Integral Ad Science (IAS)

• Market cap: $1.08B
• 1 day: -2.08%
• 5 days: 7.77%
• 1 month: -12.28%
• 3 months: -32.73%
• 6 months: -40.69%
• Year to date: -33.18%
• 1 year: -26.28%
• 5 years: -65.65%
• 10 years: -65.65%
• Sector: Communication Services
• Industry: Advertising Agencies

About: Integral Ad Science Holding Corp is a digital advertising verification company. The cloud-based technology platform of the company delivers independent measurement and verification of digital advertising across all devices, channels, and formats, including desktop, mobile, connected TV, social, display, and video. Geographically, the company derives a majority of its revenue from the Americas region.

Employees: 902

Fund manager confidence

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

391% more call options, than puts

Call options by funds: $231K | Put options by funds: $47K

0.29% more ownership

Funds ownership: 96.21% [Q3] → 96.5% (+0.29%) [Q4]

2% less capital invested

Capital invested by funds: $1.68B [Q3] → $1.64B (-$39.5M) [Q4]

5% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 56

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

4% less funds holding

Funds holding: 170 [Q3] → 163 (-7) [Q4]

14% less funds holding in top 10

Funds holding in top 10: 7 [Q3] → 6 (-1) [Q4]

Research analyst outlook

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

• Low target: $7 1% downside
• Avg. target: $11.75 66% upside
• High target: $17 140% upside

6 analyst ratings

• positive: 2 33%
• neutral: 4 67%
• negative: 0 0%

Stifel Mark Kelley 42% 1-year accuracy 13 / 31 met price target	84% upside $13	Buy Maintained	23 Apr 2025
Barclays Raimo Lenschow 40% 1-year accuracy 37 / 93 met price target	1% downside $7	Equal-Weight Maintained	21 Apr 2025
Morgan Stanley Matthew Cost 67% 1-year accuracy 8 / 12 met price target	77% upside $12.50	Equal-Weight Maintained	17 Apr 2025
Baird Vikram Kesavabhotla 45% 1-year accuracy 5 / 11 met price target	27% upside $9	Neutral Downgraded	28 Mar 2025
Truist Securities Youssef Squali 40% 1-year accuracy 28 / 70 met price target	140% upside $17	Buy Maintained	3 Mar 2025