Quad/Graphics: Strong Q1 2025 Performance and Strategic Growth Drive Buy Rating

Analyst Kevin Steinke of Barrington reiterated a Buy rating on Quad/Graphics (QUAD – Research Report), retaining the price target of $10.00.

Kevin Steinke has given his Buy rating due to a combination of factors including Quad/Graphics’ strong financial performance in the first quarter of 2025, where revenue and adjusted EBITDA exceeded estimates. Despite a slight year-over-year revenue decline, the company showed resilience by maintaining its guidance for 2025 and demonstrating a favorable revenue mix shift towards services with promising long-term growth potential.
Additionally, Quad/Graphics’ strategic growth in Latin America and its ability to rebound in targeted print offerings, such as direct mail, contributed to the positive outlook. The company’s efforts in debt reduction and cost management also resulted in a significant increase in adjusted EPS, further supporting the Buy rating. Steinke’s confidence is bolstered by Quad’s innovative approach and strategic positioning in the market, which are expected to drive future revenue growth and enhance shareholder value.

In another report released yesterday, Rosenblatt Securities also maintained a Buy rating on the stock with a $8.90 price target.