Update shared on 09 Dec 2025
Analysts have modestly adjusted their price target on DoubleVerify Holdings, raising it by approximately 14 dollars per share. They cite stable fair value estimates supported by unchanged long term assumptions for discount rate, revenue growth, profit margin, and future price to earnings multiples.
What's in the News
- Issued new earnings guidance, projecting fourth quarter revenue between 207 million and 211 million dollars, about 10 percent year over year growth at the midpoint, and approximately 14 percent revenue growth for full year 2025 (corporate guidance).
- Launched new streaming TV products, including Verified Streaming TV pre bid segments and measurement and Do Not Air Automation, aimed at improving transparency, control, and efficiency for advertisers across major programmatic platforms, with additional IMDb data fueled AI capabilities planned for early 2026 (product announcement).
- Expanded its AI focused offering with DV AI Verification, including Agent ID Measurement for AI chatbot interactions and AI SlopStopper tools to help advertisers avoid low quality AI generated content across the open web and social platforms (product announcement).
- Deepened its collaboration with Roku to combat connected TV ad fraud, blocking billions of fraudulent ad requests and helping dismantle large scale schemes such as SmokeScreen and CycloneBot using Roku Advertising Watermark technology and DV Fraud Lab capabilities (client announcement).
- Extended post bid brand suitability measurement to Meta Threads feed, giving advertisers AI powered transparency into the content surrounding their ads across Threads, Instagram, Facebook, and Audience Network, with fraud and viewability metrics to be added (client announcement).
Valuation Changes
- The fair value estimate remains unchanged at approximately 13.92 dollars per share, indicating no revision to the core valuation outlook.
- The discount rate edged down very slightly from about 6.96 percent to 6.956 percent, reflecting a negligible change in perceived risk or cost of capital.
- Revenue growth remained effectively flat at around 10.36 percent, suggesting no material adjustment to long term growth expectations.
- The net profit margin is stable at roughly 10.70 percent, with only an immaterial numerical refinement and no directional shift in profitability assumptions.
- The future P/E ratio is held steady at approximately 23.74 times earnings, signaling unchanged expectations for the company’s longer term market valuation multiple.
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