New AI Marketing Platform: Palantir Technologies and Stagwell launched an AI marketing platform aimed at enhancing campaign performance for global brands, integrating Palantir's Foundry engine with Stagwell's Marketing Cloud systems.
Data Management and Security: The platform serves as a central hub for managing marketing campaigns and audience insights, utilizing differential privacy protections to secure client data.
Rollout and Expectations: An early version of the platform has been released to major U.S. clients, with a broader rollout planned, targeting large organizations with complex datasets.
Additional Partnership: Palantir also announced a deal with Valoriza in Spain to use its software for optimizing waste collection and improving municipal services, aiming to reduce emissions and enhance decision-making.
Wall Street analysts forecast STGW stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for STGW is 8.65 USD with a low forecast of 7.25 USD and a high forecast of 10.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
Wall Street analysts forecast STGW stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for STGW is 8.65 USD with a low forecast of 7.25 USD and a high forecast of 10.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 6.960
Low
7.25
Averages
8.65
High
10.00
Current: 6.960
Low
7.25
Averages
8.65
High
10.00
Seaport Research
David Joyce
initiated
$10
2025-11-17
Reason
Seaport Research
David Joyce
Price Target
$10
AI Analysis
2025-11-17
initiated
Reason
Seaport Research analyst David Joyce initiated coverage of Stagwell with a Buy rating and $10 price target. The firm thinks revenue can grow 10%-11% annually through 2030 and adjusted EBITDA at a 13% compound annual growth rate, the analyst tells investors. Financials have some cyclical exposure to political ad spending seasons, but the company's growth with marketing and digital transformation clients is "feeding a virtuous cycle of more new business wins," given it increasing scale, the analyst added.
B. Riley
Buy
downgrade
$10 -> $9
2025-10-28
Reason
B. Riley
Price Target
$10 -> $9
2025-10-28
downgrade
Buy
Reason
B. Riley lowered the firm's price target on Stagwell to $9 from $10 and keeps a Buy rating on the shares. Stagwell should report "respectable" Q3 results, driven by seasonal acceleration patterns, successful AI implementation, and robust new business momentum, the analyst tells investors in a research note. The price target reduction reflects ongoing headwinds and an anticipated slower pace of acquisitions.
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Wells Fargo
Overweight
downgrade
$9 -> $8
2025-05-12
Reason
Wells Fargo
Price Target
$9 -> $8
2025-05-12
downgrade
Overweight
Reason
Wells Fargo lowered the firm's price target on Stagwell to $8 from $9 and keeps an Overweight rating on the shares. The firm thinks the company's Q1 results were better than the initial reaction, with solid underlying trends ex a media account. Execution is key, but Wells does believe in an acceleration from here for a rerating.
Benchmark
Buy
to
Hold
downgrade
$9.50
2025-05-09
Reason
Benchmark
Price Target
$9.50
2025-05-09
downgrade
Buy
to
Hold
Reason
Benchmark downgraded Stagwell to Hold from Buy and removed the firm's prior $9.50 price target. Removal of quarterly organic net revenue growth disclosure and a move to annual is limiting the firm's ability to track progression to guided 8% net revenue growth this year and may suggest more reliance on M&A to achieve this target, the analyst tells investors. The firm also cites "inconsistent" free cash flow growth in a weakening macro environment and limited next twelve month visibility and share catalysts.
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.
