Publicis to enter into a $4.4 billion deal with Epsilon
French advertising giant, Publicis, is finalizing its deal to pay about $4.4 billion to Alliance Data Systems Corporation’s (ADS) Epsilon business to boost its digital marketing strategies and to help clients better personalize their advertising.
According to the terms of the deal, Publicis would acquire ADS’s Epsilon business for a net purchase price of $3.95 billion after a tax step-up, with a total cash consideration of $4.4 billion. Publicis would continue to form a strategic partnership with Alliance Data’s remaining business.
The deal is in response to huge growth of the digital advertising industry in recent times, as well as increasing dominance of players like Facebook (FB) and Google (GOOG, GOOGL). With digital ad spending in U.S. expected to surpass traditional ad spending for the first time in 2019, by 2023, digital ad spending is expected to account for more than two-thirds of all media spending.
In light of these market imperatives, the deal is crucial as it gives Publicis access to Epsilon’s data capabilities. With more than 250 million unique U.S. customers identified in Epsilon’s database, Publicis believes that it can integrate this data with its own assets to build a robust client profile.
The deal is not unprecedented as previously major ad holding companies like Interpublic Group of Cos. and Dentsu Aegis Network have also insourced data from providers. Interpublic Group of Cos. acquired Acxiom’s Marketing Solutions for $2.3 billion last summer, while Dentsu Aegis Network bought a majority stake in data marketing company Merkle in 2016. In today’s digital advertising market, such data insourcing also helps grapple with the privacy issues attached to customer data sourcing.
Momentum Indicator for BFH turns positive, indicating new upward trend
BFH saw its Momentum Indicator move above the 0 level on November 21, 2025. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 81 similar instances where the indicator turned positive. In of the 81 cases, the stock moved higher in the following days. The odds of a move higher are at .
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. of 72 cases where BFH's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are .
BFH moved above its 50-day moving average on November 19, 2025 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for BFH crossed bullishly above the 50-day moving average on October 27, 2025. This indicates that the trend has shifted higher and could be considered a buy signal. In of 15 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where BFH advanced for three days, in of 299 cases, the price rose further within the following month. The odds of a continued upward trend are .
BFH may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The 10-day RSI Indicator for BFH moved out of overbought territory on October 28, 2025. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 37 similar instances where the indicator moved out of overbought territory. In of the 37 cases, the stock moved lower in the following days. This puts the odds of a move lower at .
The Moving Average Convergence Divergence Histogram (MACD) for BFH turned negative on November 13, 2025. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 44 similar instances when the indicator turned negative. In of the 44 cases the stock turned lower in the days that followed. This puts the odds of success at .
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BFH declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .
The Aroon Indicator for BFH entered a downward trend on October 21, 2025. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. BFH’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (0.889) is normal, around the industry mean (12.250). P/E Ratio (6.549) is within average values for comparable stocks, (36.543). Projected Growth (PEG Ratio) (1.554) is also within normal values, averaging (1.349). Dividend Yield (0.013) settles around the average of (0.041) among similar stocks. P/S Ratio (0.831) is also within normal values, averaging (128.616).
The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BFH’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 74, placing this stock better than average.
The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
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