Update shared on03 Oct 2025
Fair value Increased 14%Analysts have raised their price target for Information Services Group from $5.83 to $6.67 per share, citing a slight decrease in the discount rate and updated expectations for valuation multiples.
What's in the News
- ISG Software Research reports enterprises are seeking learning management systems (LMS) that combine compliance, integration with HCM systems, personalized experiences, and extended-enterprise capabilities. Cornerstone, Udemy, and Skillsoft received top ratings. (ISG Software Research)
- Information Services Group has launched a new research study to examine healthcare digital service providers, focusing on AI, telemedicine, wearable technologies, and data security. Results will be published in December 2025. (ISG Provider Lens)
- The company repurchased 888,000 shares for $3.9 million, completing its buyback program with a total of 3,736,475 shares repurchased. (Corporate Buyback Update)
- ISG introduced the Supplier Risk Exposure Scorecard to help organizations monitor, rank, and mitigate supplier risks using consolidated performance data. (Product Launch)
- New earnings guidance issued for Q3 2025, with targeted revenues between $60.5 million and $61.5 million. (Earnings Guidance)
Valuation Changes
- Fair Value increased from $5.83 to $6.67 per share, reflecting a modest upward revision.
- Discount Rate decreased slightly from 9.59% to 9.51%.
- Revenue Growth remained essentially unchanged at approximately 4.54%.
- Net Profit Margin declined marginally from 4.82% to 4.78%.
- Future P/E rose from 26.14x to 30.06x, indicating a higher expected valuation multiple.
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