Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

Integral Ad Science Holding  / Equity Bottom-Up

<ul><li>Integral Ad Science (IAS) presented a mixed but notably strong performance in their Q1 2025 financial results.</li><li>The company displayed an impressive 17% growth in revenue to $134.1 million, surpassing their prior guidance.</li><li>Growth was largely driven by a 24% increase in their optimization segment, buoyed by the financial services and retail verticals.</li></ul>

Integral Ad Science (IAS) presented a mixed but notably strong performance in their Q1 2025 financial results.The company displayed an impressive 17% growth in revenue to $134.1 million, surpassing their prior guidance.Growth was largely driven by a 24% increase in their optimization segment, buoyed by the financial services and retail verticals.

Integral Ad Science (IAS) Is Doubling Down on Innovation: Will Publica & AI Tools Fuel the Next Revenue Surge?

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Controversies around brand safety on platforms like Facebook and YouTube</li><li>Increasing focus on privacy and push for transparency in digital advertising industry</li><li>IAS well positioned for success with strong market position, focus on innovation, and growing industry tailwind.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Controversies around brand safety on platforms like Facebook and YouTubeIncreasing focus on privacy and push for transparency in digital advertising industryIAS well positioned for success with strong market position, focus on innovation, and growing industry tailwind.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Integral Ad Science Hol Corp (IAS) - Wednesday, Sep 18, 2024

Research from Atrium Research, Atrium Research Corporation

Atrium Research

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

<ul>
<li>Public ad-tech equities are trading at historically low multiples, especially in Canada, despite consistent positive revenue growth and a pivot toward margin expansion.</li>
<li>Regulatory disruption and cookie deprecation are accelerating the shift to first-party data, contextual targeting, and AI-driven personalization.</li>
<li>Emerging channels like Connected TV and Retail Media are expanding monetization potential, creating asymmetric upside for nimble, vertically focused platforms.</li>
</ul>


Public ad-tech equities are trading at historically low multiples, especially in Canada, despite consistent positive revenue growth and a pivot toward margin expansion.
Regulatory disruption and cookie deprecation are accelerating the shift to first-party data, contextual targeting, and AI-driven personalization.
Emerging channels like Connected TV and Retail Media are expanding monetization potential, creating asymmetric upside for nimble, vertically focused platforms.


Ad-Tech Primer: Investing in the Future of Digital Advertising

<ul><li>Integral Ad Science Holding Corp. (IAS), a leader in ad measurement and optimization, recently attracted acquisition interest, leading it to explore sale options with the guidance of Jefferies Financial Group Inc. This development follows a strong second quarter, marked by a 14% revenue growth and a notable 17% increase in measurement revenue.</li><li>IAS achieved significant wins with top global brands, exceeding financial expectations and raising its outlook for the year.</li><li>The exit of Oracle from the ad tech space, particularly after IAS replaced Oracle as the preferred partner for major brands, adds further strategic importance to IAS’s position.</li></ul>

Integral Ad Science Holding Corp. (IAS), a leader in ad measurement and optimization, recently attracted acquisition interest, leading it to explore sale options with the guidance of Jefferies Financial Group Inc. This development follows a strong second quarter, marked by a 14% revenue growth and a notable 17% increase in measurement revenue.IAS achieved significant wins with top global brands, exceeding financial expectations and raising its outlook for the year.The exit of Oracle from the ad tech space, particularly after IAS replaced Oracle as the preferred partner for major brands, adds further strategic importance to IAS’s position.

Will Integral Ad Science Be Snapped Up? Here’s Why Investors Are Paying Attention

<ul><li>Integral Ad Science Holding Corp. (IAS) continues to strengthen its position in the digital advertising space, reflecting growth and strategic wins in the second quarter of 2024.</li><li>With Lisa Utzschneider as CEO and Tania Secor as CFO at the helm, IAS has delivered a solid performance, surpassing revenue and adjusted EBITDA expectations.</li><li>The reported revenue for Q2 stood at $129 million, representing a 14% increase year-over-year, driven by gains across all business units—optimization, measurement, and publisher domains.</li></ul>

Integral Ad Science Holding Corp. (IAS) continues to strengthen its position in the digital advertising space, reflecting growth and strategic wins in the second quarter of 2024.With Lisa Utzschneider as CEO and Tania Secor as CFO at the helm, IAS has delivered a solid performance, surpassing revenue and adjusted EBITDA expectations.The reported revenue for Q2 stood at $129 million, representing a 14% increase year-over-year, driven by gains across all business units—optimization, measurement, and publisher domains.

Integral Ad Science Holding Corp.: Extension Into International Markets & New Social Platforms & Other Major Drivers

United States

Integral Ad Science Holding Corp. operates as a holding company. The Company, through its subsidiaries, provides independent measurement and verification of digital advertising across all devices, channels, and formats, including desktop, mobile, connected TV, social, display, and video. Integral Ad Science Holding serves customers worldwide.

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Integral Ad Science Holding (IAS US)

Integral Ad Science (IAS) Is Doubling Down on Innovation: Will Publica & AI Tools Fuel the Next Revenue Surge?

Integral Ad Science (IAS) presented a mixed but notably strong performance in their Q1 2025 financial results. The company displayed an impressive...

Baptista Research

Integral Ad Science Hol Corp (IAS) - Wednesday, Sep 18, 2024

Controversies around brand safety on platforms like Facebook and YouTube. Increasing focus on privacy and push for transparency in digital...

Value Investors Club (VIC)

Ad-Tech Primer: Investing in the Future of Digital Advertising

Public ad-tech equities are trading at historically low multiples, especially in Canada, despite consistent positive revenue growth and a pivot...

Atrium Research

Will Integral Ad Science Be Snapped Up? Here’s Why Investors Are Paying Attention

Integral Ad Science Holding Corp. (IAS), a leader in ad measurement and optimization, recently attracted acquisition interest, leading it to...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Integral Ad Science (IAS) Is Doubling Down on Innovation: Will Publica & AI Tools Fuel the Next Revenue Surge?

Integral Ad Science (IAS) presented a mixed but notably strong performance in their Q1 2025 financial results. The company displayed an impressive...

Baptista Research

Integral Ad Science Hol Corp (IAS) - Wednesday, Sep 18, 2024

Controversies around brand safety on platforms like Facebook and YouTube. Increasing focus on privacy and push for transparency in digital...

Value Investors Club (VIC)

Ad-Tech Primer: Investing in the Future of Digital Advertising

Public ad-tech equities are trading at historically low multiples, especially in Canada, despite consistent positive revenue growth and a pivot...

Atrium Research

Will Integral Ad Science Be Snapped Up? Here’s Why Investors Are Paying Attention

Integral Ad Science Holding Corp. (IAS), a leader in ad measurement and optimization, recently attracted acquisition interest, leading it to...

Baptista Research

Integral Ad Science Holding Corp.: Extension Into International Markets & New Social Platforms & Other Major Drivers

Integral Ad Science Holding Corp. (IAS) continues to strengthen its position in the digital advertising space, reflecting growth and strategic...

Baptista Research