Lamar Advertising Company research snapshot
LAMR AI stock analysis currently reads Lamar Advertising as a scaled out-of-home advertising owner with durable local and national demand, a large digital billboard network, and high operating margins. At the July 11, 2026 data cutoff, the selected July 2 close was $157.56 and market capitalization was mechanically verified at about $15.99 billion using 101.48 million shares. First-quarter 2026 revenue rose 4.5 percent year over year to $528.0 million and adjusted EBITDA rose 7.7 percent to $226.3 million. The setup is supported by digital conversion and advertising demand, but leverage, economic cyclicality, permitting constraints, and valuation still matter. This LAMR AI stock analysis is informational only and is not investment advice.
Current price
$157.56 close on July 2, 2026
Market cap
$15.99 billion calculated and verified
AI score
65 / 100
Rating
High-margin outdoor advertising platform with digital growth, recurring local demand, and meaningful leverage
Trend status
Constructive above the reported 50-day and 200-day moving averages, with an elevated RSI
Data cutoff (updated weekly)
July 11, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | Lamar sells access to outdoor advertising inventory, including billboard, logo-sign, transit, airport, and digital displays, to local and national advertisers. | High |
| Moat | Permits, locations, replacement cost, local sales relationships, scale, and a large digital footprint create barriers, although advertising budgets remain contestable. | High |
| Management | CEO Sean Reilly has emphasized digital conversion, acquisitions, dividends, and repurchases. The continuing test is whether these choices raise per-share AFFO after debt and integration costs. | Medium-high |
| Financial trend | FY2025 revenue was $2.266 billion and net income was $593.1 million. Q1 2026 revenue was $528.0 million and adjusted EBITDA was $226.3 million, with revenue up 4.5 percent year over year. | High |
| Valuation | At the selected $157.56 quote, financial_rigor.py calculated 29.07x trailing EPS, 16.48x book value, and 22.83x trailing free cash flow per share. For a REIT, FFO and AFFO also deserve primary attention. | High |
| Technical trend | The selected close was above the reported $148.57 50-day and $133.21 200-day moving averages, while RSI was 67.25, a constructive but extended momentum reading. | Medium |
| Risk level | Risk is medium-high because demand is economically sensitive and the March 2026 balance sheet carried $4.956 billion of total debt, alongside lease obligations and regulatory constraints. | High |
| AI confidence | Reported results and calculation inputs are well documented. Forecast confidence is lower because AI cannot observe live advertising pacing, permit outcomes, acquisition quality, or the next recession. | High data confidence |
| Investment certainty | Medium certainty. The asset base and margins are attractive, but the current valuation requires sustained demand, disciplined capital allocation, and stable financing conditions. | Medium |
LAMR AI stock forecast
The LAMR AI stock forecast is a scenario framework, not a price promise. The bull case needs durable national and local demand, digital growth, political advertising support, and steady debt costs. The base case assumes modest operating growth and an ordinary valuation. The bear case reflects an advertising slowdown, weaker pricing, higher financing costs, or a lower cash-flow multiple.
$200 to $236
More likely if revenue and AFFO per share compound above the base assumption, digital and programmatic inventory improve yields, political advertising is strong, debt remains manageable, and the market supports a 31x earnings multiple. The three-year sensitivity used 12 percent EPS growth.
$160 to $179
More likely if Lamar maintains local and national demand, converts selected inventory to digital formats, and grows earnings at about 7 percent with a 27x earnings multiple. This is a model sensitivity, not a target price.
$126 to $145
More likely if an economic slowdown pressures advertising budgets, permits or municipal restrictions reduce inventory flexibility, acquisitions underperform, interest expense rises, or investors assign a 22x earnings multiple. The model used 2 percent EPS growth.
LAMR AI technical analysis
LAMR AI technical analysis uses the $157.56 July 2 close and StockAnalysis statistics reported at that date. The reported 50-day average was $148.57, the 200-day average was $133.21, RSI was 67.25, and five-year beta was 1.23. This static page does not use live chart data, so confirm price, volume, averages, and volatility before using any level.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $157.56 close on July 2, 2026 | The selected closing reference for this page. Verify the live quote before acting. |
| Near support | $148.57 to $150.00 | The reported 50-day moving average and a nearby round-number area form a planning zone, not a guaranteed floor. |
| Near resistance | $160.00 to $170.00 | This is a practical round-number monitoring zone. A volume-confirmed advance through it can improve momentum but cannot guarantee a return. |
| 50-day moving average | $148.57 | StockAnalysis reported this average at the selected data cutoff. The selected close was above it. |
| 200-day moving average | $133.21 | StockAnalysis reported this longer-term trend gauge at the selected data cutoff. |
| Momentum | RSI 67.25 | The reported RSI suggests strong momentum that can also leave less room for a late entry. It is not a standalone buy or sell signal. |
| Volume | 20-day average volume about 687,950 shares | Compare any breakout or pullback with current volume rather than relying on this static reference. |
| Volatility | Five-year beta 1.23 | The reported beta indicates higher historical volatility than the broad market, so position size and predefined risk limits matter. |
| Invalidation | Sustained close below $148.57 | A decisive loss of the support zone would weaken the short-term setup and should trigger a new review of the chart and business data. |
LAMR AI trading strategy
The LAMR AI trading strategy is a rules-based research framework, not personalized advice. Pair any setup with live price and volume, a position size appropriate to loss tolerance, an invalidation level, and current company filings.
Wait for LAMR to hold the $148.57 to $150.00 support zone, then look for a volume-supported move through $160.00. Recheck revenue pacing, digital growth, AFFO, and debt before treating momentum as durable.
A sustained close below $148.57 or a failed breakout with heavy selling volume invalidates the short-term trend setup.
If LAMR pulls back toward the 50-day average without a change in the operating thesis, compare the move with advertising demand, local and national pacing, digital pricing, leverage, and guidance.
Do not assume a falling price is value. A deterioration in AFFO, balance-sheet resilience, or demand can make a prior support level irrelevant.
Track revenue by demand driver, digital and programmatic progress, adjusted EBITDA, AFFO per diluted share, debt and interest expense, acquisition spending, dividends, repurchases, permits, and local advertising trends.
Use position sizing that recognizes advertising cyclicality, rate sensitivity, leverage, land-lease exposure, regulatory risk, and the difference between a REIT cash measure and GAAP earnings.
Investment research summary
Customers pay Lamar for access to physical and digital out-of-home audiences. The platform sells advertising space across billboard, logo-sign, transit, airport, and other formats, with local sales relationships and national campaigns providing diversified demand sources.
The moat rests on scarce permitted locations, long-lived structures, land rights, route coverage, sales scale, local knowledge, and digital conversion capability. Building a competing network requires capital, access to locations, permits, and years of operating relationships.
The thesis fails if advertisers cut budgets in a downturn, digital conversion does not produce expected returns, municipalities restrict inventory, land leases become less favorable, acquisitions dilute returns, debt becomes more costly, or pricing power weakens against other media channels.
Management has focused on digital billboards, targeted acquisitions, dividends, and repurchases. The central capital-allocation question is whether those choices compound AFFO per share after maintenance spending, financing costs, and integration risk rather than simply expanding the asset base.
Out-of-home advertising can benefit from digitization, programmatic buying, audience measurement, local business demand, and cyclical political spending. It is not a frictionless secular story because advertising budgets are economic-cycle sensitive and physical inventory is shaped by local regulation and land access.
At the selected $157.56 price, the audited sensitivity produces roughly $126.50, $179.30, and $236.10 values across bear, base, and bull three-year cases. The range demonstrates sensitivity to growth and exit multiples, not a reliable forecast. Investors should compare price with AFFO durability, leverage, and the cash return available after required investment.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| Selected price reference | $157.56 close on July 2, 2026 | StockAnalysis LAMR statistics | July 11, 2026 |
| Shares and market-cap verification | 101.48 million shares and $15.99 billion calculated from $157.56 x 101.48 million, with a 0.01 percent variance against the $15.99 billion reported input | StockAnalysis statistics and Pineify financial_rigor.py | July 11, 2026 |
| FY2025 revenue | $2.266 billion, cross-checked between Macrotrends at $2.266214 billion and StockAnalysis at $2.266 billion, with less than 0.01 percent variance | Macrotrends LAMR revenue | July 11, 2026 |
| FY2025 net income | $593.1 million, cross-checked between Macrotrends at $593.0 million and StockAnalysis at $593.07 million, with 0.01 percent variance | Macrotrends LAMR net income | July 11, 2026 |
| Q1 2026 operating results | $528.0 million revenue, $101.8 million net income, $226.3 million adjusted EBITDA, revenue up 4.5 percent, and adjusted EBITDA up 7.7 percent year over year | Lamar Q1 2026 operating results | July 11, 2026 |
| Cash and debt at March 31, 2026 | $64.81 million cash and equivalents and $4.956 billion total debt. Cash cross-check used Macrotrends rounded $65 million and StockAnalysis $64.81 million, with 0.15 percent variance. | StockAnalysis LAMR balance sheet | July 11, 2026 |
| Valuation and technical reference | 29.08x trailing PE, 19.20x price to FFO, $148.57 50-day average, $133.21 200-day average, RSI 67.25, beta 1.23, and 20-day average volume 687,950 shares | StockAnalysis LAMR statistics | July 11, 2026 |
This page is an informational research tool, not investment advice, a recommendation, or a solicitation to buy or sell securities. Forecast ranges are scenario outputs based on available data and assumptions that may be wrong. Verify live market data and primary filings, and consider qualified professional advice before making an investment decision.
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