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Integral Ad Science Holding Corp.NasdaqGS:IAS Stock Report

Market Cap US$1.7b
Share Price
US$10.34
US$10.59
2.4% undervalued intrinsic discount
1Y0.3%
7D0.6%
Portfolio Value
View

Integral Ad Science Holding Corp.

NasdaqGS:IAS Stock Report

Market Cap: US$1.7b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Integral Ad Science Holding (IAS) Stock Overview

Operates as a digital advertising verification company in the United States, the United Kingdom, Ireland, France, Germany, Spain, Italy, Singapore, Australia, Japan, India, and the Nordics. More details

IAS fundamental analysis
Snowflake Score
Valuation3/6
Future Growth3/6
Past Performance4/6
Financial Health6/6
Dividends0/6

IAS Community Fair Values

Create Narrative

See what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.

Integral Ad Science Holding Corp. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Integral Ad Science Holding
Historical stock prices
Current Share PriceUS$10.34
52 Week HighUS$11.43
52 Week LowUS$6.26
Beta1.57
1 Month Change0.78%
3 Month Change22.22%
1 Year Change0.29%
3 Year Change18.71%
5 Year Changen/a
Change since IPO-49.76%

Recent News & Updates

Narrative Update Dec 20

IAS: Novacap Takeout Will Anchor Shares Near Cash Offer Price

Analysts have nudged their price target for Integral Ad Science Holding higher to about $10.30 per share from roughly $9 to $10 previously, reflecting the agreed all cash acquisition by Novacap at $10.30 per share and the view that upside is now largely capped near the deal value. Analyst Commentary Bearish analysts have largely repositioned their views on Integral Ad Science around the $10.30 per share takeout value, trimming prior upside expectations and signaling limited scope for further share appreciation absent a competing offer.

Recent updates

Narrative Update Dec 20

IAS: Novacap Takeout Will Anchor Shares Near Cash Offer Price

Analysts have nudged their price target for Integral Ad Science Holding higher to about $10.30 per share from roughly $9 to $10 previously, reflecting the agreed all cash acquisition by Novacap at $10.30 per share and the view that upside is now largely capped near the deal value. Analyst Commentary Bearish analysts have largely repositioned their views on Integral Ad Science around the $10.30 per share takeout value, trimming prior upside expectations and signaling limited scope for further share appreciation absent a competing offer.
Narrative Update Dec 06

IAS: Shares Will Gravitate Toward $10.30 As Take-Private Deal Progresses

Analysts have converged their price targets for Integral Ad Science toward the $10.30 per share acquisition price, trimming upside expectations as they view the agreed all cash Novacap deal as effectively capping near term valuation and limiting the likelihood of competing bids. Analyst Commentary Bullish analysts view the Novacap acquisition as a validation of Integral Ad Science's strategic position in the ad-tech ecosystem, noting that the agreed takeout price reflects a premium to where the stock had been trading amid limited public market enthusiasm.
Narrative Update Nov 22

IAS: Shares Will Trade Steadily After $10.30 Buyout Agreement Finalizes

Integral Ad Science Holding's analyst price target has been updated to $10.30 per share, reduced from prices as high as $17 previously. Analysts note that the company's agreement to be acquired by Novacap sets a clear valuation and limits the potential for further upside in the near term.
Narrative Update Nov 06

IAS: Shares Will Remain Rangebound Following $10.30 Private Equity Takeout

Analysts have updated their price targets for Integral Ad Science, converging around $10.30 per share. This update follows the announced acquisition by private equity firm Novacap and the consensus that a higher bid is unlikely.
Narrative Update Oct 23

Analysts React to Novacap Acquisition of Integral Ad Science with Revised Targets and Mixed Outlooks

The consensus analyst price target for Integral Ad Science has shifted upward to $10.30 per share. This increase is driven primarily by the company's agreement to be acquired by Novacap in an all-cash transaction, which sets a new valuation benchmark according to analysts.
Narrative Update Oct 09

Digital Ad Trends Will Redefine Global Market Opportunities

Integral Ad Science Holding's fair value estimate has been revised downward from $12.14 to $10.59 after analysts lowered price targets to align with the $10.30 per share buyout offer from Novacap. This reflects consensus that the acquisition caps immediate upside potential.
Narrative Update Sep 25

Digital Ad Trends Will Redefine Global Market Opportunities

Integral Ad Science's consensus price target has been sharply reduced and ratings downgraded following its agreed $10.30 per share acquisition by Novacap, which caps further upside and reflects limited deal competition, with the fair value now set close to the offer price. Analyst Commentary Downgrades across the board to Hold/Market Perform reflect the agreed cash acquisition of Integral Ad Science by Novacap at $10.30 per share, capping upside to the takeout price.
Seeking Alpha Sep 17

Integrated Ad Science: A Consistent Grower

Summary Integrated Ad Science (IAS) is a consistent grower, delivering strong financial results. The company trades at a reasonable valuation. IAS posted 16% YoY revenue growth, impressive cash flow gains, and paid off all long-term debt, but growth in large ad customers is slowing. Stock-based compensation remains high, diluting shareholder value, and key growth metrics are decelerating despite healthy margins and retention rates. IAS trades at low valuation multiples with a solid balance sheet, but I rate it a hold, awaiting clearer price action before recommending entry. Read the full article on Seeking Alpha
Analysis Article Jul 13

These 4 Measures Indicate That Integral Ad Science Holding (NASDAQ:IAS) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article May 17

At US$8.09, Is It Time To Put Integral Ad Science Holding Corp. (NASDAQ:IAS) On Your Watch List?

Integral Ad Science Holding Corp. ( NASDAQ:IAS ), is not the largest company out there, but it led the NASDAQGS gainers...
Analysis Article May 17

Integral Ad Science Holding Corp.'s (NASDAQ:IAS) 26% Jump Shows Its Popularity With Investors

Integral Ad Science Holding Corp. ( NASDAQ:IAS ) shareholders are no doubt pleased to see that the share price has...
Analysis Article Apr 28

Returns Are Gaining Momentum At Integral Ad Science Holding (NASDAQ:IAS)

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Analysis Article Mar 28

Why We're Not Concerned About Integral Ad Science Holding Corp.'s (NASDAQ:IAS) Share Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Analysis Article Feb 26

We Think Integral Ad Science Holding (NASDAQ:IAS) Can Manage Its Debt With Ease

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article Jan 29

What Does Integral Ad Science Holding Corp.'s (NASDAQ:IAS) Share Price Indicate?

Integral Ad Science Holding Corp. ( NASDAQ:IAS ), might not be a large cap stock, but it received a lot of attention...
Seeking Alpha Jan 03

Integral Ad Science: Growth Reacceleration Deserves A Higher Multiple (Rating Upgrade)

Summary Shares have been under pressure due to weaker growth during 2024, caused by some factors which I consider to be temporary. Growth this year will be driven by cross selling its new products to existing customers, including the significant number which were added recently. Profitability remains solid, with Adjusted EBITDA margins for FY25 expected to reach 38%, with strong FCF conversion. Valuation is attractive at 11.4 times FCF, leading me to upgrade shares from Hold to Buy. Read the full article on Seeking Alpha
Analysis Article Dec 03

Integral Ad Science Holding Corp.'s (NASDAQ:IAS) P/E Still Appears To Be Reasonable

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Analysis Article Nov 11

Integral Ad Science Holding (NASDAQ:IAS) Is Doing The Right Things To Multiply Its Share Price

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Seeking Alpha Oct 05

Integral Ad Science: New Product Offerings Drive Continued Profitable Growth

Summary Shares have struggled this year, despite solid momentum in the underlying business. Guidance for the year suggests a 14% year-over-year growth, with an adjusted EBITDA margin of 34%. The primary risks I identify are related to competition and the rising adoption of AI. At a Price/FCF multiple of 14, I find the shares to befairly valued and recommend a Hold rating. Read the full article on Seeking Alpha
Analysis Article Sep 27

Is Integral Ad Science Holding (NASDAQ:IAS) A Risky Investment?

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 Sep 12

Leveraging Oracle's Exit And AI Innovation Fuels Global Expansion And Revenue Surge

Anticipated benefits from new products and AI investments suggest future revenue growth through innovation, driving customer adoption and retention.
Analysis Article Jul 16

Why We're Not Concerned About Integral Ad Science Holding Corp.'s (NASDAQ:IAS) Share Price

When close to half the companies in the Media industry in the United States have price-to-sales ratios (or "P/S") below...
Analysis Article Jun 01

Integral Ad Science Holding (NASDAQ:IAS) Is Doing The Right Things To Multiply Its Share Price

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha May 21

Integral Ad Science: Excessive Valuation Gap, Poised To Outperform DoubleVerify

Summary Integral Ad Science and DoubleVerify are both leading players in the digital ad verification market. Wall Street analysts are bullish on both companies, with median target prices significantly above current levels. Despite having similar business models and financial profiles, IAS currently trades at a 45% discount to DV, making it the better buy at this time. Read the full article on Seeking Alpha
Analysis Article Mar 30

Is Integral Ad Science Holding (NASDAQ:IAS) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Mar 07

Integral Ad Science Holding Corp.'s (NASDAQ:IAS) 42% Cheaper Price Remains In Tune With Revenues

Integral Ad Science Holding Corp. ( NASDAQ:IAS ) shareholders won't be pleased to see that the share price has had a...

Shareholder Returns

IASUS MediaUS Market
7D0.6%-1.1%2.1%
1Y0.3%-13.9%30.6%

Return vs Industry: IAS exceeded the US Media industry which returned -16.3% over the past year.

Return vs Market: IAS underperformed the US Market which returned 14.4% over the past year.

Price Volatility

Is IAS's price volatile compared to industry and market?
IAS volatility
IAS Average Weekly Movement5.7%
Media Industry Average Movement9.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

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

Volatility Over Time: IAS's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
2009902Lisa Utzschneiderintegralads.com

Integral Ad Science Holding Corp. operates as a digital advertising verification company in the United States, the United Kingdom, Ireland, France, Germany, Spain, Italy, Singapore, Australia, Japan, India, and the Nordics. The company provides IAS Signal, a cloud-based technology platform enables customers to maximize their ROAS by verifying their ads; and deliver independent measurement and verification of digital advertising across devices, channels, and formats, including desktop, mobile, connected TV (CTV), social, display, video, and emerging media. It offers also digital media quality solutions; ad fraud detection and prevention, viewability and attention, brand safety and suitability, contextual targeting, inventory yield management, and reporting.

Integral Ad Science Holding Corp. Fundamentals Summary

How do Integral Ad Science Holding's earnings and revenue compare to its market cap?
IAS fundamental statistics
Market capUS$1.72b
Earnings (TTM)US$46.72m
Revenue (TTM)US$590.67m
37.2x
P/E Ratio
2.9x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
IAS income statement (TTM)
RevenueUS$590.67m
Cost of RevenueUS$133.36m
Gross ProfitUS$457.31m
Other ExpensesUS$410.59m
EarningsUS$46.72m

Last Reported Earnings

Sep 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)0.28
Gross Margin77.42%
Net Profit Margin7.91%
Debt/Equity Ratio0%

How did IAS perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/22 05:32
End of Day Share Price 2025/12/22 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

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

Integral Ad Science Holding Corp. is covered by 6 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jason KreyerCraig-Hallum Capital Group LLC
James HeaneyJefferies LLC
Matthew FarrellPiper Sandler Companies