Information Services Group Q4 revenue slightly misses estimates

Information Services

05/03/2026 21:25

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.)