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/QUAD
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Quad/Graphics Inc

Quad/Graphics Inc

QUAD
$10.10USD↓-0.10%-0.01 today

MARKET CAP

520.1M

P/E (TTM)

8.7x

FWD P/E

7.1x

DAY RANGE

$10 – $10

52W RANGE

$5
$11

AI Summary

Stalk
StalkMedium

QUAD remains in a clear Stage 2 advancing regime with a recent momentum breakout and aligned moving averages supporting a bullish medium- and long-term bias. However, the stock is currently extended above its EMAs, showing extreme overbought conditions and a rejection at resistance. Execution is best deferred until pullbacks into rising EMAs or the prior consolidation zone. The recommended posture is to stalk for a lower-risk entry on a meaningful retracement.

  • ↑Q2 2026 adjusted EPS up 71% YoY, reflecting operational strength.
  • ↑Quarterly dividend increased 33% to $0.10, boosting income yield.
  • ↓USPS postal rate hikes may shrink client marketing budgets.
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The case for & against

Bull & Bear analysis

Bearish

Quad/Graphics, Inc. (NYSE: QUAD) is a marketing experience company that provides integrated marketing solutions encompassing creative production, media, logistics, and packaging services. Positioned firmly within the evolving landscape of marketing, Quad is focusing on enhancing its capabilities through innovative solutions, particularly in targeted print and digital marketing. With the emphasis on operational efficiency and strategic investments, Quad aims to capitalize on its established client base and leverage advancements in technology to drive growth.

Bull says

  • ↑Q2 2026 adjusted EPS up 71% YoY, reflecting operational strength.
  • ↑Quarterly dividend increased 33% to $0.10, boosting income yield.
  • ↑Packaging and in-store connect expansions diversify revenue base.
  • ↑AI-driven audience strategy poised to improve margin performance.
  • ↑Analyst earnings estimates up 5.8% over past three months.
  • ↑Q1 2026 adjusted EBITDA margin held at 7.7% on $45m EBITDA.

Bear says

  • ↓USPS postal rate hikes may shrink client marketing budgets.
  • ↓Q4 2025 net sales declined 5.7% due to lower print volumes.
  • ↓2026 net sales guide down 1–5%, underscoring weak growth factors.
  • ↓Negative size and liquidity factors suggest higher stock volatility.
  • ↓Q1 2026 free cash flow was negative $107m, stressing liquidity.
  • ↓Elevated short interest heightens sell-off risk if sentiment sours.

Earnings Call · Q2 2025 · Mgmt. Guidance

Updated 08-14-2026neutral

Transcript signals

Bull points

  • We continue to invest in our strategic growth areas, including innovative solutions and superior talent to stay ahead of industry trends and execute faster, better, and with more ability.
  • This year, we increased the quarterly dividend by 50% to $0.75 per share, and our next dividend is payable on September 5.
  • We believe this represents strong value and we will remain opportunistic in terms of our future share purchases.

Bear points

  • Net sales were $572 million in the second quarter of 2025, a decrease of 4% compared to the second quarter of 2024, when excluding the 6% impact of the February 28, 2025 divestiture of our European operations.
  • The decline in net sales during the second quarter was primarily due to lower paper and logistics sales.
  • Adjusted EBITDA was $43 million in the second quarter of 2025, as compared to $52 million in the second quarter of 2024, and adjusted EBITDA margin declined from .2% to 7.6%.
Read full transcript analysis ›