DoubleVerify Holdings, Inc.

Informe acción NYSE:DV

Capitalización de mercado: US$1.5b

DoubleVerify Holdings Resultados de beneficios anteriores

Pasado controles de criterios 3/6

DoubleVerify Holdings ha aumentado sus beneficios a una tasa media anual de 16.3%, mientras que los beneficios de la industria de Media han experimentado un crecimiento de 5.4% anual. Los ingresos han ido creciendo a una tasa media de 19.9% al año. La rentabilidad financiera de DoubleVerify Holdings es de 5.1%, y sus márgenes netos son de 7.2%.

Información clave

16.33%

Tasa de crecimiento de los beneficios

14.66%

Tasa de crecimiento del BPA

Crecimiento de la industria Media 13.17%
Tasa de crecimiento de los ingresos19.92%
Rentabilidad financiera5.06%
Margen neto7.16%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa May 02

DV: Streaming Transparency And Buybacks Will Support Future Upside

Analysts have maintained their $16.00 price target on DoubleVerify Holdings, citing updated assumptions that reflect slightly higher modeled revenue growth, profit margin and future P/E levels, without a clear directional shift in valuation. What's in the News DoubleVerify expanded its DV AI Verification suite with AI SlopStopper for social, aimed at helping advertisers filter out low quality AI generated content and protect brand reputation across social and video centric platforms.
Actualización de narrativa Apr 18

DV: Slower Revenue Outlook And AI Content Risks Will Pressure Shares

Analysts have lifted their fair value estimate for DoubleVerify Holdings from $8.00 to $9.00 per share, citing updated assumptions around revenue growth, profit margin outlook, a slightly higher discount rate, and a future P/E multiple. What's in the News Launched DV AI Verification expansion with AI SlopStopper for social platforms, aimed at filtering low quality AI generated content and protecting brand reputation across social and video environments (Key Developments).
Seeking Alpha Apr 16

DoubleVerify: The Story Is Improving, But The Headline Growth Still Is Not

Summary DoubleVerify (DV) remains a Hold as revenue growth is not accelerating despite strategic improvements. Social activation grew ~60% y/y in Q4 2025, showing strong adoption on platforms like Meta and YouTube. MAP is gaining traction, with ~$8M ACV on YouTube, signaling DV's move beyond core verification. Valuation likely remains at ~18x NTM PE until headline revenue growth visibly improves, especially in H2 2026. Read the full article on Seeking Alpha
Actualización de narrativa Apr 04

DV: Streaming Data Partnership And Buybacks Will Support Future Upside

Analysts have maintained their $16.00 price target for DoubleVerify Holdings, citing small refinements in revenue growth, profit margin, and future P/E assumptions as the basis for keeping their view steady. What's in the News DoubleVerify launched DV Authentic Streaming TV at CES 2026, a product designed to combine content discovery, reporting, analytics and optimization for CTV and streaming TV advertising, with AI powered activation via the DV Scibids AI engine for campaign optimization.
Actualización de narrativa Mar 20

DV: AI Ad Tools And Buybacks Will Support Future Streaming Upside

Analysts have nudged their price target for DoubleVerify Holdings lower by about $1.08, reflecting slightly softer revenue growth assumptions, balanced by expectations for a modestly stronger profit margin and a lower future P/E multiple. What's in the News Management issued earnings guidance for Q1 2026, with expected revenue between $177 million and $183 million, and full year 2026 revenue between $810 million and $826 million, with the ranges described as year over year growth figures in the company update (Corporate guidance).
Actualización de narrativa Mar 06

DV: New Attention And Streaming Tools Will Drive Future Upside

Analysts have nudged their price target on DoubleVerify Holdings down from $18.00 to $16.00, reflecting updated assumptions that combine more moderate revenue growth expectations with slightly higher projected profit margins and a lower future P/E multiple. What's in the News Management issued earnings guidance for the first quarter of 2026, with expected revenue between US$177 million and US$183 million, and for full year 2026 with expected revenue between US$810 million and US$826 million (Corporate guidance).
Actualización de narrativa Feb 20

DV: New Streaming And Attention Tools Will Support Future Upside

Analysts have reduced their price target for DoubleVerify Holdings from about $25.97 to $18.00, citing updated assumptions that include a slightly higher discount rate, adjusted revenue growth expectations, a lower projected profit margin, and a more moderate future P/E multiple. What's in the News Launched DV Authentic Streaming TV at CES 2026, a new solution aimed at giving advertisers unified tools for premium content discovery, reporting, analytics and optimization across connected TV and streaming TV advertising (Key Developments).
Actualización de narrativa Feb 05

DV: AI Advertising Tools Will Drive Future Streaming And Social Upside

Analysts have slightly raised their price target on DoubleVerify Holdings to around US$13.94 from about US$13.78, reflecting updated assumptions on fair value and future P/E, while keeping revenue growth and profit margin expectations broadly in line with prior views. What's in the News DoubleVerify launched DV Authentic Streaming TV at CES 2026, a connected TV and streaming TV solution that combines content discovery, reporting, analytics and optimization in one workflow, with richer program level and app level signals to assess ad quality and performance (Product related announcement).
Actualización de narrativa Jan 22

DV: AI And Streaming Tools Will Drive Future Upside Potential

Analysts have inched their price target for DoubleVerify Holdings slightly lower to about US$13.78 from roughly US$13.92. This reflects small tweaks to their assumptions on revenue growth, profit margins and future P/E expectations.
Actualización de narrativa Jan 07

DV: AI Verification And Streaming Tools Will Support Long-Term Upside

Analysts have maintained their price target on DoubleVerify Holdings at US$13.92, reflecting modest tweaks to assumptions around revenue growth, profit margins and the future P/E multiple rather than a major shift in their view of the stock. What's in the News Launch of DV Authentic Streaming TV at CES 2026, offering unified planning, optimization and reporting for connected TV and streaming campaigns, with AI-driven spend optimization via the DV Scibids AI engine and initial features already available to advertisers (Product-Related Announcements).
Actualización de narrativa Dec 23

DV: Slower Revenue Outlook Will Pressure Profitability And Share Price

Narrative Update on DoubleVerify Holdings Analysts have reduced their average price target on DoubleVerify Holdings by approximately 40 percent to reflect higher perceived risk, slower expected revenue growth, and more conservative profitability and valuation assumptions. What's in the News Expanded DV Authentic Attention product to TikTok as the first badged TikTok Marketing Partner for attention measurement, giving advertisers impression level attention and performance insights across creatives, formats and objectives (Client Announcements).
Actualización de narrativa Dec 09

DV: AI And Streaming Expansion Will Drive Long-Term Upside

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.
Actualización de narrativa Nov 25

DV: AI-Powered Advertising and Streaming Expansion Will Fuel Long-Term Upside

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.
Actualización de narrativa Nov 09

DV: Expanded AI Tools And Streaming Products Will Drive Future Performance

Analysts have lowered their price target for DoubleVerify Holdings from $18.50 to $16.24. They cite modestly slower revenue growth expectations and a slight increase in the discount rate as key factors in their updated valuation.
Actualización de narrativa Oct 26

Expanding Social Media Coverage and Buyback Completion Will Drive Future Prospects

Analysts have lowered their price target for DoubleVerify Holdings from $19.39 to $18.50, citing modest reductions in projected revenue growth and profit margins. These factors have led to a reassessment of the company’s fair value.
Artículo de análisis Sep 24

DoubleVerify Holdings, Inc.'s (NYSE:DV) 26% Cheaper Price Remains In Tune With Earnings

DoubleVerify Holdings, Inc. ( NYSE:DV ) shareholders won't be pleased to see that the share price has had a very rough...
Actualización de narrativa Sep 04

Expanding CTV And Social Media Markets Will Secure Future Success

With no changes to revenue growth forecasts or the discount rate, DoubleVerify Holdings' consensus analyst price target remains steady at $19.39. What's in the News DoubleVerify raised full-year 2025 revenue growth guidance to approximately 15%, and expects third quarter 2025 revenue of $188–192 million (12% YoY growth at midpoint).
Artículo de análisis Jul 03

DoubleVerify Holdings, Inc.'s (NYSE:DV) Price In Tune With Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Artículo de análisis May 20

There May Be Reason For Hope In DoubleVerify Holdings' (NYSE:DV) Disappointing Earnings

The market was pleased with the recent earnings report from DoubleVerify Holdings, Inc. ( NYSE:DV ), despite the profit...
Artículo de análisis May 09

DoubleVerify Holdings (NYSE:DV) Will Be Hoping To Turn Its Returns On Capital Around

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Artículo de análisis Apr 07

When Should You Buy DoubleVerify Holdings, Inc. (NYSE:DV)?

DoubleVerify Holdings, Inc. ( NYSE:DV ), might not be a large cap stock, but it received a lot of attention from a...
Artículo de análisis Mar 11

The Price Is Right For DoubleVerify Holdings, Inc. (NYSE:DV) Even After Diving 30%

The DoubleVerify Holdings, Inc. ( NYSE:DV ) share price has fared very poorly over the last month, falling by a...
Seeking Alpha Feb 28

DoubleVerify Holdings: Struggling Into 2025

Summary DoubleVerify Holdings, Inc. experienced a significant stock decline due to slower growth and disappointing earnings. The company recently announced a strategic acquisition of Rockerbox, but the financial impact is minimal, contributing only 1% to pro forma sales. Weak fourth quarter results and a soft 2025 guidance indicate continued softness, with single-digit profit growth and increased stock-based compensation expenses. Given the headwinds and demanding expectations, I remain cautious and do not find the current valuation appealing, making DV stock an easy pass. Read the full article on Seeking Alpha
Artículo de análisis Feb 06

DoubleVerify Holdings (NYSE:DV) Hasn't Managed To Accelerate Its Returns

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Artículo de análisis Dec 05

Is It Too Late To Consider Buying DoubleVerify Holdings, Inc. (NYSE:DV)?

While DoubleVerify Holdings, Inc. ( NYSE:DV ) might not have the largest market cap around , it received a lot of...
Artículo de análisis Nov 14

We Think DoubleVerify Holdings' (NYSE:DV) Solid Earnings Are Understated

Shareholders appeared to be happy with DoubleVerify Holdings, Inc.'s ( NYSE:DV ) solid earnings report last week...
Artículo de análisis Nov 06

DoubleVerify Holdings, Inc.'s (NYSE:DV) Price In Tune With Earnings

DoubleVerify Holdings, Inc.'s ( NYSE:DV ) price-to-earnings (or "P/E") ratio of 51.1x might make it look like a strong...
Seeking Alpha Oct 23

DoubleVerify: Multiple Drivers For Long-Term Growth Despite Near-Term Headwinds

Summary Shares have halved so far this year as the company has faced a growth slowdown in recent quarters. However, management's guidance points to a re-acceleration in growth for Q4, as its products are gaining increased traction among its customers. Given the operating leverage in the business, I see plenty of room for adjusted EBITDA margins to move higher versus the 31% expected for FY24. With DV shares trading at a P/FCF ratio of 17.4, I am assigning a Hold rating for now. Read the full article on Seeking Alpha
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Nueva narrativa Sep 04

Leveraging AI And Global Expansion To Surge Ahead In Digital Advertising Earnings

Strategic investments in AI and automation by DoubleVerify, specifically in video classification, are set to enhance efficiency, innovation, and financial outcomes.
Artículo de análisis Aug 29

DoubleVerify Holdings (NYSE:DV) Hasn't Managed To Accelerate Its Returns

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Seeking Alpha Aug 13

DoubleVerify: Expecting Growth Acceleration Over The Next Few Quarters

Summary DoubleVerify is poised for growth acceleration in the next few quarters due to a better macro backdrop, scale advantage, and market share gains. In the latest quarter, DV exceeded revenue expectations, with strong EBITDA margin and guidance, indicating further growth acceleration. Long term, DV benefits from the strong digital advertising secular tailwind. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero DoubleVerify Holdings. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:DV Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 2676455300179
31 Dec 2574851299178
30 Sep 2573345292174
30 Jun 2571453281169
31 Mar 2568151269161
31 Dec 2465756259153
30 Sep 2463866251148
30 Jun 2461361243141
31 Mar 2459166227133
31 Dec 2357371213125
30 Sep 2353456200119
30 Jun 2350253190111
31 Mar 2347851184102
31 Dec 224524318595
30 Sep 224245418186
30 Jun 223955116878
31 Mar 223622817570
31 Dec 213332915663
30 Sep 21306915758
30 Jun 21284715155
31 Mar 212602412051
31 Dec 202442011647
30 Sep 20223209344
31 Dec 19183236532
31 Dec 1810433724

Ingresos de calidad: DV tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(7.2%) de DV son inferiores a los del año pasado (7.6%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de DV han crecido un 16.3% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de DV en el último año (6.3%) está por debajo de su media de 5 años (16.3% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de DV en el último año (6.3%) superó al de la industria Media 5%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de DV (5.1%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 15:50
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

DoubleVerify Holdings, Inc. está cubierta por 26 analistas. 19 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Vikram KesavabhotlaBaird
Raimo LenschowBarclays
Brian PitzBMO Capital Markets Equity Research