Publicis: H2 Uncertainty Creates Buying Opportunity

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FranceJul. 20, 2025 10:40 AM ETPublicis Groupe S.A. (PUBGY) Stock, PGPEF StockPUBGY, PGPEFThe Investment DoctorInvesting Group LeaderSummaryPublicis delivered strong H1 results despite FX headwinds, with robust free cash flow and a 20-cent EPS increase year-over-year.The company upgraded its 2025 organic revenue growth guidance to 5%, factoring in client budget cuts and currency impacts.Publicis expects around 1.9B EUR in free cash flow this year, translating to a 9% FCF yield at current share prices.Despite near-term volatility, Publicis' asset-light model and improving balance sheet make the stock attractive for long-term investors.Looking for more investing ideas like this one? Get them exclusively at European Small-Cap Ideas. Learn More »HJBCConsider joining European Small-Cap Ideas to gain exclusive access to actionable research on appealing Europe-focused investment opportunities, and to the real-time chat function to discuss ideas with similar-minded investors!This article was written byThe Investment Doctor22.91K FollowersThe Investment Doctor is a financial writer, highlighting European small-caps with a 5-7 year investment horizon. He strongly believes a portfolio should consist of a mixture of dividend and growth stocks.He is the leader of the investment group European Small Cap Ideas which offers exclusive access to actionable research on appealing Europe-focused investment opportunities not found elsewhere. The a focus is on high-quality ideas in the small-cap space, with emphasis on capital gains and dividend income for continuous cash flow. Features include: two model portfolios - the European Small Cap Ideas portfolio and the European REIT Portfolio, weekly updates, educational content to learn more about the European investing opportunities, and an active chat room to discuss the latest developments of the portfolio holdings. Learn more.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.I may start writing put options, but this may not happen in the first 72 hours.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For You