Intellicheck Inc (IDN)

Over the past six months, Intellicheck's stock price has experienced fluctuations. Intellicheck reported earnings per share (EPS) of $0.01, surpassing analysts' expectations of -$0.01. Intellicheck's stock received one upgrade from analysts. The company announced record second-quarter results, with total revenue growing 10% year-over-year to $5.123 million and SaaS revenue also increasing by 10%. Intellicheck announced the renewal and expansion of a partnership with a prominent U.S. bank, expected to drive an approximate 15% annual revenue increase from this customer.

While specific historical demand seasonality is not explicitly detailed, Intellicheck is actively working to mitigate seasonal fluctuations. The company anticipates that 24% of its 2025 revenues will come from multi-year contracts, which inherently reduces the impact of seasonality.

Intellicheck, Inc. is a technology company specializing in on-demand digital identity validation solutions, operating in the software application industry. Its core business is a SaaS-based validation service using DMV-issued IDs for real-time customer identity verification. The Intellicheck Platform is a cloud-based identity verification platform. The IDN-Mobile Validation Application is a mobile application for identity validation. IDN-Portal and IDN-Portal+ are browser-based portals for identity checks. IDN-Direct includes integration APIs for embedding identity checks. Data Collection Device Software Products are software for use in commercial data processing devices. Instant Credit Application Kiosk Software Applications are solutions for financial service companies and retail stores. Intellicheck's solutions are deployed across various sectors and deliver a high decisioning accuracy of 99.975% in under a second.

Intellicheck primarily operates in North America, processing identity transactions for a significant portion of the adult population in the United States and Canada annually. The company is also actively working towards expanding into adjacent international markets, and its headquarters are located in Melville, New York, United States.

Intellicheck maintains a strong brand reputation as an industry leader in identity verification management. Achieving record revenue in Q2 2025 and exceeding earnings expectations in Q3 2025 demonstrates operational strength and market acceptance of its solutions. The renewal and expansion of partnerships with prominent financial institutions underscore the trust and value placed in Intellicheck's technology. The company's strategic shift from the cyclical retail sector to higher-value, less-cyclical verticals is yielding significant results.

Intellicheck, Inc. has a significant institutional ownership presence. Bleichroeder LP is the largest shareholder with 10% of shares outstanding. Other major institutional shareholders include Vanguard Group Inc, Herald Investment Management Ltd, and Topline Capital Management, LLC. The general public holds a 43% stake in Intellicheck, while insiders hold 6.88% of the stock. Bryan Lewis, the CEO, holds 2.1% of the shares.