Information Services Group Q3 revenue edges past estimates on APAC growth

Information Services

02/11/2026 11:38

Overview
Global tech advisory firm's Q3 revenue grew 4.4% yr/yr, slightly beating analyst expectations
Adjusted EPS for Q3 met analyst expectations
Adjusted net income and adjusted EBITDA for Q3 beat analyst estimates

Outlook
Company sees Q4 revenue between $64 mln and $65 mln
Company expects Q4 adjusted EBITDA between $9 mln and $10 mln
Company says it is monitoring FX, inflation and macroeconomic conditions for potential impact

Result Drivers
ASIA PACIFIC GROWTH - Co said revenue growth was driven by a 47% increase in Asia Pacific region
AI-RELATED REVENUE - Co said AI-related revenues surpassed $30 mln for first time, contributing to overall growth
RECURRING REVENUE - Co said recurring revenues rose 7%, supporting margin expansion

Company press release: ID:nBw5vwvSra

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Slight Beat*
$65.10 mln
$64.96 mln (4 Analysts)
Q3 Adjusted EPS
Meet
$0.10
$0.10 (4 Analysts)
Q3 EPS
 
$0.07
 
Q3 Adjusted Net Income
Beat
$5 mln
$4.84 mln (3 Analysts)
Q3 Adjusted EBITDA
Beat
$9.995 mln
$9.56 mln (4 Analysts)
Q3 Adjusted EBITDA Margin
 
15.40%
 
Q3 Operating Income
 
$6.50 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 $7.50, about 23% above its October 30 closing price of $6.10
The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 10 three months ago

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(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.)