Core Insights - The Interpublic Group of Companies (IPG) has shown strong performance recently and is expected to maintain this momentum in the near term, making it a compelling addition to investment portfolios [1] Performance Overview - IPG's stock has returned 14.6% over the past three months, significantly outperforming the industry decline of 1.8% and the S&P 500's rise of 8.9% [2] Investment Ranking - IPG holds a Zacks Rank of 1 (Strong Buy) and a VGM Score of B, indicating strong investment potential [3] Earnings Growth Projections - The Zacks Consensus Estimate for IPG's 2025 earnings is $2.88 per share, reflecting a 4% year-over-year growth, while the 2026 estimate is $3.05 per share, indicating a 5.9% increase [4] Strategic Growth Initiatives - IPG's partnership with Aaru aims to integrate AI-powered predictive simulations into marketing strategies, enhancing campaign planning and execution [5] - The launch of Agentic Systems for Commerce (ASC) in July 2025 will leverage AI and automation to optimize pricing, inventory, and digital shelf performance for brands [6] Dividend Performance - IPG has consistently increased its dividend payouts, with $496.5 million in 2024, $479.1 million in 2023, and $457.3 million in 2022, alongside $246.4 million paid in the first half of 2025 [10]

Industry Overview - The Zacks Advertising and Marketing industry includes a wide range of services such as advertising, branding, digital marketing, and healthcare marketing, with major players like Interpublic and Omnicom [2] - The pandemic has significantly changed how industry players operate, leading to a focus on strategic initiatives and demand sources in the post-pandemic era [2] Economic Indicators - The economy showed resilience with a GDP growth of 3% in Q2 2025, following a 0.5% decline in Q1, and non-manufacturing activities remained strong as indicated by the Services PMI staying above 50% for 12 of the last 13 months [3] Demand and Revenue Trends - The industry is mature with stable demand for services, and revenues, income, and cash flows are expected to gradually return to pre-pandemic levels, supporting stable dividends for most players [4] - Digital marketing is gaining traction as consumers spend more time on digital platforms, positioning agencies that offer these services for growth [5] Industry Performance - The Zacks Advertising and Marketing industry currently holds a Zacks Industry Rank of 71, placing it in the top 29% of 246 Zacks industries, indicating solid near-term prospects [6] - Over the past year, the industry has underperformed the S&P 500, declining 32% compared to the S&P 500's growth of 16% [7] Valuation Metrics - The industry is trading at a forward 12-month price-to-earnings (P/E) ratio of 9X, significantly lower than the S&P 500's 22.85X and the sector's 21.73X [10] Company Highlights - **Interpublic**: The company benefits from a diverse workforce and has shown commitment to shareholder returns, paying dividends of $479.1 million in 2024 and 2023, indicating confidence in its business [13][14] - The Zacks Consensus Estimate for Interpublic's 2025 EPS has increased by 9.5% to $2.88, with a Zacks Rank of 1 (Strong Buy) [15] - **Omnicom**: The company offers a broad range of services and focuses on consumer-centric solutions, which helps in driving stable and growing revenues [19] - The Zacks Consensus Estimate for Omnicom's 2025 bottom line has been revised upwards by 2% to $8.48, with a Zacks Rank of 2 (Buy) [20] - **Clear Channel Outdoor**: The company reported a 7% year-over-year revenue increase, driven by digital advertising, and has nearly 90% of upcoming revenues under contract, positioning it for continued financial strength [23] - The Zacks Consensus Estimate for Clear Channel Outdoor's 2025 bottom line has been revised upwards by more than 100% to 11 cents, with a Zacks Rank of 2 [24]

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe are being un ...

NEW YORK, Aug. 25, 2025 /PRNewswire/ -- Omnicom Group Inc. ("Omnicom") (NYSE: OMC) and The Interpublic Group of Companies, Inc. ("IPG") (NYSE: IPG) today announced that in connection with Omnicom's previously announced offers to exchange (each an "Exchange Offer" and, collectively the "Exchange Offers") and solicitation of consents on behalf of IPG (each a "Consent Solicitation" and, collectively, the "Consent Solicitations") from Eligible Holders (as defined below) of a majority in aggregate principal amou ...

Gambling.com Group Limited (GAMB) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.2 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +208.33%. A quarter ago, it was expected that this company would post earnings of $0.19 per share when it actually produced earnings of $0.46, delivering a surprise of +142.11%. Over the last four quarte ...

Teads Holding Co. (TEAD) came out with a quarterly loss of $0.1 per share versus the Zacks Consensus Estimate of a loss of $0.13. This compares to break-even earnings per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +23.08%. A quarter ago, it was expected that this company would post a loss of $0.1 per share when it actually produced a loss of $0.2, delivering a surprise of -100%. Over the last four quarters, the company has s ...

Company Performance - National CineMedia (NCMI) reported a quarterly loss of $0.11 per share, consistent with the Zacks Consensus Estimate, compared to a loss of $0.09 per share a year ago [1] - The company posted revenues of $51.8 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 5.82%, and down from $54.7 million year-over-year [2] - The stock has lost approximately 28.5% since the beginning of the year, while the S&P 500 has gained 7.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.04 on revenues of $63.4 million, and -$0.05 on revenues of $251.67 million for the current fiscal year [7] - The estimate revisions trend for National CineMedia was unfavorable prior to the earnings release, resulting in a Zacks Rank 5 (Strong Sell) for the stock [6] Industry Context - The Advertising and Marketing industry, to which National CineMedia belongs, is currently in the top 32% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry performance can significantly impact individual stock performance [5]

Core Insights - Direct Digital Holdings, Inc. (DRCT) reported a quarterly loss of $0.23 per share, significantly better than the Zacks Consensus Estimate of a loss of $0.96, representing an earnings surprise of +76.04% [1] - The company posted revenues of $10.14 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 18.85%, and a decline from $21.85 million year-over-year [2] - Direct Digital shares have decreased by approximately 62.8% year-to-date, contrasting with the S&P 500's gain of 7.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.21 on revenues of $39.7 million, while for the current fiscal year, it is -$1.48 on revenues of $93.2 million [7] - The estimate revisions trend for Direct Digital was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Advertising and Marketing industry, to which Direct Digital belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Clear Channel Outdoor (CCO) reported a quarterly loss of $0.04 per share, consistent with the Zacks Consensus Estimate, and an improvement from a loss of $0.06 per share a year ago [1] - The company generated revenues of $402.81 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 0.80%, but down from $558.54 million year-over-year [2] - CCO's stock has declined approximately 19.7% year-to-date, contrasting with the S&P 500's gain of 7.6% [3] Earnings Outlook - The future performance of CCO's stock will largely depend on management's commentary during the earnings call and the earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is -$0.05 on revenues of $390.4 million, and for the current fiscal year, it is $0.02 on revenues of $1.57 billion [7] Industry Context - The Advertising and Marketing industry, to which CCO belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like t ...