DoubleVerify Holdings, Inc. (DV)

Over the past six months, DoubleVerify's stock has experienced a significant decline, with the share price as of February 3, 2026, at $9.80, representing a 54.78% decline from February 4, 2025. Key events impacting the stock include disappointing Q4 2025 results and soft 2026 guidance, the acquisition of Rockerbox, the Q3 2025 earnings report, an analyst downgrade by Barclays, insider selling by executives, and negative technical signals.

While specific detailed information on demand seasonality for DoubleVerify's products and services is not explicitly provided, the digital advertising industry, in general, often experiences seasonality, with the fourth quarter typically being a stronger period for sales. DoubleVerify's Q4 2025 sales growth slowing to 11% was noted as impacting the company. The company's focus on solution stacking and expansion into new geographies suggests a strategy to mitigate potential seasonal fluctuations.

DoubleVerify Holdings, Inc. (DV) is a software platform specializing in digital media measurement and analytics, providing media effectiveness platforms in the United States and internationally. The company operates within the Business/Productivity Software industry, with a core mission to facilitate safe, unbiased, and efficient digital advertising by providing data analytics that enable advertisers to enhance the effectiveness, quality, and return on their digital advertising investments. Major products and solutions offered by DoubleVerify include DV Authentic Ad, DV Authentic Attention, Scibids AI, Custom Contextual, DV Publisher Suite, DV Pinnacle, and Verified Streaming TV pre-bid segments and 'Do Not Air' Automation. The company's software platform is integrated across the digital advertising ecosystem, serving brands, publishers, and other supply-side customers across various industry verticals.

DoubleVerify Holdings, Inc. provides its media effectiveness platforms and data analytics services in the United States and internationally.

In the past year, DoubleVerify's brand reputation has faced scrutiny due to its involvement in ad placement on potentially unsuitable content, as highlighted by a report by Adalytics in August 2024. Despite this, DoubleVerify continues to be recognized as a leading media effectiveness platform, leveraging AI to drive outcomes for global brands, with partnerships with major platforms like Meta, TikTok, and YouTube.

DoubleVerify Holdings, Inc. has significant institutional ownership, with 564 institutional owners and shareholders holding a total of 180,798,163 shares, accounting for 86.88% of the company's shares. Major institutional owners include BlackRock, Inc., Providence Equity Partners L.L.C., and Vanguard Group Inc. Individual ownership accounts for 0.86% of the shares, with insider selling by executives noted.