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DVDV

DoubleVerify Holdings, Inc.

$DV·$2.1B·Software - Application·Technology
$13.40+0.0%YTD+16.6%1Y+10.5%
Price updated 1h ago·X counts updated 2d ago
DVDV
$DVDoubleVerify Holdings, Inc.
$13.40+0.04%28 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $DV on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

28X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $DV's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 65% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DV — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventEvent coming upAI verdict · as of 2026-09-29

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

DoubleVerify is at 96% of its 52-week range on a shareholder-fairness investigation into a potential sale — a specific corporate-action catalyst on top of a mid-single-digit growth base.

DoubleVerify is a $2.1B-cap ad-verification software company now facing an active shareholder-fairness investigation over a potential sale process.

  • Up 17% year to date and 10% over the last twelve months, at 96% of its 52-week range and 21% above the 200-day moving average.
  • Q2 revenue $194M grew 3% year over year at 83% gross margin and 12% operating margin, EPS $0.08 and $59M of free cash flow.
  • Q1 revenue $181M grew 10% year over year — the sequential Q2 deceleration is notable.
  • Trailing P/E 36 and free-cash-flow yield 8% — priced at a premium reflecting the corporate-action optionality.
  • Three straight misses of 10-33% surprise magnitude — the fundamentals underwhelm, which is likely part of why a sale process is being discussed.
  • Halper Sadeh LLC is investigating whether the company is obtaining a fair price for shareholders — that only makes sense in the context of an actual sale process.
  • Six insider dispositions on September 15 (totaling over 300K shares) — worth noting but consistent with 10b5-1 selling into a potential-transaction window.

The November 6 print may take a back seat to any announced sale terms; the tape at 96% of range is pricing a deal near consensus targets.

What to watch: Any announced strategic-review outcome or acquirer identification, the November 6 print if no transaction lands first, and any material update from the Halper Sadeh investigation.

On the calendar: 2026-11-06 — Q3 earnings (or sale-process announcement, if sooner)

no sentiment sampleinsider selling clusterstrategic review

Read the AI verdict on $DV

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Digital media measurement software verifying ad viewability, brand safety, and fraud for advertisers across programmatic and social platforms.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $DV.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $DV

Direct beneficiary — Digital media measurement software verifying ad viewability, brand safety, and fraud for advertisers across programmatic and social platforms.; AI model training and inference workloads run on top of data platforms, making data cloud the required infrastructure.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-1.2%YTD
-9.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
35.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
80.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.08$0.11-24.5%
Q1 2026May 6, 2026$0.04$0.06-33.3%
Q4 2025Feb 26, 2026$0.19$0.21-9.5%
Q3 2025Nov 7, 2025$0.06$0.09-33.3%
Next earningsFri, Nov 6·consensus EPS $0.26

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$193.8M+2.5%83.2%11.9%$0.08$59.4M
Q1 FY26$180.8M+9.6%73.2%8.6%$0.04$-6.4M
Q4 FY25$205.6M+7.9%82.5%18.4%$0.19$62.1M
Q3 FY25$188.6M+11.2%82.3%11.2%$0.06$39.0M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$806.8M$793.1M – $818.8M$0.44$0.42 – $0.4814
FY27$876.4M$859.6M – $896.7M$0.57$0.51 – $0.6213
FY28$930.3M$907.7M – $952.9M$0.60$0.48 – $0.729
FY29$920.9M$881.4M – $944.0M$0.64$0.60 – $0.664
FY30$967.8M$926.3M – $992.0M$0.69$0.65 – $0.714

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.96%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+21.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 121.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.005-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 13 other (7 exempts · 6 inkinds) in window

See when $DV insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementAug 108-K — Item 1.01: Material agreement · Item 5.02: Officer or director change
AI summary

DoubleVerify Holdings (DV), a New York-based digital media measurement company, announced it entered an Agreement and Plan of Merger with Neptune BidCo US Inc., the parent company of Nielsen Company (US), LLC. Under the deal, Nielsens parent will acquire DoubleVerify in a transaction where DVs common stock will be delisted from the NYSE and the company will become a wholly owned subsidiary of Parent. DVs board unanimously approved the merger on the unanimous recommendation of a special committee. The filing also triggered proxy solicitation materials, indicating stockholder approval is required. This represents a major take-private deal that would combine DVs digital ad verification capabilities with Nielsens measurement ecosystem.

8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
+ 21 other (8 proxys · 5 13Gs · 2 routine 8-Ks · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Alarm.com (NASDAQ:ALRM) and DoubleVerify (NYSE:DV) Critical Analysisdefenseworld.net·9d agoDV Launches Ask Neura, Expanding Natural-Language Access to Media Intelligenceglobenewswire.com·13d agoTop 3 Tech And Telecom Stocks That May Keep You Up At Night This Quarterbenzinga.com·15d agoDV Stock Alert: Halper Sadeh LLC is Investigating Whether DoubleVerify Holdings, Inc. is Obtaining a Fair Price for its Shareholdersgurufocus.com·18d agoDV Stock Alert: Halper Sadeh LLC is Investigating Whether DoubleVerify Holdings, Inc. is Obtaining a Fair Price for its Shareholdersbusinesswire.com·18d ago

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Voices on X · last 7 days

No standout posts about $DV on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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