Update shared on 25 Nov 2025
Fair value Decreased 14%Analysts have lowered their price target for DoubleVerify Holdings from $16.24 to $13.92 per share. They cited modest reductions in projected revenue growth and profit margins as key factors in the updated valuation.
What's in the News
- DoubleVerify issued earnings guidance projecting fourth quarter revenue between $207 million and $211 million, representing a 10% year-over-year increase at the midpoint. Full year 2025 revenue is expected to grow approximately 14% (Corporate Guidance).
- The company launched industry-first streaming TV offerings, including Verified Streaming TV pre-bid segments, measurement tools, and automated “Do Not Air” list management. These offerings leverage licensed IMDb data to power AI-driven content classification for advertisers. New capabilities are slated for release in early 2026 (Product Announcement).
- DoubleVerify and Roku reported progress from their collaboration to combat connected TV ad fraud. They highlighted the effectiveness of Roku’s Advertising Watermark and joint efforts to block billions of fraudulent requests and dismantle large-scale bot operations such as SmokeScreen and CycloneBot (Client Announcement).
- DoubleVerify introduced DV AI Verification, a solution for identifying and managing AI agent interactions and avoiding low-quality AI-generated content across advertising. Further capabilities are to be rolled out in 2026 (Product Announcement).
- Brand suitability measurement expanded to Meta Threads, giving advertisers transparency and media quality insights for their campaigns. This comes alongside AI-powered classification technology and comprehensive coverage across Meta platforms (Client Announcement).
Valuation Changes
- Consensus Analyst Price Target has fallen significantly from $16.24 to $13.92 per share.
- Discount Rate remains largely unchanged at approximately 6.96%.
- Revenue Growth expectations have moderated, moving from 10.94% to 10.36%.
- Net Profit Margin has decreased from 11.66% to 10.70%.
- Future P/E Ratio is virtually stable, with a slight increase from 23.65x to 23.74x.
Disclaimer
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