Innodata 향후 성장
Future 기준 점검 5/6
Innodata은 연간 수입과 매출이 각각 25.7%와 26.7% 증가할 것으로 예상되고 EPS는 연간 18.2%만큼 증가할 것으로 예상됩니다.
핵심 정보
25.7%
이익 성장률
18.18%
EPS 성장률
| Professional Services 이익 성장 | 15.4% |
| 매출 성장률 | 26.7% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 08 May 2026 |
최근 향후 성장 업데이트
Recent updates
새 내러티브 • May 08
Innodata Inc. (INOD): Powering Smart Data for Generative AI and the Inflection Point in High-Complexity LLM Engineering
Innodata Inc. (INOD), a leading data engineering provider for the world’s largest technology companies, reported its Q1 fiscal 2026 earnings on May 7, 2026 , delivering a performance that signaled its total transformation into a mission-critical AI utility [1, 2].
내러티브 업데이트 • May 02
INOD: Complex Data Training And Customer Diversification Will Support Future Upside
Analysts have lifted their price target on Innodata to $100 from $95, citing Q4 revenue and EBITDA that came in ahead of estimates, as well as management commentary about expanding complex data training capabilities and a broader customer base. Analyst Commentary Recent research points to stronger Q4 execution, with revenue and EBITDA coming in ahead of estimates and management emphasizing progress in complex data training and a broader customer base.
내러티브 업데이트 • Apr 18
INOD: Complex Data Training Expansion Will Support Future Enterprise Demand
Analysts have raised their price target on Innodata by $5 to $100, citing recent revenue and EBITDA results that exceeded expectations as well as the company’s progress in expanding its data training capabilities and diversifying its customer base. Analyst Commentary Recent research highlights both optimism and caution around Innodata, with the latest price target move to $100 reflecting how analysts are weighing strong execution against ongoing risks.Seeking Alpha • Apr 09
Innodata: Not The Cheapest Data Refiner Around, But The Growth Profile Helps
Summary Innodata, which has three-and-a-half decade old expertise in data engineering, has outperformed other data refiners quite handsomely over the past year. INOD's data moat and its stress-testing capabilities in the development of agentic AI systems position it well for the future. INOD's revenue, which has averaged over 35% over the past 5 years, is expected to grow at 37% in FY26, while it also has a solid balance sheet. Despite trading at 32x forward earnings, a premium over other data refiners, INOD's 37% EPS CAGR through FY27 points to a PEG of less than 1x. Key risks include high client concentration (58% revenue from one customer) and rising dilution from surging stock-based compensation. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 04
INOD: Complex Data Training Expansion Will Drive Next Wave Of AI Demand
Analysts have lifted their price target on Innodata to $100 from $95, pointing to recent revenue and EBITDA results versus expectations and the company’s progress in expanding more complex data training services while diversifying its customer base. Analyst Commentary Recent research shows bullish analysts growing more constructive on Innodata, supported by reported Q4 revenue and EBITDA that were above both their own estimates and consensus expectations.내러티브 업데이트 • Mar 21
INOD: Complex Data Training Expansion Will Support Bullish Long Term Upside
Analysts have lifted their price target on Innodata to $100 from $95, citing recent Q4 revenue and EBITDA results relative to estimates, as well as management commentary on expanding complex data training capabilities and a more diversified customer base. Analyst Commentary Recent research highlights that the higher US$100 price target is closely linked to Innodata's Q4 revenue and EBITDA relative to estimates, as well as commentary on expanding complex data training capabilities and a broader customer base.내러티브 업데이트 • Mar 07
INOD: Complex Data Training And Customer Diversification Will Support Future Upside
Analysts have updated their fair value estimate for Innodata to $75.00 from $80.00, citing higher assumed revenue growth, improved profit margin expectations, a lower future P/E multiple, and recent Street research that raised the price target to $100 based on stronger Q4 results and progress in more complex data training and customer diversification. Analyst Commentary Recent Street research has centered on Innodata's updated fair value estimates and the shift in valuation assumptions that accompany stronger Q4 revenue and EBITDA figures.내러티브 업데이트 • Feb 21
INOD: Defense And AI Data Contracts Will Drive Future Enterprise Demand
Analysts have kept their fair value estimate for Innodata steady at $93.75 per share, with minor tweaks to inputs such as the discount rate and assumed future P/E that reflect updated views on risk and long term profitability rather than a change in the overall price target narrative. What's in the News Innodata was selected to provide high quality training data and data engineering services to Palantir Technologies, supporting AI enabled platforms for rodeo event analysis and computer vision models that process thousands of hours of video footage across multiple rodeo disciplines (Key Developments).내러티브 업데이트 • Feb 06
INOD: Defense And AI Data Contracts Will Support Expanding Enterprise Customer Opportunities
Analysts maintained their price target on Innodata at US$93.75, making only minor model tweaks to the discount rate, revenue growth and profit margin assumptions to support this unchanged view. What's in the News Innodata was selected to provide high quality training data and data engineering services to Palantir Technologies, supporting Palantir's AI enabled platforms for rodeo event analysis.내러티브 업데이트 • Jan 22
INOD: Federal Defense Wins Will Drive Next Wave Of AI Demand
Analysts have maintained their fair value estimate for Innodata at $110.00, with small adjustments to the discount rate, revenue growth and profit margin assumptions. Together, these changes leave the overall price target unchanged while still reflecting updated views on the company’s earnings profile and a future P/E of 64.55x.내러티브 업데이트 • Jan 08
INOD: Early Enterprise AI Adoption Will Drive Expanded Customer Base
Narrative Update: Innodata Analysts have lifted their fair value estimate for Innodata from US$55.00 to US$80.00, citing higher assumed revenue growth, a richer future P/E of about 74x, and confidence that the company can tap into early stage enterprise AI adoption as spending extends beyond core technology customers. Analyst Commentary Recent research commentary has focused on how Innodata might participate in early stage enterprise AI spending as companies work on helping employees use these tools effectively.내러티브 업데이트 • Dec 22
INOD Will Benefit From Early Stage Enterprise AI Adoption
Analysts have raised their price target on Innodata from $75 to $110 per share, citing expectations for materially faster revenue growth, modestly higher profit margins, and a stronger earnings multiple, as the company stands to benefit from early stage enterprise AI adoption and broader customer diversification. Analyst Commentary Bullish analysts highlight that the increased price target reflects rising confidence in Innodata's ability to execute on its AI driven growth strategy, with faster top line expansion and improved operating leverage underpinning a higher valuation framework.내러티브 업데이트 • Dec 08
INOD: Early Enterprise AI Adoption Will Drive Expanding Customer Base Opportunities
Analysts have raised their price target on Innodata shares from $74 to $110, citing the company’s strong positioning to benefit from early stage enterprise AI adoption and a broadening customer base beyond traditional technology companies. Analyst Commentary Bullish analysts point to the latest price target increase as evidence that expectations for Innodata's growth trajectory are accelerating, particularly as enterprises begin to scale AI initiatives across more functions.분석 기사 • Dec 02
Innodata Inc.'s (NASDAQ:INOD) Popularity With Investors Under Threat As Stock Sinks 26%
Innodata Inc. ( NASDAQ:INOD ) shares have retraced a considerable 26% in the last month, reversing a fair amount of...내러티브 업데이트 • Nov 24
INOD: Expanding Customer Base Will Drive Sustained AI Demand Momentum
Analysts have raised their fair value estimate for Innodata from $86 to $93.75. This reflects expectations of stronger revenue growth and expanding opportunities as enterprise adoption of artificial intelligence accelerates.분석 기사 • Nov 13
Innodata's (NASDAQ:INOD) Solid Earnings Have Been Accounted For Conservatively
Investors signalled that they were pleased with Innodata Inc.'s ( NASDAQ:INOD ) most recent earnings report. Looking...내러티브 업데이트 • Nov 08
INOD: Expanding Enterprise AI Adoption Will Drive Stronger Profitability Momentum
Innodata's analyst price target increased from $78 to $86, as analysts cite the company's expanding role in early-stage enterprise AI adoption and its potential to capitalize on growing industry demand. Analyst Commentary Analyst perspectives on Innodata have highlighted both the opportunities and risks associated with the company's evolving role within the enterprise AI sector.내러티브 업데이트 • Oct 25
Enterprise AI Expansion Will Drive Opportunities Despite Early Adoption Uncertainties
Analysts have raised their fair value estimate for Innodata from $75 to $78.00, citing increased confidence in the company’s potential to capitalize on expanding enterprise AI adoption and growth in customer base. Analyst Commentary Recent reports reflect a growing sense of optimism among analysts regarding Innodata’s trajectory in the evolving artificial intelligence landscape.분석 기사 • Oct 16
Innodata Inc. (NASDAQ:INOD) Stocks Shoot Up 26% But Its P/S Still Looks Reasonable
Despite an already strong run, Innodata Inc. ( NASDAQ:INOD ) shares have been powering on, with a gain of 26% in the...내러티브 업데이트 • Oct 10
Advanced AI Demand Will Forge Expansion Amid Margin Risks
Narrative Update on Innodata: Analyst Price Target Revision Analysts have raised their price target for Innodata significantly, increasing it from $67.80 to $75.00. They cited the company's strong position to capitalize on expanding enterprise AI adoption and improved profit margin expectations.내러티브 업데이트 • Sep 19
Advanced AI Demand Will Forge Expansion Amid Margin Risks
The upward revision in Innodata’s consensus price target largely reflects increased future P/E expectations, with valuation rising from $64.40 to $67.80. What's in the News Innodata raised full-year 2025 revenue guidance, now expecting 45% or more organic revenue growth, up from 40%.분석 기사 • Jul 09
Why We Like The Returns At Innodata (NASDAQ:INOD)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Jun 20
Revenues Tell The Story For Innodata Inc. (NASDAQ:INOD) As Its Stock Soars 33%
Innodata Inc. ( NASDAQ:INOD ) shares have had a really impressive month, gaining 33% after a shaky period beforehand...Seeking Alpha • Mar 30
Innodata: Up 580% - The Microcap Behind The Magnificent 7
Summary INOD delivers 100% YoY growth, driven by booming demand for LLM training data. Heavy reliance on human labor limits scalability; recruitment costs remain a key concern. Future success hinges on sustained demand and delayed automation of annotation tasks. Read the full article on Seeking Alpha분석 기사 • Mar 30
With A 29% Price Drop For Innodata Inc. (NASDAQ:INOD) You'll Still Get What You Pay For
Innodata Inc. ( NASDAQ:INOD ) shareholders won't be pleased to see that the share price has had a very rough month...Seeking Alpha • Feb 21
Innodata: Short-Term Momentum Play
Summary Innodata is a compelling short-term momentum play with explosive growth, but long-term prospects are uncertain due to a rapidly changing AI landscape. FY24 results show impressive revenue growth of 96% and positive net income, driven by efficient cost management and strong performance in AI-related segments. The balance sheet is secure with a $46.9 million cash position but limited for significant M&A or large investments, indicating reliance on organic growth. Despite strong growth, concerns exist about long-term competitive advantages and potential risks from short reports alleging overstated revenues and questionable auditing practices. Read the full article on Seeking Alpha분석 기사 • Feb 13
Innodata Inc.'s (NASDAQ:INOD) P/S Is Still On The Mark Following 31% Share Price Bounce
Innodata Inc. ( NASDAQ:INOD ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...Seeking Alpha • Jan 08
Innodata: Why I'm Long This Explosive AI Growth Stock
Summary Innodata's strong partnerships with Big Tech and AI focus drive impressive growth, making it an attractive buy at 35x next year's free cash flow. The company's revenue growth rates are expected to stabilize at 50% in 2025, reflecting its solid momentum and increasing guidance. Despite potential 4% dilution, management's disciplined approach and significant free cash flow growth enhance shareholder value, supporting a $65 price target by early 2026. Key risks include customer concentration and the non-recurring nature of services, but broadening client base and strategic scaling efforts mitigate these concerns. Read the full article on Seeking Alpha분석 기사 • Jan 01
Is There An Opportunity With Innodata Inc.'s (NASDAQ:INOD) 28% Undervaluation?
Key Insights Innodata's estimated fair value is US$55.09 based on 2 Stage Free Cash Flow to Equity Innodata is...분석 기사 • Dec 09
Why We Like The Returns At Innodata (NASDAQ:INOD)
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...분석 기사 • Nov 03
Innodata Inc. (NASDAQ:INOD) Looks Just Right With A 36% Price Jump
Innodata Inc. ( NASDAQ:INOD ) shareholders have had their patience rewarded with a 36% share price jump in the last...
새 내러티브 • Sep 24
Critical Moves And Big Tech Partnerships Set To Spur Unprecedented Growth And Innovation
Innodata shows significant operational momentum with market demand driving expected future revenue and profitability through record growth and raised guidance.분석 기사 • Sep 19
Why We're Not Concerned Yet About Innodata Inc.'s (NASDAQ:INOD) 25% Share Price Plunge
Innodata Inc. ( NASDAQ:INOD ) shares have retraced a considerable 25% in the last month, reversing a fair amount of...Seeking Alpha • Sep 01
Innodata: Hitting A Potential Inflection Point
Summary Innodata has shown exceptional growth, doubling its share price YTD and achieving 65% YoY revenue growth, but the stock seems fairly valued now. The company's competitive edge lies in its high-quality, proprietary data and customizable AI platforms, which are in high demand across various industries. Despite the impressive growth, Innodata has yet to demonstrate consistent profitability and strong cash flows, making the current valuation a bit expensive. Investors should hold Innodata for now, awaiting more evidence of sustainable, profitable growth and potential regulatory impacts on the AI and data training sectors. Read the full article on Seeking Alpha분석 기사 • Aug 17
We Think Innodata's (NASDAQ:INOD) Robust Earnings Are Conservative
When companies post strong earnings, the stock generally performs well, just like Innodata Inc.'s ( NASDAQ:INOD ) stock...분석 기사 • Jul 29
Why Investors Shouldn't Be Surprised By Innodata Inc.'s (NASDAQ:INOD) 33% Share Price Surge
Innodata Inc. ( NASDAQ:INOD ) shares have continued their recent momentum with a 33% gain in the last month alone. The...분석 기사 • Jul 02
Investors Will Want Innodata's (NASDAQ:INOD) Growth In ROCE To Persist
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Seeking Alpha • Apr 11
Innodata: Stay Away From This AI Stock
Summary Innodata is not a high-quality AI company and should be avoided as an investment. The company relies on a few major customers, which introduces uncertainty in revenue growth. The financial position of Innodata is precarious, with a heavy reliance on stock-based compensation and a potential need for additional capital. Read the full article on Seeking Alpha분석 기사 • Feb 15
Innodata Inc. (NASDAQ:INOD) Looks Just Right With A 60% Price Jump
Innodata Inc. ( NASDAQ:INOD ) shares have had a really impressive month, gaining 60% after a shaky period beforehand...분석 기사 • Aug 08
Innodata (NASDAQ:INOD) Is In A Good Position To Deliver On Growth Plans
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...분석 기사 • May 05
Here's Why We're Not Too Worried About Innodata's (NASDAQ:INOD) Cash Burn Situation
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...분석 기사 • Jan 12
We're Not Very Worried About Innodata's (NASDAQ:INOD) Cash Burn Rate
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...분석 기사 • Jul 22
Here's Why We're Not At All Concerned With Innodata's (NASDAQ:INOD) Cash Burn Situation
We can readily understand why investors are attracted to unprofitable companies. For example, although...분석 기사 • Feb 24
Returns At Innodata (NASDAQ:INOD) Are On The Way Up
What are the early trends we should look for to identify a stock that could multiply in value over the long term...분석 기사 • Nov 04
Estimating The Fair Value Of Innodata Inc. (NASDAQ:INOD)
In this article we are going to estimate the intrinsic value of Innodata Inc. ( NASDAQ:INOD ) by taking the expected...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2027 | 454 | 59 | N/A | N/A | 4 |
| 12/31/2026 | 357 | 39 | 21 | 38 | 4 |
| 3/31/2026 | 283 | 39 | 62 | 73 | N/A |
| 12/31/2025 | 252 | 32 | 36 | 47 | N/A |
| 9/30/2025 | 238 | 34 | 40 | 51 | N/A |
| 6/30/2025 | 228 | 43 | 36 | 44 | N/A |
| 3/31/2025 | 202 | 35 | 30 | 39 | N/A |
| 12/31/2024 | 170 | 29 | 27 | 35 | N/A |
| 9/30/2024 | 137 | 20 | 11 | 18 | N/A |
| 6/30/2024 | 107 | 3 | 1 | 8 | N/A |
| 3/31/2024 | 94 | 2 | 6 | 11 | N/A |
| 12/31/2023 | 87 | -1 | 0 | 6 | N/A |
| 9/30/2023 | 80 | -5 | 1 | 6 | N/A |
| 6/30/2023 | 76 | -8 | 1 | 7 | N/A |
| 3/31/2023 | 77 | -11 | -4 | 2 | N/A |
| 12/31/2022 | 79 | -12 | -8 | -1 | N/A |
| 9/30/2022 | 79 | -11 | -9 | -2 | N/A |
| 6/30/2022 | 78 | -9 | -11 | -4 | N/A |
| 3/31/2022 | 75 | -5 | -3 | 3 | N/A |
| 12/31/2021 | 70 | -2 | 1 | 5 | N/A |
| 9/30/2021 | 66 | 1 | 2 | 6 | N/A |
| 6/30/2021 | 63 | 2 | 6 | 8 | N/A |
| 3/31/2021 | 60 | 1 | 4 | 6 | N/A |
| 12/31/2020 | 58 | 1 | 4 | 6 | N/A |
| 9/30/2020 | 58 | -1 | 4 | 5 | N/A |
| 6/30/2020 | 57 | -2 | 3 | 4 | N/A |
| 3/31/2020 | 57 | -2 | 1 | 3 | N/A |
| 12/31/2019 | 56 | -2 | N/A | 4 | N/A |
| 9/30/2019 | 56 | -2 | N/A | 4 | N/A |
| 6/30/2019 | 56 | -1 | N/A | 4 | N/A |
| 3/31/2019 | 57 | 0 | N/A | 4 | N/A |
| 12/31/2018 | 57 | 0 | N/A | 4 | N/A |
| 9/30/2018 | 58 | -2 | N/A | 3 | N/A |
| 6/30/2018 | 59 | -4 | N/A | 0 | N/A |
| 3/31/2018 | 60 | -4 | N/A | 1 | N/A |
| 12/31/2017 | 61 | -5 | N/A | 1 | N/A |
| 9/30/2017 | 61 | -4 | N/A | 0 | N/A |
| 6/30/2017 | 62 | -6 | N/A | 0 | N/A |
| 3/31/2017 | 62 | -7 | N/A | -2 | N/A |
| 12/31/2016 | 63 | -6 | N/A | -3 | N/A |
| 9/30/2016 | 63 | -5 | N/A | -1 | N/A |
| 6/30/2016 | 62 | -2 | N/A | 3 | N/A |
| 3/31/2016 | 60 | -1 | N/A | 1 | N/A |
| 12/31/2015 | 59 | -3 | N/A | 3 | N/A |
| 9/30/2015 | 59 | -3 | N/A | 1 | N/A |
| 6/30/2015 | 59 | -3 | N/A | 1 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: INOD 의 연간 예상 수익 증가율(25.7%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: INOD 의 연간 수익(25.7%)이 US 시장(16.7%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: INOD 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: INOD 의 수익(연간 26.7%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: INOD 의 수익(연간 26.7%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: INOD의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 03:16 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Innodata Inc.는 6명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Hamed Khorsand | BWS Financial Inc. |
| George Sutton | Craig-Hallum Capital Group LLC |
| Allen Klee | Maxim Group |