Publicis Groupe: Fundamentals Are Improving Across The Board

  • I maintain my buy rating on Publicis Groupe, citing strong 2Q25 results, market share gains, and resilient organic growth across regions. PUBGY's turnaround at Sapient, coupled with strategic M&A and robust net new billings, strengthens its forward revenue visibility and growth prospects. The shift from AI pilots to scaled deployments positions Sapient for future upside, potentially driving double-digit growth beyond FY25.