Integral Ad Science Holding Corp.

Report azionario NasdaqGS:IAS

Capitalizzazione di mercato: US$1.7b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Integral Ad Science Holding Gestione

Criteri Gestione verificati 3/4

Integral Ad Science Holding Il CEO è Lisa Utzschneider, nominato in Jan2019, e ha un mandato di 6.92 anni. la retribuzione annua totale è $ 9.56M, composta da 5.5% di stipendio e 94.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.25% delle azioni della società, per un valore di $ 4.29M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.1 anni e 7.2 anni.

Informazioni chiave

Lisa Utzschneider

Amministratore delegato

US$9.6m

Compenso totale

Percentuale dello stipendio del CEO5.49%
Mandato del CEO6.9yrs
Proprietà del CEO0.2%
Durata media del management3.1yrs
Durata media del Consiglio di amministrazione7.2yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione Dec 20

IAS: Novacap Takeout Will Anchor Shares Near Cash Offer Price

Analysts have nudged their price target for Integral Ad Science Holding higher to about $10.30 per share from roughly $9 to $10 previously, reflecting the agreed all cash acquisition by Novacap at $10.30 per share and the view that upside is now largely capped near the deal value. Analyst Commentary Bearish analysts have largely repositioned their views on Integral Ad Science around the $10.30 per share takeout value, trimming prior upside expectations and signaling limited scope for further share appreciation absent a competing offer.
Aggiornamento della narrazione Dec 06

IAS: Shares Will Gravitate Toward $10.30 As Take-Private Deal Progresses

Analysts have converged their price targets for Integral Ad Science toward the $10.30 per share acquisition price, trimming upside expectations as they view the agreed all cash Novacap deal as effectively capping near term valuation and limiting the likelihood of competing bids. Analyst Commentary Bullish analysts view the Novacap acquisition as a validation of Integral Ad Science's strategic position in the ad-tech ecosystem, noting that the agreed takeout price reflects a premium to where the stock had been trading amid limited public market enthusiasm.
Aggiornamento della narrazione Nov 22

IAS: Shares Will Trade Steadily After $10.30 Buyout Agreement Finalizes

Integral Ad Science Holding's analyst price target has been updated to $10.30 per share, reduced from prices as high as $17 previously. Analysts note that the company's agreement to be acquired by Novacap sets a clear valuation and limits the potential for further upside in the near term.
Aggiornamento della narrazione Nov 06

IAS: Shares Will Remain Rangebound Following $10.30 Private Equity Takeout

Analysts have updated their price targets for Integral Ad Science, converging around $10.30 per share. This update follows the announced acquisition by private equity firm Novacap and the consensus that a higher bid is unlikely.
Aggiornamento della narrazione Oct 23

Analysts React to Novacap Acquisition of Integral Ad Science with Revised Targets and Mixed Outlooks

The consensus analyst price target for Integral Ad Science has shifted upward to $10.30 per share. This increase is driven primarily by the company's agreement to be acquired by Novacap in an all-cash transaction, which sets a new valuation benchmark according to analysts.
Aggiornamento della narrazione Oct 09

Digital Ad Trends Will Redefine Global Market Opportunities

Integral Ad Science Holding's fair value estimate has been revised downward from $12.14 to $10.59 after analysts lowered price targets to align with the $10.30 per share buyout offer from Novacap. This reflects consensus that the acquisition caps immediate upside potential.
Aggiornamento della narrazione Sep 25

Digital Ad Trends Will Redefine Global Market Opportunities

Integral Ad Science's consensus price target has been sharply reduced and ratings downgraded following its agreed $10.30 per share acquisition by Novacap, which caps further upside and reflects limited deal competition, with the fair value now set close to the offer price. Analyst Commentary Downgrades across the board to Hold/Market Perform reflect the agreed cash acquisition of Integral Ad Science by Novacap at $10.30 per share, capping upside to the takeout price.
Seeking Alpha Sep 17

Integrated Ad Science: A Consistent Grower

Summary Integrated Ad Science (IAS) is a consistent grower, delivering strong financial results. The company trades at a reasonable valuation. IAS posted 16% YoY revenue growth, impressive cash flow gains, and paid off all long-term debt, but growth in large ad customers is slowing. Stock-based compensation remains high, diluting shareholder value, and key growth metrics are decelerating despite healthy margins and retention rates. IAS trades at low valuation multiples with a solid balance sheet, but I rate it a hold, awaiting clearer price action before recommending entry. Read the full article on Seeking Alpha
Articolo di analisi Jul 13

These 4 Measures Indicate That Integral Ad Science Holding (NASDAQ:IAS) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi May 17

At US$8.09, Is It Time To Put Integral Ad Science Holding Corp. (NASDAQ:IAS) On Your Watch List?

Integral Ad Science Holding Corp. ( NASDAQ:IAS ), is not the largest company out there, but it led the NASDAQGS gainers...
Articolo di analisi May 17

Integral Ad Science Holding Corp.'s (NASDAQ:IAS) 26% Jump Shows Its Popularity With Investors

Integral Ad Science Holding Corp. ( NASDAQ:IAS ) shareholders are no doubt pleased to see that the share price has...
Articolo di analisi Apr 28

Returns Are Gaining Momentum At Integral Ad Science Holding (NASDAQ:IAS)

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Articolo di analisi Mar 28

Why We're Not Concerned About Integral Ad Science Holding Corp.'s (NASDAQ:IAS) Share Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Articolo di analisi Feb 26

We Think Integral Ad Science Holding (NASDAQ:IAS) Can Manage Its Debt With Ease

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Jan 29

What Does Integral Ad Science Holding Corp.'s (NASDAQ:IAS) Share Price Indicate?

Integral Ad Science Holding Corp. ( NASDAQ:IAS ), might not be a large cap stock, but it received a lot of attention...
Seeking Alpha Jan 03

Integral Ad Science: Growth Reacceleration Deserves A Higher Multiple (Rating Upgrade)

Summary Shares have been under pressure due to weaker growth during 2024, caused by some factors which I consider to be temporary. Growth this year will be driven by cross selling its new products to existing customers, including the significant number which were added recently. Profitability remains solid, with Adjusted EBITDA margins for FY25 expected to reach 38%, with strong FCF conversion. Valuation is attractive at 11.4 times FCF, leading me to upgrade shares from Hold to Buy. Read the full article on Seeking Alpha
Articolo di analisi Dec 03

Integral Ad Science Holding Corp.'s (NASDAQ:IAS) P/E Still Appears To Be Reasonable

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Articolo di analisi Nov 11

Integral Ad Science Holding (NASDAQ:IAS) Is Doing The Right Things To Multiply Its Share Price

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Seeking Alpha Oct 05

Integral Ad Science: New Product Offerings Drive Continued Profitable Growth

Summary Shares have struggled this year, despite solid momentum in the underlying business. Guidance for the year suggests a 14% year-over-year growth, with an adjusted EBITDA margin of 34%. The primary risks I identify are related to competition and the rising adoption of AI. At a Price/FCF multiple of 14, I find the shares to befairly valued and recommend a Hold rating. Read the full article on Seeking Alpha
Articolo di analisi Sep 27

Is Integral Ad Science Holding (NASDAQ:IAS) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
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Nuova narrazione Sep 12

Leveraging Oracle's Exit And AI Innovation Fuels Global Expansion And Revenue Surge

Anticipated benefits from new products and AI investments suggest future revenue growth through innovation, driving customer adoption and retention.
Articolo di analisi Jul 16

Why We're Not Concerned About Integral Ad Science Holding Corp.'s (NASDAQ:IAS) Share Price

When close to half the companies in the Media industry in the United States have price-to-sales ratios (or "P/S") below...
Articolo di analisi Jun 01

Integral Ad Science Holding (NASDAQ:IAS) Is Doing The Right Things To Multiply Its Share Price

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha May 21

Integral Ad Science: Excessive Valuation Gap, Poised To Outperform DoubleVerify

Summary Integral Ad Science and DoubleVerify are both leading players in the digital ad verification market. Wall Street analysts are bullish on both companies, with median target prices significantly above current levels. Despite having similar business models and financial profiles, IAS currently trades at a 45% discount to DV, making it the better buy at this time. Read the full article on Seeking Alpha
Articolo di analisi Mar 30

Is Integral Ad Science Holding (NASDAQ:IAS) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Mar 07

Integral Ad Science Holding Corp.'s (NASDAQ:IAS) 42% Cheaper Price Remains In Tune With Revenues

Integral Ad Science Holding Corp. ( NASDAQ:IAS ) shareholders won't be pleased to see that the share price has had a...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Lisa Utzschneider rispetto agli utili di Integral Ad Science Holding?
DataCompenso totaleStipendioUtili della società
Sep 30 2025n/an/a

US$47m

Jun 30 2025n/an/a

US$56m

Mar 31 2025n/an/a

US$47m

Dec 31 2024US$10mUS$525k

US$38m

Sep 30 2024n/an/a

US$33m

Jun 30 2024n/an/a

US$3m

Mar 31 2024n/an/a

US$3m

Dec 31 2023US$10mUS$525k

US$7m

Sep 30 2023n/an/a

US$9m

Jun 30 2023n/an/a

US$23m

Mar 31 2023n/an/a

US$17m

Dec 31 2022US$8mUS$519k

US$15m

Sep 30 2022n/an/a

-US$935k

Jun 30 2022n/an/a

-US$11m

Mar 31 2022n/an/a

-US$49m

Dec 31 2021US$36mUS$500k

-US$52m

Sep 30 2021n/an/a

-US$45m

Jun 30 2021n/an/a

-US$39m

Mar 31 2021n/an/a

-US$21m

Dec 31 2020US$758kUS$492k

-US$32m

Compensazione vs Mercato: La retribuzione totale di Lisa ($USD 9.56M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 5.47M ).

Compensazione vs guadagni: La retribuzione di Lisa è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Lisa Utzschneider (56 yo)

6.9yrs
Mandato
US$9,564,149
Compensazione

Ms. Lisa Utzschneider is Chief Executive Officer of Integral Ad Science, Inc. since January 2019 and serves as its Director. Ms. Utzschneider is the Chief Executive Officer and Director at Integral Ad Scie...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Lisa Utzschneider
CEO & Director6.9yrsUS$9.56m0.25%
$ 4.3m
Alpana Wegner
Chief Financial Officerless than a yearNessun dato0.31%
$ 5.4m
Marc Grabowski
Chief Operating Officer1.3yrsNessun datoNessun dato
Alexis Gil
Chief Accounting Officer2.1yrsNessun dato0.082%
$ 1.4m
Thomas Joseph
Chief Technology Officer3.3yrsNessun datoNessun dato
Robert Janecek
Chief Information Officer3.9yrsNessun datoNessun dato
Jonathan Schaffer
Senior Vice President of Investor Relationsno dataNessun datoNessun dato
Kevin Alvero
Head of Global Compliance2.9yrsNessun datoNessun dato
Yossi Almani
Chief Legal Officer & Corporate Secretary2.3yrsNessun datoNessun dato
Lisa Nadler
Chief Human Resources Officer5.8yrsNessun datoNessun dato
Jim Egan
Senior Vice President of Business Developmentno dataNessun datoNessun dato
Brandon Coleman
Head of Commercial for ANZ4.8yrsNessun datoNessun dato
3.1yrs
Durata media
54yo
Età media

Gestione esperta: Il team dirigenziale di IAS è considerato esperto (durata media dell'incarico 3.1 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Lisa Utzschneider
CEO & Director6.9yrsUS$9.56m0.25%
$ 4.3m
James Friedlich
Member of Advisory Boardno dataNessun datoNessun dato
Geraldine Laybourne
Member of Advisory Boardno dataNessun datoNessun dato
Robert Lord
Independent Director1.3yrsUS$182.55k0.0069%
$ 118.5k
Julie Roehm
Member of Advisory Boardno dataNessun datoNessun dato
Michael Fosnaugh
Independent Chair of the Board7.5yrsNessun datoNessun dato
Joseph Plummer
Member of Advisory Boardno dataNessun datoNessun dato
Foster Provost
Member of Advisory Boardno dataNessun datoNessun dato
Vivek Shah
Member of Advisory Board15.8yrsNessun datoNessun dato
Nishant Mani
Member of Advisory Boardno dataNessun datoNessun dato
Rod Aliabadi
Independent Director7.5yrsNessun datoNessun dato
Otto Berkes
Independent Director5.3yrsUS$250.90k0.038%
$ 646.0k
7.2yrs
Durata media
62yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di IAS sono considerati esperti (durata media dell'incarico 7.2 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2025/12/22 22:26
Prezzo dell'azione a fine giornata2025/12/22 00:00
Utili2025/09/30
Utili annuali2024/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Integral Ad Science Holding Corp. è coperta da 6 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jason KreyerCraig-Hallum Capital Group LLC
James HeaneyJefferies LLC
Matthew FarrellPiper Sandler Companies