i3 Verticals Gestione
Criteri Gestione verificati 4/4
i3 Verticals Il CEO è Greg Daily, nominato in Jan2018, e ha un mandato di 8.67 anni. la retribuzione annua totale è $ 351.18K, composta da 97.2% di stipendio e 2.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 2.03% delle azioni della società, per un valore di $ 7.91M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 8.7 anni.
Informazioni chiave
Greg Daily
Amministratore delegato
US$351.2k
Compenso totale
| Percentuale dello stipendio del CEO | 97.17% |
| Mandato del CEO | 8.7yrs |
| Proprietà del CEO | 2.0% |
| Durata media del management | 3.3yrs |
| Durata media del Consiglio di amministrazione | 8.7yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Aug 10
IIIV: Future Buybacks Will Support Execution On Rebased Guidance Trajectory
The analyst price target for i3 Verticals has moved from $27.00 to $20.00 as analysts factor in weaker near term revenue growth, lower profit margin expectations, guidance cuts through FY26, and a higher assumed P/E multiple of 66.9x that together point to a more conservative fair value range. Analyst Commentary Recent research on i3 Verticals points to a more cautious tone from bearish analysts, who are focusing on execution risks and a reduced near term growth outlook.Aggiornamento narrativa • Jul 20
IIIV: Future Buybacks Will Support Rebased Guidance And Earnings Mix
The analyst price target for i3 Verticals has shifted from about $22 to roughly $27, as analysts factor in updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E, following recent Street research that reset price targets around $30 after revised guidance on non-recurring professional services revenue. Analyst Commentary on i3 Verticals Recent Street research on i3 Verticals points to a more cautious tone, with bearish analysts trimming price targets and highlighting execution risks tied to guidance and revenue mix.
Aggiornamento narrativa • Jul 06
IIIV: Share Repurchases And Guidance Reset Will Support Future Upside Potential
Analysts have reset their fair value view on i3 Verticals, lowering the price target to $30 from $39 as they factor in more modest revenue growth, slightly softer profit margins, and a reduced future P/E assumption based on updated guidance. Analyst Commentary Recent Street research on i3 Verticals reflects a more cautious stance on near term expectations, but several bullish analysts still point to supportive factors that they believe justify updated valuation views around the revised US$30 target.
Aggiornamento narrativa • Jun 22
IIIV: Share Repurchases And Trimmed Guidance Will Support Future Upside Potential
The analyst price target for i3 Verticals has been trimmed as the fair value estimate moves from $28.50 to $27.20. This reflects recent Street research where analysts cut their targets to $30 and pointed to slightly lower longer term guidance and valuation assumptions, including a reduced future P/E multiple.Aggiornamento narrativa • Jun 06
IIIV: Share Repurchases And Reset Guidance Will Support Future Upside Potential
Analysts have reduced their average price target on i3 Verticals to $30, down $9 from prior levels, citing slightly lower long-term revenue and margin assumptions and management’s recent guidance update indicating softer near-term non-recurring professional services revenue. Analyst Commentary Recent research updates cluster around a common theme, with analysts trimming price targets to $30 while responding to management’s slightly lower long-term revenue and margin assumptions and softer near-term expectations for non-recurring professional services revenue.Aggiornamento narrativa • May 19
IIIV: Share Repurchases And Margin Execution Will Support Future Upside Potential
Narrative Update Analysts have trimmed their average price target on i3 Verticals to about $28.50 from roughly $31.33, citing slightly softer revenue and margin expectations, a higher discount rate, and updated P/E assumptions after the company reduced its FY26 total revenue and adjusted EBITDA guidance by 1% to 2%. Analyst Commentary Recent research updates on i3 Verticals point to a reset in expectations, with multiple price targets now clustered around US$30.Articolo di analisi • May 15
Impressive Earnings May Not Tell The Whole Story For i3 Verticals (NASDAQ:IIIV)
Despite announcing strong earnings, i3 Verticals, Inc.'s ( NASDAQ:IIIV ) stock was sluggish. We think that the market...Aggiornamento narrativa • Apr 21
IIIV: Margin Execution And Buybacks Will Drive Future Upside Potential
Analysts have trimmed their price targets on i3 Verticals by $6 and $2, respectively, reflecting updated views on discount rates, growth, margins and future P/E assumptions, while keeping fair value estimates broadly in line. Analyst Commentary Recent research comments on i3 Verticals point to a mixed stance, with price targets adjusted to reflect updated views on discount rates, growth, margins and future P/E assumptions.Aggiornamento narrativa • Apr 05
IIIV: Margin Execution And Buybacks Will Support Future Upside Potential
Analysts have reduced their price targets on i3 Verticals by $2 to $6, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E. These changes leave their overall view of the stock's fair value broadly unchanged.Aggiornamento narrativa • Mar 22
IIIV: Rebased Expectations And Execution On Margins Will Support Upside
The analyst price target for i3 Verticals has been reduced by a mid single digit dollar amount, with the change largely tied to updated models from analysts who lowered their $6 and $2 estimates after reassessing growth, profitability, and valuation multiples. Analyst Commentary Recent research updates point to a mixed setup for i3 Verticals, with price targets trimmed but underlying views split between what could go right on execution and what might limit the re-rating of the shares.Aggiornamento narrativa • Mar 06
IIIV: Rebased Expectations And Public Sector Focus Will Support Upside
Analysts have trimmed their average price target on i3 Verticals by $6 and then by a further $2, reflecting updated views on the company’s risk profile and long term earnings potential, while keeping fair value estimates broadly aligned with prior assumptions. Analyst Commentary Recent Street research around i3 Verticals focuses less on a single data point and more on how the new price targets line up with execution risk, earnings visibility, and the time it might take for growth initiatives to show through in the numbers.Nuova narrativa • Feb 25
SaaS Shift And Public Sector Contracts Will Support Steadier Earnings Despite Margin Pressures
Catalysts About i3 Verticals i3 Verticals provides software and payment solutions focused on government, education and other regulated markets, with a growing emphasis on SaaS and transaction based offerings. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Feb 20
IIIV: Margin Expansion And Public Sector Focus Will Support Upside
Analysts have trimmed their price targets on i3 Verticals to reflect a lower fair value estimate of about $31, while still citing expectations for revenue growth, improving profit margins, and a more moderate future P/E profile around 31x. Analyst Commentary Recent Street research on i3 Verticals points to a mixed but constructive view, with price targets reduced to align with a lower fair value estimate around US$31, while still recognizing potential for growth and margin improvement.Nuova narrativa • Feb 08
Recurring SaaS And AI Adoption Will Transform Long-Term Prospects In Public Sector Software
Catalysts About i3 Verticals i3 Verticals provides software and payments solutions focused on public sector and education markets in areas such as JusticeTech, transportation, utilities and licensing. What are the underlying business or industry changes driving this perspective?Articolo di analisi • Feb 06
Lacklustre Performance Is Driving i3 Verticals, Inc.'s (NASDAQ:IIIV) 26% Price Drop
To the annoyance of some shareholders, i3 Verticals, Inc. ( NASDAQ:IIIV ) shares are down a considerable 26% in the...Aggiornamento narrativa • Feb 05
IIIV: FY27 Project Timing And Public Sector Focus Will Support Upside
Analysts have trimmed their price target on i3 Verticals to US$28 from US$30, pointing to a more muted FY26 outlook. Nonrecurring professional services revenue tied to utilities and transportation projects is now expected to be recognized in FY27, and recent divestitures and one-time items add noise to the near-term growth picture.Aggiornamento narrativa • Jan 22
IIIV: Project Timing Shifts Will Support FY27 Services And Public Sector Visibility
Analysts have trimmed their price target on i3 Verticals to US$28 from US$30, citing a more muted FY26 outlook, as some nonrecurring professional services revenue is now expected to be recognized in FY27 and recent divestitures and one time items have added timing noise to the growth story. Analyst Commentary Recent Street commentary on i3 Verticals focuses less on a change in long term conviction and more on how the timing of revenue and recent portfolio moves affect the story over the next couple of years.Aggiornamento narrativa • Jan 07
IIIV: Project Timing Shifts Will Support FY27 Services Revenue Visibility
Analysts have trimmed their price target on i3 Verticals to US$28 from US$30, citing a more muted FY26 outlook. Some nonrecurring professional services revenue is now expected to be recognized in FY27, and recent divestitures and one-time items have made the growth profile harder to read in the near term.Aggiornamento narrativa • Dec 22
IIIV: Project Timing Shifts Will Support FY27 Recurring Revenue Resilience
Analysts have trimmed their price target on i3 Verticals to $28 from $30, citing a more muted FY26 outlook as revenue recognition on certain utilities and transportation projects is pushed into FY27. They also noted that recent divestitures introduce timing-related noise into the growth profile.Aggiornamento narrativa • Dec 08
IIIV: Project Timing Shifts Will Support Recurring Revenue Resilience
Analysts have modestly reduced their price target on i3 Verticals, trimming fair value by roughly $0.50 per share to reflect slightly slower near term revenue growth and margin expectations amid timing related project delays and divestiture related noise. Analyst Commentary Street research reflects a more cautious stance on i3 Verticals, with reduced long term revenue expectations linked to project timing and a less visible growth algorithm following recent portfolio changes.Aggiornamento narrativa • Nov 24
IIIV: Recurring Revenue Streams Will Support Resilience Amid Project Delays
Analysts have revised their price target for i3 Verticals downward, lowering it from $37.00 to $34.67. This change comes as near-term growth expectations are tempered by delays in professional services revenue and recent business divestitures.Articolo di analisi • Nov 23
i3 Verticals, Inc. (NASDAQ:IIIV) Looks Inexpensive After Falling 28% But Perhaps Not Attractive Enough
The i3 Verticals, Inc. ( NASDAQ:IIIV ) share price has fared very poorly over the last month, falling by a substantial...Seeking Alpha • Nov 03
i3 Verticals: Sell Before Earnings
Summary i3 Verticals is rated a "Sell" due to questionable rally sustainability and limited AI-driven growth compared to peers. IIIV relies heavily on M&A for expansion, raising concerns about organic growth, integration, and future liquidity given its thin capitalization. Recent ARR trends are choppy, with sequential declines despite a recurring revenue model and public sector focus, highlighting integration challenges. Current valuation multiples are not compelling given IIIV's modest growth outlook and integration risks; I recommend locking in gains and seeking better opportunities. Read the full article on Seeking AlphaAggiornamento narrativa • Aug 15
Digitization And AI Will Boost Public Sector Expansion
Analysts have raised their price target for i3 Verticals from $32.00 to $37.00, citing Q3 outperformance, successful public sector transition, improved business clarity, and a stronger risk/reward profile. Analyst Commentary Bullish analysts cite outperformance in Q3 results, reflecting successful execution and a smooth transition to a pure-play Public Sector software company.Articolo di analisi • Aug 09
i3 Verticals, Inc.'s (NASDAQ:IIIV) Shares Lagging The Industry But So Is The Business
NasdaqGS:IIIV 1 Year Share Price vs Fair Value Explore i3 Verticals's Fair Values from the Community and select yours...Nuova narrativa • May 28
Public Sector Digitization And Acquisitions Will Fuel Future Transformation
Strategic focus on public sector modernization, software integration, and AI-driven solutions positions the company for recurring revenue growth and margin expansion.Articolo di analisi • Apr 16
Is i3 Verticals (NASDAQ:IIIV) A Risky Investment?
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 • Feb 27
What Does i3 Verticals, Inc.'s (NASDAQ:IIIV) Share Price Indicate?
i3 Verticals, Inc. ( NASDAQ:IIIV ), is not the largest company out there, but it saw a double-digit share price rise of...Articolo di analisi • Feb 12
Improved Revenues Required Before i3 Verticals, Inc. (NASDAQ:IIIV) Stock's 27% Jump Looks Justified
i3 Verticals, Inc. ( NASDAQ:IIIV ) shares have had a really impressive month, gaining 27% after a shaky period...Articolo di analisi • Oct 10
i3 Verticals, Inc.'s (NASDAQ:IIIV) Shares Lagging The Industry But So Is The Business
With a price-to-sales (or "P/S") ratio of 1.5x i3 Verticals, Inc. ( NASDAQ:IIIV ) may be sending bullish signals at the...Articolo di analisi • Jul 03
i3 Verticals, Inc. (NASDAQ:IIIV) Screens Well But There Might Be A Catch
i3 Verticals, Inc.'s ( NASDAQ:IIIV ) price-to-sales (or "P/S") ratio of 1.4x might make it look like a buy right now...Articolo di analisi • Feb 16
i3 Verticals, Inc. (NASDAQ:IIIV) Could Be Riskier Than It Looks
You may think that with a price-to-sales (or "P/S") ratio of 1.3x i3 Verticals, Inc. ( NASDAQ:IIIV ) is a stock worth...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$13m |
| Mar 31 2026 | n/a | n/a | US$3m |
| Dec 31 2025 | n/a | n/a | US$3m |
| Sep 30 2025 | US$351k | US$341k | US$4m |
| Jun 30 2025 | n/a | n/a | US$9m |
| Mar 31 2025 | n/a | n/a | US$2m |
| Dec 31 2024 | n/a | n/a | -US$4m |
| Sep 30 2024 | US$350k | US$341k | -US$11m |
| Jun 30 2024 | n/a | n/a | -US$24m |
| Mar 31 2024 | n/a | n/a | -US$20m |
| Dec 31 2023 | n/a | n/a | -US$26m |
| Sep 30 2023 | US$346k | US$337k | -US$17m |
| Jun 30 2023 | n/a | n/a | -US$25m |
| Mar 31 2023 | n/a | n/a | -US$19m |
| Dec 31 2022 | n/a | n/a | -US$15m |
| Sep 30 2022 | US$334k | US$325k | -US$33m |
| Jun 30 2022 | n/a | n/a | -US$14m |
| Mar 31 2022 | n/a | n/a | -US$14m |
| Dec 31 2021 | n/a | n/a | -US$5m |
| Sep 30 2021 | US$308k | US$300k | -US$4m |
| Jun 30 2021 | n/a | n/a | -US$5m |
| Mar 31 2021 | n/a | n/a | -US$2m |
| Dec 31 2020 | n/a | n/a | -US$2m |
| Sep 30 2020 | US$154k | US$150k | -US$419k |
| Jun 30 2020 | n/a | n/a | -US$698k |
| Mar 31 2020 | n/a | n/a | -US$2m |
| Dec 31 2019 | n/a | n/a | -US$3m |
| Sep 30 2019 | US$164k | US$155k | -US$3m |
Compensazione vs Mercato: La retribuzione totale di Greg ($USD 351.18K ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 2.41M ).
Compensazione vs guadagni: La retribuzione di Greg è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Greg Daily (66 yo)
8.7yrs
Mandato
US$351,182
Compensazione
Mr. Gregory S. Daily, also known as Greg, is Independent Director of WaterBridge Infrastructure LLC from September 2025. He serves as the Founder, Chairman and Chief Executive Officer of i3 Verticals, LLC....
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & CEO | 8.7yrs | US$351.18k | 2.03% $ 7.9m | |
| President | 8.7yrs | US$1.54m | 0.20% $ 763.7k | |
| Chief Financial Officer | 2yrs | US$1.47m | 0.083% $ 324.8k | |
| Chief Strategy Officer & Director | no data | US$1.48m | 0.23% $ 883.6k | |
| Chief Revenue Officer | 2.3yrs | US$1.55m | 0.17% $ 674.7k | |
| Corporate Executive Vice President of Operations | no data | Nessun dato | Nessun dato | |
| Chief Technology Officer | 1.1yrs | Nessun dato | Nessun dato | |
| General Counsel & Secretary | 8.7yrs | US$1.10m | 0.092% $ 356.6k | |
| Senior Vice President of Human Resources | 5.7yrs | Nessun dato | Nessun dato | |
| Head of i3 Education | 2.8yrs | Nessun dato | Nessun dato | |
| President of Public Sector | 3.8yrs | Nessun dato | 3.42% $ 13.3m | |
| Executive Vice President of JusticeTech | 2.8yrs | Nessun dato | Nessun dato |
3.3yrs
Durata media
65yo
Età media
Gestione esperta: Il team dirigenziale di IIIV è considerato esperto (durata media dell'incarico 3.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & CEO | 8.7yrs | US$351.18k | 2.03% $ 7.9m | |
| Chief Strategy Officer & Director | 8.7yrs | US$1.48m | 0.23% $ 883.6k | |
| Independent Director | 8.7yrs | US$155.00k | 0.45% $ 1.8m | |
| Independent Director | 8.7yrs | US$170.00k | 3.04% $ 11.8m | |
| Lead Independent Director | 8.5yrs | US$170.00k | 0.055% $ 215.9k | |
| Independent Director | 4.8yrs | US$155.00k | 0% $ 0 | |
| Independent Director | 8.3yrs | US$165.00k | 0% $ 0 | |
| Independent Director | 8.7yrs | US$167.50k | Nessun dato |
8.7yrs
Durata media
70yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di IIIV sono considerati esperti (durata media dell'incarico 8.7 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/21 09:39 |
| Prezzo dell'azione a fine giornata | 2026/09/18 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/09/30 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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 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
i3 Verticals, Inc. è coperta da 10 analisti. 4 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.
| Analista | Istituzione |
|---|---|
| Jason Kupferberg | BofA Global Research |
| Matthew VanVliet | BTIG |
| Peter Heckmann | D.A. Davidson & Co. |