DoubleVerify Holdings (DV) came out with quarterly earnings of $0.31 per share, missing the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -6.63%. A quarter ago, it was expected that this software platform for digital media measurement and analytics would post earnings of $0.09 per share when it actually produced earnings of $0.22, delivering a su ...

DoubleVerify (NYSE:DV) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsAlex Vegliante - Vice President, Global Investment ResearchBrian Pitz - Managing Director, Equity ResearchBrinlea Johnson - Managing PartnerMark Zagorski - CEOMatt Condon - Director Equity ResearchMatthew Swanson - Director, Equity ResearchNicola Allais - CFOTim Noel - Senior Database DeveloperYoussef Squali - Managing Director, Head of Internet and Digital Media ResearchConference Call ParticipantsLaura Martin - ...

DoubleVerify (NYSE:DV) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsAlex Vegliante - Vice President, Global Investment ResearchBrian Pitz - Managing Director, Equity ResearchBrinlea Johnson - Managing PartnerMark Zagorski - CEOMatt Condon - Director Equity ResearchMatthew Swanson - Director, Equity ResearchNicola Allais - CFOTim Noel - Senior Database DeveloperYoussef Squali - Managing Director, Head of Internet and Digital Media ResearchConference Call ParticipantsLaura Martin - ...

DoubleVerify (NYSE:DV) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Speaker10Thank you for standing by. My name is Bella, and I will be your conference operator today. At this time, I would like to welcome everyone to DoubleVerify Q4 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. We do request for today's session that you please limit to one question only. If you would like to ...

Q4 & FY 2025 Earnings Call February 26, 2026 1 Disclaimer This presentation contains "forward-looking statements" that are based on management's beliefs and assumptions and on information currently available to management. These forward-looking statements include, but are not limited to, statements about our plans, objectives, expectations and intentions and other statements contained herein that are not historical facts. When used herein, the words "expects," "anticipates," "intends," "plans," "believes," ...

Exhibit 99.1 DoubleVerify Reports Fourth Quarter and Full Year 2025 Financial Results Increased 2025 Revenue by 14% Year-over-Year to $748.3 Million, Driven by Global Growth in Social, CTV Measurement, and Programmatic Activation Achieved 2025 Net Income of $50.7 Million and Adjusted EBITDA of $245.6 Million, representing a 33% Adjusted EBITDA margin $300 Million Authorized for Share Repurchases, the Largest Amount in DoubleVerify's History NEW YORK – February 26, 2026 – DoubleVerify ("DV") (NYSE: DV), the ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-40349 DoubleVerify Holdings, Inc. (Exact name of Registrant as specified in its Charter) Delaware 82-2714562 (State ...

Company Overview - DoubleVerify Holdings, Inc. is a leading provider of digital media measurement and analytics solutions, enabling advertisers and publishers to enhance the effectiveness and quality of their digital advertising investments [2] - The company integrates with programmatic platforms, connected TV, and social media channels, serving global brands and digital publishers across various sectors such as consumer packaged goods, financial services, technology, automotive, and healthcare [3] Financial Performance - As of February 18, 2026, DoubleVerify's shares were priced at $9.58, down 58.5% over the past year, underperforming the S&P 500 by 70.74 percentage points [4] - In the first nine months of 2025, the company's top-line revenue grew by 16% year over year, but expenses rose even faster, leading to a 35% year-over-year decline in net income to just $21.3 million [5] Recent Developments - DoubleVerify is anticipating increased demand from advertisers who are increasingly relying on TV streaming, having launched its new DV Authentic Streaming TV solution in January [6] - Arohi Asset Management completely exited its position in DoubleVerify, selling all 1,717,770 shares during the fourth quarter for an estimated transaction value of $20.58 million [4][10]

Core Insights - DoubleVerify Holdings, Inc. (NYSE:DV) is identified as one of the 10 undervalued growth stocks for the next 5 years, with a consensus 1-year median price target of $14.0, indicating a nearly 46% upside potential from current levels [1] - Analyst opinions on DoubleVerify are mixed, with approximately 52% rating it as a Buy, 43% as a Hold, and 5% as a Sell [1] - Morgan Stanley raised its price target for DoubleVerify from $15 to $15.50, suggesting a further 57% upside from current levels while maintaining a Hold rating [3] - Barclays downgraded DoubleVerify from Buy to Hold, maintaining a price target of $12, reflecting a cautious outlook amid broader software sector trends [5] Company Overview - DoubleVerify Holdings, Inc. is a provider of media effectiveness platforms, offering products such as DV Authentic Ad, DV Authentic Attention, Scibids AI, DV Pinnacle, Custom Contextual solution, and DV Publisher suite [6] - The company was incorporated in 2008 and is headquartered in New York, New York [6] Market Context - The North American internet sector is expected to favor companies with sustained returns on invested capital, particularly those leveraging GenAI or GPU-enabled technologies [4] - Sub-sectors facing disruption risks, such as ridesharing and parts of e-commerce, are anticipated to trade at lower valuation multiples due to ongoing uncertainty [4]

Core Viewpoint - Investors are recovering from a recent software sell-off and are considering diversification strategies in light of the anticipated disruption from Artificial Intelligence across various industries [1]. Industry Insights - UBS has warned investors about the Information Technology sector, suggesting a need for diversification away from it [1]. - Edison Byzyka, Chief Investment Officer at Credent Wealth Management, emphasized exploring opportunities in sectors such as consumer discretionary, industrials, and financials, as large-cap companies are expected to yield weak returns over the next five years [2]. Company Analysis - As software earnings are projected to decline, investors are looking for resilient stocks that can grow revenue long-term while maintaining short-term earnings growth [3]. - A methodology was developed to identify 10 undervalued growth stocks for the next five years, focusing on companies with a market cap of at least $2 billion and a forward PE of less than 15, alongside positive earnings growth expectations for 2026 and revenue growth over 15% [5]. Hedge Fund Influence - Research indicates that mimicking the top stock picks of leading hedge funds can lead to market outperformance, with a quarterly newsletter strategy achieving a return of 427.7% since May 2014, significantly outperforming its benchmark [6]. Stock Highlights - **DoubleVerify Holdings, Inc. (NYSE:DV)**: - Potential upside of 5.8% with 40 hedge fund holders. Analyst opinions are mixed, with 52% rating it as a Buy and a consensus price target of $14.0, implying a nearly 46% upside [7][8]. - Morgan Stanley raised its price target from $15 to $15.50, suggesting a further 57% upside, while Barclays downgraded it from Buy to Hold, maintaining a $12 price target [9][10]. - **Stewart Information Services Corporation (NYSE:STC)**: - Reported strong Q4 results with revenue of $790.6 million, exceeding estimates. The Title segment saw a 19% increase in operating revenues, contributing to a 28% rise in pretax income [12][13]. - Domestic commercial revenues surged 38%, with the average fee per file increasing by 39% to approximately $27,000. The company ended the quarter with about $480 million in cash and investments [13]. - Analysts expect continued growth and margin improvement, with a Buy rating and an $80 price target from Citizens JMP, indicating an 11.98% upside [14][15].