DoubleVerify Holdings, Inc.

NYSE:DV Stok Raporu

Piyasa değeri: US$1.5b

DoubleVerify Holdings Yönetim

Yönetim kriter kontrolleri 2/4

DoubleVerify Holdings CEO'su Mark Zagorski, Jul2020 tarihinde atandı, in görev süresi 5.83 yıldır. in toplam yıllık tazminatı $ 11.81M olup, şirket hissesi ve opsiyonları dahil olmak üzere 5.7% maaş ve 94.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.36% ine doğrudan sahiptir ve bu hisseler $ 5.17M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 5.6 yıl ve 4.9 yıldır.

Anahtar bilgiler

Mark Zagorski

İcra Kurulu Başkanı

US$11.8m

Toplam tazminat

CEO maaş yüzdesi5.67%
CEO görev süresi5.8yrs
CEO sahipliği0.4%
Yönetim ortalama görev süresi5.6yrs
Yönetim Kurulu ortalama görev süresi4.9yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi May 02

DV: Streaming Transparency And Buybacks Will Support Future Upside

Analysts 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.
Anlatı Güncellemesi Apr 18

DV: Slower Revenue Outlook And AI Content Risks Will Pressure Shares

Analysts 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).
Seeking Alpha Apr 16

DoubleVerify: The Story Is Improving, But The Headline Growth Still Is Not

Summary 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
Anlatı Güncellemesi Apr 04

DV: Streaming Data Partnership And Buybacks Will Support Future Upside

Analysts 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.
Anlatı Güncellemesi Mar 20

DV: AI Ad Tools And Buybacks Will Support Future Streaming Upside

Analysts 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).
Anlatı Güncellemesi Mar 06

DV: New Attention And Streaming Tools Will Drive Future Upside

Analysts 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).
Anlatı Güncellemesi Feb 20

DV: New Streaming And Attention Tools Will Support Future Upside

Analysts 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).
Anlatı Güncellemesi Feb 05

DV: AI Advertising Tools Will Drive Future Streaming And Social Upside

Analysts 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).
Anlatı Güncellemesi Jan 22

DV: AI And Streaming Tools Will Drive Future Upside Potential

Analysts 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.
Anlatı Güncellemesi Jan 07

DV: AI Verification And Streaming Tools Will Support Long-Term Upside

Analysts 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).
Anlatı Güncellemesi Dec 23

DV: Slower Revenue Outlook Will Pressure Profitability And Share Price

Narrative 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).
Anlatı Güncellemesi Dec 09

DV: AI And Streaming Expansion Will Drive Long-Term Upside

Analysts 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.
Anlatı Güncellemesi Nov 25

DV: AI-Powered Advertising and Streaming Expansion Will Fuel Long-Term Upside

Analysts 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.
Anlatı Güncellemesi Nov 09

DV: Expanded AI Tools And Streaming Products Will Drive Future Performance

Analysts 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.
Anlatı Güncellemesi Oct 26

Expanding Social Media Coverage and Buyback Completion Will Drive Future Prospects

Analysts 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.
Analiz Makalesi Sep 24

DoubleVerify Holdings, Inc.'s (NYSE:DV) 26% Cheaper Price Remains In Tune With Earnings

DoubleVerify Holdings, Inc. ( NYSE:DV ) shareholders won't be pleased to see that the share price has had a very rough...
Anlatı Güncellemesi Sep 04

Expanding CTV And Social Media Markets Will Secure Future Success

With 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).
Analiz Makalesi Jul 03

DoubleVerify Holdings, Inc.'s (NYSE:DV) Price In Tune With Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Analiz Makalesi May 20

There May Be Reason For Hope In DoubleVerify Holdings' (NYSE:DV) Disappointing Earnings

The market was pleased with the recent earnings report from DoubleVerify Holdings, Inc. ( NYSE:DV ), despite the profit...
Analiz Makalesi May 09

DoubleVerify Holdings (NYSE:DV) Will Be Hoping To Turn Its Returns On Capital Around

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analiz Makalesi Apr 07

When 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...
Analiz Makalesi Mar 11

The 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...
Seeking Alpha Feb 28

DoubleVerify Holdings: Struggling Into 2025

Summary 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
Analiz Makalesi Feb 06

DoubleVerify Holdings (NYSE:DV) Hasn't Managed To Accelerate Its Returns

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Analiz Makalesi Dec 05

Is 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...
Analiz Makalesi Nov 14

We Think DoubleVerify Holdings' (NYSE:DV) Solid Earnings Are Understated

Shareholders appeared to be happy with DoubleVerify Holdings, Inc.'s ( NYSE:DV ) solid earnings report last week...
Analiz Makalesi Nov 06

DoubleVerify Holdings, Inc.'s (NYSE:DV) Price In Tune With Earnings

DoubleVerify Holdings, Inc.'s ( NYSE:DV ) price-to-earnings (or "P/E") ratio of 51.1x might make it look like a strong...
Seeking Alpha Oct 23

DoubleVerify: Multiple Drivers For Long-Term Growth Despite Near-Term Headwinds

Summary 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
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Yeni Anlatı Sep 04

Leveraging 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.
Analiz Makalesi Aug 29

DoubleVerify Holdings (NYSE:DV) Hasn't Managed To Accelerate Its Returns

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Seeking Alpha Aug 13

DoubleVerify: Expecting Growth Acceleration Over The Next Few Quarters

Summary 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

CEO Tazminat Analizi

Mark Zagorski'un ücretlendirmesi DoubleVerify Holdings'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

US$55m

Dec 31 2025US$12mUS$670k

US$51m

Sep 30 2025n/an/a

US$45m

Jun 30 2025n/an/a

US$53m

Mar 31 2025n/an/a

US$51m

Dec 31 2024US$1mUS$650k

US$56m

Sep 30 2024n/an/a

US$66m

Jun 30 2024n/an/a

US$61m

Mar 31 2024n/an/a

US$66m

Dec 31 2023US$11mUS$550k

US$71m

Sep 30 2023n/an/a

US$56m

Jun 30 2023n/an/a

US$53m

Mar 31 2023n/an/a

US$51m

Dec 31 2022US$9mUS$515k

US$43m

Sep 30 2022n/an/a

US$54m

Jun 30 2022n/an/a

US$51m

Mar 31 2022n/an/a

US$28m

Dec 31 2021US$7mUS$500k

US$29m

Sep 30 2021n/an/a

US$9m

Jun 30 2021n/an/a

US$7m

Mar 31 2021n/an/a

US$24m

Dec 31 2020US$8mUS$226k

US$20m

Tazminat ve Piyasa: Mark 'nin toplam tazminatı ($USD 11.81M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 5.53M ).

Tazminat ve Kazançlar: Mark 'in maaşı son bir yılda %20'den fazla arttı.


CEO

Mark Zagorski (56 yo)

5.8yrs
Görev süresi
US$11,814,232
Tazminat

Mr. Mark S. Zagorski is Director of Teads, Inc. Mr. Zagorski has been Director of The Advertising Council, Inc. since October 2020 and serves as an Independent Director at Teads Holding Co. (formerly known...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Mark Zagorski
CEO & Director5.8yrsUS$11.81m0.36%
$ 5.2m
Nicola Allais
Chief Financial Officer8.5yrsUS$4.46m0.10%
$ 1.5m
Andrew Grimmig
General Counsel & Chief Legal Officer6.2yrsUS$3.47m0.093%
$ 1.3m
Julie Eddleman
Senior Advisor5.3yrsUS$3.75m0%
$ 0
Nisim Tal
Chief Technology Officer9.6yrsVeri yokVeri yok
Dan Slivjanovski
Chief Marketing Officer7.9yrsVeri yokVeri yok
Rose Velez-smith
Executive VP & Chief Human Resources Officer4.4yrsVeri yokVeri yok
Steven Woolway
Executive Vice President of Business Development9.8yrsVeri yokVeri yok
Doug Campbell
Chief Strategy Officer5.3yrsVeri yokVeri yok
Daniel Slotwiner
Senior Vice President of Attention3.1yrsVeri yokVeri yok
Alex Valle
Chief Product Officer2.3yrsVeri yokVeri yok
Conrad Tallariti
Managing Director of APAC2.3yrsVeri yokVeri yok
5.6yrs
Ortalama Görev Süresi
52yo
Ortalama Yaş

Deneyimli Yönetim: DV 'un yönetim ekibi deneyimli ve deneyimlidir ( 5.6 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Mark Zagorski
CEO & Director5.8yrsUS$11.81m0.36%
$ 5.2m
R. Noell
Independent Chairperson of the Board8.7yrsUS$312.50k0.036%
$ 522.8k
Laura Desmond
Independent Lead Director8.7yrsUS$264.32k0.15%
$ 2.2m
Kelli Turner
Independent Director5.2yrsUS$257.60k0.017%
$ 241.0k
Scott Wagner
Independent Director4.6yrsUS$260.00k0.021%
$ 302.0k
Jennifer Storms
Independent ?Directorless than a yearUS$233.76kVeri yok
Lucy Dobrin
Independent Director8.7yrsUS$240.00k0.0095%
$ 138.2k
Gary Swidler
Independent Director2.3yrsUS$250.00k0.010%
$ 147.2k
Rosario Perez
Independent Director4.6yrsUS$265.00k0.021%
$ 302.0k
Sundeep Jain
Independent Director3.8yrsUS$247.50k0.016%
$ 235.6k
4.9yrs
Ortalama Görev Süresi
54yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: DV 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.9 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 07:17
Gün Sonu Hisse Fiyatı2026/05/20 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

DoubleVerify Holdings, Inc. 26 Bu analistlerden 19, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Vikram KesavabhotlaBaird
Raimo LenschowBarclays
Brian PitzBMO Capital Markets Equity Research