Stagwell announces Q3 adjusted EPS of 24 cents, surpassing consensus estimate of 22 cents.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 06 2025
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Should l Buy STGW?
Q3 Revenue Performance: Stagwell reported Q3 revenue of $743 million, surpassing the consensus estimate of $733.66 million.
Growth in Non-Advocacy Work: The company experienced double-digit growth in non-advocacy work and strong organic growth across nearly all areas.
Cash Flow and Margins: Stagwell reported enhanced cash flow and increased margins in non-advocacy sectors, indicating strong financial health.
AI Partnership: The newly announced partnership with Palantir highlights Stagwell's leadership in applying AI technology for marketing solutions.
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Analyst Views on STGW
Wall Street analysts forecast STGW stock price to rise
7 Analyst Rating
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 7.020
Low
7.25
Averages
8.65
High
10.00
Current: 7.020
Low
7.25
Averages
8.65
High
10.00
About STGW
Stagwell Inc. is a digital-first marketing company. Its segments include Marketing Services, Digital Transformation, Media & Commerce, Communications, and The Marketing Cloud. The Company has a platform called NewVoices.ai, an Artificial Intelligence (AI) platform designed to redefine how organizations manage sales, customer engagement, and retention at scale. Marketing Services segment delivers a broad range of services across solutions designed to build and elevate brands. Digital Transformation segment designs, implements and activates modern digital ecosystems. Media & Commerce segment delivers integrated AI-based data solutions that drive audience engagement and business growth through media buying, commerce enablement, and Customer Relationship Management (CRM) strategies. Communications segment provides solutions designed to help organizations build, protect, and enhance its reputation. The Marketing Cloud segment delivers a comprehensive suite of technology solutions.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Share Reduction Transaction: On April 21, 2026, My Personal CFO sold 500,882 shares of Stagwell, with an estimated transaction value of $2.8 million, indicating a potential reduction in confidence in the company.
- Holding Proportion Change: Following this sale, Stagwell now represents only 0.25% of My Personal CFO's assets under management, reflecting a significant decrease in its importance within the investment portfolio, which may influence future investment decisions.
- Company Performance Review: Stagwell reported total revenue of $2.91 billion for 2025, a 2% increase year-over-year, while net revenue from digital transformation grew by 13%, highlighting the company's potential for growth in higher-value areas.
- Future Outlook: Management is guiding for 8% to 12% net revenue growth and up to $525 million in EBITDA for 2026, and achieving these targets could provide positive returns for shareholders and enhance market confidence.
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- Executive Appointments: Stagwell has appointed David Olesnevich as Chief Growth Officer and Drew Schutte as Chief Revenue Officer, aiming to leverage their extensive media experience to drive company growth and enhance market competitiveness.
- Schutte's Background: Drew Schutte previously served as Chief Revenue Officer and Chief Integration Officer at Condé Nast, bringing a wealth of media industry experience that is expected to enhance Stagwell's revenue performance through his expertise in advertising and content integration.
- Olesnevich's Background: David Olesnevich most recently held a senior role at The Weather Company and previously led business development at Condé Nast, and his deep background in media is anticipated to drive Stagwell's growth strategy effectively.
- Financial Performance: Stagwell targets an 8-12% net revenue growth for 2026, reporting a non-GAAP EPS of $0.30, beating expectations by $0.04, and revenue of $807 million, exceeding forecasts by $9.6 million, indicating strong financial performance.
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- Investigation Launched: Purcell & Lefkowitz LLP has announced an investigation into Stagwell Inc. (NASDAQ:STGW) to determine whether the company's board of directors breached their fiduciary duties in recent corporate actions, potentially impacting shareholder rights.
- Shareholder Rights Protection: The investigation focuses on safeguarding the interests of Stagwell shareholders, and those interested in learning more about their rights and options can visit the law firm's website for further details.
- Commitment to Legal Services: Purcell & Lefkowitz LLP is dedicated to representing shareholders nationwide who are victims of securities fraud, breaches of fiduciary duty, and other forms of corporate misconduct, demonstrating a strong commitment to protecting shareholder interests.
- No-Cost Consultation: The law firm offers free consultations, allowing shareholders to directly contact attorneys via email or phone to receive professional legal advice without any cost or obligation.
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- Strategic Partnership: On March 10, AppLovin signed a strategic partnership with Stagwell, enabling Stagwell to leverage AppLovin's advanced mobile advertising platform, Axon, which is expected to significantly enhance client advertising effectiveness and transparency.
- User Reach Advantage: Through Axon, Stagwell's clients will gain access to over 1 billion potential users who are highly engaged in mobile gaming, providing a substantial market opportunity for clients.
- Platform Support Services: AppLovin will offer comprehensive setup and optimization support for Stagwell's clients, ensuring they can fully utilize the capabilities of the Axon platform, thereby improving advertising efficiency and effectiveness.
- Optimistic Market Outlook: Following an investor meeting, William Blair reiterated an Outperform rating on AppLovin, with management emphasizing that the company's business trends remain strong despite competitive pressures from firms like Meta Platforms.
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- Revenue Growth: Stagwell's net revenue increased by 3% year-over-year to $651 million in Q4, and excluding advocacy-related sales, net revenue rose by 8% to $609 million, indicating the advertising technology company's stable growth potential.
- Profitability Improvement: Adjusted earnings jumped 20% to $0.30 per share, reflecting the company's success in enhancing operational efficiency and profitability, which further boosts investor confidence.
- Strategic Shift: CEO Mark Penn stated that Stagwell is pivoting towards AI applications and services in 2025, with expectations for accelerated growth in 2026, demonstrating the effectiveness of the company's long-term strategy.
- Partnership Development: Stagwell's collaboration with mobile app development platform AppLovin is expected to provide clients access to over a billion potential customers, further driving future revenue growth.
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