Information Services Group (III) Stock Overview
Operates as an artificial intelligence (AI) centered technology research and advisory company in the Americas, Europe, and the Asia Pacific. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 2/6 |
| Past Performance | 4/6 |
| Financial Health | 6/6 |
| Dividends | 4/6 |
Rewards
Risk Analysis
No risks detected for III from our risk checks.
III Community Fair Values
Create NarrativeSee what 14 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Information Services Group, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$4.22 |
| 52 Week High | US$6.45 |
| 52 Week Low | US$3.74 |
| Beta | 1.11 |
| 1 Month Change | 4.46% |
| 3 Month Change | 1.69% |
| 1 Year Change | -12.63% |
| 3 Year Change | -20.23% |
| 5 Year Change | -26.48% |
| Change since IPO | -42.82% |
Recent News & Updates
Seeking Alpha • 7h
Information Services Group: Profits Improve, But Defensive Moats Limit Upside
Summary Information Service Group is pivoting to AI-driven advisory, showing recent profit and margin improvements after a decade of weak revenue growth. The company's defensive moats - intangible assets and customer embeddedness - support recurring revenue but have not translated into market share gains or robust topline growth. Despite strong cash generation and improved profitability, the company remains a lower-tier performer versus peers, with persistent challenges in capturing sector growth. My valuation, assuming 4% perpetual revenue growth and 2025 margins, yields no margin of safety versus the current market price. Read the full article on Seeking Alpha
Narrative Update • Jun 05
III: AI Research Expansion And Share Buybacks Will Support Future Upside
Analysts have adjusted their price target for Information Services Group to $6.67, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E that slightly refine their valuation outlook without materially changing the overall fair value estimate. What's in the News Launched multiple ISG Provider Lens research studies across key areas including AWS ecosystem partners, UKG Pro, Workday, Guidewire, supply chain services, public sector services, medical device digital services, automotive and mobility, enterprise service management, advanced analytics and AI, and generative AI.Recent updates
Seeking Alpha • 7h
Information Services Group: Profits Improve, But Defensive Moats Limit Upside
Summary Information Service Group is pivoting to AI-driven advisory, showing recent profit and margin improvements after a decade of weak revenue growth. The company's defensive moats - intangible assets and customer embeddedness - support recurring revenue but have not translated into market share gains or robust topline growth. Despite strong cash generation and improved profitability, the company remains a lower-tier performer versus peers, with persistent challenges in capturing sector growth. My valuation, assuming 4% perpetual revenue growth and 2025 margins, yields no margin of safety versus the current market price. Read the full article on Seeking AlphaNarrative Update • Jun 05
III: AI Research Expansion And Share Buybacks Will Support Future Upside
Analysts have adjusted their price target for Information Services Group to $6.67, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E that slightly refine their valuation outlook without materially changing the overall fair value estimate. What's in the News Launched multiple ISG Provider Lens research studies across key areas including AWS ecosystem partners, UKG Pro, Workday, Guidewire, supply chain services, public sector services, medical device digital services, automotive and mobility, enterprise service management, advanced analytics and AI, and generative AI.Analysis Article • May 13
Information Services Group, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
The first-quarter results for Information Services Group, Inc. ( NASDAQ:III ) were released last week, making it a good...Narrative Update • May 09
III: AI Research Expansion And Buybacks Will Support Future Earnings Upside
Analysts have kept their price target for Information Services Group broadly steady at about $6.67. This reflects only minor model adjustments to the discount rate, long run revenue growth, profit margin, and future P/E assumptions that together support this unchanged view.Narrative Update • Apr 20
III: AI Index And Share Repurchases Will Support Future Earnings Upside
Analysts held their price target for Information Services Group steady at $6.67, citing unchanged fair value estimates along with only marginal tweaks to discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Launched the ISG AI Index, a benchmark companion to the long running ISG Index.Narrative Update • Apr 06
III: Buybacks And AI Offerings Will Support Future Earnings Upside
Analysts have kept their $6.67 price target on Information Services Group broadly unchanged, citing only slight adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions as they refine their valuation model. What's in the News Completed share repurchase of 4,715,475 shares, representing 9.73% of shares, for a total of $19.08 million under the buyback program announced on August 3, 2023.
New Narrative • Mar 25
AI Adoption And Tariff Risks Will Pressure Margins Yet Support A Gradual Earnings Recovery
Catalysts About Information Services Group Information Services Group provides research, benchmarking, advisory and governance services focused on technology and AI centered transformation for enterprises worldwide. What are the underlying business or industry changes driving this perspective?Narrative Update • Mar 22
III: Buybacks And AI Offerings Will Support Future Earnings Upside
Analysts have trimmed their price target on Information Services Group to reflect a lower fair value estimate of $6.67 from $7.17, citing updated assumptions for the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News Completed share repurchase of 4,715,475 shares, about 9.73% of outstanding stock, for $19.08 million under the buyback program announced on August 3, 2023, including 407,000 shares bought between October 1, 2025 and December 31, 2025 for $2.29 million (Key Developments).
New Narrative • Mar 10
AI Transformation Tailwinds Will Support Long Term Upside Potential
Catalysts About Information Services Group Information Services Group is a research and advisory firm that helps enterprises with technology sourcing, AI centered transformation, benchmarking, governance and change management. What are the underlying business or industry changes driving this perspective?Narrative Update • Mar 05
III: Expanded AI And Cybersecurity Research Program Will Support Future Earnings Upside
Analysts have nudged their price target on Information Services Group slightly higher to $7.17, reflecting small tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping their overall fair value view effectively unchanged. What's in the News ISG launched a standardized revenue cycle contract management framework for U.S. healthcare providers, aiming to make contracts measurable and governable and citing examples where clients saw up to 50% operating cost savings and multi million dollar revenue gains (Key Developments).Narrative Update • Feb 19
III: Expanded AI And Cybersecurity Research Program Will Support Future Earnings Upside
Analysts maintained their $7.17 price target on Information Services Group, citing essentially stable views on the discount rate, revenue growth, profit margin, and future P/E assumptions, which together keep their overall valuation framework intact. What's in the News ISG launched a global research study on AI driven governance, risk, compliance and fraud services for enterprises, with findings to be published in its Specialty Analytics and AI Services GRCF report planned for August 2026 (Key Developments).Analysis Article • Feb 12
Is Information Services Group (NASDAQ:III) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Narrative Update • Feb 05
III: Expanded AI And Cybersecurity Research Pipeline Will Support Future Earnings Upside
Analysts have adjusted their price target on Information Services Group to US$7.17, reflecting fine tuning to inputs such as the discount rate and future P/E assumptions, rather than a change in their core outlook. What's in the News ISG outlined its 2026 Research Plan, expanding ISG Provider Lens and Buyers Guide coverage of enterprise AI, software and services, including a unified AI, data and cloud software stack for buyers.Narrative Update • Jan 21
III: Share Repurchases And Expanded AI Research Will Support Future Earnings Upside
Analysts have made modest adjustments to their price target on Information Services Group to reflect slightly refined assumptions on discount rate, revenue growth, profit margin and future P/E. Their fair value estimate remains effectively unchanged at about US$7.17.Narrative Update • Jan 06
III: Share Repurchases And Expanded AI Research Program Will Support Earnings Upside
Analysts have adjusted their price target on Information Services Group to US$7.17, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News ISG plans to expand its enterprise AI research in 2026, outlining a research plan that includes 60 ISG Provider Lens studies and over 30 Buyers Guides covering more than 200 software categories.Narrative Update • Dec 18
III: Share Repurchases And Expanding AI Research Platform Will Drive Earnings Upside
Analysts have raised their price target on Information Services Group by 0.0 percent to an unchanged implied fair value of $7.17 per share, reflecting slightly lower discount rate assumptions and a marginally reduced future price to earnings multiple while maintaining stable revenue growth and profit margin expectations. What's in the News ISG research highlights how cloud based, AI enabled ERP platforms are transforming efficiency and decision making across industries, with more than 80 percent of new ERP systems at non product companies expected to be cloud deployed by 2028 (ISG Buyers Guides for Enterprise Resource Planning) The firm launched an Aerospace and Defense Services and Solutions study to evaluate more than 120 providers helping A&D organizations modernize engineering, MRO and supply chain operations with digital technologies (ISG Provider Lens research) A new Multi Public Cloud Services report for the U.S. finds enterprises are using cloud native AI tools to modernize data pipelines and automate workflows, while remaining cautious on GenAI by limiting deployment to high accuracy use cases (ISG Provider Lens report) ISG unveiled its 2026 Research Plan, expanding to 60 ISG Provider Lens studies and over 30 Buyers Guides that together cover more than 200 software categories, with a unified AI, data and cloud software stack for enterprise buyers (ISG Research 2026 plan) The company issued fourth quarter 2025 guidance, targeting revenue between $60.5 million and $61.5 million, and reported completing a 4.31 million share repurchase program totaling $16.78 million since 2023 (company guidance and buyback update) Valuation Changes Fair Value: Unchanged at an implied price target of $7.17 per share, indicating no revision to the central valuation estimate.Narrative Update • Dec 04
III: Ongoing Share Repurchases Will Support Stronger Earnings Performance Next Year
Narrative Update on Information Services Group Analysts have modestly increased their price target on Information Services Group to approximately 7.17 dollars. This reflects slightly higher assumptions for the company’s future earnings multiple while leaving growth and margin expectations effectively unchanged.Narrative Update • Nov 20
III: Rising Profit Margins Will Drive Improved Earnings Performance Over The Next Year
Information Services Group's analyst price target has been raised by $0.50 to $7.17, as analysts cite improved profit margin forecasts and slightly stronger revenue growth expectations as the primary drivers for the increase. What's in the News Information Services Group has launched major research studies on digital engineering services, intelligent robotics, and mainframe modernization, with reports scheduled for release throughout 2026 (Key Developments).Analysis Article • Nov 10
We Think That There Are Some Issues For Information Services Group (NASDAQ:III) Beyond Its Promising Earnings
Information Services Group, Inc. ( NASDAQ:III ) just released a solid earnings report, and the stock displayed some...Narrative Update • Nov 01
III: AI Adoption And Digital Tools Will Drive Efficiency Across Sectors
Narrative Update on Analyst Price Target for Information Services Group Analysts have adjusted their price target for Information Services Group slightly. The new target is $6.67 per share, reflecting a minimal change based on nuanced updates to company fundamentals including discount rate and future price-to-earnings assumptions.Narrative Update • Oct 18
Digital Transformation And AI Will Unlock New Opportunities
Narrative Update on Information Services Group Analysts have modestly adjusted their price target for Information Services Group, maintaining it at $6.67. This reflects updated assumptions about discount rates and market outlook.Narrative Update • Oct 03
Digital Transformation And AI Will Unlock New Opportunities
Analysts have raised their price target for Information Services Group from $5.83 to $6.67 per share, citing a slight decrease in the discount rate and updated expectations for valuation multiples. What's in the News ISG Software Research reports enterprises are seeking learning management systems (LMS) that combine compliance, integration with HCM systems, personalized experiences, and extended-enterprise capabilities.Analysis Article • Sep 27
What Does Information Services Group, Inc.'s (NASDAQ:III) Share Price Indicate?
While Information Services Group, Inc. ( NASDAQ:III ) might not have the largest market cap around , it received a lot...Narrative Update • Sep 16
Digital Transformation And AI Will Unlock New Opportunities
The recent increase in the consensus Analyst Price Target for Information Services Group reflects higher future earnings expectations as indicated by the rise in the forward P/E multiple, resulting in a new fair value estimate of $5.83 per share. What's in the News Information Services Group (ISG) launched multiple research studies focused on digital transformation, AI, data security, sustainability, and customer experience across healthcare, manufacturing, telecom, utilities, and insurance sectors, with reports scheduled for late 2025 and early 2026.Narrative Update • Aug 15
Digital Transformation And AI Will Unlock New Opportunities
Despite a notable improvement in net profit margin and a sharply reduced future P/E ratio, consensus analyst sentiment has turned more cautious, resulting in the price target dropping from $5.83 to $5.25. What's in the News Information Services Group (ISG) launched multiple industry-focused research studies, including in healthcare digital services, manufacturing industry IT, telecom/media/entertainment services, digital sustainability, power and utilities, insurance, multi public cloud services, medical devices, and supply chain services.Analysis Article • Jul 04
Is Information Services Group, Inc. (NASDAQ:III) Trading At A 30% Discount?
Key Insights Information Services Group's estimated fair value is US$7.25 based on 2 Stage Free Cash Flow to Equity...New Narrative • Jun 02
Digital Transformation And AI Will Unlock Future Potential
Accelerating demand for digital transformation and AI services is boosting recurring revenues, client diversity, and long-term revenue potential.Analysis Article • May 20
Information Services Group, Inc. (NASDAQ:III) Stock Catapults 27% Though Its Price And Business Still Lag The Industry
Information Services Group, Inc. ( NASDAQ:III ) shares have continued their recent momentum with a 27% gain in the last...Analysis Article • May 14
Information Services Group, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
The investors in Information Services Group, Inc. 's ( NASDAQ:III ) will be rubbing their hands together with glee...Seeking Alpha • Apr 29
Information Services Group: Holding Steady
Summary III’s fundamental results continue to point upwards long-term. Sales are feeling macro pressures today, but margin initiatives have offset these headwinds. In the mid-$3/share range, I believe today’s price offers an attractive IRR. Read the full article on Seeking AlphaAnalysis Article • Apr 02
Earnings Tell The Story For Information Services Group, Inc. (NASDAQ:III) As Its Stock Soars 26%
Information Services Group, Inc. ( NASDAQ:III ) shareholders would be excited to see that the share price has had a...Analysis Article • Mar 20
Earnings Troubles May Signal Larger Issues for Information Services Group (NASDAQ:III) Shareholders
The market rallied behind Information Services Group, Inc.'s ( NASDAQ:III ) stock, leading do a rise in the share price...Seeking Alpha • Mar 11
Information Services Group Focuses On America's Potential For Growth (Upgrade)
Summary Information Services Group, Inc. recently reported Q4 2024 results, beating revenue and earnings estimates, and sold its automation unit to focus on core opportunities. Despite past concerns, the firm appears reasonably valued and holds potential for growth in the Americas and generative AI activities. III's financials show improved operating income, higher gross margins, and reduced SG&A costs, though European revenue remains a drag due to macroeconomic conditions. Management is optimistic about growth in the Americas and AI projects, with a focus on debt reduction and stock buybacks. My outlook is now a neutral Hold. Read the full article on Seeking AlphaAnalysis Article • Mar 10
Information Services Group (NASDAQ:III) Has Announced A Dividend Of $0.045
Information Services Group, Inc.'s ( NASDAQ:III ) investors are due to receive a payment of $0.045 per share on 28th of...Shareholder Returns
| III | US IT | US Market | |
|---|---|---|---|
| 7D | -6.8% | -11.4% | -3.3% |
| 1Y | -12.6% | -6.1% | 22.3% |
Return vs Industry: III underperformed the US IT industry which returned -4.3% over the past year.
Return vs Market: III underperformed the US Market which returned 22.5% over the past year.
Price Volatility
| III volatility | |
|---|---|
| III Average Weekly Movement | 4.6% |
| IT Industry Average Movement | 11.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: III has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: III's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2006 | 1,500 | Mike Connors | www.isg-one.com |
Information Services Group, Inc., together with its subsidiaries, operates as an artificial intelligence (AI) centered technology research and advisory company in the Americas, Europe, and the Asia Pacific. It offers digital transformation services, including sourcing advisory and cloud and data analytics; managed governance and risk; network and software advisory; technology strategy and operations design; change management; and market intelligence. The company also provides ISG Digital, a client solution platform focused on developing technology, transformation, sourcing, and digital solutions; and ISG Enterprise, a client solution platform that helps clients manage change and optimize operations in such areas as information technology, finance, human resources, and training.
Information Services Group, Inc. Fundamentals Summary
| III fundamental statistics | |
|---|---|
| Market cap | US$203.32m |
| Earnings (TTM) | US$10.57m |
| Revenue (TTM) | US$246.33m |
19.1x
P/E Ratio0.8x
P/S RatioIs III overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| III income statement (TTM) | |
|---|---|
| Revenue | US$246.33m |
| Cost of Revenue | US$140.20m |
| Gross Profit | US$106.13m |
| Other Expenses | US$95.56m |
| Earnings | US$10.57m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.22 |
| Gross Margin | 43.08% |
| Net Profit Margin | 4.29% |
| Debt/Equity Ratio | 62.8% |
How did III perform over the long term?
See historical performance and comparisonDividends
4.3%
Current Dividend Yield82%
Payout RatioDoes III pay a reliable dividends?
See III dividend history and benchmarks| Information Services Group dividend dates | |
|---|---|
| Ex Dividend Date | Jun 05 2026 |
| Dividend Pay Date | Jun 26 2026 |
| Days until Ex dividend | 6 days |
| Days until Dividend pay date | 15 days |
Does III pay a reliable dividends?
See III dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/09 20:12 |
| End of Day Share Price | 2026/06/09 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* 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
Information Services Group, Inc. is covered by 9 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Vincent Colicchio | Barrington Research Associates, Inc. |
| Sarkis Sherbetchyan | B. Riley Securities, Inc. |
| Timothy Fox | Deutsche Bank |