Lamar Advertising Company research snapshot
LAMR AI stock analysis as of the August 2, 2026 data cutoff 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. The stock closed at $159.96 on July 31, 2026, and the market capitalization was mechanically verified at about $16.23 billion using 101.48 million shares, a 0.02% deviation from the reported figure. First-quarter 2026 net revenue rose 4.5% year over year to $528.0 million, adjusted EBITDA rose 7.7% to $226.3 million, FFO rose 7.5%, and AFFO rose 8.0% to $177.5 million. The setup is supported by digital conversion, national and local advertising demand, and a 4.00% dividend yield, but leverage, economic cyclicality, a payout ratio above 100% of earnings, permitting constraints, and a price slightly above the analyst average target of $158.60 still matter. This LAMR AI stock analysis is informational only and is not investment advice.
Current price
$159.96
Market cap
$16.23 billion
AI score
64 / 100
Rating
High-margin outdoor advertising platform with durable local and national demand, digital growth, and meaningful leverage, trading just above the analyst consensus target
Trend status
Constructive above the reported 50-day and 200-day moving averages, with a neutral RSI near 53
Data cutoff (updated monthly)
August 4, 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, with recurring lease-style contracts and high operating margins. | High |
| Moat | Permits, locations, replacement cost, local sales relationships, scale, and a large digital footprint create barriers, although advertising budgets remain contestable across media channels. | 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 $586.79 million. Q1 2026 revenue rose 4.5% to $528.0 million, adjusted EBITDA rose 7.7% to $226.3 million, and AFFO rose 8.0% to $177.5 million. | High |
| Valuation | At the selected $159.96 quote, financial_rigor.py calculated 29.51x trailing EPS, 16.74x book value, 7.09x sales, and 4.00% dividend yield. For a REIT, the 19.48x price to FFO and the AFFO yield also deserve primary attention. | High |
| Technical trend | The selected close was above the reported $155.57 50-day and $136.98 200-day moving averages, while RSI was 53.48, a constructive but neutral momentum reading within a $113.66 to $166.33 52-week range. | Medium |
| Risk level | Risk is medium-high because demand is economically sensitive, the dividend payout ratio was near 121% of earnings, and the balance sheet carried $4.956 billion of total debt as of March 31, 2026, alongside lease obligations and regulatory constraints. | High |
| AI confidence | Reported results and calculation inputs are well documented and cross-validated. 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 price sits just above the analyst average target, so sustained demand, disciplined capital allocation, and stable financing conditions are needed to justify further upside. | Medium |
LAMR AI stock forecast
The LAMR AI stock forecast is a scenario framework, not a price promise. A mechanical three-year model starting from the FY2026 adjusted EPS estimate of $5.58, using EPS growth of 2% to 12% and exit multiples of 22x to 30x, produced a bearish area near $130, a base area near $185, and a bullish area near $235. The analyst consensus average target is $158.60, so the base scenario runs ahead of Street expectations while the bull and bear cases bracket execution and valuation risk.
$210 to $240
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 30x earnings multiple. The three-year sensitivity used 12% EPS growth.
$170 to $199
More likely if Lamar maintains local and national demand, converts selected inventory to digital formats, and grows earnings at about 7% 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% EPS growth.
LAMR AI technical analysis
LAMR AI technical analysis uses the $159.96 July 31 close and StockAnalysis statistics reported at the August 2, 2026 data cutoff. The reported 50-day average was $155.57, the 200-day average was $136.98, RSI was 53.48, and five-year beta was 1.22. 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 | $159.96 close on July 31, 2026 | The selected closing reference for this page. Verify the live quote before acting. |
| Near support | $155.57 to $158.00 | 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 $166.33 | This is a practical round-number monitoring zone toward the 52-week high. A volume-confirmed advance through it can improve momentum but cannot guarantee a return. |
| 50-day moving average | $155.57 | StockAnalysis reported this average at the selected data cutoff. The selected close was above it. |
| 200-day moving average | $136.98 | StockAnalysis reported this longer-term trend gauge at the selected data cutoff. |
| Momentum | RSI 53.48 | The reported RSI is near neutral, which leaves room in both directions. It is not a standalone buy or sell signal. |
| Volume | 20-day average volume about 567,024 shares | Compare any breakout or pullback with current volume rather than relying on this static reference. |
| Volatility | Five-year beta 1.22 | The reported beta indicates somewhat higher historical volatility than the broad market, so position size and predefined risk limits matter. |
| Invalidation | Sustained close below $155.57 | 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 $155.57 to $158.00 support zone, then look for a volume-supported move through $160.00 toward the $166.33 52-week high. Recheck revenue pacing, digital growth, FFO and AFFO, and debt before treating momentum as durable.
A sustained close below $155.57 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, FFO and AFFO per diluted share, debt and interest expense, the dividend payout ratio, acquisition spending, 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 $159.96 price, the audited sensitivity produces roughly $130, $185, and $235 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, especially since the dividend payout ratio exceeded 100% of GAAP earnings.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| Selected price reference | $159.96 close on July 31, 2026 | StockAnalysis LAMR quote | August 2, 2026 |
| Shares and market-cap verification | 101.48 million shares and $16.23 billion calculated from $159.96 x 101.48 million, with a 0.02% variance against the $16.23 billion reported input | StockAnalysis statistics and Pineify financial_rigor.py | August 2, 2026 |
| FY2025 revenue | $2.266 billion, cross-checked between Macrotrends at $2.266 billion and StockAnalysis at $2.266 billion, with less than 0.01% variance | Macrotrends LAMR revenue and StockAnalysis financials | August 2, 2026 |
| FY2025 net income | $586.79 million, cross-checked between StockAnalysis financials at $586.79 million and the StockAnalysis overview at $586.79 million, with less than 0.01% variance | StockAnalysis LAMR financials | August 2, 2026 |
| Q1 2026 operating results | $528.0 million revenue, $101.8 million net income, $226.3 million adjusted EBITDA, $167.8 million FFO, and $177.5 million AFFO, with revenue up 4.5% and adjusted EBITDA up 7.7% year over year | Lamar Q1 2026 operating results | August 2, 2026 |
| Cash and debt at March 31, 2026 | $39.27 million cash and equivalents and $4.956 billion total debt, cross-checked between StockAnalysis at $4.956 billion and the Q1 2026 press release balance sheet | StockAnalysis LAMR balance sheet and Q1 2026 release | August 2, 2026 |
| TTM results | TTM revenue of $2.289 billion up 3.36%, net income of $549.32 million, operating cash flow of $883.69 million, and free cash flow of $699.64 million | StockAnalysis LAMR financials | August 2, 2026 |
| Valuation and technical reference | 29.51x trailing PE, 26.86x forward PE, 19.48x price to FFO, 7.09x sales, 16.74x book value, 4.00% dividend yield, $155.57 50-day average, $136.98 200-day average, RSI 53.48, beta 1.22, and 20-day average volume 567,024 shares | StockAnalysis LAMR statistics | August 2, 2026 |
| Analyst forecast | Consensus Hold with an average price target of $158.60, a range of $150 to $170, and FY2026 adjusted EPS estimate of $5.58 | StockAnalysis LAMR forecast | August 2, 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 as of August 2, 2026 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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