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DoubleVerify Holdings, Inc.
13 filings tracked
technologycloud computingMID ($2B-10B)

Signal Magnitude Chart

BULLISH | 90% | 5/6/2026 | margin expansionBULLISH | 70% | 5/6/2026 | buybackBULLISH | 80% | 5/6/2026 | earnings beatBEARISH | 60% | 5/6/2026 | dilution riskBULLISH | 90% | 5/6/2026 | margin expansionBULLISH | 70% | 5/6/2026 | buybackBULLISH | 80% | 5/6/2026 | earnings beatBEARISH | 60% | 5/6/2026 | dilution riskBULLISH | 90% | 5/6/2026 | margin expansionBULLISH | 70% | 5/6/2026 | buybackBULLISH | 80% | 5/6/2026 | earnings beatBEARISH | 60% | 5/6/2026 | dilution riskBULLISH | 90% | 5/6/2026 | margin expansionBULLISH | 70% | 5/6/2026 | buybackBULLISH | 80% | 5/6/2026 | earnings beatBEARISH | 60% | 5/6/2026 | dilution riskBULLISH | 90% | 5/6/2026 | margin expansionBULLISH | 70% | 5/6/2026 | buybackBULLISH | 80% | 5/6/2026 | earnings beatBEARISH | 60% | 5/6/2026 | dilution riskBULLISH | 90% | 5/6/2026 | margin expansionBULLISH | 70% | 5/6/2026 | buybackBULLISH | 80% | 5/6/2026 | earnings beatBEARISH | 60% | 5/6/2026 | dilution riskBULLISH | 90% | 5/6/2026 | margin expansionBULLISH | 70% | 5/6/2026 | buybackBULLISH | 80% | 5/6/2026 | earnings beatBEARISH | 60% | 5/6/2026 | dilution riskBULLISH | 60% | 5/22/2026 | management changeNEUTRAL | 30% | 5/22/2026 | regulatory actionBULLISH | 60% | 5/22/2026 | management changeNEUTRAL | 30% | 5/22/2026 | regulatory actionBULLISH | 60% | 5/22/2026 | management changeNEUTRAL | 30% | 5/22/2026 | regulatory actionBULLISH | 60% | 5/22/2026 | management changeNEUTRAL | 30% | 5/22/2026 | regulatory actionBULLISH | 60% | 5/22/2026 | management changeNEUTRAL | 30% | 5/22/2026 | regulatory actionBULLISH | 60% | 5/22/2026 | management changeNEUTRAL | 30% | 5/22/2026 | regulatory actionMay 26May 26HIGHLOW
bullish
bearish
neutral

Signal Timeline

bullishMay 22

Successful re-election of Class II directors ensures board continuity.

management change
60%
neutralMay 22

Routine ratification of independent auditors and governance votes.

regulatory action
30%
bullishMay 22

Successful re-election of Class II directors ensures board continuity.

management change
60%
neutralMay 22

Routine ratification of independent auditors and governance votes.

regulatory action
30%
bullishMay 22

Successful re-election of Class II directors ensures board continuity.

management change
60%
neutralMay 22

Routine ratification of independent auditors and governance votes.

regulatory action
30%
bullishMay 22

Successful re-election of Class II directors ensures board continuity.

management change
60%
neutralMay 22

Routine ratification of independent auditors and governance votes.

regulatory action
30%
bullishMay 22

Successful re-election of Class II directors ensures board continuity.

management change
60%
neutralMay 22

Routine ratification of independent auditors and governance votes.

regulatory action
30%
bullishMay 22

Successful re-election of Class II directors ensures board continuity.

management change
60%
neutralMay 22

Routine ratification of independent auditors and governance votes.

regulatory action
30%
bullishMay 6

Adjusted EBITDA margin expanded to 31% from 27% year-over-year.

margin expansion
90%
bullishMay 6

New $300 million share repurchase program authorized and initiated.

buyback
70%
bullishMay 6

Operating income surged 131% to $15.6 million.

earnings beat
80%
bearishMay 6

High stock-based compensation of $24.2 million relative to net income.

dilution risk
60%
bullishMay 6

Adjusted EBITDA margin expanded to 31% from 27% year-over-year.

margin expansion
90%
bullishMay 6

New $300 million share repurchase program authorized and initiated.

buyback
70%
bullishMay 6

Operating income surged 131% to $15.6 million.

earnings beat
80%
bearishMay 6

High stock-based compensation of $24.2 million relative to net income.

dilution risk
60%
bullishMay 6

Adjusted EBITDA margin expanded to 31% from 27% year-over-year.

margin expansion
90%
bullishMay 6

New $300 million share repurchase program authorized and initiated.

buyback
70%
bullishMay 6

Operating income surged 131% to $15.6 million.

earnings beat
80%
bearishMay 6

High stock-based compensation of $24.2 million relative to net income.

dilution risk
60%
bullishMay 6

Adjusted EBITDA margin expanded to 31% from 27% year-over-year.

margin expansion
90%
bullishMay 6

New $300 million share repurchase program authorized and initiated.

buyback
70%
bullishMay 6

Operating income surged 131% to $15.6 million.

earnings beat
80%
bearishMay 6

High stock-based compensation of $24.2 million relative to net income.

dilution risk
60%
bullishMay 6

Adjusted EBITDA margin expanded to 31% from 27% year-over-year.

margin expansion
90%
bullishMay 6

New $300 million share repurchase program authorized and initiated.

buyback
70%
bullishMay 6

Operating income surged 131% to $15.6 million.

earnings beat
80%
bearishMay 6

High stock-based compensation of $24.2 million relative to net income.

dilution risk
60%
bullishMay 6

Adjusted EBITDA margin expanded to 31% from 27% year-over-year.

margin expansion
90%
bullishMay 6

New $300 million share repurchase program authorized and initiated.

buyback
70%
bullishMay 6

Operating income surged 131% to $15.6 million.

earnings beat
80%
bearishMay 6

High stock-based compensation of $24.2 million relative to net income.

dilution risk
60%
bullishMay 6

Adjusted EBITDA margin expanded to 31% from 27% year-over-year.

margin expansion
90%
bullishMay 6

New $300 million share repurchase program authorized and initiated.

buyback
70%
bullishMay 6

Operating income surged 131% to $15.6 million.

earnings beat
80%
bearishMay 6

High stock-based compensation of $24.2 million relative to net income.

dilution risk
60%

Filing History

8-KMay 22, 2026

The 8-K filing confirms that DoubleVerify has successfully navigated its annual governance requirements, maintaining its current board structure and auditing partnership with Deloitte & Touche LLP. While the results are procedurally routine, the tension between the high approval percentages and the raw number of dissenting votes reflects a broader market debate over the company's valuation and execution. Investors are now looking past the governance formalities toward concrete evidence of AI monetization and operational efficiency.

10-QMay 6, 2026

The Q1 2026 filing presents a classic tension between GAAP profitability and cash flow reality. On one hand, the company is successfully scaling its revenue and expanding its margins, proving that its business model can generate significant operating income. The 10% revenue growth and the expansion of the measurement segment indicate strong product-market fit and successful M&A integration. However, the precipitous drop in operating cash flow and the heavy use of equity-based compensation cast a shadow over the long-term sustainability of this growth. Investors must weigh the bullish signal of a $300 million buyback against the bearish reality of a shrinking cash pile and pricing headwinds. Ultimately, the filing suggests a company that is operationally stronger but financially more leveraged to its own equity incentives than the headline EBITDA suggests.