DoubleVerify Sees 8%–10% Revenue Growth in 2026, Announces $300M Buyback
DoubleVerify jumped 4.6% after projecting 8%–10% revenue growth for 2026 at the Morgan Stanley TMT Conference, citing new products, social media and CTV expansion and AI-powered offerings. In December, the company approved a record $300 million buyback following Q4 revenue of $205.6 million and full-year revenue growth of 14%.
1. Strategic Overview at Morgan Stanley Conference
At the Morgan Stanley Technology, Media & Telecom Conference, DoubleVerify outlined its strategic growth plan, projecting 8%–10% revenue growth in 2026 driven by scaling new ad verification products, expanding presence in social media and Connected TV, and integrating AI to enhance efficiency and develop offerings such as chatbot ad verification.
2. Record $300M Buyback and 2025 Financials
In December, the board approved a record $300 million share repurchase program following fourth-quarter revenue of $205.6 million and full-year 2025 sales growth of 14%, signaling management’s confidence in the company’s long-term cash generation and commitment to returning capital to shareholders.
3. Share Performance and Volatility
Shares jumped 4.6% on the guidance announcement, reflecting investor response to the outlook. The stock has exhibited high volatility, recording 16 moves greater than 5% over the past year, and currently trades 33% below its 52-week high as it remains flat year-to-date.