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IAC Inc.NasdaqGS:IAC Stock Report

Market Cap US$3.3b
Share Price
US$44.06
US$47.33
6.9% undervalued intrinsic discount
1Y12.0%
7D-2.5%
Portfolio Value
View

IAC Inc.

NasdaqGS:IAC Stock Report

Market Cap: US$3.3b

IAC (IAC) Stock Overview

Operates as a media and internet company worldwide. More details

IAC fundamental analysis
Snowflake Score
Valuation0/6
Future Growth1/6
Past Performance2/6
Financial Health2/6
Dividends0/6

IAC Community Fair Values

Create Narrative

See what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.

IAC Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for IAC
Historical stock prices
Current Share PriceUS$44.06
52 Week HighUS$45.82
52 Week LowUS$29.56
Beta1.07
1 Month Change7.86%
3 Month Change20.81%
1 Year Change12.00%
3 Year Change-25.26%
5 Year Change-80.39%
Change since IPO-58.71%

Recent News & Updates

Narrative Update May 10

IAC: Rising Earnings Multiple And Overhaul Plans Will Drive Repricing

The updated analyst price target for IAC moves to $64.33 from $60.00. Analysts point to adjustments in fair value estimates, discount rate assumptions, revenue expectations, profit margins and future P/E as key drivers behind the change.
Narrative Update Apr 22

IAC: Buybacks And Execution Will Shape Balanced Outlook For Future Returns

Analysts have raised their price targets on IAC by $6 and $3 in recent updates, indicating renewed confidence in the stock and offering a new reference point for where they think shares could reasonably trade. Analyst Commentary Recent price target moves on IAC give a snapshot of how research desks are thinking about the risk and reward trade off at current levels.

Recent updates

Narrative Update May 10

IAC: Rising Earnings Multiple And Overhaul Plans Will Drive Repricing

The updated analyst price target for IAC moves to $64.33 from $60.00. Analysts point to adjustments in fair value estimates, discount rate assumptions, revenue expectations, profit margins and future P/E as key drivers behind the change.
Narrative Update Apr 22

IAC: Buybacks And Execution Will Shape Balanced Outlook For Future Returns

Analysts have raised their price targets on IAC by $6 and $3 in recent updates, indicating renewed confidence in the stock and offering a new reference point for where they think shares could reasonably trade. Analyst Commentary Recent price target moves on IAC give a snapshot of how research desks are thinking about the risk and reward trade off at current levels.
Narrative Update Apr 05

IAC: Share Repurchases And Earnings Execution Will Support Further Upside

Analysts have raised their price targets on IAC by $3 to $6 in recent research, reflecting updated views on its earnings potential and valuation. Analyst Commentary Recent price target adjustments on IAC, including moves of $3 and $6, highlight a reassessment of the company’s earnings potential and how the current share price lines up with that view.
Narrative Update Mar 22

IAC: Share Repurchases And Portfolio Execution Will Support Future Upside

Analysts have adjusted their outlook on IAC, with the average price target moving higher by a mid single digit dollar amount. They cite recent target increases of $6 from Citi and $3 from UBS as support for the updated view.
Narrative Update Mar 07

IAC: Share Repurchases And Margin Execution Will Support Future Upside

Analysts have modestly increased their IAC price targets by $3 to $6, citing updated assumptions for the company’s discount rate, revenue growth, profit margins, and forward P/E multiples. Analyst Commentary Recent target price moves of $3 to $6 suggest that analysts are updating their views on IAC as new assumptions filter into their models.
Narrative Update Feb 20

IAC: Higher Margins And Reduced Revenue Pressure Will Support Shares

Analysts have lifted their price targets on IAC by $6 and $3 in recent updates, suggesting a view that the company’s fair value is closer to $47.33. This view is supported by expectations for less severe revenue declines, a higher profit margin near 5.50%, and a lower future P/E of about 33.87x.
Narrative Update Feb 05

IAC: MGM Stake Will Offset Softer Margins As Q3 Pressures Persist

Analysts have raised their price target on IAC from US$36.00 to US$38.00 as they account for a smaller expected revenue decline, a slightly higher discount rate, a lower profit margin outlook, and a significantly higher future P/E assumption. Valuation Changes Fair Value: updated from US$36.00 to US$38.00.
Narrative Update Jan 22

IAC: MGM Stake May Limit Downside As Messy Q3 Pressures Persist

Narrative Update Analysts have trimmed their price target on IAC to US$39 from US$41, citing what they describe as a messy Q3 with shortfalls in People and Care.com. These were partly offset by cost reduction efforts and support from the MGM stake, which they see as limiting downside risk.
Narrative Update Jan 07

IAC: MGM Stake And Buybacks Will Support Shares After Messy Q3

Analysts have trimmed their average 12 month price target on IAC by US$2 to US$39, citing messy Q3 results at People and Care.com, cost saving efforts to support shareholder value, and the view that the MGM stake helps limit downside risk. Analyst Commentary Bearish analysts have trimmed their expectations on IAC, with the average 12 month price target reset to US$39.
Seeking Alpha Jan 04

IAC: Two Catalysts, One Depressed Price

Summary IAC Inc. (IAC) is rated a buy, with a $76 price target and 94% upside, driven by deep undervaluation, versus sum-of-the-parts analysis. The MGM Resorts (MGM) stake anchors IAC’s valuation, now representing 78% of equity value and providing a downside floor. People Inc. is the growth engine, with 9% digital revenue growth and 38% performance marketing growth, validating the digital pivot. IAC’s strong balance sheet, aggressive share buybacks, and diversified growth drivers create a compelling risk/reward profile, despite conglomerate and segment-specific risks. Read the full article on Seeking Alpha
Analysis Article Dec 20

IAC Inc. (NASDAQ:IAC) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected

IAC Inc. ( NASDAQ:IAC ) shareholders would be excited to see that the share price has had a great month, posting a 25...
Narrative Update Dec 19

IAC: MGM Stake And Buybacks Will Offset Weaker Near-Term Outlook

Analysts have trimmed their price target on IAC by about $3.00 to $36.00 per share, citing weaker near term growth and profitability following messy Q3 results, despite cost reduction efforts and support from the MGM stake. Analyst Commentary Bearish analysts have pointed to IAC's recent Q3 performance as a key driver behind more cautious stance adjustments, highlighting both execution missteps and softer trends in key business lines such as People and Care.com.
Narrative Update Dec 04

IAC: Cost Cuts And MGM Stake Will Support Shares Ahead

Analysts have modestly reduced their price target on IAC to $39 from $41, citing messy Q3 results in key segments but noting that cost-cutting efforts and the supporting value of the MGM stake help limit downside risk. Analyst Commentary Analysts are digesting IAC's latest quarter as a mixed update, balancing operational missteps against tangible downside protection from its asset base.
Narrative Update Nov 20

IAC: Cost Reductions And MGM Stake Will Limit Downside Risk Ahead

Analysts have lowered their price target on IAC by $2 to $39, citing ongoing operational challenges highlighted in recent quarterly results. However, they note that cost-cutting efforts and asset support are helping to limit further downside risk.
Narrative Update Nov 03

IAC: Share Repurchases And Asset Sales Will Unlock Long-Term Value

IAC's analyst consensus price target saw a moderate decrease, moving from approximately $48.69 to $48.38. Analysts weighed recent mixed performance, a cautious outlook on M&A, and evolving prospects for share buybacks in their reassessment.
Analysis Article Sep 13

What Is IAC Inc.'s (NASDAQ:IAC) Share Price Doing?

While IAC Inc. ( NASDAQ:IAC ) might not have the largest market cap around , it received a lot of attention from a...
Analysis Article Jul 23

Does IAC (NASDAQ:IAC) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
User avatar
New Narrative May 26

Digital Advertising Upgrades Will Expand Global Market Reach

Expansion into digital services, data ownership, and AI-driven personalization strengthens platform resilience, long-term growth, and recurring revenue.
Analysis Article Mar 11

We Think IAC (NASDAQ:IAC) Can Stay On Top Of Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Feb 03

Revenues Not Telling The Story For IAC Inc. (NASDAQ:IAC)

There wouldn't be many who think IAC Inc.'s ( NASDAQ:IAC ) price-to-sales (or "P/S") ratio of 0.9x is worth a mention...
Seeking Alpha Jan 19

IAC: FCC Issues Could Be Limited, Spin-Off Now Confirmed

Summary IAC confirms the spin-off of Angi, despite mixed feelings from the equity research community, though appeal to the minority Angi float. Angi's shift to a consumer-stated choice model should improve US margins and mitigate FCC consent rule impacts, but parity with international margins may be optimistic. Turo's profitability and Vivian Health's valuations can be confirmed by more recent precedents for the SotP. Reduced focused on politics starting in Q4 is good for IAC's businesses, but the capital cost outlook will continue to limit catalysts in our view, such as a Turo IPO. Read the full article on Seeking Alpha
Analysis Article Jan 07

IAC Inc.'s (NASDAQ:IAC) Intrinsic Value Is Potentially 51% Above Its Share Price

Key Insights IAC's estimated fair value is US$65.85 based on 2 Stage Free Cash Flow to Equity IAC is estimated to be...
Analysis Article Dec 11

Does IAC (NASDAQ:IAC) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article Nov 14

Should You Think About Buying IAC Inc. (NASDAQ:IAC) Now?

While IAC Inc. ( NASDAQ:IAC ) might not have the largest market cap around , it received a lot of attention from a...
Seeking Alpha Nov 13

IAC: Ad Market Improvements To Be Offset By FCC, And Angi Spin-Off Confusions

Summary IAC saw an improving ad market despite the issues of being an advertiser in a distracting election cycle. The sum of the parts analysis could be more emphasized by a lower tax burden, depending on election outcomes in other branches, and also by the Angi spin-off. Angi restructuring seems to be working, although markets did not appreciate the spin-off announcement, which might have been interpreted as a lack of confidence. In all, IAC could be an interesting opportunity during this volatility. Read the full article on Seeking Alpha
Analysis Article Sep 30

Unpleasant Surprises Could Be In Store For IAC Inc.'s (NASDAQ:IAC) Shares

It's not a stretch to say that IAC Inc.'s ( NASDAQ:IAC ) price-to-sales (or "P/S") ratio of 1.2x right now seems quite...
Seeking Alpha Aug 26

IAC Inc. Is A Steal, But It Needs A Deal

Summary IAC has signalled to the market that it's ready to make deals. Any kind of transaction (sale, acquisition, or IPO) could unlock shareholder value. If the private assets are indeed worth what we speculate, IAC is severely undervalued even when taking into account corporate overhead costs and could double when the market catches up. IAC's CEO and team are incentivized with RSUs to get the share price to at least $110 by 2030. Read the full article on Seeking Alpha
Seeking Alpha Jul 05

IAC: Could Be An Inflection Point With OpenAI Deal Inked

Summary IAC is undergoing major cost control and restructuring efforts, with a focus on improving profitability across all businesses, including Angi and DDM. Moreover, they have inked a deal with OpenAI who will pay them for the license to their content, which will translate at high margin into profits. We have reduced the P/S on DDM for conservativeness compared to last article, but the upside is just growing further as IAC reaches close to all-time lows. We are sounding a buy alert, and would buy ourselves if only cash were available. Read the full article on Seeking Alpha
Analysis Article Jul 02

Is IAC (NASDAQ:IAC) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Seeking Alpha May 15

IAC: Ecommerce Leader Has A 20% Holding In MGM's Casino Business You Get Free

Summary IAC Inc.'s future is focused on building brands, with potential for growth in the online business sector. The company's investment in MGM Resorts International may be its biggest asset, with potential for growth in the leisure sector. IAC's revenue growth reflects its ability to monetize its digital properties and capitalize on its shift into digital and print media. Read the full article on Seeking Alpha
Analysis Article Apr 07

Should You Investigate IAC Inc. (NASDAQ:IAC) At US$52.12?

IAC Inc. ( NASDAQ:IAC ), is not the largest company out there, but it received a lot of attention from a substantial...
Analysis Article Feb 21

IAC (NASDAQ:IAC) Strong Profits May Be Masking Some Underlying Issues

Following the solid earnings report from IAC Inc. ( NASDAQ:IAC ), the market responded by bidding up the stock price...
Analysis Article Feb 15

IAC Inc. Just Reported A Surprise Profit And Analysts Updated Their Estimates

It's been a good week for IAC Inc. ( NASDAQ:IAC ) shareholders, because the company has just released its latest yearly...
Seeking Alpha Feb 11

IAC: Profits Should Improve Further In Q4

Summary IAC has a portfolio of non-public brands whose valuation seems to be the point of contention for markets. Q3 earnings showed declines in print media revenues but some pockets of performance in digital marketing, but overall IAC marketing revenues suffered, and Angi suffered especially. The upcoming Q4 earnings are expected to show improvements in digital revenue and advertising budgets, probably improving sales direction. While some of the declines reflect the overall market, they have also been doing substantial restructuring which has already yielded results in terms of profitability. Any sales increases now should move through a more profitable operation. Read the full article on Seeking Alpha
Analysis Article Feb 07

Insufficient Growth At IAC Inc. (NASDAQ:IAC) Hampers Share Price

IAC Inc.'s ( NASDAQ:IAC ) price-to-sales (or "P/S") ratio of 1x might make it look like a buy right now compared to the...
Analysis Article Oct 13

Calculating The Intrinsic Value Of IAC Inc. (NASDAQ:IAC)

Key Insights The projected fair value for IAC is US$51.73 based on 2 Stage Free Cash Flow to Equity With US$46.99 share...
Analysis Article Jul 11

Is IAC Inc. (NASDAQ:IAC) Potentially Undervalued?

IAC Inc. ( NASDAQ:IAC ), is not the largest company out there, but it saw a significant share price rise of over 20% in...
Analysis Article Jun 23

Calculating The Intrinsic Value Of IAC Inc. (NASDAQ:IAC)

Key Insights Using the 2 Stage Free Cash Flow to Equity, IAC fair value estimate is US$71.26 IAC's US$61.35 share price...

Shareholder Returns

IACUS Interactive Media and ServicesUS Market
7D-2.5%3.0%2.2%
1Y12.0%87.6%31.1%

Return vs Industry: IAC underperformed the US Interactive Media and Services industry which returned 87.6% over the past year.

Return vs Market: IAC underperformed the US Market which returned 31.1% over the past year.

Price Volatility

Is IAC's price volatile compared to industry and market?
IAC volatility
IAC Average Weekly Movement4.9%
Interactive Media and Services Industry Average Movement8.3%
Market Average Movement7.3%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: IAC has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: IAC's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
n/a5,156n/awww.iac.com

IAC Inc., together with its subsidiaries, operates as a media and internet company worldwide. The company publishes original and engaging digital content in the form of articles, illustrations, and videos and images; and magazines related to women and lifestyle under the media platforms and formats, such as People, Entertainment Weekly, People en Español, Allrecipes, Food & Wine, Simply Recipes, Serious Eats, EatingWell, The Spruce Eats, Liquor.com, MyRecipes, Feedfeed, Better Homes & Gardens, The Spruce, REAL SIMPLE, Southern Living, Martha Stewart, Magnolia Journal, InStyle, Byrdie and Brides, Travel + Leisure, Investopedia, Lifewire, The Spruce Pets, Midwest Living, Verywell, and Successful Farming. It also operates websites that offers general search services and information, including Ask.com, a search site with a variety of fresh and contemporary content; Reference.com that offers content across select vertical categories; Consumersearch.com, which offers content designed to simplify the product research process; and Shopping.net, a vertical shopping search site, as well as offers direct-to-consumer downloadable desktop applications.

IAC Inc. Fundamentals Summary

How do IAC's earnings and revenue compare to its market cap?
IAC fundamental statistics
Market capUS$3.28b
Earnings (TTM)US$137.80m
Revenue (TTM)US$2.33b
23.8x
P/E Ratio
1.4x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
IAC income statement (TTM)
RevenueUS$2.33b
Cost of RevenueUS$782.22m
Gross ProfitUS$1.55b
Other ExpensesUS$1.41b
EarningsUS$137.80m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)1.85
Gross Margin66.49%
Net Profit Margin5.90%
Debt/Equity Ratio30.9%

How did IAC perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 17:47
End of Day Share Price 2026/05/08 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

IAC Inc. is covered by 24 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ross SandlerBarclays
Daniel KurnosBenchmark Company
Daniel SalmonBMO Capital Markets Equity Research