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FINWIRES

DoubleVerifyは事業の勢いと成長機会に引き続き自信を持っている、とRBCキャピタル・マーケッツが述べる

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-- RBCキャピタル・マーケッツは木曜日の調査レポートで、DoubleVerify（DV）が事業の勢いとソーシャル、コネクテッドTV、AI分野における成長機会への自信から、2026年度の業績見通しを維持したと述べた。 DoubleVerifyは第1四半期にAI主導の追い風を受け、AIを活用した業務効率化とAI製品のエンゲージメント率向上を実現した。同社はAIチャットボットマーケティング分野の収益化に向けた方策の模索にも注力している、とレポートは指摘している。 アナリストによると、アクティベーション事業の収益成長は前期比で横ばいだったものの、ソーシャルとコネクテッドTV事業は第1四半期に成長が加速した。経営陣はこれらの事業を2026年度の主要な成長ドライバーと見なしている。 アナリストは、同社は広告収入モデルに注力し、AIチャットボットマーケティング分野の収益化方法を模索していると述べている。同社は広告主の獲得率が高く、幅広いサービスを提供することで競合他社に対して優位な立場にあると考えており、事業の多角化も引き続き優先事項としている。 同証券会社は、当該銘柄に対する「アウトパフォーム」の投資判断と、1株当たり14ドルの目標株価を改めて表明した。

Price: $10.67, Change: $-0.48, Percent Change: -4.30%

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