DoubleVerify Holdings, Inc.

Report azionario NYSE:DV

Capitalizzazione di mercato: US$1.8b

DoubleVerify Holdings Gestione

Criteri Gestione verificati 2/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Mark Zagorski

Amministratore delegato

US$11.8m

Compenso totale

Percentuale dello stipendio del CEO5.67%
Mandato del CEO6yrs
Proprietà del CEO0.4%
Durata media del management5.8yrs
Durata media del Consiglio di amministrazione5yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha Jul 01

DoubleVerify: Sturdy Growth Rates, AI Opportunities, And Cheap Multiples

Summary DoubleVerify is well-positioned after a ~30% pullback, with recovering revenue growth and robust profitability in a large, underpenetrated market. DV benefits from multiple monetization streams, including AI-driven opportunities as large language models introduce new advertising formats. The company enjoys a $419 billion TAM and maintains >30% adjusted EBITDA margins, supporting a compelling value thesis at current levels. I reiterate a buy rating, emphasizing DV’s attractive valuation, debt-free balance sheet, and improving growth trajectory following a strong Q1 earnings print. Read the full article on Seeking Alpha
Articolo di analisi Jun 16

DoubleVerify Holdings (DV) Stock Could Be 19% Undervalued After Its AI YouTube Audio Ads Launch

DoubleVerify Holdings (DV) recently introduced AI powered brand suitability reporting for YouTube Audio Ads, extending its post bid measurement tools into audio focused formats in a move that could influence how investors view the stock. See our latest analysis for DoubleVerify Holdings. The recent AI product launches arrive as DoubleVerify Holdings' share price has gained 16.23% over the past month but is still down 3.04% on a year to date share price return basis, while the 1 year total...
Aggiornamento narrativa Jun 12

DV: AI Audio Suitability And Buybacks Will Support Future Streaming Upside

Narrative Update on DoubleVerify Holdings The analyst price target for DoubleVerify Holdings has moved slightly higher to $13.00 from $12.86 as analysts factor in updated assumptions around revenue growth, profit margin, discount rate, and a lower future P/E multiple. What's in the News DoubleVerify launched AI powered brand suitability reporting for YouTube Audio Ads campaigns, using its Universal Content Intelligence AI engine to extend post bid measurement to listening first formats and help advertisers apply consistent brand suitability standards across audio environments (source: company announcement).
Aggiornamento narrativa May 29

DV: Lower Revenue Outlook And Multiple Compression Will Pressure Shares

Analysts have reduced their price target on DoubleVerify Holdings by $0.47. This reflects updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions.
Aggiornamento 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.
Aggiornamento 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).
Aggiornamento 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.
Aggiornamento 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).
Aggiornamento 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).
Aggiornamento 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).
Aggiornamento 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).
Aggiornamento 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.
Aggiornamento 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).
Aggiornamento 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).
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi 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...
Aggiornamento 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).
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Mark Zagorski rispetto agli utili di DoubleVerify Holdings?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$55m

Dec 31 2025US$12mUS$670k

US$51m

Sep 30 2025n/an/a

US$45m

Jun 30 2025n/an/a

US$53m

Mar 31 2025n/an/a

US$51m

Dec 31 2024US$1mUS$650k

US$56m

Sep 30 2024n/an/a

US$66m

Jun 30 2024n/an/a

US$61m

Mar 31 2024n/an/a

US$66m

Dec 31 2023US$11mUS$550k

US$71m

Sep 30 2023n/an/a

US$56m

Jun 30 2023n/an/a

US$53m

Mar 31 2023n/an/a

US$51m

Dec 31 2022US$9mUS$515k

US$43m

Sep 30 2022n/an/a

US$54m

Jun 30 2022n/an/a

US$51m

Mar 31 2022n/an/a

US$28m

Dec 31 2021US$7mUS$500k

US$29m

Sep 30 2021n/an/a

US$9m

Jun 30 2021n/an/a

US$7m

Mar 31 2021n/an/a

US$24m

Dec 31 2020US$8mUS$226k

US$20m

Compensazione vs Mercato: La retribuzione totale di Mark ($USD 11.81M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 5.17M ).

Compensazione vs guadagni: La retribuzione di Mark è aumentata di oltre il 20% nell'ultimo anno.


AMMINISTRATORE DELEGATO

Mark Zagorski (57 yo)

6yrs
Mandato
US$11,814,232
Compensazione

Mr. Mark S. Zagorski is Director of Teads, Inc. Mr. Zagorski has been Director of The Advertising Council, Inc. since October 2020 and serves as an Independent Director at Teads Holding Co. (formerly known...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Mark Zagorski
CEO & Director6yrsUS$11.81m0.38%
$ 6.7m
Nicola Allais
Chief Financial Officer8.7yrsUS$4.46m0.11%
$ 2.0m
Andrew Grimmig
General Counsel & Chief Legal Officer6.3yrsUS$3.47m0.11%
$ 2.0m
Julie Eddleman
Senior Advisor5.5yrsUS$3.75m0%
$ 0
Nisim Tal
Chief Technology Officer9.8yrsNessun datoNessun dato
Dan Slivjanovski
Chief Marketing Officer8.1yrsNessun datoNessun dato
Rose Velez-smith
Executive VP & Chief Human Resources Officer4.6yrsNessun datoNessun dato
Steven Woolway
Executive Vice President of Business Development9.9yrsNessun datoNessun dato
Doug Campbell
Chief Strategy Officer5.4yrsNessun datoNessun dato
Daniel Slotwiner
Senior Vice President of Attention3.3yrsNessun datoNessun dato
Alex Valle
Chief Product Officer2.5yrsNessun datoNessun dato
Conrad Tallariti
Managing Director of APAC2.4yrsNessun datoNessun dato
5.8yrs
Durata media
53yo
Età media

Gestione esperta: Il team dirigenziale di DV è esperto e expertise (durata media dell'incarico 5.8 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Mark Zagorski
CEO & Director6yrsUS$11.81m0.38%
$ 6.7m
R. Noell
Independent Chairperson of the Board8.8yrsUS$312.50k0.026%
$ 469.9k
Laura Desmond
Independent Lead Director8.8yrsUS$264.32k0.15%
$ 2.7m
Kelli Turner
Independent Director5.3yrsUS$257.60k0.026%
$ 463.4k
Scott Wagner
Independent Director4.8yrsUS$260.00k0.030%
$ 537.9k
Jennifer Storms
Independent ?Director1.1yrsUS$233.76k0.0096%
$ 170.3k
Lucy Dobrin
Independent Director8.8yrsUS$240.00k0.0095%
$ 168.9k
Gary Swidler
Independent Director2.4yrsUS$250.00k0.020%
$ 348.8k
Rosario Perez
Independent Director4.8yrsUS$265.00k0.030%
$ 537.9k
Sundeep Jain
Independent Director4yrsUS$247.50k0.026%
$ 456.6k
5.0yrs
Durata media
55yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di DV sono considerati esperti (durata media dell'incarico 5 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/21 08:23
Prezzo dell'azione a fine giornata2026/07/21 00:00
Utili2026/03/31
Utili annuali2025/12/31

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 delle guide su come utilizzare i nostri report e dei 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

DoubleVerify Holdings, Inc. è coperta da 25 analisti. 17 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
Vikram KesavabhotlaBaird
Raimo LenschowBarclays
Brian PitzBMO Capital Markets Equity Research