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DoubleVerify Holdings (DV) Stock Analysis

Technology Updated September 17, 2026
$13.49
52W $7.64 – $13.65
57/100
$2.07B
36.5
1.00
AI Committee Verdict
Buy
57/100
Conviction: Moderate · 67% agreement · 6 analysts
+22.4%
-13.8%
1.62:1
Moderate

Is DV Bullish or Bearish?

Bullish. Innellis AI committee rates DoubleVerify Holdings, Inc. (DV) Buy with a composite score of 57/100 , based on 6 analysts with 67% agreement. Last updated September 17, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +17.57 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -2.43 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

Positive signals support the current rating — low leverage (debt-to-equity 0.01) -- balance sheet can absorb a shock. The committee sees sufficient evidence to maintain the constructive view.

Bull & Bear Case

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Low leverage (debt-to-equity 0.01) -- balance sheet can absorb a shock — Risk
Bear Case
  • P/E of 35.5 is moderate-to-rich — Value
  • 2 consecutive earnings misses -- execution concerns — Growth
  • RSI at 75 is in overbought territory — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Price trading above the upper Bollinger Band -- stretched — Technical
  • Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 17, 2026
Overall Committee Score
57/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 61%
of 287 Technology peers
Value Analyst neutral
55 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− P/E of 35.5 is moderate-to-rich
Growth Analyst neutral
48 / 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− 2 consecutive earnings misses -- execution concerns
Technical Analyst neutral
44 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− RSI at 75 is in overbought territory
Risk Analyst bullish
75 / 100 · Moderate confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.01) -- balance sheet can absorb a shock
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2514.55)
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Investment Thesis Evolution

Committee score moved marginally from 57.4 to 57.4.

Analyst-level changes:
  • Value Analyst: +1 bearish signal(s).

Comparing 2026-09-16 to 2026-09-17 (1 day apart).

Technical Analysis

RSI (14)
75.2
Overbought
MACD Histogram
-0.060
Bearish Momentum
Trend Direction
Uptrend
Weekly: Downtrend
Market Structure
Hh Hl
Support
$11.63
Resistance
$16.51
Bollinger %B
1.03
Above Upper Band
Price vs Moving Averages
EMA 9
$13.41 Above
EMA 21
$13.22 Above
EMA 50
$12.56 Above
EMA 200
$11.77 Above

Fundamental Analysis

Valuation
55
Growth
36
Profitability
50
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 36.5×
P/B Ratio 1.90×
PEG Ratio 1.89
Dividend Yield 0.00%
52W High $13.65
52W Low $7.64
Quality & Growth
ROE 447.7%
ROA 374.1%
Gross Margin 8043.9%
Operating Margin 1268.8%
Revenue Growth YoY
Debt / Equity 0.10
AI Fundamental Assessment
P/E ratio of 36.5 (rich relative to a 15-40x range); Price-to-book of 1.9x; PEG ratio of 1.9 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 4.5%; Return on assets of 3.7%; Net margin of 7.7%; Gross margin of 80.4%; Current ratio of 4.50 (healthy short-term liquidity); Debt-to-equity of 0.10; Free cash flow per share is positive (1.00); Most recent quarter missed estimates by 25.0%; 2 consecutive earnings misses; EPS growth accelerating (-77.8% -> +100.0% QoQ); Analyst estimates falling over recent quarters
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