Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
52-week range
$8.20 – $10.34
100% from low
Sector
Advertising Agencies
P/S (TTM)
3.0
EV / FCF (TTM)
10.0
Integral Ad Science Holding Corp. (IAS) functions as a premier provider of digital advertising verification services. With a significant global footprint, IAS provides its services across numerous international markets, including the United States, United Kingdom, Germany, Italy, Spain, Sweden, Singapore, Australia, France, Japan, Canada, India, and Brazil. At its core is IAS Signal, a proprietary cloud-based technology platform that delivers actionable insights and unbiased measurement and verification for digital advertisements. These services span various digital environments, encompassing desktop, mobile, connected TV (CTV), social media, display, and video formats. Its comprehensive suite of digital media quality solutions addresses critical aspects like detecting and preventing ad fraud, ensuring viewability, safeguarding brand safety and suitability, enabling precise contextual targeting, optimizing inventory yield management, and providing robust reporting. A cornerstone offering is "Quality Impressions," a unique metric designed to confirm that a digital advertisement was served to a genuine human (not a bot), was truly viewable on-screen, appeared within a brand-safe and suitable context, and reached the intended geographic audience. Furthermore, the Context Control solution empowers clients with advanced contextual targeting and brand suitability capabilities. IAS offers both pre-bid programmatic and post-bid verification tools for advertisers, complemented by optimization and verification services tailored for publishers. The company serves a diverse clientele, including advertisers and agencies, publishers, advertising/audience networks, and supply-side platforms. Established in 2009, IAS maintains its corporate headquarters in New York City.
integralads.comNo one on the platform currently holds IAS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-03-31 | 440,000 | $3.5M |
No one on the platform has traded IAS yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 4.2% | — | — | — | ||
| Rev. Growth % | 11.7% | 19.9% | ||||
| Profit Margin % | 7.1% | -3.4% | ||||
| Free Cash Flow Margin % | 14.6% | 15.6% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +7.8% on the P/E track.
At today's price, your expected annual return is +13.5% on the P/E track.
At today's price, your expected annual return is +18.6% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $675M | +11.7% | $0.38 | $0.36–$0.39 | 27.5× | 5 |
| 2027 | $747M | +10.7% | $0.51 | $0.47–$0.58 | 20.4× | 3 |
| 2028 | $858M | +14.9% | $0.59 | $0.57–$0.61 | 17.5× | 1 |
| 2029 | $946M | +10.2% | $0.71 | $0.69–$0.74 | 14.6× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2025-11-04 | $0.09 | $0.07 | -22.2% |
| 2025-08-07 | $0.04 | $0.07 | +75.0% |
| 2025-05-12 | $0.03 | $0.05 | +66.7% |
| 2025-02-28 | $0.12 | $0.09 | -25.0% |
| 2024-11-12 | $0.07 | $0.10 | +42.9% |
| 2024-08-01 | $0.02 | $0.05 | +109.0% |
| 2024-05-09 | $-0.01 | $-0.01 | -19.0% |
| 2024-02-27 | $0.04 |
| $0.06 |
| +40.0% |
| $4.9B |
| — |
| LILALiberty Latin America Ltd. | $8.94 | +0.75% | $2.6B | — |
| MNTNMNTN, Inc Class A | $11.81 | -1.25% | $873M | — |
Source: Financial Modeling Prep · peers by sector/industry
@W1llsterl1 Samsung OEMs, all of it, every single TV…completely served with Magnite, took the business from $IAS that got acquired by an PE firm. As they have all 3 data pools they are truly superbly positioned for the agentic era (not so different from programmatic apart from an MCP with all these 3 data pools in real time for the AI to learn from and pick). Margins have a potential to go from 37% up to 80% and happens faster the more growth which is very interesting. In other words it’s a cash cow…
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$IAS T12 Halt - Additional Information Requested by NASDAQ
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$IAS / Novacap - HSR Possible Expire MergerBrief.com For Full Schedule
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$IAS Excellent article that nails exactly where IAS stands right now. So if you want to update your IAS knowledge or get acquainted with IAS, this is a must read. https://beyondspx.com/quote/IAS/analysis/integral-ad-science-ai-powered-ad-quality-fuels-growth-amidst-private-transition-nasdaq-ias
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$IAS - Integral Ad Science Holding Corp. Common Stock - 10Q - Updated Risk Factors IAS flags major new risks tied to its pending Merger, including business disruption, share price volatility, restricted operations, limited strategic flexibility, and potential costly litigation that could delay or derail the deal. #AdvertisingTechnology #LitigationRisk #BusinessDisruption #SharePriceVolatility #MergerRisks 🟢 Added 🟠 Removed https://d-risk.ai/IAS/10-Q/2025-11-04
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$IAS reported 0.04 EPS and 154.36 revenue for Q3. http://www.estimize.com/intro/ias?chart=historical&metric_name=eps&utm_content=IAS&utm_me
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$IAS $IAS TikTok Selects IAS for Brand Safety Measurement for TikTok Pangle Advertisers https://www.stocktitan.net/news/IAS/tik-tok-selects-ias-for-brand-safety-measurement-for-tik-tok-pangle-rdlb103tz112.html
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$IAS https://anachart.com/wp-content/uploads/ana_temp/1758913319_soc-img.jpg
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Baird has updated their rating for Integral Ad Science Holdi ( $IAS ) to Neutral with a price target of 10.3.
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🚨 $IAS on fire — shares ripping +20% after Novacap inks $1.9B all-cash takeover. Deal values IAS at $10.30/share, a 22% premium. IAS will go private under Novacap, ending Vista Equity’s run. CEO says the deal accelerates AI-first ad verification while giving fresh resources to scale globally. 📊 Stock hit $10.19 on monster volume (34M vs avg <1M). Market cap now $1.69B. Not everyone’s thrilled — Wall St. had a $13 target, so some call the price light. But bulls say PE backing could fuel faster growth in digital ad trust & transparency. 🔥 $IAS — cashing out shareholders or setting up for a bigger AI ad play?
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Novacap is buying digital ad quality firm $IAS for $1.9 billion. The deal pays $10.30 per share in cash, a 22% premium. IAS will use the funds to invest in AI technology and growth. It will become a privately held company soon. https://notreload.xyz/ias-novacap-deal/
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$IAS do not have any position, but IMO IAS board want to sell company at HALF of real future value, at least. anyway, private capital always buy at no more than real half price, not a first time.
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Integral Ad Science Holding LLC shares rose Wednesday pre-market after the digital media measurement company agreed to be acquired by private equity firm Novacap in an all-cash deal valued at around $1.9 billion. Under the deal, Novacap will acquire all outstanding IAS shares for $10.30 each, a roughly 22% premium over the September 23, 2025 closing price. The transaction, unanimously approved by IAS’s board, is expected to close by the end of 2025, pending customary closing conditions and regulatory approvals. Most shareholders have already approved the agreement via written consent. “Becoming a private company with Novacap’s support provides new resources to achieve our strategic goals and continue delivering differentiated value to our clients,” said IAS CEO Lisa Utzschneider. $IAS
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.