Update shared on 04 Dec 2025
Narrative Update on Information Services Group
Analysts have modestly increased their price target on Information Services Group to approximately 7.17 dollars. This reflects slightly higher assumptions for the company’s future earnings multiple while leaving growth and margin expectations effectively unchanged.
What's in the News
- Launched a comprehensive research study on Snowflake ecosystem partners, with a Provider Lens report due June 2026, focusing on modernization, AI and ML enablement and managed data services (ISG Provider Lens Snowflake Ecosystem Partners study).
- Initiated a global Databricks Ecosystem Partners study, with reports expected April 2026, evaluating providers in modernization and AI or ML enablement and managed data and optimization services (ISG Provider Lens Databricks Ecosystem Partners series).
- Started a Salesforce Ecosystem Partners research program to assess providers driving end to end transformation, Agentforce 360 innovation and midscale Salesforce implementations, with reports slated for April 2026 (ISG Provider Lens Salesforce Ecosystem Partners series).
- Issued new fourth quarter 2025 guidance, targeting revenue between 60.5 million dollars and 61.5 million dollars, reflecting expectations for a slower year end holiday period (corporate guidance).
- Completed a major share repurchase tranche, buying back 4,308,475 shares for 16.78 million dollars since August 2023, equivalent to 8.88 percent of outstanding shares (buyback update).
Valuation Changes
- Fair Value Estimate, unchanged at approximately 7.17 dollars per share, indicating no revised view of intrinsic value.
- Discount Rate increased slightly from about 9.72 percent to 9.75 percent, reflecting a marginally higher perceived risk or required return.
- Revenue Growth, effectively unchanged, remaining around 4.82 percent in the updated model.
- Net Profit Margin, effectively unchanged, holding near 7.47 percent in forward projections.
- Future P or E Multiple increased slightly from roughly 21.0x to 21.01x, signaling a modestly higher valuation applied to expected earnings.
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