Core Viewpoint - DoubleVerify Holdings (DV) reported quarterly earnings of $0.22 per share, significantly exceeding the Zacks Consensus Estimate of $0.09 per share, and showing an increase from $0.10 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was +144.44%, while the company had a previous quarter earnings of $0.05 per share against an expectation of $0.06, resulting in a surprise of -16.67% [2] - Revenues for the quarter ended September 2025 were $188.62 million, which fell short of the Zacks Consensus Estimate by 0.82%, compared to $169.56 million in the same quarter last year [3] - Over the last four quarters, the company has exceeded consensus revenue estimates twice [3] Stock Performance - DoubleVerify shares have declined approximately 42.9% since the beginning of the year, contrasting with the S&P 500's gain of 14.3% [4] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.16 on revenues of $210.93 million, and for the current fiscal year, it is $0.31 on revenues of $755.17 million [8] - The outlook for the industry, particularly the Internet - Software sector, is favorable, ranking in the top 30% of over 250 Zacks industries, suggesting potential for better performance compared to lower-ranked industries [9]

Company Performance - DoubleVerify Holdings (DV) reported quarterly earnings of $0.05 per share, missing the Zacks Consensus Estimate of $0.06 per share, but showing an increase from $0.04 per share a year ago [1] - The earnings surprise for this quarter was -16.67%, and the company has only surpassed consensus EPS estimates once in the last four quarters [2] - The company posted revenues of $189.02 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 3.98% and up from $155.89 million year-over-year [3] Stock Performance - DoubleVerify shares have declined approximately 19.6% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [4] - The current consensus EPS estimate for the upcoming quarter is $0.09 on revenues of $187.54 million, and for the current fiscal year, it is $0.32 on revenues of $742.1 million [8] Industry Outlook - The Internet - Software industry, to which DoubleVerify belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook [9] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [6]