Innodata Q4 revenue beats analyst expectations

Innodata

26/02/2026 21:13

Overview

Data engineering firm's Q4 revenue grew 22% yr/yr, beating analyst expectations

Adjusted EBITDA for Q4 beat analyst expectations, increasing 11% yr/yr

Company anticipates ~35%+ revenue growth in 2026 with expanding customer diversification

Outlook

Innodata anticipates ~35%+ revenue growth in 2026

Company sees expanding customer diversification driving growth

Company expects demand in AI and robotics to accelerate

Result Drivers

AI INNOVATIONS - Innodata's innovations in dataset creation and evaluations for AI and robotics contributed to strong Q4 performance

AI VALUE CHAIN - Co's strategic role in AI value chain, particularly in frontier model training, drove Q4 results

Company press release: ID:nACSsf6ZNa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$72.40 mln
$69.47 mln (4 Analysts)
Q4 Net Income
$8.80 mln
Q4 Adjusted EBITDA
Beat
$15.70 mln
$14.49 mln (3 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "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 Innodata Inc is $90.00, about 94.8% above its February 25 closing price of $46.19

The stock recently traded at 41 times the next 12-month earnings vs. a P/E of 72 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.)