Overview
AI research firm's Q4 revenue slightly missed analyst expectations
Adjusted EPS for Q4 met analyst expectations
Company's adjusted EBITDA for Q4 beat analyst expectations
Outlook
ISG targets Q1 2026 revenues between $60.5 mln and $61.5 mln
Company expects Q1 2026 adjusted EBITDA between $7.5 mln and $8.5 mln
Result Drivers
AI DEMAND - Co said strong client interest in AI-powered transformation services drove Q4 revenue growth
EUROPEAN GROWTH - Q4 revenue growth led by Europe, up 28% on a reported basis
Company press release: ID:nBw1XdnPa
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Slight Miss* | $61.2 mln | $61.27 mln (5 Analysts) |
Q4 Adjusted EPS | Meet | $0.08 | $0.08 (5 Analysts) |
Q4 EPS | $0.05 | ||
Q4 Adjusted Net Income | Beat | $4 mln | $3.81 mln (4 Analysts) |
Q4 Adjusted EBITDA | Beat | $8.1 mln | $7.76 mln (5 Analysts) |
Q4 Adjusted EBITDA Margin | 13.2% | ||
Q4 Operating Income | $5.1 mln |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the it services & consulting peer group is "buy."
Wall Street's median 12-month price target for Information Services Group Inc is $7.13, about 46.9% above its March 4 closing price of $4.85
The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 15 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)