Information Services (III)
Market Price (9/13/2026): $5.205 | Market Cap: $250.1 MilSector: Information Technology | Industry: IT Consulting & Other Services
Information Services (III)
Market Price (9/13/2026): $5.205Market Cap: $250.1 MilSector: Information TechnologyIndustry: IT Consulting & Other Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.3%, Dividend Yield is 3.7%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.2%, FCF Yield is 6.8% Low stock price volatilityVol 12M is 42% Megatrend and thematic driversMegatrends include Digital Transformation & IT Modernization. Themes include IT Strategy & Advisory, Cloud & Automation Adoption, and Managed IT Services & Governance. | Weak multi-year price returns3Y Excs Rtn is -52% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -5.2% Key risksIII key risks include [1] client spending delays and purchase scrutiny due to macroeconomic pressures, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.3%, Dividend Yield is 3.7%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.2%, FCF Yield is 6.8% |
| Low stock price volatilityVol 12M is 42% |
| Megatrend and thematic driversMegatrends include Digital Transformation & IT Modernization. Themes include IT Strategy & Advisory, Cloud & Automation Adoption, and Managed IT Services & Governance. |
| Weak multi-year price returns3Y Excs Rtn is -52% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -5.2% |
| Key risksIII key risks include [1] client spending delays and purchase scrutiny due to macroeconomic pressures, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Information Services (III) stock has gained about 15% since 5/31/2026 because of the following key factors:
1. Information Services Group (III) reported a strong beat in its fiscal Q2 2026 earnings, which ended July 31, 2026. The company announced earnings per share (EPS) of $0.10 on August 5, 2026, significantly surpassing the consensus estimate of $0.05 by $0.05. Additionally, quarterly revenue reached $65.49 million, exceeding analysts' expectations of $62.86 million. This positive earnings surprise led to an immediate stock price increase of 3.8% following the announcement.
2. The company's strategic focus on Artificial Intelligence (AI) and digital transformation continues to attract strong client interest. Information Services Group is positioned as an "AI-centered technology research and advisory company" actively assisting enterprises with digital transformation, cloud migration, and AI adoption. Recent news, including "AI Advances Analytics Software from Reporting to Action" and "ISG Event to Spotlight Strategies for the AI-Driven Autonomous Enterprise" in August 2026, highlights the company's commitment to leveraging AI across its services and developing an AI-powered "intelligence advisor" platform.
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Information Services (III) stock has gained about 15% since 5/31/2026 because of the following key factors:
1. Information Services Group (III) reported a strong beat in its fiscal Q2 2026 earnings, which ended July 31, 2026. The company announced earnings per share (EPS) of $0.10 on August 5, 2026, significantly surpassing the consensus estimate of $0.05 by $0.05. Additionally, quarterly revenue reached $65.49 million, exceeding analysts' expectations of $62.86 million. This positive earnings surprise led to an immediate stock price increase of 3.8% following the announcement.
2. The company's strategic focus on Artificial Intelligence (AI) and digital transformation continues to attract strong client interest. Information Services Group is positioned as an "AI-centered technology research and advisory company" actively assisting enterprises with digital transformation, cloud migration, and AI adoption. Recent news, including "AI Advances Analytics Software from Reporting to Action" and "ISG Event to Spotlight Strategies for the AI-Driven Autonomous Enterprise" in August 2026, highlights the company's commitment to leveraging AI across its services and developing an AI-powered "intelligence advisor" platform.
3. Positive analyst sentiment and favorable price targets have bolstered investor confidence. Analysts maintain a "Moderate Buy" consensus rating for III, with one analyst specifically issuing a "Buy" rating as of August 29, 2026. The average twelve-month price target is $5.50, representing a forecasted upside of 7.42% from the stock's price of $5.12 as of August 28, 2026.
4. Significant institutional investor activity indicates growing confidence in the company's outlook. BlackRock Inc. acquired a new position in Information Services Group during fiscal Q2 2026, valued at approximately $12.76 million. Institutional investors collectively own a substantial portion of the stock, approximately 73.1%.
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Stock Movement Drivers
Fundamental Drivers
The 17.3% change in III stock from 5/31/2026 to 9/12/2026 was primarily driven by a 8.8% change in the company's Net Income Margin (%).| (LTM values as of) | 5312026 | 9122026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.42 | 5.19 | 17.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 246 | 250 | 1.6% |
| Net Income Margin (%) | 4.3% | 4.7% | 8.8% |
| P/E Multiple | 20.0 | 21.3 | 6.8% |
| Shares Outstanding (Mil) | 48 | 48 | -0.6% |
| Cumulative Contribution | 17.3% |
Market Drivers
5/31/2026 to 9/12/2026| Return | Correlation | |
|---|---|---|
| III | 17.3% | |
| Market (SPY) | 1.0% | -4.7% |
| Sector (XLK) | -1.8% | -14.6% |
Fundamental Drivers
The 11.3% change in III stock from 2/28/2026 to 9/12/2026 was primarily driven by a 15.3% change in the company's Net Income Margin (%).| (LTM values as of) | 2282026 | 9122026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.66 | 5.19 | 11.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 241 | 250 | 3.7% |
| Net Income Margin (%) | 4.0% | 4.7% | 15.3% |
| P/E Multiple | 23.0 | 21.3 | -7.1% |
| Shares Outstanding (Mil) | 48 | 48 | 0.2% |
| Cumulative Contribution | 11.3% |
Market Drivers
2/28/2026 to 9/12/2026| Return | Correlation | |
|---|---|---|
| III | 11.3% | |
| Market (SPY) | 11.7% | 12.7% |
| Sector (XLK) | 35.4% | -2.0% |
Fundamental Drivers
The 5.3% change in III stock from 8/31/2025 to 9/12/2026 was primarily driven by a 42.7% change in the company's Net Income Margin (%).| (LTM values as of) | 8312025 | 9122026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.93 | 5.19 | 5.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 240 | 250 | 4.2% |
| Net Income Margin (%) | 3.3% | 4.7% | 42.7% |
| P/E Multiple | 30.3 | 21.3 | -29.5% |
| Shares Outstanding (Mil) | 48 | 48 | 0.4% |
| Cumulative Contribution | 5.3% |
Market Drivers
8/31/2025 to 9/12/2026| Return | Correlation | |
|---|---|---|
| III | 5.3% | |
| Market (SPY) | 19.5% | 27.0% |
| Sector (XLK) | 43.6% | 15.0% |
Fundamental Drivers
The 14.8% change in III stock from 8/31/2023 to 9/12/2026 was primarily driven by a 52.6% change in the company's P/E Multiple.| (LTM values as of) | 8312023 | 9122026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.52 | 5.19 | 14.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 296 | 250 | -15.5% |
| Net Income Margin (%) | 5.3% | 4.7% | -11.7% |
| P/E Multiple | 14.0 | 21.3 | 52.6% |
| Shares Outstanding (Mil) | 48 | 48 | 0.9% |
| Cumulative Contribution | 14.8% |
Market Drivers
8/31/2023 to 9/12/2026| Return | Correlation | |
|---|---|---|
| III | 14.8% | |
| Market (SPY) | 75.7% | 26.5% |
| Sector (XLK) | 117.7% | 18.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| III Return | 135% | -38% | 6% | -25% | 80% | -10% | 88% |
| Peers Return | 53% | -21% | 18% | 2% | -29% | -18% | -15% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 11% | 102% |
Monthly Win Rates [3] | |||||||
| III Win Rate | 83% | 42% | 58% | 25% | 58% | 44% | |
| Peers Win Rate | 70% | 38% | 58% | 50% | 42% | 36% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| III Max Drawdown | -25% | -44% | -31% | -38% | -19% | -37% | |
| Peers Max Drawdown | -13% | -37% | -23% | -24% | -46% | -51% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: IT, FORR, HCKT, ACN, CTSH.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/11/2026 (YTD)
How Low Can It Go
| Event | III | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -22.9% | -9.5% |
| % Gain to Breakeven | 29.7% | 10.5% |
| Time to Breakeven | 564 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -14.8% | -6.7% |
| % Gain to Breakeven | 17.4% | 7.1% |
| Time to Breakeven | 88 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -53.3% | -33.7% |
| % Gain to Breakeven | 114.2% | 50.9% |
| Time to Breakeven | 300 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -10.5% | -19.2% |
| % Gain to Breakeven | 11.8% | 23.8% |
| Time to Breakeven | 904 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -28.4% | -3.7% |
| % Gain to Breakeven | 39.7% | 3.9% |
| Time to Breakeven | 83 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -31.1% | -12.2% |
| % Gain to Breakeven | 45.2% | 13.9% |
| Time to Breakeven | 92 days | 62 days |
In The Past
Information Services's stock fell -5.7% during the 2025 US Tariff Shock. Such a loss loss requires a 6.0% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
| Event | III | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -22.9% | -9.5% |
| % Gain to Breakeven | 29.7% | 10.5% |
| Time to Breakeven | 564 days | 24 days |
| 2020 COVID-19 Crash | ||
| % Loss | -53.3% | -33.7% |
| % Gain to Breakeven | 114.2% | 50.9% |
| Time to Breakeven | 300 days | 140 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -28.4% | -3.7% |
| % Gain to Breakeven | 39.7% | 3.9% |
| Time to Breakeven | 83 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -31.1% | -12.2% |
| % Gain to Breakeven | 45.2% | 13.9% |
| Time to Breakeven | 92 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -29.2% | -6.8% |
| % Gain to Breakeven | 41.3% | 7.3% |
| Time to Breakeven | 82 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -43.1% | -17.9% |
| % Gain to Breakeven | 75.8% | 21.8% |
| Time to Breakeven | 564 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -46.8% | -15.4% |
| % Gain to Breakeven | 88.0% | 18.2% |
| Time to Breakeven | 1121 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -61.0% | -53.4% |
| % Gain to Breakeven | 156.6% | 114.4% |
| Time to Breakeven | 4668 days | 1085 days |
In The Past
Information Services's stock fell -5.7% during the 2025 US Tariff Shock. Such a loss loss requires a 6.0% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Information Services (III)
Information Services Group, Inc. (III) operates as a technology research and advisory company, dedicated to helping both private and public sector organizations transform and optimize their operational environments. Essentially, ISG provides expert guidance and solutions to assist clients in navigating complex technological changes, enhancing efficiency, and improving overall business performance.
The company offers a comprehensive suite of services and platforms. These include digital transformation services covering automation, cloud adoption, and data analytics, as well as sourcing advisory, managed governance and risk, network carrier services, and technology strategy and operations design. ISG also provides specialized client solution platforms such as ISG Digital for technology and transformation initiatives, and ISG Enterprise for optimizing finance, human resource, and procure-to-pay functions. Additionally, their ISG GovernX software platform facilitates insights from market and performance data and automates the management of third-party supplier relationships.
ISG serves a wide array of clients across multiple sectors. Its private sector clientele includes organizations in manufacturing, banking and financial services, insurance, health sciences, energy and utilities, and consumer services industries. For the public sector, the company supports state and local governments, airport and transit authorities, and national and provincial government units in their efforts to modernize and streamline operations.
AI Analysis | Feedback
Here are 1-2 brief analogies for Information Services (III):
- A blend of Gartner's technology research with Accenture's digital transformation consulting.
- A specialized version of Deloitte or PwC, focused on technology adoption, digital transformation, and operational efficiency.
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- Digital Transformation Services: Offers consulting focused on automation, cloud, and data analytics to optimize operational environments.
- Sourcing Advisory: Provides expert guidance for strategic sourcing, vendor selection, and optimization of third-party relationships.
- Managed Governance and Risk: Delivers services to help organizations establish and maintain robust governance frameworks and manage operational risks.
- Network Carrier Services: Provides specialized services related to network infrastructure and carrier management solutions.
- Technology Strategy and Operations Design: Assists clients in developing and implementing effective technology strategies and optimizing operational designs.
- Change Management: Supports organizations in navigating and implementing significant operational, technological, and cultural changes.
- Market Intelligence and Technology Research: Provides in-depth research and analysis on technology trends, market insights, and competitive landscapes.
- ISG Digital Platform: A client solution platform designed to facilitate the development and implementation of technology, transformation, sourcing, and digital solutions.
- ISG Enterprise Platform: A client solution platform that helps manage change and optimize operations across finance, human resources, and Procure2Pay functions.
- ISG GovernX Platform: A software platform for gaining insights from market and performance data and automating third-party supplier relationship management.
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Major Customers of Information Services Group, Inc. (III)
Based on the provided information, Information Services Group, Inc. (III) serves a diverse range of organizational clients across both the private and public sectors. The company's description does not disclose specific customer company names. Instead, it identifies its major customers by the types of organizations and industries it supports:
- Private Sector Clients: These clients operate in various industries, including manufacturing, banking and financial services, insurance, health sciences, energy and utilities, and consumer services.
- Public Sector Clients: These clients encompass entities such as state and local governments, airport and transit authorities, and national and provincial government units.
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Michael P. Connors
Chairman and Chief Executive Officer
Michael P. Connors founded Information Services Group (ISG) in 2006. Prior to ISG, he served as Chairman and CEO of the Media Measurement & Information (MMI) group of VNU, now The Nielsen Company. He also served as Vice Chairman of ACNielsen Corporation, a global marketing research firm, and played a leading role in its turnaround. ACNielsen was sold to VNU in 2001. Earlier in his career, he was Senior Vice President with The Dun & Bradstreet Corporation, where he was involved in its break-up into three separate publicly traded companies in 1996. He also held senior leadership roles at American Express and Sprint.
Michael A. Sherrick
Executive Vice President and Chief Financial Officer
Michael A. Sherrick joined ISG in 2023. Before his tenure at ISG, he was COO of Software & Platform Engineering, COO of Americas, and COO of Digital Systems and Technology at Cognizant. In 2013, he co-founded Scoria Capital Partners, where he served as a portfolio manager overseeing investments in the technology, business services, and consumer sectors. His earlier career includes positions at S.A.C. Capital, Morgan Stanley, and PwC.
Todd D. Lavieri
Vice Chairman and President, ISG Americas and Asia Pacific
Todd D. Lavieri is the Vice Chairman of ISG and is responsible for the ISG Americas and Asia Pacific regions, joining the firm in 2014. Before joining ISG, he served as President and CEO of Archstone Consulting, a strategy and operations advisory firm he founded in 2003 and subsequently sold to The Hackett Group in 2009. He also held executive positions with IBM as general manager of IBM Global Consulting and general manager, Global Business Services, IBM Canada, and was a partner at Deloitte Consulting for 13 years.
Steve Hall
President, ISG EMEA, and Chief AI Officer
Steve Hall leads ISG's business across Europe, the Middle East, and Africa, and was named Chief AI Officer in 2024. He is responsible for guiding clients in creating AI strategies and embedding AI capabilities into ISG's offerings. He joined ISG in 2005 and has previously led ISG Digital Advisory Services, Emerging Technology Services, Global Product Engineering, and Application Development & Maintenance.
John Boccuzzi, Jr.
President, ISG Research
John Boccuzzi, Jr. is a Partner at ISG and a member of the ISG Executive Board since January 2024. As President of ISG Research, he leads a global research team that collaborates with technology and service providers. He joined ISG in 2019 and has 25 years of executive and sales management experience in the retail and data analytics industries.
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Key Risks to Information Services Group (III)
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Intense Competition from Larger, Well-Capitalized Firms: Information Services Group operates in a highly competitive market for technology research and advisory services, facing numerous professional services firms, including significantly larger and better-funded competitors like Accenture. This intense competition, coupled with relatively low barriers to entry, makes it challenging for ISG to differentiate itself, capture market share, and ensure sustained long-term growth and profitability.
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Reliance on Cyclical, Project-Based Advisory Services: A substantial portion of ISG's revenue is derived from project-based advisory engagements, which are inherently more susceptible to economic fluctuations and client spending caution. This reliance leads to revenue unpredictability and can result in underutilization of staff during economic downturns. The company remains vulnerable to macroeconomic shifts, including inflation, foreign exchange rate volatility, and broader geopolitical challenges, which can impact client budgets for discretionary advisory work.
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Risk of Rapid Technological Change and AI's Impact on Advisory Model: While Information Services Group is strategically positioning itself as an AI-centered firm, the rapid pace of technological advancements, particularly in artificial intelligence (AI), presents a significant risk. AI tools have the potential to democratize market intelligence and benchmarking data, which are foundational to ISG's traditional advisory model. This requires continuous adaptation and investment in specialized expertise and new service offerings, carrying inherent risks of market acceptance and increased operational costs. If ISG cannot continuously evolve its methodologies and services faster than technology disrupts them, its value proposition could diminish.
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The rapid advancement and adoption of generative artificial intelligence (AI) tools represent a clear emerging threat to Information Services Group (III).
ISG's core business relies on human expertise to provide advisory, research, and strategy services in areas such as digital transformation, sourcing, and market intelligence. Generative AI tools are increasingly capable of performing tasks traditionally requiring human consultants, including synthesizing information, drafting strategies, analyzing data, and even managing aspects of supplier relationships. This development enables clients to potentially perform more of these functions in-house with AI augmentation or to access similar insights through automated platforms, thereby reducing their dependence on external advisory firms and threatening ISG's traditional service delivery model and pricing power.
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AI Analysis | Feedback
1. Accelerating Demand for AI-Powered Transformation Services: Information Services Group (ISG) has seen significant and accelerating client interest in its AI-powered transformation services. AI-related revenue constituted nearly 30% of total revenue for the full year 2025, a threefold increase from the prior year, with a target to reach 50%. The company served over 350 clients with AI-focused research and advisory services in 2025.
2. Growth in Recurring Revenues: The company is experiencing robust growth in its recurring revenue streams, particularly from its research and platform businesses, including governance services. Recurring revenues increased by 13% globally in the fourth quarter of 2025 and accounted for 46% of total revenue for the full year 2025.
3. Geographic Expansion and Strength in Key Regions: ISG is demonstrating strong revenue growth in strategic geographic markets. Europe, for example, led fourth-quarter 2025 revenue growth with a 28% increase. The Americas region also showed significant momentum, leading full-year 2025 revenue growth with an 11% increase (excluding divested automation results). The company emphasizes its widespread global presence and the importance of tapping into international markets for growth and financial resilience.
4. Continued Investment and Client Adoption of Digital Transformation Services: Beyond AI, ongoing demand for broader digital transformation initiatives, including cloud, data analytics, and infrastructure modernization, continues to drive revenue. ISG's guidance points to these areas as persistent growth drivers.
5. Leveraging and Expanding Proprietary Client Platforms: ISG is enhancing its proprietary client platforms, such as ISG Tango™, by integrating AI to improve speed and efficiency. The contract value flowing through ISG Tango™ exceeded $25 billion, more than tripling from 2024, indicating increased adoption and value generation from these platforms.
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Share Repurchases
- Information Services Group repurchased $2.3 million of shares in the fourth quarter of 2025.
- In the third quarter of 2025, the company repurchased $2.8 million of shares.
- During the first quarter of 2025, share repurchases amounted to $3.3 million.
Share Issuance
- No specific dollar amount of share issuances was found within the last 3-5 years.
Outbound Investments
- In January 2026, Information Services Group acquired the AI Maturity Index, a SaaS platform designed to assess and track the AI readiness of workforces. This acquisition is a key part of ISG's broader AI acceleration strategy.
Capital Expenditures
- While no specific dollar values for capital expenditures were consistently reported, Information Services Group prioritizes investing in growth.
- The company continues to develop and enhance its portfolio of "platform-enabled" solutions, including ISG GovernX, ISG Tango, and ISG Inform.
Peer Outperformance in IT Consulting & Other Services
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Electronic Manufacturing Services | 9 | 66.7% | 197.8% | 290.3% | TTMI 829% · FLEX 752% · SANM 443% |
| Semiconductor Materials & Equipment | 27 | 129.7% | 86.5% | 105.3% | AXTI 743% · AEHR 712% · KLAC 433% |
| Technology Distributors | 9 | 33.3% | 81.8% | 98.4% | CLMB 340% · AVT 193% · SNX 141% |
| Electronic Components | 26 | 43.3% | 59.8% | 71.2% | CLS 3861% · BELFA 1376% · COHR 394% |
| Communications Equipment | 36 | 19.4% | 86.0% | 69.3% | AAOI 1314% · LITE 959% · FEIM 922% |
| Semiconductors | 55 | 23.1% | 33.3% | 36.1% | POET 1852% · MU 1245% · NVDA 890% |
| Technology Hardware, Storage & Peripherals | 21 | 37.9% | 74.9% | 32.1% | DELL 1154% · STX 1048% · SMCI 980% |
| Internet Services & Infrastructure | 6 | 17.9% | 40.0% | 18.2% | DOCN 62% · VRSN 35% · GDDY 30% |
| Electronic Equipment & Instruments | 27 | -12.8% | 9.0% | -10.6% | PI 234% · OSIS 116% · ACFN 111% |
| IT Consulting & Other Services ← | 28 | -24.3% | -15.2% | -29.5% | CHRN 499900% · APLD 1248% · TSSI 712% |
| Application Software | 122 | -27.1% | -13.7% | -44.7% | VIDA 193536% · INLX 5416% · PLTR 547% |
| Systems Software | 66 | -19.3% | -0.9% | -59.2% | QNC 499% · ZETA 344% · PAYS 340% |
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Information Services Earnings Notes | 12/16/2025 | |
| Is Information Services Stock Built to Withstand a Pullback? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 35.88 |
| Mkt Cap | 6.1 |
| Rev LTM | 3,422 |
| Op Inc LTM | 648 |
| FCF LTM | 660 |
| FCF 3Y Avg | 653 |
| CFO LTM | 712 |
| CFO 3Y Avg | 708 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 2.4% |
| Rev Chg 3Y Avg | 1.8% |
| Rev Chg Q | 1.9% |
| QoQ Delta Rev Chg LTM | 0.5% |
| Op Inc Chg LTM | 9.5% |
| Op Inc Chg 3Y Avg | 4.4% |
| Op Mgn LTM | 14.3% |
| Op Mgn 3Y Avg | 14.3% |
| QoQ Delta Op Mgn LTM | 0.4% |
| CFO/Rev LTM | 13.8% |
| CFO/Rev 3Y Avg | 13.2% |
| FCF/Rev LTM | 11.4% |
| FCF/Rev 3Y Avg | 11.4% |
Price Behavior
| Market Price | $5.19 | |
| Market Cap ($ Bil) | 0.2 | |
| First Trading Date | 02/12/2007 | |
| Distance from 52W High | -12.2% | |
| 50 Days | 200 Days | |
| DMA Price | $4.55 | $4.62 |
| DMA Trend | indeterminate | up |
| Distance from DMA | 14.0% | 12.3% |
| 3M | 1YR | |
| Volatility | 48.0% | 42.4% |
| Downside Capture | -110.92 | 99.35 |
| Upside Capture | 13.67 | 84.20 |
| Correlation (SPY) | -10.0% | 26.5% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.13 | 0.06 | -0.29 | 0.34 | 0.87 | 0.67 |
| Up Beta | 1.92 | -0.07 | -0.73 | -0.02 | 0.21 | 0.48 |
| Down Beta | 6.53 | 1.12 | 0.56 | 1.16 | 1.43 | 0.75 |
| Up Capture | 175% | 67% | -8% | 25% | 75% | 41% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 10 | 20 | 31 | 63 | 123 | 338 |
| Down Capture | -284% | -125% | -94% | 19% | 100% | 94% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 10 | 21 | 31 | 61 | 117 | 370 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with III | |
|---|---|---|---|---|
| III | 3.6% | 42.2% | 0.19 | - |
| Sector ETF (XLK) | 39.7% | 26.3% | 1.24 | 14.9% |
| Equity (SPY) | 18.3% | 12.8% | 1.03 | 26.8% |
| Gold (GLD) | 19.0% | 29.2% | 0.59 | -0.5% |
| Commodities (DBC) | 48.3% | 20.6% | 1.80 | -8.5% |
| Real Estate (VNQ) | 7.6% | 13.6% | 0.29 | 15.5% |
| Bitcoin (BTCUSD) | -32.4% | 43.8% | -0.77 | 15.7% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with III | |
|---|---|---|---|---|
| III | -3.0% | 41.7% | 0.04 | - |
| Sector ETF (XLK) | 19.7% | 25.9% | 0.68 | 31.4% |
| Equity (SPY) | 12.5% | 17.2% | 0.55 | 37.0% |
| Gold (GLD) | 18.7% | 18.8% | 0.81 | -0.6% |
| Commodities (DBC) | 11.4% | 19.5% | 0.46 | 0.6% |
| Real Estate (VNQ) | 0.7% | 18.9% | -0.07 | 30.1% |
| Bitcoin (BTCUSD) | 9.4% | 52.6% | 0.36 | 16.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with III | |
|---|---|---|---|---|
| III | 5.2% | 45.8% | 0.28 | - |
| Sector ETF (XLK) | 24.4% | 25.0% | 0.88 | 32.8% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 39.9% |
| Gold (GLD) | 12.3% | 16.3% | 0.62 | -1.8% |
| Commodities (DBC) | 8.7% | 18.1% | 0.39 | 8.1% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 34.8% |
| Bitcoin (BTCUSD) | 63.2% | 66.2% | 1.03 | 11.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 9/8/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/5/2026 | 17.4% | 20.9% | 20.4% |
| 5/7/2026 | -3.1% | 1.9% | 3.0% |
| 3/5/2026 | -4.8% | -15.8% | -16.0% |
| 11/3/2025 | 10.2% | -4.7% | 2.5% |
| 8/6/2025 | -0.7% | 19.2% | 24.9% |
| 5/8/2025 | 16.0% | 20.0% | 18.6% |
| 3/6/2025 | 6.5% | 5.5% | 22.5% |
| 11/7/2024 | 0.6% | 0.3% | 11.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 14 | 15 | 15 |
| # Negative | 10 | 9 | 9 |
| Median Positive | 7.0% | 10.9% | 11.8% |
| Median Negative | -4.4% | -4.7% | -7.7% |
| Max Positive | 17.4% | 20.9% | 30.7% |
| Max Negative | -17.2% | -20.4% | -28.5% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/5/2026 | 17.4% | 20.9% | 20.4% |
| 5/7/2026 | -3.1% | 1.9% | 3.0% |
| 3/5/2026 | -4.8% | -15.8% | -16.0% |
| 11/3/2025 | 10.2% | -4.7% | 2.5% |
| 8/6/2025 | -0.7% | 19.2% | 24.9% |
| 5/8/2025 | 16.0% | 20.0% | 18.6% |
| 3/6/2025 | 6.5% | 5.5% | 22.5% |
| 11/7/2024 | 0.6% | 0.3% | 11.8% |
| 8/5/2024 | 0.3% | -0.3% | 1.9% |
| 5/9/2024 | -9.2% | -4.5% | -4.2% |
| 3/7/2024 | -3.9% | -10.7% | -9.7% |
| 11/2/2023 | 4.6% | 1.2% | 10.6% |
| 8/3/2023 | -2.1% | -0.4% | -3.4% |
| 5/8/2023 | 2.4% | 3.8% | 6.7% |
| 3/9/2023 | -6.0% | -7.5% | -3.5% |
| 11/3/2022 | -5.6% | 12.9% | 5.0% |
| 8/8/2022 | -17.2% | -20.4% | -28.5% |
| 5/9/2022 | 7.6% | 9.4% | -0.1% |
| 3/10/2022 | -1.1% | -2.8% | -9.7% |
| 11/4/2021 | 7.8% | 14.2% | -7.7% |
| 8/9/2021 | 8.9% | 15.2% | 28.3% |
| 5/10/2021 | 4.6% | 10.9% | 13.5% |
| 3/11/2021 | 13.6% | 7.7% | 11.1% |
| 11/9/2020 | 4.2% | 11.2% | 30.7% |
| SUMMARY STATS | |||
| # Positive | 14 | 15 | 15 |
| # Negative | 10 | 9 | 9 |
| Median Positive | 7.0% | 10.9% | 11.8% |
| Median Negative | -4.4% | -4.7% | -7.7% |
| Max Positive | 17.4% | 20.9% | 30.7% |
| Max Negative | -17.2% | -20.4% | -28.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/08/2026 | 10-Q |
| 12/31/2025 | 03/06/2026 | 10-K |
| 09/30/2025 | 11/03/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 03/13/2025 | 10-K |
| 09/30/2024 | 11/08/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 03/08/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 03/10/2023 | 10-K |
| 09/30/2022 | 11/04/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/08/2026 | 10-Q |
| 12/31/2025 | 03/06/2026 | 10-K |
| 09/30/2025 | 11/03/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 03/13/2025 | 10-K |
| 09/30/2024 | 11/08/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 03/08/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 03/10/2023 | 10-K |
| 09/30/2022 | 11/04/2022 | 10-Q |
| 06/30/2022 | 08/08/2022 | 10-Q |
| 03/31/2022 | 05/10/2022 | 10-Q |
| 12/31/2021 | 03/11/2022 | 10-K |
| 09/30/2021 | 11/05/2021 | 10-Q |
| 06/30/2021 | 08/09/2021 | 10-Q |
| 03/31/2021 | 05/10/2021 | 10-Q |
| 12/31/2020 | 03/12/2021 | 10-K |
| 09/30/2020 | 11/09/2020 | 10-Q |
| 06/30/2020 | 08/10/2020 | 10-Q |
| 03/31/2020 | 05/11/2020 | 10-Q |
| 12/31/2019 | 03/11/2020 | 10-K |
| 09/30/2019 | 11/07/2019 | 10-Q |
Recent Forward Guidance
Updated 8/6/2026Latest: Q2 2026 Earnings Reported 8/5/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q3 2026 Revenue | Reported | 63.50 Mil | 64.00 Mil | 64.50 Mil | 1.6% | Higher New | Guidance: 63.00 Mil for Q2 2026 | |
| Q3 2026 Adjusted EBITDA | Reported | 8.50 Mil | 9.00 Mil | 9.50 Mil | 5.9% | Higher New | Guidance: 8.50 Mil for Q2 2026 | |
Prior: Q1 2026 Earnings Reported 5/7/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Revenue | Reported | 62.50 Mil | 63.00 Mil | 63.50 Mil | 3.3% | Higher New | Guidance: 61.00 Mil for Q1 2026 | |
| Q2 2026 Adjusted EBITDA | Reported | 8.00 Mil | 8.50 Mil | 9.00 Mil | 6.2% | Higher New | Guidance: 8.00 Mil for Q1 2026 | |
Q4 2025 Earnings Reported 3/5/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Revenue | Reported | 60.50 Mil | 61.00 Mil | 61.50 Mil | 0 | Same New | Actual: 61.00 Mil for Q4 2025 | |
| Q1 2026 Adjusted EBITDA | Reported | 7.50 Mil | 8.00 Mil | 8.50 Mil | 0 | Same New | Actual: 8.00 Mil for Q4 2025 | |
Q3 2025 Earnings Reported 11/3/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2025 Revenue | Reported | 60.50 Mil | 61.00 Mil | 61.50 Mil | 0 | Affirmed | Guidance: 61.00 Mil for Q3 2025 | |
| Q4 2025 Adjusted EBITDA | Reported | 7.50 Mil | 8.00 Mil | 8.50 Mil | 0 | Affirmed | Guidance: 8.00 Mil for Q3 2025 | |
| Q4 2025 EBITDA Growth | Reported | 15.0% | 17.5% | 20.0% | ||||
Insider Activity
Updated 9/3/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Chevrillon, & Associes | CPIV S.A. | Sell | 2252026 | 5.95 | 200,000 | 1,190,000 | 12,189,212 | Form | |
| 2 | Chevrillon, & Associes | Direct | Sell | 2252026 | 6.06 | 250,000 | 1,515,000 | 19,324,661 | Form | |
| 3 | Connors, Michael P | CHAIRMAN & CEO | Direct | Sell | 11122025 | 5.26 | 66,196 | 348,191 | 26,510,553 | Form |
| 4 | Connors, Michael P | CHAIRMAN & CEO | Direct | Sell | 11122025 | 5.21 | 100,096 | 521,500 | 26,603,432 | Form |
| 5 | Connors, Michael P | CHAIRMAN & CEO | Direct | Sell | 11122025 | 5.22 | 78,476 | 409,645 | 27,176,996 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Chevrillon, & Associes | CPIV S.A. | Sell | 2252026 | 5.95 | 200,000 | 1,190,000 | 12,189,212 | Form | |
| 2 | Chevrillon, & Associes | Direct | Sell | 2252026 | 6.06 | 250,000 | 1,515,000 | 19,324,661 | Form | |
| 3 | Connors, Michael P | CHAIRMAN & CEO | Direct | Sell | 11122025 | 5.26 | 66,196 | 348,191 | 26,510,553 | Form |
| 4 | Connors, Michael P | CHAIRMAN & CEO | Direct | Sell | 11122025 | 5.21 | 100,096 | 521,500 | 26,603,432 | Form |
| 5 | Connors, Michael P | CHAIRMAN & CEO | Direct | Sell | 11122025 | 5.22 | 78,476 | 409,645 | 27,176,996 | Form |
| 6 | Connors, Michael P | CHAIRMAN & CEO | Direct | Sell | 11122025 | 5.47 | 248,935 | 1,361,674 | 28,907,840 | Form |
Industry Resources
| Information Technology Resources |
| TechCrunch |
| Wired |
| CIO |
| MIT Technology Review |
| Gartner Insights |
| Ars Technica |
| IT Consulting & Other Services Resources |
| IDC |
| Forrester |
| Consultancy.org |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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