Although the revenue and EPS for Integral Ad Science (IAS) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Integral Ad Science (IAS) came out with quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.1 per share a year ago.
Private equity firm Novacap will acquire Integral Ad Science in a deal that values the digital ad verification firm at around $1.9 billion, sending the target's shares up about 20% in premarket trading.
IAS is growing rapidly with strong revenue and earnings beats, yet its stock is undervalued due to overblown concerns about industry headwinds. CTV ad buyers still need verification software, and IAS's integrations and tools address fraud and brand safety issues in the evolving market. IAS and DoubleVerify dominate the market after Moat's exit, and IAS is leveraging AI to maintain its competitive edge and win new business.
Integral Ad Science (IAS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Integral Ad Science (IAS) could produce exceptional returns because of its solid growth attributes.
The consensus price target hints at a 48.3% upside potential for Integral Ad Science (IAS). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Integral Ad Science Holding Corp. (NASDAQ:IAS ) Q2 2025 Earnings Conference Call August 7, 2025 5:00 PM ET Company Participants Alpana Wegner - Chief Financial Officer Jonathan Schaffer - Senior Vice President of Investor Relations Lisa Utzschneider - CEO & Director Conference Call Participants Andrew Jordan Marok - Raymond James & Associates, Inc., Research Division James Edward Heaney - Jefferies LLC, Research Division Jason Stuart Helfstein - Oppenheimer & Co. Inc., Research Division Youssef Houssaini Squali - Truist Securities, Inc., Research Division Operator Good day, and thank you for standing by. Welcome to the IAS Second Quarter 2025 Financial Results Conference Call.
Although the revenue and EPS for Integral Ad Science (IAS) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Integral Ad Science (IAS) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.05 per share a year ago.
Q1 revenue growth of 17% was well ahead of guidance, which was for 13% year-over-year growth. Full-year guidance calls for revenue growth of 12%, with an adjusted EBITDA margin of 35%. Shares are valued at just 9.4 times FCF, representing a large and unwarranted discount compared to DoubleVerify.
Integral Ad Science Holding Corp. (NASDAQ:IAS ) Q1 2025 Results Conference Call May 12, 2025 5:00 PM ET Company Participants Jonathan Schaffer - Senior Vice President, Investor Relations Lisa Utzschneider - Chief Executive Officer Jill Putman - Interim Chief Financial Officer Conference Call Participants Andrew Marok - Raymond James Jason Helfstein - Oppenheimer Mark Kelley - Stifel James Heaney - Jefferies Youssef Squali - Truist Securities Robert Coolbrith - Evercore ISI Justin Patterson - KeyBanc Brian Pitz - BMO Capital Markets Jason Kreyer - Craig-Hallum Mark Zgutowicz - Benchmark Omar Dessouky - Bank of America Operator Good day, and thank you for standing by. Welcome to the IAS Q1 2025 Earnings Conference Call.