Lamar Advertising Company

Lamar Advertising Company

LAMRยทNASDAQ

$150.70

+0.15%
Real EstateREIT - Specialty

Founded in 1902, Lamar Advertising (Nasdaq: LAMR) is one of the largest outdoor advertising companies in North America, with over 352,000 displays across the United States and Canada. Lamar offers advertisers a variety of billboard, interstate logo, transit and airport advertising formats, helping both local businesses and national brands reach broad audiences every day. In addition to its more traditional out-of-home inventory, Lamar is proud to offer its customers the largest network of digital billboards in the United States with approximately 3,800 displays.

At a Glance

Live Snapshot
Market Cap$15.29B
EPS5.7800
P/E Ratio26.07
Earnings Date08/14/2026
lamr

Lamar Advertising Company Street Expectations Map

LAMR ยท NASDAQ

Wall Street analysts project that LAMR stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 155.00, with estimates ranging from a low of 150.00 to a high of 160.00.

Lowest Target
150.00
-0.47%
Consensus Target
155.00
2.85%
Highest Target
160.00
6.17%

The consensus 1-year price target stands at 155.00, with estimates ranging from a low of 150.00 to a high of 160.00.

Analyst Consensus Analysis

Upside Potential

+2.9%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

6.5% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

13.19x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

lamr

Lamar Advertising Company Forward Estimates of Revenue

LAMR ยท NASDAQ
Latest Revenue
2.27B
FY 2025
Avg Estimate
2.38B
FY 2026
Estimate Range
2.37B - 2.39B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

lamr

Lamar Advertising Company Forward Estimates of Net Income

LAMR ยท NASDAQ
Latest Net Income
587.15M
FY 2025
Avg Estimate
602.29M
FY 2026
Estimate Range
595.21M - 605.44M
Analyst Spread

Forward Growth Analysis

Projected Growth+2.6%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

lamr

Lamar Advertising Company Forward Estimates of EPS

LAMR ยท NASDAQ
Latest EPS
5.78
FY 2025
Avg Estimate
$5.91
FY 2026
Estimate Range
$5.86 - $5.96
Analyst Spread

Forward Growth Analysis

Projected Growth+2.3%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

lamr

Lamar Advertising Company Forward Estimates of EBIT

LAMR ยท NASDAQ
Latest EBIT
774.84M
FY 2025
Avg Estimate
901.13M
FY 2026
Estimate Range
897.35M - 904.92M
Analyst Spread

Forward Growth Analysis

Projected Growth+16.3%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

lamr

Lamar Advertising Company Forward Estimates of EBITDA

LAMR ยท NASDAQ
Latest EBITDA
1.10B
FY 2025
Avg Estimate
1.26B
FY 2026
Estimate Range
1.26B - 1.27B
Analyst Spread

Forward Growth Analysis

Projected Growth+14.7%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

lamr

Lamar Advertising Company Forward Estimates of SG&A Expense

LAMR ยท NASDAQ
Latest SG&A Expense
354.02M
FY 2025
Avg Estimate
398.70M
FY 2026
Estimate Range
397.03M - 400.38M
Analyst Spread

Forward Growth Analysis

Projected Growth+12.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

lamr

Lamar Advertising Company Insider Positioning

LAMR ยท NASDAQ

During the last 12 months, insiders have sold $3.41M worth of LAMR shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

16.0K

2.34M

Net Activity

-2.3M

-$2.34M

3-6 Months

Bought

0

0.00

Sold

1.3K

173.32K

Net Activity

-173K

-$173K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

7.2K

901.74K

Net Activity

-902K

-$902K

Top Buyers

No buying activity

Top Sellers

1
JJL

Johnson Jay Lecoryelle

Officer: Cfo, Treasurer, Evp

18.4K sharesโ€ข3 transactions

$2.65M

2
RRL

Reilly Ross Lamar

Officer: Evp, President, Outdoor Div

6.0K sharesโ€ข1 transactions

$768K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $3.41M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$2.34M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.