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Lamar Advertising Company (LAMR) 12-Month Stock Forecast & Price Target Cone

$157.53 -0.94% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $157.64

Lamar Advertising Company (LAMR) earns a Roarable Rating of B- (Buy) with 71/100 RQD Confidence. High-quality cash engine (steady margins, 15% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B- • BUY Cap $16.00B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on LAMR Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is LAMR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Lamar Advertising Company (NASDAQ: LAMR) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 71/100 at a spot price of $157.53 (-0.94% 1D, market cap $16.00B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 16/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 16/20. Across 1097 tracked Financials issuers, LAMR ranks #81 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does LAMR compare to KIM and ESS in the Financials sector?
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Within the Financials sector (Real Estate Investment Trusts), LAMR carries a Roarable B- (71/100 RQD), trailing P/E of 27.5x, gross margin of —, and ROIC of 14.8%. By comparison, KIM (Kimco Realty Corporation (HC)) holds a B- grade (70/100 RQD, P/E 29.5x, ROIC 4.3%, cap $16.29B) and ESS (Essex Property Trust Inc.) posts a C grade (63/100 RQD, P/E 24.3x, ROIC 8.3%, cap $17.00B). Among the 5-stock peer group, HST leads on earnings multiple (23.0x) while LAMR leads on capital efficiency (14.8% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for LAMR?
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Per LAMR's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001090425), Lamar Advertising Company generated $2.17B in revenue (+45.5% YoY), $587.2M in net income, and $683.2M in free cash flow against $6.93B in total assets and $3.17B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $157.64 (+0.07%)🧬 Cannibal Buyback (-2.36% YoY Shares)⚙️ Cash Engine: 13/20 (C) • 31.5% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 71/100 (B-) historically ranked in the Top 14% of excess returns over the next 90 days (+6.8% avg 90D alpha vs SPY • 68.4% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERBUY • B-
025507510071
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B · Rk C
Cash (13)Whales (16)SEC (15)Macro (11)CEO (16)
Each axis scored 0–20
12M PRICE TARGET CONE+5.9% Base Target
$197 Bull$167 Base$129 Bear
📬 FREE LAMR RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for LAMR)Realized 20D OHLCV Swing Band: ±3.9%
Deterministic 5-Pillar Attribution (71/100 Composite)
🔍 WHY LAMR SCORES 71/100 (B-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Whale & Options Positioning+16/20 pts (23% of score)

20D Institutional Volume Accumulation (±3.9% realized swing band)

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+16/20 pts (23% of score)

SEC Form 4 / 13F Thermometer: 80% Net Buy • Cannibal Buyback (-2.36% YoY Shares)

▼ #1 Drag / Risk Factor: Macro Regime Fit11/20 pts (-9 pt drag)

Macro rate sensitivity & RSI-14 (62) create a -9 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
63
Grade C+$145.58+6.5% Next Q
Q2 (-2Q)
66
Grade B-$155.08+0% Next Q
Q3 (-1Q)
68
Grade B-$155.14+1.5% Next Q
Current
71
Grade B-$157.53+6.8% Hist 90D α
Trajectory: C+ (63) → B- (71)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the LAMR Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 71/100 (B-) score, LAMR faces multiple-compression risk if 27.5x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.36% YoY Shares) — any gross margin slip below 15.0% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($149.59) or 200D SMA ($145.19) invalidates the momentum regime and cuts Target Base ($166.75) toward Bear Floor ($129.17).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $LAMR• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “LAMR Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
INTERACTIVE 12-MONTH POSITION SIMULATOR

Drag to Test Your LAMR Position Size: $10,000

Shares at $157.53: 63.5 sh
$1,000$10,000$25,000$50,000$100,000
12M Bear Case FloorTarget $129.17
$8,200
$-1,800 (-18.0%)
12M Consensus BaseTarget $166.75
$10,585
+$585 (+5.9%)
12M Bull Case BreakoutTarget $196.76
$12,490
+$2,490 (+24.9%)

Wall Street Analyst Breakdown & Historical Accuracy Audit (34 Desks)

Street Historical Accuracy: 64/100
● Strong Buy / Buy: 23● Hold: 9● Sell: 2
Wall Street FirmStance12M Target1Y AccuracyTrack Grade
Morgan StanleyInstitutional Equity DeskOUTPERFORM$17374%A
Goldman SachsSector Coverage LeadBUY$18569%B
JP MorganUS Large-Cap ResearchHOLD$14858%C
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (LAMR Tape Review)

  • ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
  • ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
LAMR // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +12.90%📐 HORIZONTAL RANGE
2026-11-03O $159.0H $159.0L $157.5C $157.5VOL 489.6K
RES: $161.3SUP: $139.7SMA50: $149.6SMA200: $145.2
$169.0$157.8$146.6$135.4$124.2RES $161.3SUP $139.7$157.52026-05-042026-06-182026-08-052026-09-212026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

LAMR Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
21.0%/yr Implied 5Y Growth

vs. +45.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on LAMR today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for LAMR. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for LAMR today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (LAMR)

Financials Rank #81 of 1097 ⚔️ KIM vs LAMR Full Matrix →

1. Head-to-Head Financials Peer Comparison (LAMR vs. KIM, ESS, HST, WPC)

Industry: Real Estate Investment Trusts (172 Tracked Issuers)

Across 1097 tracked Financials securities in the Roarable RQD universe, Lamar Advertising Company (LAMR) ranks #81 by composite RQD confidence (71/100, grade B-) and #133 by equity capitalization ($16.00B). Within this direct 5-issuer industry benchmark cohort, HST leads on earnings valuation at 23.0x trailing P/E, while LAMR leads on capital efficiency and profitability with 14.8% ROIC and — gross margin. HST currently holds the highest overall quantitative score in the immediate peer group at 74/100 (B) compared with LAMR at 71/100 (B-).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
LAMR ACTIVE
Lamar Advertising Company
B- 71/100 27.5x — 14.8% -0.94% $16.00B Benchmark Subject
KIM
Kimco Realty Corporation (HC)
B- 70/100 29.5x — 4.3% +0.41% $16.29B /kim-vs-lamr →
ESS
Essex Property Trust Inc.
C 63/100 24.3x — 8.3% -0.39% $17.00B /ess-vs-lamr →
HST
Host Hotels & Resorts Inc.
B 74/100 23.0x — 8.0% -1.56% $17.33B /hst-vs-lamr →
WPC
W. P. Carey Inc.
C- 60/100 32.0x — 3.7% -1.22% $14.75B /wpc-vs-lamr →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001090425 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Lamar Advertising Company (LAMR) reported GAAP revenue of $2.17B (+45.5% vs. FY2024 revenue of $1.49B , and +14.6% cumulative change since FY2023) , GAAP net income of $587.2M, operating cash flow of $864.0M, and free cash flow of $683.2M (-8.7% YoY). On the balance sheet, LAMR closed FY2025 with $6.93B in total assets against $3.17B in total debt (Altman Z-Score: N/A, Piotroski F-Score: 7/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $2.17B $587.2M $864.0M $683.2M $6.93B $3.17B
FY2024 (FY) 2024-12-31 $1.49B $361.9M $873.6M $748.3M $6.59B $2.96B
FY2023 (FY) 2023-12-31 $1.89B $495.8M $783.6M $783.6M $8.88B $2.08B

3. LAMR Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is LAMR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Lamar Advertising Company (NASDAQ: LAMR) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 71/100 at a spot price of $157.53 (-0.94% 1D, market cap $16.00B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 16/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 16/20. Across 1097 tracked Financials issuers, LAMR ranks #81 in composite RQD confidence.

How does LAMR compare to KIM and ESS in the Financials sector?

Within the Financials sector (Real Estate Investment Trusts), LAMR carries a Roarable B- (71/100 RQD), trailing P/E of 27.5x, gross margin of —, and ROIC of 14.8%. By comparison, KIM (Kimco Realty Corporation (HC)) holds a B- grade (70/100 RQD, P/E 29.5x, ROIC 4.3%, cap $16.29B) and ESS (Essex Property Trust Inc.) posts a C grade (63/100 RQD, P/E 24.3x, ROIC 8.3%, cap $17.00B). Among the 5-stock peer group, HST leads on earnings multiple (23.0x) while LAMR leads on capital efficiency (14.8% ROIC).

What are the biggest fundamental strengths and SEC risk factors for LAMR?

Per LAMR's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001090425), Lamar Advertising Company generated $2.17B in revenue (+45.5% YoY), $587.2M in net income, and $683.2M in free cash flow against $6.93B in total assets and $3.17B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.

Where is LAMR trading relative to its 50-day, 200-day, and 52-week technical levels?

LAMR last traded at $157.53 (-0.94% on volume of 489,588 shares), positioning the stock +5.31% above its 50-day simple moving average ($149.59) and +8.50% above its 200-day simple moving average ($145.19). Across its 52-week range of $117.38 to $166.33, LAMR sits at the 82.0% percentile with a 14-day RSI of 62.0 (BULLISH MOMENTUM) and an implied next-earnings move of ±3.9% ($151.39 to $163.67).

ROARABLE RATING BRIEF • RQD 71/100 (B-) ✓ SEC XBRL & RQD VERIFIED

LAMR — Lamar Advertising Company: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Lamar Advertising Company (LAMR) earns a live Roarable RQD composite score of 71/100, corresponding to a B- letter grade (Roarable Buy) at a spot price of $157.53 (-0.94% 1D, market capitalization $16.00B).

  • Fundamental Cash Engine (13/20): Anchored by return on invested capital (ROIC) of 14.8%, gross margin of —, operating margin of 17.1%, and free cash flow yield of 4.23%.
  • Whale 13F & Options Flow (16/20) + Insider Conviction (16/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (11/20) + Forensic Balance Sheet (15/20): Incorporates a 1.04x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 7/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Lamar Advertising Company (LAMR) is a NASDAQ-listed issuer in the Financials sector, Real Estate Investment Trusts industry. — for the products sold, customer base, or revenue model. The profile identifies the company's market capitalization as $16.1B.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Lamar Advertising Company (LAMR) reported $2.17B in annual revenue (up from $1.49B in FY2024, +45.5% YoY) and $587.2M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($1.89B revenue, $495.8M net income) through FY2025, LAMR scaled operating cash flow to $864.0M and free cash flow to $683.2M, backed by $6.93B in total assets against $3.17B in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (B- • RQD 71/100): Big institutional funds and options desks are actively positioning on the bullish side. Company leadership has skin in the game with net positive insider conviction. With Fundamental Cash Engine at 13/20 and Institutional Whale Flow at 16/20, sustained execution supports upside toward the upper end of the $117.38 – $166.33 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh 27.5x trailing P/E and 20.8x EV/EBITDA against 17.1% operating margins and a 1.04x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Upstream and downstream dependencies are — Sector correlations and second-order bottlenecks are — beyond the sector and industry classification (Financials; Real Estate Investment Trusts). Investors should track the digital billboard expansion theme referenced in the news wire as the only named operational development, but the source does not link it to any supply-chain counterparties.

  • Key Question #1: Can LAMR sustain or expand its 17.1% operating margin and 14.8% ROIC against Real Estate Investment Trusts peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $2.17B and free cash flow of $683.2M, how will capital allocation balance growth reinvestment against $3.17B in total debt?
  • Key Question #3: How sensitive is LAMR's 23.1x forward P/E multiple to Financials capital spending cycles and macro interest-rate shifts (Beta 1.04x)?

LAMR Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Lamar Advertising Company (LAMR) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to LAMR Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

LAMR Bull vs. Bear Conversation Board — What's Your Call at $157.53?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON LAMR 🐻 33% BEARISH CONVICTION
1. Pick Your Side on LAMR:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
DE DeltaGamma_99 RQD DEBATE OPENER • Options Flow Specialist 🐂 BULLISH 🎯 Target: $182.73 (+16.0%)
📌 Pinned Debate

The RQD rating scores institutional and insider flow at 16/20 each alongside a 15/20 forensic balance sheet, with FY 2025 operating inc

Picked up a starter position in LAMR in my $100K Virtual Cash book at $157.53. The RQD rating scores institutional and insider flow at 16/20 each alongside a 15/20 forensic balance sheet, with FY 2025 operating income up to $774.1M from $532.0M.. Trading inside a $117.52–$166.33 52-week range with 4.23% FCF yield gives solid downside support if Real Estate Investment Trusts multiples expand this quarter.

SectorRotator 🐂 BULL

@DeltaGamma_99 Agree on the RQD 71/100 quality, though with 1.04 beta I'm scaling in with half-size at $157.53 and keeping dry powder in case we test $146.50.

FO ForensicBear RQD DEBATE OPENER • 10-K Footnote Auditor 🐻 BEARISH 🎯 Target: $126.02 (-20.0%)
Spot @ $157.53

The stock trades at 27.5x TTM earnings and the RQD macro-regime pillar scores only 11/20, while reported debt rose from $2.08B to $31

Careful chasing LAMR at $157.53. The stock trades at 27.5x TTM earnings and the RQD macro-regime pillar scores only 11/20, while reported debt rose from $2.08B to $3.17B.. Gross margin is 0.0%, but operating margin is 17.1%, which shows SG&A and reinvestment are eating into bottom-line EPS. Target $126.02 on multiple compression.

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