DoubleVerify (DV)

• Market cap: $2.06B
• 1 day: -1.56%
• 5 days: 3.11%
• 1 month: -0.82%
• 3 months: -35.60%
• 6 months: -22.50%
• Year to date: -31.15%
• 1 year: -54.74%
• 5 years: -63.17%
• 10 years: -63.17%
• Sector: Technology
• Industry: Software - Application

About: DoubleVerify Holdings Inc is a digital media measurement and analytics software platform. Its solutions provide advertisers with unbiased data analytics that enable them to increase the effectiveness, quality, and return on their digital advertising investments. Its DV Authentic Ad, a proprietary metric of digital media quality, measures whether a digital ad was delivered in a brand-suitable environment, fully viewable, by a real person, and in the intended geography. The company's software interface, DV Pinnacle, delivers these metrics to customers in real time, allowing them to access critical performance data on their digital transactions. Geographically, the company operates in the United States and also has a presence in Germany, Singapore, France, Canada, Japan, and other countries.

Employees: 1,197

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

277% more call options, than puts

Call options by funds: $48.8M | Put options by funds: $12.9M

40% more funds holding in top 10

Funds holding in top 10: 5 [Q3] → 7 (+2) [Q4]

15% more capital invested

Capital invested by funds: $2.85B [Q3] → $3.28B (+$431M) [Q4]

11% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 47

1.56% more ownership

Funds ownership: 99.1% [Q3] → 100.66% (+1.56%) [Q4]

1% more funds holding

Funds holding: 312 [Q3] → 316 (+4) [Q4]

32% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 144

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $14 6% upside
• Avg. target: $17.50 32% upside
• High target: $24 81% upside

9 analyst ratings

• positive: 5 56%
• neutral: 4 44%
• negative: 0 0%

Stifel Mark Kelley 42% 1-year accuracy 13 / 31 met price target	28% upside $17	Buy Maintained	23 Apr 2025
Barclays Raimo Lenschow 40% 1-year accuracy 37 / 93 met price target	21% upside $16	Overweight Maintained	21 Apr 2025
Morgan Stanley Matthew Cost 67% 1-year accuracy 8 / 12 met price target	28% upside $17	Equal-Weight Maintained	17 Apr 2025
Canaccord Genuity Michael Graham 35% 1-year accuracy 7 / 20 met price target	81% upside $24	Buy Maintained	17 Apr 2025
Needham Laura Martin 57% 1-year accuracy 192 / 336 met price target	36% upside $18	Buy Reiterated	16 Apr 2025