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OUTFRONT Media Inc

OUTFRONT Media Inc

OUT
$33.21USD↓-0.60%-0.20 today

MARKET CAP

5.8B

P/E (TTM)

28.4x

FWD P/E

26.4x

DAY RANGE

$33 – $34

52W RANGE

$17
$35

AI Summary

Stalk
StalkMedium

OUT is in a Stage 2 advancing regime with clear higher highs and higher lows driving a bullish medium-term outlook. Price is extended above rising short-term EMAs and in overbought territory, while Options Score nears overheat levels. Moderate Stage 3 transition risk at resistance clusters suggests patience. Entries should be deferred by stalking pullbacks into the rising 9- and 21-EMA support zone within the intact long-term uptrend.

  • ↑Q1 2026 revenue $491M (+10% YoY); transit +22%, billboard +7%.
  • ↑Digital transit revenue +26%; programmatic and automated sales +40%.
  • ↓Exiting marginal billboard contracts trims revenue growth by ~200bps.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Outfront Media Inc. (NYSE: OUT) is a leading player in the out-of-home (OOH) advertising sector, specializing in advertising space across billboards and transit media. The company is focused on leveraging its significant portfolio while enhancing its digital capabilities to capture growth in advertising expenditures, particularly in urban environments. Given the ongoing digital transition and evolving consumer behavior towards integrated marketing experiences, Outfront Media is positioning itself strategically to stay at the forefront of the OOH advertising industry while capitalizing on key events, such as the upcoming FIFA World Cup.

Bull says

  • ↑Q1 2026 revenue $491M (+10% YoY); transit +22%, billboard +7%.
  • ↑Digital transit revenue +26%; programmatic and automated sales +40%.
  • ↑FIFA World Cup and midterms expected to boost ad spend.
  • ↑Raised $500M via senior notes; net leverage at 4.3x.
  • ↑AFFO +200% YoY to $61M; EBITDA +56% YoY to ~$100M.
  • ↑High earnings yield, strong momentum, solid dividend yield.

Bear says

  • ↓Exiting marginal billboard contracts trims revenue growth by ~200bps.
  • ↓Lease expenses rose ~2% YoY via higher variable costs.
  • ↓Short interest elevated, signaling investor skepticism.
  • ↓Profitability metrics weak, raising sustainable profit concerns.
  • ↓Negative earnings revisions and elevated leverage risk.
  • ↓Macroeconomic pressures and contract exits threaten revenue stability.

Investment themes with OUT

Traditional Advertising & Services↑ +0.56%

TEAD · PUBGY · OMC

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-10-2026bullish

Transcript signals

Bull points

  • We're pleased to be here reporting our first quarter results, which came in better than we had anticipated when we spoke two months ago, given the strong demand for excellent execution from our entire organization.
  • The strength in our transit business was led by our commercial team this quarter, which grew their revenues at a clip of 35%.
  • we now believe that our 2026 New York MTA revenues will surpass the defined baseline revenue level, which we often describe as the MAG level.

Bear points

  • Enterprise was down about 2% during the first quarter, predominantly related to the exit of the large LA contract.
  • This increase was driven by higher variable lease costs and contractual escalators on fixed leases offset partially by a $4 million of savings related to the large billboard contract in LA that we exited.
Read full transcript analysis ›