Goldman Sachs analyst Eric Sheridan maintains $DoubleVerify (DV.US)$ with a buy rating, and adjusts the target price from $28 to $25.
According to TipRanks data, the analyst has a success rate of 56.2% and a total average return of 13.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $DoubleVerify (DV.US)$'s main analysts recently are as follows:
The growth estimates for DoubleVerify have been moderated to align more closely with the management's recent discussions, which touched on persistent challenges stemming from a specific group of six advertisers.
In the process of a routine software Q3 earnings preview, observations were made that supplier checks have declined, tempering enthusiasm for the software sector's performance in the Q3 earnings season. It's anticipated that Dynatrace could exceed expectations and raise forecasts for the quarter. Meanwhile, there have been less optimistic findings regarding Microsoft, although it's possible that these concerns are already reflected in its current valuation. It's also suggested that DoubleVerify may face a challenging environment that could restrict its potential for upside.
Intra-quarter discussions with DoubleVerify revealed a more cautious stance compared to the optimism presented in the Q2 earnings call. Looking at the wider digital advertising sector, indications point towards a growth acceleration in Q3 surpassing initial agency expectations, which is anticipated to continue into Q4, bolstered by U.S. election ad spending and a strong holiday season.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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高盛集團分析師Eric Sheridan維持$DoubleVerify (DV.US)$買入評級,並將目標價從28美元下調至25美元。
根據TipRanks數據顯示,該分析師近一年總勝率為56.2%,總平均回報率為13.4%。
此外,綜合報道,$DoubleVerify (DV.US)$近期主要分析師觀點如下:
對DoubleVerify的增長預期進行了調整,以使其與管理層最近的討論更加一致,後者涉及來自特定六個廣告商的持續挑戰。
在對軟件行業第三季度收益進行例行預覽的過程中,有人觀察到供應商支票有所下降,這抑制了人們對軟件行業在第三季度業績期表現的熱情。預計Dynatrace可能會超出預期,並提高對本季度的預測。同時,關於微軟的調查結果不那麼樂觀,儘管這些擔憂可能已經反映在微軟目前的估值中。還有人認爲,DoubleVerify可能面臨一個充滿挑戰的環境,這可能會限制其上行潛力。
與第二季度業績電話會議上表現出的樂觀情緒相比,與DoubleVerify的季度內討論顯示出更爲謹慎的立場。縱觀更廣泛的數字廣告行業,有跡象表明,在美國大選廣告支出和強勁的假日季的推動下,第三季度的增長加速超過了代理商最初的預期,預計增長將持續到第四季度。
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