midpoint. Guidance Note
• Negative Sentiment: Quarterly revenue missed estimates ($807.4M vs. ~$813.5M consensus), and net margin remains thin — the EPS beat was narrow (+$0.01). These factors leave upside tied to margin expansion and converting the AI/advocacy investments into higher-margin revenue. Earnings Highlights

About Stagwell

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.