Publicis
Note: This is a daily stock update and the information stands true as of 04/09/25, 09:00 CET.
Company Update:
Expert Opinion:
Publicis is an attractive play. It is clearly gaining market shares vs peers and the investments they made in tech clearly make it a unique player in the field. Following the sharp drop in share price, Publicis is trading at 10x 2025 and 9.8x 2026 which in our expert's opinion is quite low for a stock that is increasingly a tech-like play. New buy in his book.
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Company Update:
Yesterday, CEO Arthur Sadoun expressed strong confidence in Publicis outlook for 2025 and beyond.
The group had a good summer, supported by continued new business wins, resilient client spending (with no expected marketing cuts) and also more AI projects at Publicis Sapient, despite ongoing caution in large IT investments.
2026 should benefit from the ramp-up of accounts gained in 2025, while client retention remains a key strength, in contrast to some peers like WPP. Finally, the CEO highlighted AI as a core competitive advantage, underpinning Publicis's current outperformance in both growth and margins vs peers.
On M&A, we understand that Publicis ruled out interest in Dentsu's international businesses. The CEO reaffirmed his strategy focused on mid-sized and targeted acquisitions (acquisition in influencer marketing recently).
As a reminder, we have an Add recommendation with a 21% upside, confirmed by the positive outlook reiterated by the CEO.
Expert Opinion:
Publicis is an attractive play. It is clearly gaining market shares vs peers and the investments they made in tech clearly make it a unique player in the field. Following the sharp drop in share price, Publicis is trading at 10x 2025 and 9.8x 2026 which in our expert's opinion is quite low for a stock that is increasingly a tech-like play. New buy in his book.
For daily updates, subscribe to our newsletter and for detailed information, reach out to us at sales@alphavalue.eu
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