Stagwell Inc — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Stagwell reported Q3 2026 net revenue of $664M (+8% YoY), adjusted EBITDA of $145M (+25% YoY), and adjusted EPS of $0.34 (+42% YoY). The company raised full-year 2026 adjusted EBITDA guidance to $490M–$540M (from prior guidance) and adjusted EPS to $1.07–$1.21, while reiterating 8–12% total net revenue growth. Key drivers: Digital Transformation organic net revenue growth of 23%, The Marketing Cloud organic growth of 108%, $168M in Q3 net new business (LTM $586M), and $59M of enterprise technology contracted revenue YTD, exceeding the initial $25M 2026 goal. Net leverage improved to 2.7x, and operating cash flow increased 396% YTD to $152M. Counterparties mentioned: ServiceNow (largest multi-agency deal), U.S. Central Command (first major federal win), and Palantir (expanded partnership).
Why this rating
Strong operational execution with raised guidance, high-margin software growth (23–108% organic), and improved leverage justify 60–84 range. Relative to $389M market cap, $145M quarterly EBITDA and $586M LTM net new business are material. However, absolute guidance raise is modest and GAAP net income declined YTD, limiting upside.
See more from October 29, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.