Analysts Divided Over DoubleVerify Holdings (DV) Long Term Prospects

Among the latest updates, Matthew Cost, an expert astatine Morgan Stanley, accrued the firm’s terms people connected DoubleVerify Holdings, Inc. (NYSE:DV) from $15 to $15.50 portion keeping a Hold standing connected January 13. The firm’s adjusted terms people implies a further 57% upside from the existent levels.

The analyst, successful a probe enactment to investors focused connected the North American net sector, said the setup for 2026 is expected to intimately lucifer that of 2025. The steadfast anticipates that the marketplace volition favour companies that show sustained, meaningful returns connected invested capital, driven by GenAI oregon GPU-enabled technologies. However, sub-sectors facing greater disruption risk, including ridesharing from autonomous vehicles, arsenic good arsenic parts of e-commerce, travel, and smaller oregon little established advertizing platforms, are expected to stay nether unit and commercialized astatine little valuation multiples owed to ongoing uncertainty.

In opposition to Morgan Stanley, Barclays downgraded DoubleVerify Holdings, Inc. (NYSE:DV) from Buy to Hold connected January 12, portion maintaining its $12 terms target. The accommodation was made arsenic portion of the firm’s broader 2026 outlook for the bundle sector. The steadfast said that it remains affirmative connected the broader bundle abstraction heading into 2026. Barclays cited accordant IT spending trends, unchangeable macroeconomic conditions, and valuation multiples that stay comparatively debased arsenic the assemblage has fallen retired of favor. This development, however, occurred earlier the bundle stocks selloff driven by AI developments.

DoubleVerify Holdings, Inc. (NYSE:DV) is simply a supplier of media effectiveness platforms successful the United States and internationally. The institution offers DV Authentic Ad, DV Authentic Attention, Scibids AI, DV Pinnacle, Custom Contextual solution, and DV Publisher suite. It was incorporated successful 2008 and is based successful New York, New York.

While we admit the imaginable of DV  arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.