OUT

AI Memo

OUTFRONT Media

As of 2026-02-06/Confidence medium/Horizon 3m

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Data freshness

AI Memo

As of 2026-02-06 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

—

Confidence

medium

Horizon

Key catalyst

Q1 2026 results (estimated) • 2026-05-07

Expected move: -22%

Biggest risk

Sustained ad‑spend weakness or delayed digital rollouts pressure revenue and FCF, moving the stock toward the low‑$20s.

Invalidation

Break below $23 or thesis failure.

What would change my mind?

Faster CPM recovery and digital rollouts lift revenue and margins, prompting a modest multiple re‑rating toward the analyst high ($28.00).

Research note

Recommendation

—

Confidence

medium

As of

2026-02-06

Base target

$26

p=60%

Bull target

$28

p=20%

Bear target

$23

p=20%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

Near-term ad demand / seasonality
Digital OOH adoption and contract rollouts
Faster CPM recovery and digital rollouts lift revenue and margins, prompting a modest multiple re‑rating toward the analyst high ($28.00).

BearKey bullets

Analyst downgrades and multiple compression
Contract renewal pricing losses
Delayed digital rollouts or higher capex

WatchKey bullets

Q1 2026 results (estimated)

Summary

High-level snapshot

Recommendation

Model confidence

medium

Timeframe

Asset

Equity

Trigger

Base case: $26 (p=60%)

Bull/Bear spread: -14% / -29%

Vs latest close: Bull -14% · Base -22% · Bear -29%

Scenario probabilities

Bull Target: $28 (p=20%)Base Target: $26 (p=60%)Bear Target: $23 (p=20%)

Commentary

Consensus is mixed-to-neutral with median targets near the mid‑$20s. Short-term sentiment hinges on the upcoming earnings print; longer-term tone depends on digital adoption and share actions.

As of 2026-02-06 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

Faster CPM recovery and digital rollouts lift revenue and margins, prompting a modest multiple re‑rating toward the analyst high ($28.00).

Bear Case

Sustained ad‑spend weakness or delayed digital rollouts pressure revenue and FCF, moving the stock toward the low‑$20s.

Drivers

Scannable catalysts and supporting factors

Near-term ad demand / seasonality
Digital OOH adoption and contract rollouts

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-02-06Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Inline RA est

Provider

serper

Median (USD)

$24.26

Range (USD)

$8.95 - $28.00

Count

Query: OUTFRONT Media Inc Common (OUT) analyst consensus price target high low average

OUTFRONT Media Inc.: Target Price Consensus and Analysts ...
Search result #1
Mean consensus. OUTPERFORM ; Number of Analysts. 7 ; Last Close Price. 24.32USD ; Average target price. 25.00USD ; Spread / Average Target. +2.80%.
Extracted: $24.32, $25.00Open source
OUTFRONT Media Inc. (OUT) Stock Price, News, Quote & History
Search result #2
Sector Avg. 100 High. Research Reports: OUT. View More. Raising target price to $27.00. OUTFRONT MEDIA INC has an Investment Rating of HOLD; a target price of ...
Extracted: $27.00Open source
Outfront Media Inc Consensus Estimates (OUT) - Investing.com NG
Search result #3
According to projections from 5 analysts, the Outfront Media (OUT ) stock price forecast for the next 30 days is generally +0.12% Upside with an average ...
Open source
Outfront Media (OUT) Price Targets - Zacks Investment Research
Search result #4
The forecasts range from a low of $23.00 to a high of $28.00. The average price target represents an increase of 3.74% from the last closing price of $24.58.
Extracted: $23.00, $28.00, $24.58Open source
OUT - OUTFRONT Media Inc. (NYSE) - Share Price and News
Search result #5
Price Target. The average one-year price target for OUTFRONT Media Inc. is $26.01. The forecasts range from a low of $23.23 to a high of ...
Extracted: $26.01, $23.23Open source
OUTFRONT Media (NYSE:OUT) - Stock Analysis - Simply Wall St
Search result #6
Price target increased by 7.7% to US$16.80. Apr 15. OUTFRONT Media Inc. to ... Price Volatility. Low High OUT Average Market Volatility Industry. Data. Stable ...
Extracted: $16.80Open source

Scenarios

Bull Target (Scenario probability)

$28 / p=20% prob

Base Target (Scenario probability)

$26 / p=60% prob

Bear Target (Scenario probability)

$23 / p=20% prob

Price $33 as of 2026-05-27

Nearest Scenario: Bull (∆ 14%)

Targets vs latest close: Bull -14% · Base -22% · Bear -29%

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Events

Other notable items detected

EVENT2026-05-07
Q1 2026 results (estimated)
Quarterly print will drive near-term re-rating; focus on ad demand, CPMs and 2026 guidance. Date is a conservative estimate in absence of a published calendar.
Prob 85.00% • Move 6.00% • Priced-in 50.00%

Short-term Catalysts

Next few weeks

Near-term ad demand / seasonality
2026-05-07
Seasonal ad-volume shifts or CPM pressure could prompt revisions and short-term downside; timing set as a 90-day window.
Prob 70% • Move 5% • Priced-in 40%

Long-term Catalysts

Months to a year

Digital OOH adoption and contract rollouts
2027-02-06
Structural growth from digital inventory and large contract wins could lift revenue and multiple over a 12‑month horizon; timing remains uncertain.
Prob 60% • Move 20% • Priced-in 30%

Risks

Analyst downgrades and multiple compression
Contract renewal pricing losses
Delayed digital rollouts or higher capex
Macro-driven ad-spend slowdown

Peers

Symbol	Summary
CCO	Clear Channel Outdoor — large OOH footprint; comparable exposure to transit and roadside cycles.
LAMR	Lamar Advertising — scale in static and digital OOH; useful comparator for revenue sensitivity.

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: OUTFRONT Media Inc Common (OUT) analyst consensus price target high low average
Analysis date: 2026-02-06

AI Stock Memo: OUT - OUTFRONT Media - RankAlpha