View ValuationDoubleVerify Holdings 将来の成長Future 基準チェック /36DoubleVerify Holdings利益と収益がそれぞれ年間20.9%と8.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に11.1% 22.3%なると予測されています。主要情報20.9%収益成長率22.33%EPS成長率Media 収益成長33.0%収益成長率8.8%将来の株主資本利益率11.11%アナリストカバレッジGood最終更新日07 May 2026今後の成長に関する最新情報Price Target Changed • Mar 02Price target decreased by 7.1% to US$12.81Down from US$13.78, the current price target is an average from 18 analysts. New target price is 21% above last closing price of US$10.54. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.52 for next year compared to US$0.31 last year.お知らせ • Feb 27DoubleVerify Holdings, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2026DoubleVerify Holdings, Inc. provided earnings guidance for the first quarter and full year 2026. For the first quarter, the company expects revenue in the range of $177 million and $183 million, representing a year-over-year increase of approximately 9% at the midpoint. For the full year 2026, the company expects revenue in the range of $810 million and $826 million, representing a year-over-year increase of 8% to 10%.お知らせ • Nov 07Doubleverify Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full 2025DoubleVerify Holdings, Inc. provided earnings guidance for the fourth quarter and full 2025. For the fourth quarter, the company expects revenue in the range of $207 and $211 million, a year-over-year increase of 10% at the midpoint. For the full year 2025, the company expects the revenue growth of approximately 14%.Major Estimate Revision • Aug 14Consensus EPS estimates fall by 14%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$742.9m to US$756.3m. EPS estimate fell from US$0.38 to US$0.328 per share. Net income forecast to grow 27% next year vs 20% growth forecast for Media industry in the US. Consensus price target up from US$18.47 to US$19.39. Share price rose 3.7% to US$15.38 over the past week.お知らせ • Aug 06+ 1 more updateDoubleVerify Holdings, Inc. Raises Earnings Guidance for the Full Year 2025DoubleVerify Holdings, Inc. raised earnings guidance for the Full Year 2025. For the period, the company expects Revenue growth of approximately 15%.お知らせ • Jun 11Doubleverify Holdings, Inc. Provides Guidance for Second Quarter and Full Year 2025DoubleVerify Holdings, Inc. provided guidance for second quarter and full year 2025. For the quarter, the company expects Revenue of $180 to $184 million, representing a year-over-year increase of 17% at the midpoint. For the full year, the company expects Revenue growth of approximately 13% year-over-year.すべての更新を表示Recent updatesライブニュース • 6hDoubleVerify Reports 10% Q1 Revenue Growth and Expands Share Buyback With New AI LaunchQ1 2026 revenue was US$180.8m, 10% higher year over year, with Measurement and Supply-side segments posting double-digit percentage growth. Net income reached US$6.4m and adjusted EBITDA margin was 31%, while earnings per share of US$0.17 were just below the US$0.18 consensus estimate. Management approved a new US$300m share buyback program, with US$225m still available, and launched AI SlopStopper for Social to filter low-quality AI-generated content on platforms starting with YouTube. For you as an investor, the mix of steady top-line expansion, a 31% adjusted EBITDA margin, and active share repurchases signals a focus on both profitability and capital return. The company has already repurchased 7.3 million shares this quarter and executed US$100m of buybacks year to date, while still reaffirming its 2026 revenue and adjusted EBITDA guidance. That reaffirmation indicates management is keeping its existing targets intact rather than revising them. The launch of AI SlopStopper for Social adds another tool to DoubleVerify’s AI Verification suite, aimed at helping advertisers avoid low-quality, AI-generated content and direct spend toward what they see as higher quality inventory. With the product already live on YouTube and slated to expand to more social and video platforms later in 2026, the company is positioning its offering around brand safety and media quality at a time when AI-generated content is becoming more common.Reported Earnings • 15hFirst quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: US$0.04 (up from US$0.014 in 1Q 2025). Revenue: US$180.8m (up 9.6% from 1Q 2025). Net income: US$6.41m (up 172% from 1Q 2025). Profit margin: 3.5% (up from 1.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.ナラティブ更新 • May 02DV: Streaming Transparency And Buybacks Will Support Future UpsideAnalysts 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.ナラティブ更新 • Apr 18DV: Slower Revenue Outlook And AI Content Risks Will Pressure SharesAnalysts 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).お知らせ • Apr 17DoubleVerify Announces Expansion Of DV AI Verification to Include DV’s AI SlopStopper For SocialDoubleVerify announced the expansion of DV AI Verification to include DV’s AI SlopStopper for social. The new industry-leading offering is designed to help advertisers navigate the growing challenges posed by low-quality, AI-generated content and safeguard brand reputation across social and video-centric environments. As generative AI fuels an explosion of content online, distinguishing credible, high-quality media from mass-produced, low-value AI output has become increasingly complex, making precision and transparency essential to protecting brand equity and maximizing media effectiveness. This release enhances the precision of DV’s proprietary detection technology, which blends sophisticated AI-driven analysis with human oversight to identify and categorize low-quality material at scale. By integrating these insights directly into DV’s existing pre-bid brand suitability controls across social and proprietary video platforms, advertisers can proactively refine where their ads appear, uphold rigorous media quality standards and sustain performance across dynamic social environments. In November 2025, DV introduced DV AI Verification, a comprehensive offering designed to help advertisers identify AI agent interactions and avoid low-quality AI-generated content across digital environments. DV’s AI SlopStopper is a core capability within DV AI Verification. DV AI Verification is a key component of DV’s Media AdVantage Platform, which combines AI-powered media verification, ad optimization and campaign outcomes measurement to maximize media performance and return on ad spend. DV’s AI SlopStopper pre-screen avoidance is currently available on YouTube. DV’s suitability categories are based on proprietary definitions and have not been reviewed by Google. Support for additional social and video-centric platforms is expected later this year.Seeking Alpha • Apr 16DoubleVerify: The Story Is Improving, But The Headline Growth Still Is NotSummary 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お知らせ • Apr 08DoubleVerify Holdings, Inc., Annual General Meeting, May 21, 2026DoubleVerify Holdings, Inc., Annual General Meeting, May 21, 2026.お知らせ • Apr 07DoubleVerify Holdings, Inc. to Report Q1, 2026 Results on May 06, 2026DoubleVerify Holdings, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026ナラティブ更新 • Apr 04DV: Streaming Data Partnership And Buybacks Will Support Future UpsideAnalysts 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.ナラティブ更新 • Mar 20DV: AI Ad Tools And Buybacks Will Support Future Streaming UpsideAnalysts 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).Recent Insider Transactions Derivative • Mar 17Chief Financial Officer exercised options and sold US$240k worth of stockOn the 15th of March, Nicola Allais exercised options to acquire 24k shares at no cost and sold these for an average price of US$10.21 per share. This trade did not impact their existing holding. Since March 2025, Nicola's direct individual holding has increased from 98.84k shares to 123.32k. Company insiders have collectively sold US$1.6m more than they bought, via options and on-market transactions in the last 12 months.ナラティブ更新 • Mar 06DV: New Attention And Streaming Tools Will Drive Future UpsideAnalysts 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).Price Target Changed • Mar 02Price target decreased by 7.1% to US$12.81Down from US$13.78, the current price target is an average from 18 analysts. New target price is 21% above last closing price of US$10.54. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.52 for next year compared to US$0.31 last year.Reported Earnings • Feb 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$0.31 (down from US$0.33 in FY 2024). Revenue: US$748.3m (up 14% from FY 2024). Net income: US$50.7m (down 9.9% from FY 2024). Profit margin: 6.8% (down from 8.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 27DoubleVerify Holdings, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2026DoubleVerify Holdings, Inc. provided earnings guidance for the first quarter and full year 2026. For the first quarter, the company expects revenue in the range of $177 million and $183 million, representing a year-over-year increase of approximately 9% at the midpoint. For the full year 2026, the company expects revenue in the range of $810 million and $826 million, representing a year-over-year increase of 8% to 10%.ナラティブ更新 • Feb 20DV: New Streaming And Attention Tools Will Support Future UpsideAnalysts 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).ナラティブ更新 • Feb 05DV: AI Advertising Tools Will Drive Future Streaming And Social UpsideAnalysts 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).お知らせ • Jan 22DoubleVerify Holdings, Inc. to Report Q4, 2025 Results on Feb 26, 2026DoubleVerify Holdings, Inc. announced that they will report Q4, 2025 results After-Market on Feb 26, 2026ナラティブ更新 • Jan 22DV: AI And Streaming Tools Will Drive Future Upside PotentialAnalysts 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.ナラティブ更新 • Jan 07DV: AI Verification And Streaming Tools Will Support Long-Term UpsideAnalysts 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).お知らせ • Jan 07Doubleverify Launches DV Authentic Streaming TV, an Industry First Solution Combining Media Quality and Brand Suitability Measurement with Dynamic AI Optimization to Power Superior Campaign PerformanceDoubleVerify announced DV Authentic Streaming TV, a major advancement in driving greater transparency, more brand-aligned media quality and better ad performance for connected TV (CTV) and streaming TV advertising. Launched at CES 2026, DV Authentic Streaming TV enables advertisers to unify premium content discovery, reporting, analytics and optimization into one streamlined workflow -- giving them the visibility and control they need to power ad performance across the world's fastest-growing media environment. For the first time, by incorporating richer program-level signals, such as genre, maturity ratings, premiere updates, content trends and viewer-approval scores, along with deeper app-level intelligence, including attention insights and power-state awareness, the transforming how advertisers evaluate and verify CTV quality. This breakthrough heightens transparency, strengthens performance and brings true accountability to streaming TV. Make no mistake, DV is throwing down the gauntlet and independently challenging the industry to deliver on the quality and performance promise of CTV. These unified reporting capabilities provide consistent, independent transparency across devices, apps and formats, supporting clearer decision-making and streamlined activation. This reporting layer also closes the feedback loop, ensuring that insights from delivery directly inform future planning and optimization decisions. Optimization -- AI-powered Activation: To drive campaign performance, DV Authentic Streaming TV utilizes the DV Scibids AI™? engine to dynamically optimize spend toward content that delivers stronger reach, relevance and conversion outcomes. This adaptive optimization aligns with each advertiser's unique KPIs, ensuring budgets are directed toward the most impactful streaming environments. The solution also introduces a drag-and-drop optimization interface, allowing teams to adjust goals, weights and performance levers with ease -- making advanced AI activation intuitive and accessible for every buyer. DV Authentic Streaming TV builds on months of momentum in DV's streaming TV roadmap, including Verified Streaming TV pre-bid segments and measurement, "Do Not Air" automation within Authentic Brand Suitability, the Certified Transparent Streaming program and DV's support for Open Measurement (OM SDK) for CTV. DV Authentic Streaming TV is built on the strength of the DV Media AdVantage Platform (MAP), a new framework that enables brands to harness the power and synergy of DV's vast capabilities, including core verification, AI-powered optimization and outcome measurement. DV Authentic Streaming TV combines DV's verification insights and controls with DV Scibids AI activation to address the challenges of advertising in streaming TV environments-- helping advertisers make smarter investments grounded in transparent data and insights. DV Authentic Streaming TV's initial release includes planning, optimization and select reporting capabilities that are available, with additional functionality set to follow as part of DV's ongoing rollout. For more information, visit solution page here here. To see DV Authentic Streaming TV in action or meet the world's fast-growing media environment.ナラティブ更新 • Dec 23DV: Slower Revenue Outlook Will Pressure Profitability And Share PriceNarrative 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).ナラティブ更新 • Dec 09DV: AI And Streaming Expansion Will Drive Long-Term UpsideAnalysts 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.お知らせ • Dec 04Doubleverify Appoints Stuart Flint as Managing Director, EMEADoubleVerify announced the appointment of Stuart Flint as Managing Director, EMEA. In this role, Flint will oversee DV’s operations across the region and help advance the company’s go-to-market strategy, expand client relationships, and accelerate growth throughout EMEA. Most recently, Flint served as General Manager, Europe at TikTok, where he led the Global Business Solutions team and unlocked significant revenue growth in the region. Over his more than two decades in global media and technology, he has held senior leadership roles at Verizon Media, Yahoo, AOL, and Microsoft Advertising — with a proven track record of scaling commercial teams, forging strategic partnerships, and delivering innovative advertising solutions to market. Flint’s appointment reflects the company’s focus on strengthening its leadership team and growing global footprint.ナラティブ更新 • Nov 25DV: AI-Powered Advertising and Streaming Expansion Will Fuel Long-Term UpsideAnalysts 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.ナラティブ更新 • Nov 09DV: Expanded AI Tools And Streaming Products Will Drive Future PerformanceAnalysts 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.Reported Earnings • Nov 09Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.063 (down from US$0.11 in 3Q 2024). Revenue: US$188.6m (up 11% from 3Q 2024). Net income: US$10.2m (down 44% from 3Q 2024). Profit margin: 5.4% (down from 11% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$9.39, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 10x in the Media industry in the US. Total loss to shareholders of 64% over the past three years.お知らせ • Nov 07Doubleverify Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full 2025DoubleVerify Holdings, Inc. provided earnings guidance for the fourth quarter and full 2025. For the fourth quarter, the company expects revenue in the range of $207 and $211 million, a year-over-year increase of 10% at the midpoint. For the full year 2025, the company expects the revenue growth of approximately 14%.お知らせ • Nov 06DoubleVerify Launches Industry-First Streaming TV Products to Drive Greater Transparency and Elevate CTV Advertising QualityDoubleVerify announced the launch of new industry-first streaming TV offerings designed to give advertisers greater transparency, control and efficiency across their streaming TV investments. In addition, DoubleVerify is leveraging unique, licensed IMDb data to fuel AI-driven classification of streaming content, with new capabilities planned to launch in early 2026. DV is launching several new products: Verified Streaming TV™ pre-bid segments and measurement and “Do Not Air” Automation. Verified Streaming TV Pre-bid Segments and Measurement, powered by DV’s AI-driven content classification technology, helps advertisers verify that their campaigns run in premium streaming environments that deliver the quality and engagement of traditional TV. With Verified Streaming TV, advertisers can align impressions with premium streaming TV player environments across leading programmatic platforms, including The Trade Desk, Teads, StackAdapt, Microsoft Invest and Index Exchange, verify that ads appear in branded players alongside high-quality media—not extension networks––and measure the scale and quality of those placements, and maximize media investments and prevent overspending on non-streaming TV inventory. “Do Not Air” Automation Via DV Authentic Brand Suitability? modernizes the process of managing “Do Not Air” lists with intelligent automation, automating list activation and enforcement across streaming environments. With “Do Not Air” Automation, advertisers can eliminate manual list management while maintaining precise control over content alignment, curate streaming inventory leveraging DV normalized data across genres and maturity ratings, and activate lists at the point of transaction using a single segment ID aligned with their DV Authentic Brand Suitability settings. Advertisers will have early access to “Do Not Air” Automation for programmatic open market and PMP buys through The Trade Desk, with more platforms to follow soon. DV is licensing comprehensive data and popularity insights from IMDb to enhance DV’s AI-powered analysis and classification of streaming TV content. By integrating unique IMDb data, including Parents Guides, Meters, and Ratings, DoubleVerify can deliver more granular and precise contextual insights to help global brands improve media quality, with new products slated to launch in early 2026. DV’s Verified Streaming TV and “Do Not Air” Automation offerings are key components of DV’s Media AdVantage Platform, which combines AI-powered media verification, ad optimization and campaign outcomes measurement to maximize media performance and return on ad spend. As part of media verification, these products help advertisers better align with professionally produced TV content across devices.お知らせ • Nov 05DoubleVerify Introduces DV AI Verification Offering to Identify and Manage Agent Interactions and Avoid AI SlopDoubleVerify announced DV AI Verification™, a new offering designed to help advertisers identify and manage AI agent interactions and avoid low-quality AI-generated content. The launch marks a major step in DV's broader investment in AI-focused technologies that enable advertisers to navigate and engage confidently in an increasingly complex AI-driven ecosystem. Each month, DV analyzes nearly 2 billion interactions with both declared and undeclared AI agents - activity assessed through a deep intelligence layer built to enhance transparency, accountability, and performance. DV AI Verification will offer an initial series of capabilities when it becomes generally available later this year, with more becoming available in 2026. DV's Agent ID Measurement. Building on DV's leadership in transparency, Agent ID Measurement is an industry-first product that enables advertisers to identify and measure ad engagement with AI-powered chatbots to help maximize advertising ROI. Key analytics will cover both general and sophisticated invalid traffic types, including: Declared AI bots: Including large language models (LLMs) crawlers recognized by the IAB; Evasive SIVT scrapers: Undeclared scrapers that alter credentials to bypass detection; Automated and agentic AI browsing: Including Atlas and Comet Assistant sessions. Built on DV's deep expertise in detecting and analyzing web traffic, Agent ID Measurement enhances transparency across ad-agent interactions. This release lays the groundwork for future advancements that will strengthen advertising effectiveness within conversational and chatbot environments by enabling advertisers to proactively manage LLM-type messaging. DV's AI SlopStopper for Open Web. DV launched its Gen AI Website Avoidance and Detection tool in December 2024. AI SlopStopper For the open web expands on that capability and is now integrated into the DV AI Verification™ offering. The product helps advertisers avoid low-quality, AI-generated content and measure media quality across programmatic environments. AI SlopSto Copper pre-bid avoidance is available through DV's Authentic Brand Suitability across more than 30 major buying platforms, including Amazon, Microsoft Invest, The Trade Desk, and Yahoo, while post-bid measurement data and insights are accessible through DV Pinnacle®, the company's unified service and analytics platform. DV's AI Slop Stopper for Social extends DV's AI slop identification technology to leading social media platforms -- helping advertisers identify and avoid low-quality, AI -generated content that can dilute brand equity and waste ad spend. All these initiatives underscore DV's forward-looking approach to ensuring that advertisers have the data and tools they need to capitalize on rapidly expanding consumer engagement opportunities driven by LLMs such as ChatGPT, Anthropic and Perplexity. DV AI Verification is a key component of DV's Media AdVantage Platform, which combines AI-powered media verification, ad optimization and campaign outcomes measurement to maximize media performance and return on ad spend. As part of media verification, DV AI Verification helps advertisers identify and manage AI agent transactions and avoid low-quality AI -generated content. As part of media verification. DV AI Verification helps advertisers identified and manage AI agent interactions and avoiding low-quality AI-generated Content.ナラティブ更新 • Oct 26Expanding Social Media Coverage and Buyback Completion Will Drive Future ProspectsAnalysts 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.お知らせ • Oct 18DoubleVerify Holdings, Inc. to Report Q3, 2025 Results on Nov 07, 2025DoubleVerify Holdings, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 07, 2025分析記事 • Sep 24DoubleVerify Holdings, Inc.'s (NYSE:DV) 26% Cheaper Price Remains In Tune With EarningsDoubleVerify Holdings, Inc. ( NYSE:DV ) shareholders won't be pleased to see that the share price has had a very rough...Recent Insider Transactions Derivative • Sep 18CEO & Director exercised options and sold US$232k worth of stockOn the 15th of September, Mark Zagorski exercised options to acquire 18k shares at no cost and sold these for an average price of US$13.01 per share. This trade did not impact their existing holding. For the year to December 2020, Mark's total compensation was 60% salary and 40% non-salary. Since September 2024, Mark's direct individual holding has increased from 405.39k shares to 453.64k. Company insiders have collectively sold US$3.3m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Sep 16DoubleVerify Announces Executive ChangesDoubleVerify announced the evolution of its senior commercial management team and the expansion of its leadership ranks. Current Global Chief Commercial Officer Julie Eddleman has notified DV that she intends to retire and will step down from her executive leadership role, effective December 31, 2025. Eddleman will continue to support DoubleVerify as a Senior Advisor to the company through 2026. Steve Mougis, DoubleVerify’s current Chief Growth Officer, will assume the role of Global Chief Commercial Officer as of January 1, 2026. Mougis has served in various leadership roles on DV’s Commercial team since 2012. Specific roles within the planned commercial leadership evolution include: Steve Mougis to assume Chief Commercial Officer role, reporting to Mark Zagorski. Mougis will be responsible for leading DV’s Commercial groups across Sales, Account Management, and Commercial Operations. Gian LaVecchia to assume Chief Revenue Officer role, reporting to Steve Mougis. LaVecchia will be responsible for leading DV’s Sales team globally. In addition, the company announced a new hire within the commercial team. Joris Stevens will be appointed SVP, Global Account Management, reporting to Steve Mougis. Stevens was most recently Global Head of Customer Success at Scope3 and is a DV veteran, having previously managed the company’s client operations from 2014 through 2021. He will be responsible for leading DV’s Account Management team globally.Valuation Update With 7 Day Price Move • Sep 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$13.02, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 11x in the Media industry in the US. Total loss to shareholders of 53% over the past three years.ナラティブ更新 • Sep 04Expanding CTV And Social Media Markets Will Secure Future SuccessWith 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).Major Estimate Revision • Aug 14Consensus EPS estimates fall by 14%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$742.9m to US$756.3m. EPS estimate fell from US$0.38 to US$0.328 per share. Net income forecast to grow 27% next year vs 20% growth forecast for Media industry in the US. Consensus price target up from US$18.47 to US$19.39. Share price rose 3.7% to US$15.38 over the past week.Reported Earnings • Aug 06Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.054 (up from US$0.044 in 2Q 2024). Revenue: US$189.0m (up 21% from 2Q 2024). Net income: US$8.76m (up 17% from 2Q 2024). Profit margin: 4.6% (down from 4.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Aug 06+ 1 more updateDoubleVerify Holdings, Inc. Raises Earnings Guidance for the Full Year 2025DoubleVerify Holdings, Inc. raised earnings guidance for the Full Year 2025. For the period, the company expects Revenue growth of approximately 15%.お知らせ • Aug 01DoubleVerify Expands Ai-Powered Brand Suitability Measurement Coverage Across Meta's Feeds and ReelsDoubleVerify announced the expansion of its post-bid brand suitability measurement across thirty unique content-level categories on Meta's Facebook and Instagram Feeds and Reels. These categories, developed as part of DV's client-focused innovation strategy, offer advertisers deeper transparency and insight into where their ads appear. Earlier this year, DV introduced automated content-level controls on Meta's Facebook and Instagram feeds and Reels. This launch builds on DV's existing capabilities on Meta, which now include comprehensive, end-to-end content-level controls and reporting in 34 languages. DV's unified media authentication strategy offers advertisers significant value throughout the media lifecycle. Content-level controls proactively evaluate inventory and automatically exclude content that doesn't align with each brand's unique suitability standards. Post-bid measurement then analyzes delivery, providing granular reporting on performance and content adjacency, offering clear insights into whether ads were delivered in environments that meet brand expectations. This launch leverages DV's AI-powered Universal Content Intelligence engine, which analyzes video, image, audio, speech, and text to deliver scalable, high-quality content classification. DV's innovative key frame extraction method enhances video analysis by isolating only the most relevant moments, enabling faster, more efficient classification with reduced environmental impact, without compromising precision.お知らせ • Jul 10DoubleVerify Holdings, Inc. to Report Q2, 2025 Results on Aug 05, 2025DoubleVerify Holdings, Inc. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025分析記事 • Jul 03DoubleVerify Holdings, Inc.'s (NYSE:DV) Price In Tune With EarningsWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...お知らせ • Jul 01Doubleverify Debuts First-Of-Its-Kind Attention Measurement for Social, Launching with SnapDoubleVerify announced the launch of DV Authentic attention®? for Social. The product will first launch with Snap, combining timely platform signals with eye-tracking insights. The new solution marks an expansion of DV's attention measurement capabilities, now spanning open web, connected TV (CTV), and social media-unlocking a more complete view of cross-platform effectiveness. The new offering combines DV's scalable ad exposure data, including key metrics such as viewable time and screen share, with eyes-on-screen ad signals from Lumen Research, creating the most holistic attention solution available for advertisers seeking to measure their performance on Snapchat at scale. This is the first solution on Snapchat to combine impression-level ad exposure metrics with eyes-on-screen data, delivering an unprecedented level of attention insight across their platform. The solution enables advertisers to assess media performance on Snapchat with greater precision, helping inform budget decisions, validate campaign impact, and drive stronger ROI. DV Authentic attention offers three main metrics to provide brands with actionable insights into their campaign performance: Ad Focus - Evaluates the ad's ability to capture eye gaze, helping marketers understand the likelihood of an ad reaching users. Dwell Time - Measures how long an ad holds a user's attention, quantifying in seconds the focus each ad receives to inform creative optimization. attention Index - Offers an overall measure of attention on Snap and enables advertisers to benchmark their results against peer performance within their vertical. By measuring at the impression level, DV captures granular data that reveals the specific drivers of attention within each campaign, which powers insights that surpass the aggregated reporting used by other attention offerings on Social. For Snap advertisers, this enables a deeper understanding of how creative, placements, and activation strategies ultimately impact user attention.お知らせ • Jun 25DoubleVerify Uncovers Shadowbot Scheme Involving 35 Million Spoofed Mobile DevicesDoubleVerify released the discovery of ShadowBot, a fraudulent bot scheme that generated over 35 million spoofed mobile devices in First Quarter 2025 and cost unprotected advertisers an estimated $2.5 million since the start of 2025. The DV Fraud Lab identified ShadowBot targeting mobile and Connected TV (CTV) environments using rudimentary automation techniques, including mobile emulators and spoofed app IDs. While the scheme was widespread, it was routed with amateur-level mistakes, making it detectable for advertisers protected by DV's advanced fraud-detection systems. DV Fraud Labs identified five key red flags that uncovered ShadowBot: Basic Automation Methods: ShadowBot used emulators that defaulted to screen resolutions (e.g., 800x600). This resolution is not typical for mobile devices. Overly Aggressive Traffic Generation: The operation produced abnormally high impression volumes that didn't align with seasonal trends. Suspicious IP Activity: Fraudsters relied on anonymizing IP proxies, provided by long tail entities. The digital footprint of these proxy providers was riddled with fake testimonials, broken URLs, and known abuse reports. Lack of Behavioral Diversity: Devices showed identical impression counts, lacking the variability expected from real users. Impro probable Engagement patterns: Devices appeared to open 10 spoofed apps in just 9 minutes - behavior impossible for actual users.Recent Insider Transactions Derivative • Jun 20CEO & Director exercised options and sold US$259k worth of stockOn the 15th of June, Mark Zagorski exercised options to acquire 18k shares at no cost and sold these for an average price of US$14.50 per share. This trade did not impact their existing holding. For the year to December 2020, Mark's total compensation was 60% salary and 40% non-salary. Since June 2024, Mark's direct individual holding has increased from 394.35k shares to 438.09k. Company insiders have collectively sold US$3.7m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jun 12DoubleVerify Launches DV Authentic AdVantage, an Industry-First, AI-Powered Solution to Drive Superior Performance Across Proprietary Video PlatformsDoubleVerify announced the launch of the DV Authentic AdVantage, a first-of-its-kind solution that combines DV’s trusted media quality controls with DV Scibids AI to drive superior outcomes across walled garden environments. The solution initially will launch across proprietary video platforms, enabling advertisers to enhance performance while safeguarding brand equity. DV Authentic AdVantage combines DV’s verification and optimization capabilities into a single offering, specifically designed to address the challenges of advertising in walled gardens. Traditionally, brands have faced compromises between cost efficiency, media quality, and performance. DV Authentic AdVantage removes these constraints, delivering on all three. Key benefits for advertisers using DV Authentic AdVantage include: Protect brand equity: Ensure =advertising aligns with brand-safe and suitable content, language preferences, and media quality standards tailored to brand’s unique settings. Maximize campaign performance: Seamlessly optimize campaign performance with automated bid adjustments and budget allocations, powered by industry-leading AI activation technology. Verify quality and measure performance: Authenticate media quality and evaluate campaign success with detailed insights and reporting within DV Pinnacle, DoubleVerify’s unified service and analytics platform.DV Authentic AdVantage is built on the strength of the DV Media AdVantage Platform DV Authentic AdVantage is built on the strength of the DV Media AdVantage Platform, providing data-driven insights that improve future planning and optimizations. DV MAP represents a significant milestone in DV’s evolution, from media verification provider to full-spectrum media effectiveness platform. This transformation meets growing demand for transparency, efficiency, and accountability in digital advertising. DV acquired Scibids in 2023 to bring AI-powered campaign optimization directly into its offerings. DV Scibids AI uses impression-level data (including pricing), first-party data, and trusted third-party measurement inputs to dynamically generate custom bidding algorithms aligned to a brand’s individual campaign KPIs. Earlier this year, DV acquired Rockerbox, a unified marketing measurement platform that provides Multi-Touch Attribution (MTA), Marketing Mix Modeling (MMM), and Incrementality Testing solutions that prove the effectiveness of campaigns and inform ongoing optimizations through outcomes data and insights.お知らせ • Jun 11Doubleverify Holdings, Inc. Provides Guidance for Second Quarter and Full Year 2025DoubleVerify Holdings, Inc. provided guidance for second quarter and full year 2025. For the quarter, the company expects Revenue of $180 to $184 million, representing a year-over-year increase of 17% at the midpoint. For the full year, the company expects Revenue growth of approximately 13% year-over-year.お知らせ • Jun 04DoubleVerify Appoints Jennifer Storms to its Board of DirectorsDoubleVerify announced the appointment of Jennifer Storms, Chief Marketing Officer, NBCUniversal Television & Streaming, to its board of directors, effective as of June 2, 2025. Storms will serve on the Nominating & Corporate Governance Committee. As Chief Marketing Officer for NBCUniversal Television and Streaming, she leads brand strategy, integrated marketing, media, and consumer engagement for all NBCUniversal entertainment content and sports, including Peacock. Storms chairs the NBCUniversal Marketing Council as well as spearheads company-wide efforts to drive subscriber growth and cross-platform engagement. Prior to her current role, Storms served as CMO of Entertainment and Sports for NBCUniversal and held senior marketing positions at PepsiCo, Gatorade, and Turner Sports. A recognized industry leader with more than 25 years of experience, Storms has been named to Adweek’s Most Powerful Women in Sports and inducted into SportsBusiness Journal’s “Forty Under 40” Hall of Fame.お知らせ • May 23Labaton Keller Sucharow LLP Files Securities Class Action Against DoubleVerify Holdings, Inc. and Certain of Its ExecutivesLabaton Keller Sucharow LLP ("Labaton") has filed a securities class action lawsuit (the "Action") on behalf of its client the Electrical Workers Pension Fund, Local 103, I.B.E.W. ("Local 103") against DoubleVerify Holdings, Inc. ("DoubleVerify" or the "Company") and certain of its executives (collectively, "Defendants"). The Action, which is captioned Electrical workers Pension Fund, Local 103,I.B.E. W. v. DoubleVerify Holdings, Inc., No. 25-cv-04332 (S.D.N.Y.) asserting claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934, and U.S. Securities and Exchange Commission Rule 10b-5 promulgated thereunder, on behalf of persons and entities that purchased or otherwise acquired DoubleVerify common stock between November 10, 2023, and February 27, 2025, inclusive (the "Class Period"). DoubleVerify administers a software platform for digital media measurement and related services. The Action affiliates that, throughout the Class Period, Defendants failed to disclose that: (a) DoubleVerify's customers were shifting their ad spending from open exchanges to closed platforms, where the Company's technological capabilities were limited and competed directly with native tools provided by platforms like Meta Platforms and Amazon; (b) DoubleVerify's ability to monetize on Activation Services, the Company's high-margin advertising optimization services segment, was limited because the development of its technology for closed platforms was significantly more expensive and time-consuming than disclosed to investors; (c) DoubleVerify's Activation Services in connection with certain closed platforms would take several years to monetize; (d) DoubleVerify's competitors were better positioned to incorporate AI into their offerings on closed platforms, which impaired DoubleVerify's ability to compete effectively and adversely impacted the Company's profits; (e) DoubleVerify systematically overbilled its customers for ad impressions served to declared bots operating out of known data center server farms; (f) DoubleVerify's risk disclosures were materially false and misleading because they characterized adverse facts that had already materialized as mere possibilities; and (g) as a result of the ongoing, Defense' positive statements about the Company's business, operations, and prospects were materially false and/or misleading or lacked a reasonable basis. The truth about this fraud was revealed through a series of disclosures culminating in February 2025 and March 2025. In February 2025, DoubleVerify reported disappointing earnings and disclosed a multiyear deceleration trend due to the suspension of DoubleVerify services by a large customer. On this news, the price of DoubleVerify stock fell 36%. Then, in March 2025, market research company Adalytics Research released a report claiming that DoubleVerify's web advertisement verification and fraud protection services are ineffective, and that DoubleVerify customers are regularly billed for ad impressions served to declared bot operating out of known data center servers farms. If purchased or acquired DoubleVerify common stock during the Class Period and were damaged thereby, are a member of the "Class" and may be able to seek appointment as Lead LLP. Lead LLP motion papers must be filed no later than July 21, 2025. The Lead plaintiff is a court-appointed representative for absent members of the Class. do not need to seek appointment as Lead LLP to share in any Class recovery in this action. If a Class member and there is a recovery for the Class, can share in that recovery as an absent Class member.分析記事 • May 20There May Be Reason For Hope In DoubleVerify Holdings' (NYSE:DV) Disappointing EarningsThe market was pleased with the recent earnings report from DoubleVerify Holdings, Inc. ( NYSE:DV ), despite the profit...Reported Earnings • May 09First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: US$0.014 (down from US$0.042 in 1Q 2024). Revenue: US$165.1m (up 17% from 1Q 2024). Net income: US$2.36m (down 67% from 1Q 2024). Profit margin: 1.4% (down from 5.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.8%. Earnings per share (EPS) missed analyst estimates by 48%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • May 09DoubleVerify Holdings, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2025DoubleVerify Holdings, Inc. provided earnings guidance for the second quarter and full year of 2025. For the second quarter, the company expects revenue to be in the range of $169 and $173 million, a year-over-year increase of 10% at the midpoint. For the full year, the company expects revenue growth of approximately 10%.分析記事 • May 09DoubleVerify Holdings (NYSE:DV) Will Be Hoping To Turn Its Returns On Capital AroundIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • May 08DoubleVerify Launches Pre-Screen Safety and Suitability Solution for Google’s Search Partner Network (SPN) to Strengthen Brand Protection and Maximize ROIDoubleVerify (DV), a leading software platform for digital media measurement, data, and analytics, has announced the launch of AI-powered pre-bid controls for Google’s Search Partner Network (SPN). This new feature provides advertisers with greater control, confidence, and protection when extending their campaign reach on SPN inventory, beyond Google. Google’s SPN allows brands to scale their advertising across non-Google third-party websites, increasing reach. With this release, brands can apply DV's independent, trusted brand safety and suitability protections to SPN inventory, enabling informed decisions to avoid content that does not align with their brand preferences. This safeguards brand equity, improves media quality, and maximizes advertising ROI. Advertisers will benefit from trusted coverage, maximizing media performance by proactively avoiding SPN domains that don’t align with an advertiser’s brand suitability criteria, and improving operational efficiency by automating SPN inventory classification and avoidance, reducing manual efforts and ensuring ongoing protection. DV’s proprietary, AI-powered Universal Content Intelligence™ classification engine analyzes video, image, audio, speech, and text elements to deliver superior content classifications at scale.お知らせ • Apr 14DoubleVerify Expands its AI-Powered Brand Safety & Suitability Offering for TikTok to Include Pre-Bid Video ControlsDoubleVerify announced the launch of pre-bid video exclusion lists for TikTok--expanding the company's footprint of trusted, independent brand suitability and media performance tools on the platform. This release will allow advertisers to proactively avoid content they deem objectionable before their ads are served, maximizing media quality, campaign performance and advertising ROI. With this release, advertisers will benefit from: Comprehensive Coverage: Combine DV's pre-bid controls with post-bid reporting to ensure end-to-end campaign measurement and optimization. Operational Efficiency: Benefit from pre-bid activation that requires no manual upkeep and auto-refreshes in near real-time, ensuring seamless, always-on protection. Enhanced Performance: Ensure ads do not appear next to objectionable content, reducing media waste and maximizing advertising ROI. DV's solution is powered by its proprietary, AI-powered Universal Content Intelligence™? classification engine. DV analyzes video, image, audio, and text elements to deliver superior content classifications at scale. Its innovative key frame extraction method is a smarter and faster way to analyze video content. Instead of examining each video frame, which can be repetitive and time-consuming, key frame extraction focuses only on the most important moments where changes happen. This streamlined approach uses less computing power and reduces environmental impact--ensuring an efficient, quicker, and more accurate analysis of campaigns, without sacrificing quality or precision. DV's automated pre-bid video controls and reporting insights are activated through DV Pinnacle®?, the company's unified service and analytics reporting platform, enabling advertisers to monitor and optimize their TikTok ad campaigns. Additionally, DV is enhancing its TikTok dashboard in DV Pinnacle®?, equipping brands with greater transparency into ad delivery and deeper insights for campaign optimization. Launching in the coming months, these updates will introduce top-level pre-bid filtering, enabling brands to analyze reporting specifically for campaigns with pre-bid controls, along with content previews for flagged incidents--empowering advertisers with more actionable intelligence.お知らせ • Apr 11DoubleVerify Holdings, Inc., Annual General Meeting, May 21, 2025DoubleVerify Holdings, Inc., Annual General Meeting, May 21, 2025.お知らせ • Apr 08DoubleVerify Holdings, Inc. to Report Q1, 2025 Results on May 08, 2025DoubleVerify Holdings, Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025分析記事 • Apr 07When 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...Recent Insider Transactions Derivative • Mar 18CEO & Director exercised options and sold US$254k worth of stockOn the 15th of March, Mark Zagorski exercised options to acquire 18k shares at no cost and sold these for an average price of US$14.36 per share. This trade did not impact their existing holding. For the year to December 2020, Mark's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Mark's direct individual holding has increased from 382.61k shares to 412.47k. Company insiders have collectively sold US$5.9m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Mar 11The 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...Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to US$14.77, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 12x in the Software industry in the US. Total loss to shareholders of 38% over the past three years.Price Target Changed • Mar 04Price target decreased by 7.7% to US$21.18Down from US$22.95, the current price target is an average from 20 analysts. New target price is 49% above last closing price of US$14.21. Stock is down 53% over the past year. The company is forecast to post earnings per share of US$0.36 for next year compared to US$0.33 last year.Seeking Alpha • Feb 28DoubleVerify Holdings: Struggling Into 2025Summary 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 AlphaNew Risk • Feb 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.6% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.お知らせ • Feb 28+ 2 more updatesDoubleverify Extends Data Solutions to Supply-Side Platforms to Enable Superior Programmatic Decision and CurationDoubleVerify announced the expansion of its data solutions to leading supply-side platforms (SSPs), including Criteo's Commerce Grid and Index Exchange, as well as curation platforms such as Google Ad Manager's new curation tool. As advertisers prioritize supply path optimization (SPO), ad placement transparency and adapt to the decline of cookie-based addressability, investment in programmatic direct deals and curated inventory continues to grow. These deals, which can be executed within SSPs, offer curated access to premium placements, allowing advertisers to define pricing, inventory, and targeting parameters. DV's data solutions enhance this process by giving brands greater control over inventory selection, ensuring curated deals are optimized for scale and align with predefined quality and performance criteria for better outcomes. Although programmatic direct deals are often considered safer, risks remain. In 2024, DV found that post-bid suitability violations in private marketplaces (PMPs) and direct deals were 61% lower when using Authentic Brand Suitability -- underscoring the need for stronger safeguards, even in curated environments. With this expansion, brands can enhance their programmatic deals with DV Authentic Brand Suitability, DV Custom Contextual solutions, or any of DV's ready-to-use data solutions to combat ad fraud and optimize for viewability, brand suitability, contextual relevance, and attention. The same data and client-specific classification choices used on the buy side can now be seamlessly applied on the sell side. With this launch, brands can now activate DV's data solutions across demand-side platforms (DSPs) as well as SSPs, ensuring greater media quality and performance across all programmatic channels.お知らせ • Feb 18DoubleVerify Launches Content-Level Controls on Meta, Powering Media Quality and Advertising EffectivenessDoubleVerify announced the launch of content-level controls for Meta's Facebook & Instagram Feed and Reels - expanding the company's footprint of trusted, independent brand suitability and media performance tools. This release will allow advertisers to proactively avoid content they deem unsuitable before their ads are served, enhancing brand impact across Meta's platforms. This launch builds on last year's release of post-bid brand safety and suitability measurement on Meta's Facebook and Instagram Feeds and Reels. Implementing a comprehensive media authentication strategy aligns protection controls with post-bid measurement, delivering significant value to brands. Post-bid measurement analyzes content after impressions are purchased, offering advertisers insights into ad delivery that aligns with their brand preferences. DV's newly launched content-level controls evaluate inventory before impressions are delivered, and identify content that falls below the brand safety floor and does not align with the company's suitability tiers in an automated manner -- supporting the delivery of ads to appropriate environments. This approach helps brands optimize future campaigns and media investment decisions. In addition, DV has rolled out 30 new and unique content-level avoidance categories, such as Youth and Young adults, Youth Entertainment, and Gambling. These expanded categories offer advertisers precise control and protection tailored to their brand preferences. With this release, advertisers will benefit from: End-to-end Performance: Seamless alignment of content-level controls with post-bid measurement., improving campaign suitability rates, reducing media waste, and enhancing ad performance on Meta's Facebook & Instagram Feed & Instagram Feed and Reels campaigns. Operational Efficiency: Automated, hourly refresh of content-level avoidance that requires no manual intervention. Trusted Coverage: Independent, third-party monitoring and protection of ad placements. DV's solution is powered by its proprietary, AI-powered Universal Content Intelligence™? classification engine. DV analyzes video, image, audio, speech, and text elements to deliver superior content classifications at scale. Its innovative key frame extraction method is a smarter and faster way to analyze video content. Instead of examining each video frame, which can be repetitive and time-consuming, key frame extraction focuses only on the most important moments where changes happen. This streamlined approach ensures quicker, more accurate analysis, uses less computing power and reduces environmental impact -- ensuring efficient analysis of campaigns, without sacrificing quality or precision. Measurement data insights and content-level controls are available through DV Pinnacle®?, the company's unified service and analytics reporting platform, enabling advertisers to monitor and optimize their Meta ad campaigns.分析記事 • Feb 06DoubleVerify Holdings (NYSE:DV) Hasn't Managed To Accelerate Its ReturnsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...お知らせ • Jan 09DoubleVerify Holdings, Inc. to Report Q4, 2024 Results on Feb 27, 2025DoubleVerify Holdings, Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025お知らせ • Dec 10DoubleVerify Launches GenAI Protection to Safeguard Brands from Low-Quality, AI-Generated ContentDoubleVerify Holdings, Inc. announced the launch of its Generative Artificial Intelligence (GenAI) Website Avoidance & Detection solution. This innovative offering helps advertisers navigate the risks posed by low-quality, AI-generated content and protect their brand reputation online. According to DV's 2024 Global Insights Trends Report, 54% of marketers believe that generative artificial intelligence negatively impacts media quality. DV has identified numerous long-tail websites that leverage GenAI tools to churn out low-quality content, often rife with errors, editorial inconsistencies and plagiarism. With DV's GenAI solution, clients can seamlessly enable post-bid monitoring within their brand suitability profile and employ DV Authentic Brand Suitability across leading DSPs for pre-bid avoidance. DV uses a nuanced approach to classify websites within its GenAI Websites category. The company evaluates sites and subdomains predominantly exhibiting AI-generated, low-quality content with minimal human oversight. Poor quality signals include repetitive cookie-cutter formats, chatbot-generated text within articles, placeholder content, and other markers that may concern advertisers. Powered by proprietary detection technology that combines AI-driven analysis with human expertise, DV's GenAI solution ensures precision in identifying and categorizing low-quality content. Importantly, websites that use generative AI responsibly and maintain reasonable quality standards are not categorized, allowing advertisers to balance quality reach with suitability. DV's category-based implementation streamlines activation and ensures dynamic updates, eliminating the manual effort of maintaining inclusion and exclusion lists. This approach enables advertisers to stay ahead of the ever-growing landscape of low-quality, AI- generated content. In addition, aligning pre-bid controls with post-bid measurement offers advertisers a comprehensive media authentication strategy. Pre-bid protection evaluates content before impressions are transacted to support the delivery of ads to appropriate environments. Post-bid measurement analyzes content after impressions are purchased, offering advertisers insights into suitable ad delivery. This dual approach helps brands optimize future campaigns and media investment decisions. Currently, DV's GenAI classification applies to English-language content with plans to launch across other languages in the future.分析記事 • Dec 05Is 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...Recent Insider Transactions Derivative • Nov 22Independent Lead Director notifies of intention to sell stockLaura Desmond intends to sell 38k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of November. If the sale is conducted around the recent share price of US$19.98, it would amount to US$749k. Since December 2023, Laura has owned 132.20k shares directly. Company insiders have collectively sold US$8.4m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Nov 14We Think DoubleVerify Holdings' (NYSE:DV) Solid Earnings Are UnderstatedShareholders appeared to be happy with DoubleVerify Holdings, Inc.'s ( NYSE:DV ) solid earnings report last week...Major Estimate Revision • Nov 13Consensus EPS estimates increase by 18%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$670.4m to US$663.2m. EPS estimate rose from US$0.315 to US$0.37. Net income forecast to grow 14% next year vs 17% growth forecast for Software industry in the US. Consensus price target down from US$24.00 to US$22.28. Share price rose 4.0% to US$20.33 over the past week.Price Target Changed • Nov 12Price target decreased by 7.2% to US$22.28Down from US$24.00, the current price target is an average from 18 analysts. New target price is 9.2% above last closing price of US$20.40. Stock is down 35% over the past year. The company is forecast to post earnings per share of US$0.37 for next year compared to US$0.43 last year.Reported Earnings • Nov 07Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.11 (up from US$0.079 in 3Q 2023). Revenue: US$169.6m (up 18% from 3Q 2023). Net income: US$18.2m (up 36% from 3Q 2023). Profit margin: 11% (up from 9.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 42%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Nov 07+ 1 more updateDoubleVerify Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Year 2024DoubleVerify Holdings, Inc. provided earnings guidance for the fourth quarter and year 2024. For the fourth quarter 2024, the company expects Revenue of $194 million to $200 million, a year-over-year increase of 14% at the midpoint. For the Full Year 2024, the company expects revenue of $660 million to $666 million, a year-over-year increase of 16% at the midpoint.分析記事 • Nov 06DoubleVerify Holdings, Inc.'s (NYSE:DV) Price In Tune With EarningsDoubleVerify Holdings, Inc.'s ( NYSE:DV ) price-to-earnings (or "P/E") ratio of 51.1x might make it look like a strong...Price Target Changed • Nov 01Price target decreased by 7.5% to US$24.00Down from US$25.94, the current price target is an average from 18 analysts. New target price is 41% above last closing price of US$17.05. Stock is down 42% over the past year. The company is forecast to post earnings per share of US$0.32 for next year compared to US$0.43 last year.Seeking Alpha • Oct 23DoubleVerify: Multiple Drivers For Long-Term Growth Despite Near-Term HeadwindsSummary 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お知らせ • Oct 16DoubleVerify Launches News Accelerator, Empowering Advertisers to Tap into Engaged News Audiences While Ensuring Brand SuitabilityDoubleVerify (DV) announced the launch of its News Accelerator program. Over a year in the making, this initiative will further align DV's product innovation with the needs of the news industry, and encourage advertiser spending on news and journalism. Key components include the introduction of DV News Plus, a positive contextual segment for news, advanced suitability controls and enhanced analytics tools to drive more positive advertiser engagement with news. Through the program, DV will foster partnerships and feedback loops with dozens of news publishers, across the spectrum of news content - from regional and niche publications to global news leaders, and will educate the industry on how to balance brand suitability with the brand-building opportunity presented by news content. As brands increase their advertising spend, they seek greater transparency and control over ad placements to maximize performance and protect brand reputation online. However, overly broad use of media quality tools can unintentionally block valuable news content. DV data reveals that advertising on news sites generates nearly 20% more engagement than non-news content, presenting a significant opportunity for brands to connect with highly engaged and attentive audiences. By strategically investing in news, brands can enhance reach and campaign effectiveness without sacrificing brand suitability. DV News Accelerator initiatives include: News Plus: A contextual news segment that enables advertisers to reach news content while avoiding brand-unsafe or objectionable material. News Plus includes content from top trafficked websites for newspapers, radio, TV, and magazines reporting on local, national, and international events, while excluding content that is generally deemed unsafe by brands. DV is expanding News Plus with additional segments that will enable brands to further refine and customize their news media buys based on attention and other key quality and performance areas. News Plus will be available for activation across all major DSPs, where DV contextual data is currently available. Advanced Suitability Controls: DV is introducing additional suitability controls based on feedback from news media publishers and brands. These will allow advertisers to better tune their brand suitability settings, thereby opening up scale on news content where engaged audiences are congregating, and reducing the risk of overblocking. DV will continue to build on these enhancements to adapt to the changing landscape of news media and meet the demands of global brands. Enhanced Analytics: To help clients better optimize their brand suitability settings, DV will proactively monitor advertiser profiles for higher-than-average avoidance rates and consult on recommended adjustments. These recommendations may include removing overly restrictive keywords, expanding inclusion and exception lists, and fine-tuning other brand suitability settings. DV's Page Exceptions feature, launched in 2019, allows advertisers to support news publishers by enabling specific sites and pages to bypass all brand safety avoidance settings. New Research on the Value of News: In the coming months, DV will release additional data showcasing the value of advertising alongside news content. This research will highlight the positive impact of news on brand perception and campaign performance, providing advertisers with key insights to help them maximize their investment in news media while maintaining brand suitability. October 15, 2024, DV will host the News Accelerator Summit where over a dozen news publishers will join a roundtable discussion to address brand safety and suitability challenges, and explore how DV can collaborate with the news industry to support journalism. DV will also discuss areas of investment, including increased technical support and resources, to ensure continued success for news publishers at the global, national and local levels.お知らせ • Oct 15DoubleVerify Appoints Jack Marshall as Head of NewsDoubleVerify (DV) announced that it has appointed industry veteran Jack Marshall as the company’s Head of News, who will spearhead the work. Jack Marshall, with nearly two decades of experience in digital media journalism and publishing, will lead DV’s efforts in the news sector. Marshall has held senior reporting and editorial roles at top publications, including The Wall Street Journal and Digiday. Before joining DV, he co-founded and led Toolkits.お知らせ • Oct 10+ 1 more updateDoubleverify Holdings, Inc. to Introduce Pre-Screen Content Controls on Meta, Strengthening Brand Safety, Suitability, and Media PerformanceDoubleVerify announced the upcoming introduction of content-level pre-screen avoidance on Meta’s Facebook & Instagram Feed and Reels, expanding its suite of independent brand safety and suitability tools. This release will empower advertisers to proactively avoid content they deem unsuitable before their ads are served, protecting brand reputation across Meta’s platforms. In January 2024, DV launched post-bid brand safety and suitability measurement on Meta’s Facebook & Instagram Feeds and Reels. DV classifies content directly above and below the placement of ads – enabling brands to authenticate the content surrounding their promotions. The upcoming pre-screen avoidance solution empowers advertisers to prevent ads from appearing beside content that falls under DV’s Brand Safety Floor and Suitability Tiers in an automated manner, letting brands filter out sensitive content in real-time, before bidding on ad inventory. Implementing a comprehensive authentication strategy offers significant value to advertisers, aligning pre-screen controls with post-bid measurement. Pre-screen protection evaluates content before impressions are transacted to support the delivery of ads to appropriate environments. Post-bid measurement analyzes content after impressions are purchased, providing advertisers insights into safe and suitable ad delivery. This approach helps brands optimize future campaigns and media investment decisions.新しいナラティブ • Sep 04Leveraging 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.分析記事 • Aug 29DoubleVerify Holdings (NYSE:DV) Hasn't Managed To Accelerate Its ReturnsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Seeking Alpha • Aug 13DoubleVerify: Expecting Growth Acceleration Over The Next Few QuartersSummary 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 AlphaRecent Insider Transactions Derivative • Aug 07Chief Financial Officer notifies of intention to sell stockNicola Allais intends to sell 21k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of August. If the sale is conducted around the recent share price of US$19.33, it would amount to US$409k. Since September 2023, Nicola's direct individual holding has increased from 62.60k shares to 77.31k. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Aug 04DoubleVerify Is Leveraging AI, Social Media Measurement For Growth In Digital AdvertisingSummary DoubleVerify Holdings is expected to maintain growth in digital advertising market through strategic moves and partnerships. Recent projects, such as AI-powered tools and social media measurement, have boosted company's revenue and effectiveness. Despite high P/S and EPS ratios, holding and reassessing after a price drop is advised to ensure more attractive valuation. Read the full article on Seeking Alphaお知らせ • Aug 01Doubleverify Holdings, Inc. Provides Earnings Guidance for the Third Quarter and Full Year 2024DoubleVerify Holdings, Inc. provided earnings guidance for the third quarter and full year 2024. For the quarter, the company expects revenue of $167 million to $171 million, a year-over-year increase of 17% at the midpoint. For the full year, the company expects revenue of $667 million to $675 million, a year-over-year increase of 17% at the midpoint.業績と収益の成長予測NYSE:DV - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028975119237272912/31/20278971021952511712/31/202681976177235193/31/202676455135178N/A12/31/202574851173211N/A9/30/202573345141176N/A6/30/202571453150179N/A3/31/202568151139166N/A12/31/202465756133160N/A9/30/202463866150174N/A6/30/202461361132155N/A3/31/202459166111130N/A12/31/202357371103120N/A9/30/20235345680104N/A6/30/20235025366100N/A3/31/20234785179119N/A12/31/2022452435595N/A9/30/2022424545183N/A6/30/2022395514867N/A3/31/2022362284961N/A12/31/2021333297383N/A9/30/202130695362N/A6/30/202128473746N/A3/31/2021260241928N/A12/31/2020244201121N/A9/30/2020223201321N/A12/31/201918323N/A29N/A12/31/20181043N/A12N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: DVの予測収益成長率 (年間20.9% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: DVの収益 ( 20.9% ) はUS市場 ( 16.4% ) よりも速いペースで成長すると予測されています。高成長収益: DVの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: DVの収益 ( 8.8% ) US市場 ( 11.4% ) よりも低い成長が予測されています。高い収益成長: DVの収益 ( 8.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: DVの 自己資本利益率 は、3年後には低くなると予測されています ( 11.1 %)。成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 13:23終値2026/05/07 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋DoubleVerify Holdings, Inc. 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26 アナリスト機関Vikram KesavabhotlaBairdRaimo LenschowBarclaysBrian PitzBMO Capital Markets Equity Research23 その他のアナリストを表示
Price Target Changed • Mar 02Price target decreased by 7.1% to US$12.81Down from US$13.78, the current price target is an average from 18 analysts. New target price is 21% above last closing price of US$10.54. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.52 for next year compared to US$0.31 last year.
お知らせ • Feb 27DoubleVerify Holdings, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2026DoubleVerify Holdings, Inc. provided earnings guidance for the first quarter and full year 2026. For the first quarter, the company expects revenue in the range of $177 million and $183 million, representing a year-over-year increase of approximately 9% at the midpoint. For the full year 2026, the company expects revenue in the range of $810 million and $826 million, representing a year-over-year increase of 8% to 10%.
お知らせ • Nov 07Doubleverify Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full 2025DoubleVerify Holdings, Inc. provided earnings guidance for the fourth quarter and full 2025. For the fourth quarter, the company expects revenue in the range of $207 and $211 million, a year-over-year increase of 10% at the midpoint. For the full year 2025, the company expects the revenue growth of approximately 14%.
Major Estimate Revision • Aug 14Consensus EPS estimates fall by 14%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$742.9m to US$756.3m. EPS estimate fell from US$0.38 to US$0.328 per share. Net income forecast to grow 27% next year vs 20% growth forecast for Media industry in the US. Consensus price target up from US$18.47 to US$19.39. Share price rose 3.7% to US$15.38 over the past week.
お知らせ • Aug 06+ 1 more updateDoubleVerify Holdings, Inc. Raises Earnings Guidance for the Full Year 2025DoubleVerify Holdings, Inc. raised earnings guidance for the Full Year 2025. For the period, the company expects Revenue growth of approximately 15%.
お知らせ • Jun 11Doubleverify Holdings, Inc. Provides Guidance for Second Quarter and Full Year 2025DoubleVerify Holdings, Inc. provided guidance for second quarter and full year 2025. For the quarter, the company expects Revenue of $180 to $184 million, representing a year-over-year increase of 17% at the midpoint. For the full year, the company expects Revenue growth of approximately 13% year-over-year.
ライブニュース • 6hDoubleVerify Reports 10% Q1 Revenue Growth and Expands Share Buyback With New AI LaunchQ1 2026 revenue was US$180.8m, 10% higher year over year, with Measurement and Supply-side segments posting double-digit percentage growth. Net income reached US$6.4m and adjusted EBITDA margin was 31%, while earnings per share of US$0.17 were just below the US$0.18 consensus estimate. Management approved a new US$300m share buyback program, with US$225m still available, and launched AI SlopStopper for Social to filter low-quality AI-generated content on platforms starting with YouTube. For you as an investor, the mix of steady top-line expansion, a 31% adjusted EBITDA margin, and active share repurchases signals a focus on both profitability and capital return. The company has already repurchased 7.3 million shares this quarter and executed US$100m of buybacks year to date, while still reaffirming its 2026 revenue and adjusted EBITDA guidance. That reaffirmation indicates management is keeping its existing targets intact rather than revising them. The launch of AI SlopStopper for Social adds another tool to DoubleVerify’s AI Verification suite, aimed at helping advertisers avoid low-quality, AI-generated content and direct spend toward what they see as higher quality inventory. With the product already live on YouTube and slated to expand to more social and video platforms later in 2026, the company is positioning its offering around brand safety and media quality at a time when AI-generated content is becoming more common.
Reported Earnings • 15hFirst quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: US$0.04 (up from US$0.014 in 1Q 2025). Revenue: US$180.8m (up 9.6% from 1Q 2025). Net income: US$6.41m (up 172% from 1Q 2025). Profit margin: 3.5% (up from 1.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.
ナラティブ更新 • May 02DV: Streaming Transparency And Buybacks Will Support Future UpsideAnalysts 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.
ナラティブ更新 • Apr 18DV: Slower Revenue Outlook And AI Content Risks Will Pressure SharesAnalysts 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).
お知らせ • Apr 17DoubleVerify Announces Expansion Of DV AI Verification to Include DV’s AI SlopStopper For SocialDoubleVerify announced the expansion of DV AI Verification to include DV’s AI SlopStopper for social. The new industry-leading offering is designed to help advertisers navigate the growing challenges posed by low-quality, AI-generated content and safeguard brand reputation across social and video-centric environments. As generative AI fuels an explosion of content online, distinguishing credible, high-quality media from mass-produced, low-value AI output has become increasingly complex, making precision and transparency essential to protecting brand equity and maximizing media effectiveness. This release enhances the precision of DV’s proprietary detection technology, which blends sophisticated AI-driven analysis with human oversight to identify and categorize low-quality material at scale. By integrating these insights directly into DV’s existing pre-bid brand suitability controls across social and proprietary video platforms, advertisers can proactively refine where their ads appear, uphold rigorous media quality standards and sustain performance across dynamic social environments. In November 2025, DV introduced DV AI Verification, a comprehensive offering designed to help advertisers identify AI agent interactions and avoid low-quality AI-generated content across digital environments. DV’s AI SlopStopper is a core capability within DV AI Verification. DV AI Verification is a key component of DV’s Media AdVantage Platform, which combines AI-powered media verification, ad optimization and campaign outcomes measurement to maximize media performance and return on ad spend. DV’s AI SlopStopper pre-screen avoidance is currently available on YouTube. DV’s suitability categories are based on proprietary definitions and have not been reviewed by Google. Support for additional social and video-centric platforms is expected later this year.
Seeking Alpha • Apr 16DoubleVerify: The Story Is Improving, But The Headline Growth Still Is NotSummary 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
お知らせ • Apr 08DoubleVerify Holdings, Inc., Annual General Meeting, May 21, 2026DoubleVerify Holdings, Inc., Annual General Meeting, May 21, 2026.
お知らせ • Apr 07DoubleVerify Holdings, Inc. to Report Q1, 2026 Results on May 06, 2026DoubleVerify Holdings, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026
ナラティブ更新 • Apr 04DV: Streaming Data Partnership And Buybacks Will Support Future UpsideAnalysts 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.
ナラティブ更新 • Mar 20DV: AI Ad Tools And Buybacks Will Support Future Streaming UpsideAnalysts 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).
Recent Insider Transactions Derivative • Mar 17Chief Financial Officer exercised options and sold US$240k worth of stockOn the 15th of March, Nicola Allais exercised options to acquire 24k shares at no cost and sold these for an average price of US$10.21 per share. This trade did not impact their existing holding. Since March 2025, Nicola's direct individual holding has increased from 98.84k shares to 123.32k. Company insiders have collectively sold US$1.6m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブ更新 • Mar 06DV: New Attention And Streaming Tools Will Drive Future UpsideAnalysts 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).
Price Target Changed • Mar 02Price target decreased by 7.1% to US$12.81Down from US$13.78, the current price target is an average from 18 analysts. New target price is 21% above last closing price of US$10.54. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.52 for next year compared to US$0.31 last year.
Reported Earnings • Feb 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$0.31 (down from US$0.33 in FY 2024). Revenue: US$748.3m (up 14% from FY 2024). Net income: US$50.7m (down 9.9% from FY 2024). Profit margin: 6.8% (down from 8.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 27DoubleVerify Holdings, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2026DoubleVerify Holdings, Inc. provided earnings guidance for the first quarter and full year 2026. For the first quarter, the company expects revenue in the range of $177 million and $183 million, representing a year-over-year increase of approximately 9% at the midpoint. For the full year 2026, the company expects revenue in the range of $810 million and $826 million, representing a year-over-year increase of 8% to 10%.
ナラティブ更新 • Feb 20DV: New Streaming And Attention Tools Will Support Future UpsideAnalysts 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).
ナラティブ更新 • Feb 05DV: AI Advertising Tools Will Drive Future Streaming And Social UpsideAnalysts 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).
お知らせ • Jan 22DoubleVerify Holdings, Inc. to Report Q4, 2025 Results on Feb 26, 2026DoubleVerify Holdings, Inc. announced that they will report Q4, 2025 results After-Market on Feb 26, 2026
ナラティブ更新 • Jan 22DV: AI And Streaming Tools Will Drive Future Upside PotentialAnalysts 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.
ナラティブ更新 • Jan 07DV: AI Verification And Streaming Tools Will Support Long-Term UpsideAnalysts 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).
お知らせ • Jan 07Doubleverify Launches DV Authentic Streaming TV, an Industry First Solution Combining Media Quality and Brand Suitability Measurement with Dynamic AI Optimization to Power Superior Campaign PerformanceDoubleVerify announced DV Authentic Streaming TV, a major advancement in driving greater transparency, more brand-aligned media quality and better ad performance for connected TV (CTV) and streaming TV advertising. Launched at CES 2026, DV Authentic Streaming TV enables advertisers to unify premium content discovery, reporting, analytics and optimization into one streamlined workflow -- giving them the visibility and control they need to power ad performance across the world's fastest-growing media environment. For the first time, by incorporating richer program-level signals, such as genre, maturity ratings, premiere updates, content trends and viewer-approval scores, along with deeper app-level intelligence, including attention insights and power-state awareness, the transforming how advertisers evaluate and verify CTV quality. This breakthrough heightens transparency, strengthens performance and brings true accountability to streaming TV. Make no mistake, DV is throwing down the gauntlet and independently challenging the industry to deliver on the quality and performance promise of CTV. These unified reporting capabilities provide consistent, independent transparency across devices, apps and formats, supporting clearer decision-making and streamlined activation. This reporting layer also closes the feedback loop, ensuring that insights from delivery directly inform future planning and optimization decisions. Optimization -- AI-powered Activation: To drive campaign performance, DV Authentic Streaming TV utilizes the DV Scibids AI™? engine to dynamically optimize spend toward content that delivers stronger reach, relevance and conversion outcomes. This adaptive optimization aligns with each advertiser's unique KPIs, ensuring budgets are directed toward the most impactful streaming environments. The solution also introduces a drag-and-drop optimization interface, allowing teams to adjust goals, weights and performance levers with ease -- making advanced AI activation intuitive and accessible for every buyer. DV Authentic Streaming TV builds on months of momentum in DV's streaming TV roadmap, including Verified Streaming TV pre-bid segments and measurement, "Do Not Air" automation within Authentic Brand Suitability, the Certified Transparent Streaming program and DV's support for Open Measurement (OM SDK) for CTV. DV Authentic Streaming TV is built on the strength of the DV Media AdVantage Platform (MAP), a new framework that enables brands to harness the power and synergy of DV's vast capabilities, including core verification, AI-powered optimization and outcome measurement. DV Authentic Streaming TV combines DV's verification insights and controls with DV Scibids AI activation to address the challenges of advertising in streaming TV environments-- helping advertisers make smarter investments grounded in transparent data and insights. DV Authentic Streaming TV's initial release includes planning, optimization and select reporting capabilities that are available, with additional functionality set to follow as part of DV's ongoing rollout. For more information, visit solution page here here. To see DV Authentic Streaming TV in action or meet the world's fast-growing media environment.
ナラティブ更新 • Dec 23DV: Slower Revenue Outlook Will Pressure Profitability And Share PriceNarrative 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).
ナラティブ更新 • Dec 09DV: AI And Streaming Expansion Will Drive Long-Term UpsideAnalysts 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.
お知らせ • Dec 04Doubleverify Appoints Stuart Flint as Managing Director, EMEADoubleVerify announced the appointment of Stuart Flint as Managing Director, EMEA. In this role, Flint will oversee DV’s operations across the region and help advance the company’s go-to-market strategy, expand client relationships, and accelerate growth throughout EMEA. Most recently, Flint served as General Manager, Europe at TikTok, where he led the Global Business Solutions team and unlocked significant revenue growth in the region. Over his more than two decades in global media and technology, he has held senior leadership roles at Verizon Media, Yahoo, AOL, and Microsoft Advertising — with a proven track record of scaling commercial teams, forging strategic partnerships, and delivering innovative advertising solutions to market. Flint’s appointment reflects the company’s focus on strengthening its leadership team and growing global footprint.
ナラティブ更新 • Nov 25DV: AI-Powered Advertising and Streaming Expansion Will Fuel Long-Term UpsideAnalysts 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.
ナラティブ更新 • Nov 09DV: Expanded AI Tools And Streaming Products Will Drive Future PerformanceAnalysts 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.
Reported Earnings • Nov 09Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.063 (down from US$0.11 in 3Q 2024). Revenue: US$188.6m (up 11% from 3Q 2024). Net income: US$10.2m (down 44% from 3Q 2024). Profit margin: 5.4% (down from 11% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$9.39, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 10x in the Media industry in the US. Total loss to shareholders of 64% over the past three years.
お知らせ • Nov 07Doubleverify Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full 2025DoubleVerify Holdings, Inc. provided earnings guidance for the fourth quarter and full 2025. For the fourth quarter, the company expects revenue in the range of $207 and $211 million, a year-over-year increase of 10% at the midpoint. For the full year 2025, the company expects the revenue growth of approximately 14%.
お知らせ • Nov 06DoubleVerify Launches Industry-First Streaming TV Products to Drive Greater Transparency and Elevate CTV Advertising QualityDoubleVerify announced the launch of new industry-first streaming TV offerings designed to give advertisers greater transparency, control and efficiency across their streaming TV investments. In addition, DoubleVerify is leveraging unique, licensed IMDb data to fuel AI-driven classification of streaming content, with new capabilities planned to launch in early 2026. DV is launching several new products: Verified Streaming TV™ pre-bid segments and measurement and “Do Not Air” Automation. Verified Streaming TV Pre-bid Segments and Measurement, powered by DV’s AI-driven content classification technology, helps advertisers verify that their campaigns run in premium streaming environments that deliver the quality and engagement of traditional TV. With Verified Streaming TV, advertisers can align impressions with premium streaming TV player environments across leading programmatic platforms, including The Trade Desk, Teads, StackAdapt, Microsoft Invest and Index Exchange, verify that ads appear in branded players alongside high-quality media—not extension networks––and measure the scale and quality of those placements, and maximize media investments and prevent overspending on non-streaming TV inventory. “Do Not Air” Automation Via DV Authentic Brand Suitability? modernizes the process of managing “Do Not Air” lists with intelligent automation, automating list activation and enforcement across streaming environments. With “Do Not Air” Automation, advertisers can eliminate manual list management while maintaining precise control over content alignment, curate streaming inventory leveraging DV normalized data across genres and maturity ratings, and activate lists at the point of transaction using a single segment ID aligned with their DV Authentic Brand Suitability settings. Advertisers will have early access to “Do Not Air” Automation for programmatic open market and PMP buys through The Trade Desk, with more platforms to follow soon. DV is licensing comprehensive data and popularity insights from IMDb to enhance DV’s AI-powered analysis and classification of streaming TV content. By integrating unique IMDb data, including Parents Guides, Meters, and Ratings, DoubleVerify can deliver more granular and precise contextual insights to help global brands improve media quality, with new products slated to launch in early 2026. DV’s Verified Streaming TV and “Do Not Air” Automation offerings are key components of DV’s Media AdVantage Platform, which combines AI-powered media verification, ad optimization and campaign outcomes measurement to maximize media performance and return on ad spend. As part of media verification, these products help advertisers better align with professionally produced TV content across devices.
お知らせ • Nov 05DoubleVerify Introduces DV AI Verification Offering to Identify and Manage Agent Interactions and Avoid AI SlopDoubleVerify announced DV AI Verification™, a new offering designed to help advertisers identify and manage AI agent interactions and avoid low-quality AI-generated content. The launch marks a major step in DV's broader investment in AI-focused technologies that enable advertisers to navigate and engage confidently in an increasingly complex AI-driven ecosystem. Each month, DV analyzes nearly 2 billion interactions with both declared and undeclared AI agents - activity assessed through a deep intelligence layer built to enhance transparency, accountability, and performance. DV AI Verification will offer an initial series of capabilities when it becomes generally available later this year, with more becoming available in 2026. DV's Agent ID Measurement. Building on DV's leadership in transparency, Agent ID Measurement is an industry-first product that enables advertisers to identify and measure ad engagement with AI-powered chatbots to help maximize advertising ROI. Key analytics will cover both general and sophisticated invalid traffic types, including: Declared AI bots: Including large language models (LLMs) crawlers recognized by the IAB; Evasive SIVT scrapers: Undeclared scrapers that alter credentials to bypass detection; Automated and agentic AI browsing: Including Atlas and Comet Assistant sessions. Built on DV's deep expertise in detecting and analyzing web traffic, Agent ID Measurement enhances transparency across ad-agent interactions. This release lays the groundwork for future advancements that will strengthen advertising effectiveness within conversational and chatbot environments by enabling advertisers to proactively manage LLM-type messaging. DV's AI SlopStopper for Open Web. DV launched its Gen AI Website Avoidance and Detection tool in December 2024. AI SlopStopper For the open web expands on that capability and is now integrated into the DV AI Verification™ offering. The product helps advertisers avoid low-quality, AI-generated content and measure media quality across programmatic environments. AI SlopSto Copper pre-bid avoidance is available through DV's Authentic Brand Suitability across more than 30 major buying platforms, including Amazon, Microsoft Invest, The Trade Desk, and Yahoo, while post-bid measurement data and insights are accessible through DV Pinnacle®, the company's unified service and analytics platform. DV's AI Slop Stopper for Social extends DV's AI slop identification technology to leading social media platforms -- helping advertisers identify and avoid low-quality, AI -generated content that can dilute brand equity and waste ad spend. All these initiatives underscore DV's forward-looking approach to ensuring that advertisers have the data and tools they need to capitalize on rapidly expanding consumer engagement opportunities driven by LLMs such as ChatGPT, Anthropic and Perplexity. DV AI Verification is a key component of DV's Media AdVantage Platform, which combines AI-powered media verification, ad optimization and campaign outcomes measurement to maximize media performance and return on ad spend. As part of media verification, DV AI Verification helps advertisers identify and manage AI agent transactions and avoid low-quality AI -generated content. As part of media verification. DV AI Verification helps advertisers identified and manage AI agent interactions and avoiding low-quality AI-generated Content.
ナラティブ更新 • Oct 26Expanding Social Media Coverage and Buyback Completion Will Drive Future ProspectsAnalysts 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.
お知らせ • Oct 18DoubleVerify Holdings, Inc. to Report Q3, 2025 Results on Nov 07, 2025DoubleVerify Holdings, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 07, 2025
分析記事 • Sep 24DoubleVerify Holdings, Inc.'s (NYSE:DV) 26% Cheaper Price Remains In Tune With EarningsDoubleVerify Holdings, Inc. ( NYSE:DV ) shareholders won't be pleased to see that the share price has had a very rough...
Recent Insider Transactions Derivative • Sep 18CEO & Director exercised options and sold US$232k worth of stockOn the 15th of September, Mark Zagorski exercised options to acquire 18k shares at no cost and sold these for an average price of US$13.01 per share. This trade did not impact their existing holding. For the year to December 2020, Mark's total compensation was 60% salary and 40% non-salary. Since September 2024, Mark's direct individual holding has increased from 405.39k shares to 453.64k. Company insiders have collectively sold US$3.3m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Sep 16DoubleVerify Announces Executive ChangesDoubleVerify announced the evolution of its senior commercial management team and the expansion of its leadership ranks. Current Global Chief Commercial Officer Julie Eddleman has notified DV that she intends to retire and will step down from her executive leadership role, effective December 31, 2025. Eddleman will continue to support DoubleVerify as a Senior Advisor to the company through 2026. Steve Mougis, DoubleVerify’s current Chief Growth Officer, will assume the role of Global Chief Commercial Officer as of January 1, 2026. Mougis has served in various leadership roles on DV’s Commercial team since 2012. Specific roles within the planned commercial leadership evolution include: Steve Mougis to assume Chief Commercial Officer role, reporting to Mark Zagorski. Mougis will be responsible for leading DV’s Commercial groups across Sales, Account Management, and Commercial Operations. Gian LaVecchia to assume Chief Revenue Officer role, reporting to Steve Mougis. LaVecchia will be responsible for leading DV’s Sales team globally. In addition, the company announced a new hire within the commercial team. Joris Stevens will be appointed SVP, Global Account Management, reporting to Steve Mougis. Stevens was most recently Global Head of Customer Success at Scope3 and is a DV veteran, having previously managed the company’s client operations from 2014 through 2021. He will be responsible for leading DV’s Account Management team globally.
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$13.02, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 11x in the Media industry in the US. Total loss to shareholders of 53% over the past three years.
ナラティブ更新 • Sep 04Expanding CTV And Social Media Markets Will Secure Future SuccessWith 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).
Major Estimate Revision • Aug 14Consensus EPS estimates fall by 14%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$742.9m to US$756.3m. EPS estimate fell from US$0.38 to US$0.328 per share. Net income forecast to grow 27% next year vs 20% growth forecast for Media industry in the US. Consensus price target up from US$18.47 to US$19.39. Share price rose 3.7% to US$15.38 over the past week.
Reported Earnings • Aug 06Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.054 (up from US$0.044 in 2Q 2024). Revenue: US$189.0m (up 21% from 2Q 2024). Net income: US$8.76m (up 17% from 2Q 2024). Profit margin: 4.6% (down from 4.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Aug 06+ 1 more updateDoubleVerify Holdings, Inc. Raises Earnings Guidance for the Full Year 2025DoubleVerify Holdings, Inc. raised earnings guidance for the Full Year 2025. For the period, the company expects Revenue growth of approximately 15%.
お知らせ • Aug 01DoubleVerify Expands Ai-Powered Brand Suitability Measurement Coverage Across Meta's Feeds and ReelsDoubleVerify announced the expansion of its post-bid brand suitability measurement across thirty unique content-level categories on Meta's Facebook and Instagram Feeds and Reels. These categories, developed as part of DV's client-focused innovation strategy, offer advertisers deeper transparency and insight into where their ads appear. Earlier this year, DV introduced automated content-level controls on Meta's Facebook and Instagram feeds and Reels. This launch builds on DV's existing capabilities on Meta, which now include comprehensive, end-to-end content-level controls and reporting in 34 languages. DV's unified media authentication strategy offers advertisers significant value throughout the media lifecycle. Content-level controls proactively evaluate inventory and automatically exclude content that doesn't align with each brand's unique suitability standards. Post-bid measurement then analyzes delivery, providing granular reporting on performance and content adjacency, offering clear insights into whether ads were delivered in environments that meet brand expectations. This launch leverages DV's AI-powered Universal Content Intelligence engine, which analyzes video, image, audio, speech, and text to deliver scalable, high-quality content classification. DV's innovative key frame extraction method enhances video analysis by isolating only the most relevant moments, enabling faster, more efficient classification with reduced environmental impact, without compromising precision.
お知らせ • Jul 10DoubleVerify Holdings, Inc. to Report Q2, 2025 Results on Aug 05, 2025DoubleVerify Holdings, Inc. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025
分析記事 • Jul 03DoubleVerify Holdings, Inc.'s (NYSE:DV) Price In Tune With EarningsWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
お知らせ • Jul 01Doubleverify Debuts First-Of-Its-Kind Attention Measurement for Social, Launching with SnapDoubleVerify announced the launch of DV Authentic attention®? for Social. The product will first launch with Snap, combining timely platform signals with eye-tracking insights. The new solution marks an expansion of DV's attention measurement capabilities, now spanning open web, connected TV (CTV), and social media-unlocking a more complete view of cross-platform effectiveness. The new offering combines DV's scalable ad exposure data, including key metrics such as viewable time and screen share, with eyes-on-screen ad signals from Lumen Research, creating the most holistic attention solution available for advertisers seeking to measure their performance on Snapchat at scale. This is the first solution on Snapchat to combine impression-level ad exposure metrics with eyes-on-screen data, delivering an unprecedented level of attention insight across their platform. The solution enables advertisers to assess media performance on Snapchat with greater precision, helping inform budget decisions, validate campaign impact, and drive stronger ROI. DV Authentic attention offers three main metrics to provide brands with actionable insights into their campaign performance: Ad Focus - Evaluates the ad's ability to capture eye gaze, helping marketers understand the likelihood of an ad reaching users. Dwell Time - Measures how long an ad holds a user's attention, quantifying in seconds the focus each ad receives to inform creative optimization. attention Index - Offers an overall measure of attention on Snap and enables advertisers to benchmark their results against peer performance within their vertical. By measuring at the impression level, DV captures granular data that reveals the specific drivers of attention within each campaign, which powers insights that surpass the aggregated reporting used by other attention offerings on Social. For Snap advertisers, this enables a deeper understanding of how creative, placements, and activation strategies ultimately impact user attention.
お知らせ • Jun 25DoubleVerify Uncovers Shadowbot Scheme Involving 35 Million Spoofed Mobile DevicesDoubleVerify released the discovery of ShadowBot, a fraudulent bot scheme that generated over 35 million spoofed mobile devices in First Quarter 2025 and cost unprotected advertisers an estimated $2.5 million since the start of 2025. The DV Fraud Lab identified ShadowBot targeting mobile and Connected TV (CTV) environments using rudimentary automation techniques, including mobile emulators and spoofed app IDs. While the scheme was widespread, it was routed with amateur-level mistakes, making it detectable for advertisers protected by DV's advanced fraud-detection systems. DV Fraud Labs identified five key red flags that uncovered ShadowBot: Basic Automation Methods: ShadowBot used emulators that defaulted to screen resolutions (e.g., 800x600). This resolution is not typical for mobile devices. Overly Aggressive Traffic Generation: The operation produced abnormally high impression volumes that didn't align with seasonal trends. Suspicious IP Activity: Fraudsters relied on anonymizing IP proxies, provided by long tail entities. The digital footprint of these proxy providers was riddled with fake testimonials, broken URLs, and known abuse reports. Lack of Behavioral Diversity: Devices showed identical impression counts, lacking the variability expected from real users. Impro probable Engagement patterns: Devices appeared to open 10 spoofed apps in just 9 minutes - behavior impossible for actual users.
Recent Insider Transactions Derivative • Jun 20CEO & Director exercised options and sold US$259k worth of stockOn the 15th of June, Mark Zagorski exercised options to acquire 18k shares at no cost and sold these for an average price of US$14.50 per share. This trade did not impact their existing holding. For the year to December 2020, Mark's total compensation was 60% salary and 40% non-salary. Since June 2024, Mark's direct individual holding has increased from 394.35k shares to 438.09k. Company insiders have collectively sold US$3.7m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jun 12DoubleVerify Launches DV Authentic AdVantage, an Industry-First, AI-Powered Solution to Drive Superior Performance Across Proprietary Video PlatformsDoubleVerify announced the launch of the DV Authentic AdVantage, a first-of-its-kind solution that combines DV’s trusted media quality controls with DV Scibids AI to drive superior outcomes across walled garden environments. The solution initially will launch across proprietary video platforms, enabling advertisers to enhance performance while safeguarding brand equity. DV Authentic AdVantage combines DV’s verification and optimization capabilities into a single offering, specifically designed to address the challenges of advertising in walled gardens. Traditionally, brands have faced compromises between cost efficiency, media quality, and performance. DV Authentic AdVantage removes these constraints, delivering on all three. Key benefits for advertisers using DV Authentic AdVantage include: Protect brand equity: Ensure =advertising aligns with brand-safe and suitable content, language preferences, and media quality standards tailored to brand’s unique settings. Maximize campaign performance: Seamlessly optimize campaign performance with automated bid adjustments and budget allocations, powered by industry-leading AI activation technology. Verify quality and measure performance: Authenticate media quality and evaluate campaign success with detailed insights and reporting within DV Pinnacle, DoubleVerify’s unified service and analytics platform.DV Authentic AdVantage is built on the strength of the DV Media AdVantage Platform DV Authentic AdVantage is built on the strength of the DV Media AdVantage Platform, providing data-driven insights that improve future planning and optimizations. DV MAP represents a significant milestone in DV’s evolution, from media verification provider to full-spectrum media effectiveness platform. This transformation meets growing demand for transparency, efficiency, and accountability in digital advertising. DV acquired Scibids in 2023 to bring AI-powered campaign optimization directly into its offerings. DV Scibids AI uses impression-level data (including pricing), first-party data, and trusted third-party measurement inputs to dynamically generate custom bidding algorithms aligned to a brand’s individual campaign KPIs. Earlier this year, DV acquired Rockerbox, a unified marketing measurement platform that provides Multi-Touch Attribution (MTA), Marketing Mix Modeling (MMM), and Incrementality Testing solutions that prove the effectiveness of campaigns and inform ongoing optimizations through outcomes data and insights.
お知らせ • Jun 11Doubleverify Holdings, Inc. Provides Guidance for Second Quarter and Full Year 2025DoubleVerify Holdings, Inc. provided guidance for second quarter and full year 2025. For the quarter, the company expects Revenue of $180 to $184 million, representing a year-over-year increase of 17% at the midpoint. For the full year, the company expects Revenue growth of approximately 13% year-over-year.
お知らせ • Jun 04DoubleVerify Appoints Jennifer Storms to its Board of DirectorsDoubleVerify announced the appointment of Jennifer Storms, Chief Marketing Officer, NBCUniversal Television & Streaming, to its board of directors, effective as of June 2, 2025. Storms will serve on the Nominating & Corporate Governance Committee. As Chief Marketing Officer for NBCUniversal Television and Streaming, she leads brand strategy, integrated marketing, media, and consumer engagement for all NBCUniversal entertainment content and sports, including Peacock. Storms chairs the NBCUniversal Marketing Council as well as spearheads company-wide efforts to drive subscriber growth and cross-platform engagement. Prior to her current role, Storms served as CMO of Entertainment and Sports for NBCUniversal and held senior marketing positions at PepsiCo, Gatorade, and Turner Sports. A recognized industry leader with more than 25 years of experience, Storms has been named to Adweek’s Most Powerful Women in Sports and inducted into SportsBusiness Journal’s “Forty Under 40” Hall of Fame.
お知らせ • May 23Labaton Keller Sucharow LLP Files Securities Class Action Against DoubleVerify Holdings, Inc. and Certain of Its ExecutivesLabaton Keller Sucharow LLP ("Labaton") has filed a securities class action lawsuit (the "Action") on behalf of its client the Electrical Workers Pension Fund, Local 103, I.B.E.W. ("Local 103") against DoubleVerify Holdings, Inc. ("DoubleVerify" or the "Company") and certain of its executives (collectively, "Defendants"). The Action, which is captioned Electrical workers Pension Fund, Local 103,I.B.E. W. v. DoubleVerify Holdings, Inc., No. 25-cv-04332 (S.D.N.Y.) asserting claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934, and U.S. Securities and Exchange Commission Rule 10b-5 promulgated thereunder, on behalf of persons and entities that purchased or otherwise acquired DoubleVerify common stock between November 10, 2023, and February 27, 2025, inclusive (the "Class Period"). DoubleVerify administers a software platform for digital media measurement and related services. The Action affiliates that, throughout the Class Period, Defendants failed to disclose that: (a) DoubleVerify's customers were shifting their ad spending from open exchanges to closed platforms, where the Company's technological capabilities were limited and competed directly with native tools provided by platforms like Meta Platforms and Amazon; (b) DoubleVerify's ability to monetize on Activation Services, the Company's high-margin advertising optimization services segment, was limited because the development of its technology for closed platforms was significantly more expensive and time-consuming than disclosed to investors; (c) DoubleVerify's Activation Services in connection with certain closed platforms would take several years to monetize; (d) DoubleVerify's competitors were better positioned to incorporate AI into their offerings on closed platforms, which impaired DoubleVerify's ability to compete effectively and adversely impacted the Company's profits; (e) DoubleVerify systematically overbilled its customers for ad impressions served to declared bots operating out of known data center server farms; (f) DoubleVerify's risk disclosures were materially false and misleading because they characterized adverse facts that had already materialized as mere possibilities; and (g) as a result of the ongoing, Defense' positive statements about the Company's business, operations, and prospects were materially false and/or misleading or lacked a reasonable basis. The truth about this fraud was revealed through a series of disclosures culminating in February 2025 and March 2025. In February 2025, DoubleVerify reported disappointing earnings and disclosed a multiyear deceleration trend due to the suspension of DoubleVerify services by a large customer. On this news, the price of DoubleVerify stock fell 36%. Then, in March 2025, market research company Adalytics Research released a report claiming that DoubleVerify's web advertisement verification and fraud protection services are ineffective, and that DoubleVerify customers are regularly billed for ad impressions served to declared bot operating out of known data center servers farms. If purchased or acquired DoubleVerify common stock during the Class Period and were damaged thereby, are a member of the "Class" and may be able to seek appointment as Lead LLP. Lead LLP motion papers must be filed no later than July 21, 2025. The Lead plaintiff is a court-appointed representative for absent members of the Class. do not need to seek appointment as Lead LLP to share in any Class recovery in this action. If a Class member and there is a recovery for the Class, can share in that recovery as an absent Class member.
分析記事 • May 20There May Be Reason For Hope In DoubleVerify Holdings' (NYSE:DV) Disappointing EarningsThe market was pleased with the recent earnings report from DoubleVerify Holdings, Inc. ( NYSE:DV ), despite the profit...
Reported Earnings • May 09First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: US$0.014 (down from US$0.042 in 1Q 2024). Revenue: US$165.1m (up 17% from 1Q 2024). Net income: US$2.36m (down 67% from 1Q 2024). Profit margin: 1.4% (down from 5.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.8%. Earnings per share (EPS) missed analyst estimates by 48%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • May 09DoubleVerify Holdings, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2025DoubleVerify Holdings, Inc. provided earnings guidance for the second quarter and full year of 2025. For the second quarter, the company expects revenue to be in the range of $169 and $173 million, a year-over-year increase of 10% at the midpoint. For the full year, the company expects revenue growth of approximately 10%.
分析記事 • May 09DoubleVerify Holdings (NYSE:DV) Will Be Hoping To Turn Its Returns On Capital AroundIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • May 08DoubleVerify Launches Pre-Screen Safety and Suitability Solution for Google’s Search Partner Network (SPN) to Strengthen Brand Protection and Maximize ROIDoubleVerify (DV), a leading software platform for digital media measurement, data, and analytics, has announced the launch of AI-powered pre-bid controls for Google’s Search Partner Network (SPN). This new feature provides advertisers with greater control, confidence, and protection when extending their campaign reach on SPN inventory, beyond Google. Google’s SPN allows brands to scale their advertising across non-Google third-party websites, increasing reach. With this release, brands can apply DV's independent, trusted brand safety and suitability protections to SPN inventory, enabling informed decisions to avoid content that does not align with their brand preferences. This safeguards brand equity, improves media quality, and maximizes advertising ROI. Advertisers will benefit from trusted coverage, maximizing media performance by proactively avoiding SPN domains that don’t align with an advertiser’s brand suitability criteria, and improving operational efficiency by automating SPN inventory classification and avoidance, reducing manual efforts and ensuring ongoing protection. DV’s proprietary, AI-powered Universal Content Intelligence™ classification engine analyzes video, image, audio, speech, and text elements to deliver superior content classifications at scale.
お知らせ • Apr 14DoubleVerify Expands its AI-Powered Brand Safety & Suitability Offering for TikTok to Include Pre-Bid Video ControlsDoubleVerify announced the launch of pre-bid video exclusion lists for TikTok--expanding the company's footprint of trusted, independent brand suitability and media performance tools on the platform. This release will allow advertisers to proactively avoid content they deem objectionable before their ads are served, maximizing media quality, campaign performance and advertising ROI. With this release, advertisers will benefit from: Comprehensive Coverage: Combine DV's pre-bid controls with post-bid reporting to ensure end-to-end campaign measurement and optimization. Operational Efficiency: Benefit from pre-bid activation that requires no manual upkeep and auto-refreshes in near real-time, ensuring seamless, always-on protection. Enhanced Performance: Ensure ads do not appear next to objectionable content, reducing media waste and maximizing advertising ROI. DV's solution is powered by its proprietary, AI-powered Universal Content Intelligence™? classification engine. DV analyzes video, image, audio, and text elements to deliver superior content classifications at scale. Its innovative key frame extraction method is a smarter and faster way to analyze video content. Instead of examining each video frame, which can be repetitive and time-consuming, key frame extraction focuses only on the most important moments where changes happen. This streamlined approach uses less computing power and reduces environmental impact--ensuring an efficient, quicker, and more accurate analysis of campaigns, without sacrificing quality or precision. DV's automated pre-bid video controls and reporting insights are activated through DV Pinnacle®?, the company's unified service and analytics reporting platform, enabling advertisers to monitor and optimize their TikTok ad campaigns. Additionally, DV is enhancing its TikTok dashboard in DV Pinnacle®?, equipping brands with greater transparency into ad delivery and deeper insights for campaign optimization. Launching in the coming months, these updates will introduce top-level pre-bid filtering, enabling brands to analyze reporting specifically for campaigns with pre-bid controls, along with content previews for flagged incidents--empowering advertisers with more actionable intelligence.
お知らせ • Apr 11DoubleVerify Holdings, Inc., Annual General Meeting, May 21, 2025DoubleVerify Holdings, Inc., Annual General Meeting, May 21, 2025.
お知らせ • Apr 08DoubleVerify Holdings, Inc. to Report Q1, 2025 Results on May 08, 2025DoubleVerify Holdings, Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025
分析記事 • Apr 07When 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...
Recent Insider Transactions Derivative • Mar 18CEO & Director exercised options and sold US$254k worth of stockOn the 15th of March, Mark Zagorski exercised options to acquire 18k shares at no cost and sold these for an average price of US$14.36 per share. This trade did not impact their existing holding. For the year to December 2020, Mark's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Mark's direct individual holding has increased from 382.61k shares to 412.47k. Company insiders have collectively sold US$5.9m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Mar 11The 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...
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to US$14.77, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 12x in the Software industry in the US. Total loss to shareholders of 38% over the past three years.
Price Target Changed • Mar 04Price target decreased by 7.7% to US$21.18Down from US$22.95, the current price target is an average from 20 analysts. New target price is 49% above last closing price of US$14.21. Stock is down 53% over the past year. The company is forecast to post earnings per share of US$0.36 for next year compared to US$0.33 last year.
Seeking Alpha • Feb 28DoubleVerify Holdings: Struggling Into 2025Summary 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
New Risk • Feb 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.6% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
お知らせ • Feb 28+ 2 more updatesDoubleverify Extends Data Solutions to Supply-Side Platforms to Enable Superior Programmatic Decision and CurationDoubleVerify announced the expansion of its data solutions to leading supply-side platforms (SSPs), including Criteo's Commerce Grid and Index Exchange, as well as curation platforms such as Google Ad Manager's new curation tool. As advertisers prioritize supply path optimization (SPO), ad placement transparency and adapt to the decline of cookie-based addressability, investment in programmatic direct deals and curated inventory continues to grow. These deals, which can be executed within SSPs, offer curated access to premium placements, allowing advertisers to define pricing, inventory, and targeting parameters. DV's data solutions enhance this process by giving brands greater control over inventory selection, ensuring curated deals are optimized for scale and align with predefined quality and performance criteria for better outcomes. Although programmatic direct deals are often considered safer, risks remain. In 2024, DV found that post-bid suitability violations in private marketplaces (PMPs) and direct deals were 61% lower when using Authentic Brand Suitability -- underscoring the need for stronger safeguards, even in curated environments. With this expansion, brands can enhance their programmatic deals with DV Authentic Brand Suitability, DV Custom Contextual solutions, or any of DV's ready-to-use data solutions to combat ad fraud and optimize for viewability, brand suitability, contextual relevance, and attention. The same data and client-specific classification choices used on the buy side can now be seamlessly applied on the sell side. With this launch, brands can now activate DV's data solutions across demand-side platforms (DSPs) as well as SSPs, ensuring greater media quality and performance across all programmatic channels.
お知らせ • Feb 18DoubleVerify Launches Content-Level Controls on Meta, Powering Media Quality and Advertising EffectivenessDoubleVerify announced the launch of content-level controls for Meta's Facebook & Instagram Feed and Reels - expanding the company's footprint of trusted, independent brand suitability and media performance tools. This release will allow advertisers to proactively avoid content they deem unsuitable before their ads are served, enhancing brand impact across Meta's platforms. This launch builds on last year's release of post-bid brand safety and suitability measurement on Meta's Facebook and Instagram Feeds and Reels. Implementing a comprehensive media authentication strategy aligns protection controls with post-bid measurement, delivering significant value to brands. Post-bid measurement analyzes content after impressions are purchased, offering advertisers insights into ad delivery that aligns with their brand preferences. DV's newly launched content-level controls evaluate inventory before impressions are delivered, and identify content that falls below the brand safety floor and does not align with the company's suitability tiers in an automated manner -- supporting the delivery of ads to appropriate environments. This approach helps brands optimize future campaigns and media investment decisions. In addition, DV has rolled out 30 new and unique content-level avoidance categories, such as Youth and Young adults, Youth Entertainment, and Gambling. These expanded categories offer advertisers precise control and protection tailored to their brand preferences. With this release, advertisers will benefit from: End-to-end Performance: Seamless alignment of content-level controls with post-bid measurement., improving campaign suitability rates, reducing media waste, and enhancing ad performance on Meta's Facebook & Instagram Feed & Instagram Feed and Reels campaigns. Operational Efficiency: Automated, hourly refresh of content-level avoidance that requires no manual intervention. Trusted Coverage: Independent, third-party monitoring and protection of ad placements. DV's solution is powered by its proprietary, AI-powered Universal Content Intelligence™? classification engine. DV analyzes video, image, audio, speech, and text elements to deliver superior content classifications at scale. Its innovative key frame extraction method is a smarter and faster way to analyze video content. Instead of examining each video frame, which can be repetitive and time-consuming, key frame extraction focuses only on the most important moments where changes happen. This streamlined approach ensures quicker, more accurate analysis, uses less computing power and reduces environmental impact -- ensuring efficient analysis of campaigns, without sacrificing quality or precision. Measurement data insights and content-level controls are available through DV Pinnacle®?, the company's unified service and analytics reporting platform, enabling advertisers to monitor and optimize their Meta ad campaigns.
分析記事 • Feb 06DoubleVerify Holdings (NYSE:DV) Hasn't Managed To Accelerate Its ReturnsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
お知らせ • Jan 09DoubleVerify Holdings, Inc. to Report Q4, 2024 Results on Feb 27, 2025DoubleVerify Holdings, Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025
お知らせ • Dec 10DoubleVerify Launches GenAI Protection to Safeguard Brands from Low-Quality, AI-Generated ContentDoubleVerify Holdings, Inc. announced the launch of its Generative Artificial Intelligence (GenAI) Website Avoidance & Detection solution. This innovative offering helps advertisers navigate the risks posed by low-quality, AI-generated content and protect their brand reputation online. According to DV's 2024 Global Insights Trends Report, 54% of marketers believe that generative artificial intelligence negatively impacts media quality. DV has identified numerous long-tail websites that leverage GenAI tools to churn out low-quality content, often rife with errors, editorial inconsistencies and plagiarism. With DV's GenAI solution, clients can seamlessly enable post-bid monitoring within their brand suitability profile and employ DV Authentic Brand Suitability across leading DSPs for pre-bid avoidance. DV uses a nuanced approach to classify websites within its GenAI Websites category. The company evaluates sites and subdomains predominantly exhibiting AI-generated, low-quality content with minimal human oversight. Poor quality signals include repetitive cookie-cutter formats, chatbot-generated text within articles, placeholder content, and other markers that may concern advertisers. Powered by proprietary detection technology that combines AI-driven analysis with human expertise, DV's GenAI solution ensures precision in identifying and categorizing low-quality content. Importantly, websites that use generative AI responsibly and maintain reasonable quality standards are not categorized, allowing advertisers to balance quality reach with suitability. DV's category-based implementation streamlines activation and ensures dynamic updates, eliminating the manual effort of maintaining inclusion and exclusion lists. This approach enables advertisers to stay ahead of the ever-growing landscape of low-quality, AI- generated content. In addition, aligning pre-bid controls with post-bid measurement offers advertisers a comprehensive media authentication strategy. Pre-bid protection evaluates content before impressions are transacted to support the delivery of ads to appropriate environments. Post-bid measurement analyzes content after impressions are purchased, offering advertisers insights into suitable ad delivery. This dual approach helps brands optimize future campaigns and media investment decisions. Currently, DV's GenAI classification applies to English-language content with plans to launch across other languages in the future.
分析記事 • Dec 05Is 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...
Recent Insider Transactions Derivative • Nov 22Independent Lead Director notifies of intention to sell stockLaura Desmond intends to sell 38k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of November. If the sale is conducted around the recent share price of US$19.98, it would amount to US$749k. Since December 2023, Laura has owned 132.20k shares directly. Company insiders have collectively sold US$8.4m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Nov 14We Think DoubleVerify Holdings' (NYSE:DV) Solid Earnings Are UnderstatedShareholders appeared to be happy with DoubleVerify Holdings, Inc.'s ( NYSE:DV ) solid earnings report last week...
Major Estimate Revision • Nov 13Consensus EPS estimates increase by 18%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$670.4m to US$663.2m. EPS estimate rose from US$0.315 to US$0.37. Net income forecast to grow 14% next year vs 17% growth forecast for Software industry in the US. Consensus price target down from US$24.00 to US$22.28. Share price rose 4.0% to US$20.33 over the past week.
Price Target Changed • Nov 12Price target decreased by 7.2% to US$22.28Down from US$24.00, the current price target is an average from 18 analysts. New target price is 9.2% above last closing price of US$20.40. Stock is down 35% over the past year. The company is forecast to post earnings per share of US$0.37 for next year compared to US$0.43 last year.
Reported Earnings • Nov 07Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.11 (up from US$0.079 in 3Q 2023). Revenue: US$169.6m (up 18% from 3Q 2023). Net income: US$18.2m (up 36% from 3Q 2023). Profit margin: 11% (up from 9.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 42%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Nov 07+ 1 more updateDoubleVerify Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Year 2024DoubleVerify Holdings, Inc. provided earnings guidance for the fourth quarter and year 2024. For the fourth quarter 2024, the company expects Revenue of $194 million to $200 million, a year-over-year increase of 14% at the midpoint. For the Full Year 2024, the company expects revenue of $660 million to $666 million, a year-over-year increase of 16% at the midpoint.
分析記事 • Nov 06DoubleVerify Holdings, Inc.'s (NYSE:DV) Price In Tune With EarningsDoubleVerify Holdings, Inc.'s ( NYSE:DV ) price-to-earnings (or "P/E") ratio of 51.1x might make it look like a strong...
Price Target Changed • Nov 01Price target decreased by 7.5% to US$24.00Down from US$25.94, the current price target is an average from 18 analysts. New target price is 41% above last closing price of US$17.05. Stock is down 42% over the past year. The company is forecast to post earnings per share of US$0.32 for next year compared to US$0.43 last year.
Seeking Alpha • Oct 23DoubleVerify: Multiple Drivers For Long-Term Growth Despite Near-Term HeadwindsSummary 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
お知らせ • Oct 16DoubleVerify Launches News Accelerator, Empowering Advertisers to Tap into Engaged News Audiences While Ensuring Brand SuitabilityDoubleVerify (DV) announced the launch of its News Accelerator program. Over a year in the making, this initiative will further align DV's product innovation with the needs of the news industry, and encourage advertiser spending on news and journalism. Key components include the introduction of DV News Plus, a positive contextual segment for news, advanced suitability controls and enhanced analytics tools to drive more positive advertiser engagement with news. Through the program, DV will foster partnerships and feedback loops with dozens of news publishers, across the spectrum of news content - from regional and niche publications to global news leaders, and will educate the industry on how to balance brand suitability with the brand-building opportunity presented by news content. As brands increase their advertising spend, they seek greater transparency and control over ad placements to maximize performance and protect brand reputation online. However, overly broad use of media quality tools can unintentionally block valuable news content. DV data reveals that advertising on news sites generates nearly 20% more engagement than non-news content, presenting a significant opportunity for brands to connect with highly engaged and attentive audiences. By strategically investing in news, brands can enhance reach and campaign effectiveness without sacrificing brand suitability. DV News Accelerator initiatives include: News Plus: A contextual news segment that enables advertisers to reach news content while avoiding brand-unsafe or objectionable material. News Plus includes content from top trafficked websites for newspapers, radio, TV, and magazines reporting on local, national, and international events, while excluding content that is generally deemed unsafe by brands. DV is expanding News Plus with additional segments that will enable brands to further refine and customize their news media buys based on attention and other key quality and performance areas. News Plus will be available for activation across all major DSPs, where DV contextual data is currently available. Advanced Suitability Controls: DV is introducing additional suitability controls based on feedback from news media publishers and brands. These will allow advertisers to better tune their brand suitability settings, thereby opening up scale on news content where engaged audiences are congregating, and reducing the risk of overblocking. DV will continue to build on these enhancements to adapt to the changing landscape of news media and meet the demands of global brands. Enhanced Analytics: To help clients better optimize their brand suitability settings, DV will proactively monitor advertiser profiles for higher-than-average avoidance rates and consult on recommended adjustments. These recommendations may include removing overly restrictive keywords, expanding inclusion and exception lists, and fine-tuning other brand suitability settings. DV's Page Exceptions feature, launched in 2019, allows advertisers to support news publishers by enabling specific sites and pages to bypass all brand safety avoidance settings. New Research on the Value of News: In the coming months, DV will release additional data showcasing the value of advertising alongside news content. This research will highlight the positive impact of news on brand perception and campaign performance, providing advertisers with key insights to help them maximize their investment in news media while maintaining brand suitability. October 15, 2024, DV will host the News Accelerator Summit where over a dozen news publishers will join a roundtable discussion to address brand safety and suitability challenges, and explore how DV can collaborate with the news industry to support journalism. DV will also discuss areas of investment, including increased technical support and resources, to ensure continued success for news publishers at the global, national and local levels.
お知らせ • Oct 15DoubleVerify Appoints Jack Marshall as Head of NewsDoubleVerify (DV) announced that it has appointed industry veteran Jack Marshall as the company’s Head of News, who will spearhead the work. Jack Marshall, with nearly two decades of experience in digital media journalism and publishing, will lead DV’s efforts in the news sector. Marshall has held senior reporting and editorial roles at top publications, including The Wall Street Journal and Digiday. Before joining DV, he co-founded and led Toolkits.
お知らせ • Oct 10+ 1 more updateDoubleverify Holdings, Inc. to Introduce Pre-Screen Content Controls on Meta, Strengthening Brand Safety, Suitability, and Media PerformanceDoubleVerify announced the upcoming introduction of content-level pre-screen avoidance on Meta’s Facebook & Instagram Feed and Reels, expanding its suite of independent brand safety and suitability tools. This release will empower advertisers to proactively avoid content they deem unsuitable before their ads are served, protecting brand reputation across Meta’s platforms. In January 2024, DV launched post-bid brand safety and suitability measurement on Meta’s Facebook & Instagram Feeds and Reels. DV classifies content directly above and below the placement of ads – enabling brands to authenticate the content surrounding their promotions. The upcoming pre-screen avoidance solution empowers advertisers to prevent ads from appearing beside content that falls under DV’s Brand Safety Floor and Suitability Tiers in an automated manner, letting brands filter out sensitive content in real-time, before bidding on ad inventory. Implementing a comprehensive authentication strategy offers significant value to advertisers, aligning pre-screen controls with post-bid measurement. Pre-screen protection evaluates content before impressions are transacted to support the delivery of ads to appropriate environments. Post-bid measurement analyzes content after impressions are purchased, providing advertisers insights into safe and suitable ad delivery. This approach helps brands optimize future campaigns and media investment decisions.
新しいナラティブ • Sep 04Leveraging 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.
分析記事 • Aug 29DoubleVerify Holdings (NYSE:DV) Hasn't Managed To Accelerate Its ReturnsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Seeking Alpha • Aug 13DoubleVerify: Expecting Growth Acceleration Over The Next Few QuartersSummary 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
Recent Insider Transactions Derivative • Aug 07Chief Financial Officer notifies of intention to sell stockNicola Allais intends to sell 21k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of August. If the sale is conducted around the recent share price of US$19.33, it would amount to US$409k. Since September 2023, Nicola's direct individual holding has increased from 62.60k shares to 77.31k. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Aug 04DoubleVerify Is Leveraging AI, Social Media Measurement For Growth In Digital AdvertisingSummary DoubleVerify Holdings is expected to maintain growth in digital advertising market through strategic moves and partnerships. Recent projects, such as AI-powered tools and social media measurement, have boosted company's revenue and effectiveness. Despite high P/S and EPS ratios, holding and reassessing after a price drop is advised to ensure more attractive valuation. Read the full article on Seeking Alpha
お知らせ • Aug 01Doubleverify Holdings, Inc. Provides Earnings Guidance for the Third Quarter and Full Year 2024DoubleVerify Holdings, Inc. provided earnings guidance for the third quarter and full year 2024. For the quarter, the company expects revenue of $167 million to $171 million, a year-over-year increase of 17% at the midpoint. For the full year, the company expects revenue of $667 million to $675 million, a year-over-year increase of 17% at the midpoint.
