Stagwell Inc. (NASDAQ:STGW) Receives Consensus Recommendation of "Moderate Buy" from Brokerages

Key Points

• Analyst consensus: Nine analysts give Stagwell a "Moderate Buy" rating (five buys, four holds) with a 12‑month average target of $7.9643.
• Mixed Q1 results: Revenue was ~$704M (+8% YoY) and adjusted EPS $0.17 (+31% YoY) with record net new business of $141M, but EPS missed consensus by $0.01 and the company reported a GAAP net loss of about $13M.
• Outlook and valuation: Management reiterated FY26 EPS guidance of $0.98–$1.12 (consensus ~1.01); the stock has a $1.61B market cap, a P/E around 90.8, and roughly 35.6% institutional ownership.

Shares of Stagwell Inc. (NASDAQ:STGW - Get Free Report) have earned an average rating of "Moderate Buy" from the nine analysts that are currently covering the stock, Marketbeat.com reports. Four equities research analysts have rated the stock with a hold rating and five have issued a buy rating on the company. The average 12-month target price among brokers that have covered the stock in the last year is $7.9643.

STGW has been the subject of a number of recent research reports. Craig Hallum set a $8.00 price objective on shares of Stagwell and gave the company a "buy" rating in a research report on Wednesday, March 11th. Rosenblatt Securities reaffirmed a "buy" rating and set a $9.00 price objective on shares of Stagwell in a research report on Wednesday, March 11th. B. Riley Financial lowered their price objective on shares of Stagwell from $9.00 to $7.00 and set a "buy" rating for the company in a research report on Friday, March 6th. Wall Street Zen downgraded shares of Stagwell from a "strong-buy" rating to a "buy" rating in a research report on Saturday. Finally, Weiss Ratings raised shares of Stagwell from a "sell (d+)" rating to a "hold (c-)" rating in a research report on Monday, March 16th.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the stock. Kestra Advisory Services LLC acquired a new stake in Stagwell in the fourth quarter worth $26,000. Clearstead Advisors LLC increased its position in 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 buying an additional 4,567 shares during the period. State of Alaska Department of Revenue acquired a new stake in Stagwell in the third quarter worth $47,000. Tower Research Capital LLC TRC increased its position in Stagwell by 311.8% in the second quarter. Tower Research Capital LLC TRC now owns 10,790 shares of the company's stock worth $49,000 after buying an additional 8,170 shares during the period. Finally, Inceptionr LLC acquired a new stake in Stagwell in the fourth quarter worth $50,000. 35.61% of the stock is currently owned by institutional investors.

Trending Headlines about Stagwell

Here are the key news stories impacting Stagwell this week:

• Positive Sentiment: Adjusted results and revenue growth — Stagwell reported Q1 revenue of ~$704M (up ~8% YoY), adjusted EPS of $0.17 (up ~31% YoY) and adjusted EBITDA of $90M (up 9%), showing improved operating performance. Stagwell Inc. Nasdaq: STGW Reports Results for the Three Months Ended March 31, 2026
• Positive Sentiment: Strong commercial traction — record net new business of $141M in Q1 and LTM net new business of $486M, supporting revenue runoff and future growth. Q1 results and net new business
• Positive Sentiment: Digital transformation growth — digital transformation net revenue was $97M (+9% YoY) with a two‑year growth stack of ~26%, highlighting higher‑margin, strategic revenue growth. Digital transformation metrics
• Positive Sentiment: Product/tech integration move — Stagwell announced a unified technology infrastructure intended to improve service delivery and margins, which may support longer‑term efficiency and cross‑sell. Stagwell Announces Unified Technology Infrastructure
• Neutral Sentiment: FY26 guidance reiterated — management set FY26 EPS guidance of $0.98–$1.12 (consensus ~$1.01), and reiterated revenue/EBITDA targets and free cash flow conversion goals; guidance is broadly in line with Street expectations but leaves room for range‑driven volatility. FY26 guidance and slide deck
• Negative Sentiment: Earnings miss vs. some estimates — reported EPS of $0.17 missed the Zacks/consensus figure of $0.18 by $0.01, prompting near‑term selling pressure among precision‑focused traders. Stagwell Misses Q1 Earnings Estimates
• Negative Sentiment: GAAP loss and mixed headlines — the company reported a GAAP net loss of ~$13M and some outlets framed the quarter as a revenue or earnings miss, creating headline risk despite positive adjusted metrics. Stagwell earnings in-line but revenue misses estimates

Stagwell Stock Performance

STGW stock opened at $6.36 on Monday. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 1.71. The firm has a market cap of $1.61 billion, a P/E ratio of 90.79 and a beta of 1.27. Stagwell has a 12-month low of $4.03 and a 12-month high of $7.52. The stock's 50 day simple moving average is $6.06 and its 200 day simple moving average is $5.59.

Stagwell (NASDAQ:STGW - Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The company reported $0.17 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.18 by ($0.01). The firm had revenue of $704.14 million for the quarter, compared to analyst estimates of $700.48 million. Stagwell had a net margin of 0.64% and a return on equity of 23.73%. The business's revenue was up 8.0% on a year-over-year basis. During the same period in the prior year, the company posted $0.12 earnings per share. Stagwell has set its FY 2026 guidance at 0.980-1.120 EPS. As a group, equities research analysts predict that Stagwell will post 0.88 EPS for the current year.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.