Arohi Asset Management Fully Exits DoubleVerify Position
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 22 2026
0mins
Should l Buy DV?
Source: NASDAQ.COM
- Share Sale Overview: Arohi Asset Management sold 1,717,770 shares of DoubleVerify in Q4 2026, with an estimated transaction value of $20.58 million, reflecting a significant adjustment in the fund amid market volatility.
- Asset Management Shift: This transaction resulted in a 6.2% decrease in the fund's 13F AUM, with the position previously accounting for 5.2% of the fund's assets, underscoring the magnitude of the exit.
- Financial Performance Decline: DoubleVerify's stock has plummeted approximately 57% over the past 12 months; despite a 16% year-over-year revenue increase in the first nine months of 2025, net income fell 35% to just $21.3 million due to faster expense growth.
- Market Outlook and New Product: Despite challenges, DoubleVerify anticipates increased demand for its newly launched DV Authentic Streaming TV solution, particularly as streaming advertising continues to grow.
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Analyst Views on DV
Wall Street analysts forecast DV stock price to rise
5 Analyst Rating
3 Buy
2 Hold
0 Sell
Moderate Buy
Current: 10.540
Low
12.00
Averages
15.50
High
20.00
Current: 10.540
Low
12.00
Averages
15.50
High
20.00
About DV
DoubleVerify Holdings, Inc. offers a software platform for digital media measurement and analytics. The Company provides a range of solutions, such as DV Authentic Ad, DV Authentic Attention, Custom Contextual, Scibids AI, and Supply-Side Solutions. The DV Authentic Ad evaluates the existence of fraud, brand safety, viewability and geography for each digital ad. The Authentic Attention analyzes key user-initiated events that occur while the ad creative is exposed, including user touches, screen orientation, video playback, and audio control interactions. The Custom Contextual allows advertisers to match their ads to relevant content in order to maximize user engagement and drive campaign performance. The Supply-side advertising platform utilizes its data analytics to validate the quality of their ad inventory and provide metrics for their customers to facilitate the targeting and purchasing of digital ads.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Bitcoin Continues to Slide: Bitcoin (CRYPTO:BTC) dropped 2.6% to $65,000, marking its sixth consecutive weekly loss, which underscores the ongoing weakness in the cryptocurrency market as investors remain cautious.
- Commodity Market Fluctuations: Despite the stock market downturn, oil prices rose over 2% to above $66 per barrel, gold gained 1% to $5,235 per ounce, and silver rallied 6% to $93, indicating that investors are seeking safe-haven assets in a volatile market environment.
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- Accelerated Social Activation: Social activation surged with approximately 60% year-over-year growth in Q4, significantly up from 20% in Q3, indicating rapid enhancement in product innovation and market demand within the social media sector.
- Share Repurchase Program: The company has authorized $300 million for share repurchases, the largest in its history, with plans to actively deploy this in 2026, aimed at enhancing shareholder value and boosting market confidence.
- Optimistic Future Outlook: Management projects revenue growth of 8% to 10% for 2026, with adjusted EBITDA expected at 34%, reflecting confidence in future growth driven by social and streaming product advancements.
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DoubleVerify (DV) Q4 2025 Earnings Call Transcript
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- Cautious Future Outlook: For Q1 2026, revenue is projected between $177 million and $183 million, representing approximately 9% year-over-year growth, but the projected 40% decrease in equity grant value may lead to reduced stock-based compensation, impacting the company's ability to attract talent.
See More
DoubleVerify Reports Q4 Earnings Growth with Increased Revenue
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- Adjusted Earnings: Excluding special items, the company reported adjusted earnings of $51.6 million, or $0.31 per share, showcasing strong performance in its core business and a sustained improvement in profitability.
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Arohi Asset Management Exits DoubleVerify Completely
- Complete Exit: Arohi Asset Management sold all 1,717,770 shares of DoubleVerify in Q4 2026, with an estimated transaction value of $20.58 million, marking a complete exit and reducing its stake to 0% of reported 13F assets.
- Poor Stock Performance: As of February 18, 2026, DoubleVerify's shares were priced at $9.58, down 58.5% over the past year, significantly underperforming the S&P 500 by 70.74 percentage points, indicating market skepticism about its future prospects.
- Deteriorating Financials: Despite a 16% year-over-year revenue growth in the first nine months of 2025, net income fell by 35% to $21.3 million due to faster expense growth, reflecting a significant contraction in profitability that likely drove investors away.
- New Product Launch: In January 2026, DoubleVerify launched its DV Authentic Streaming TV solution to cater to the increasing demand from advertisers for TV streaming, although market sentiment remains cautious regarding its future performance.
See More
Wall Street Banking Selloff Intensifies Amid AI Economic Concerns
- Market Decline: Wall Street experienced a banking selloff on Friday, with the Nasdaq 100 down 0.6%, the S&P 500 falling 0.7%, the Dow Jones Industrial Average tumbling 1.3%, and the Russell 2000 declining 2.1%, indicating heightened concerns over the economic outlook.
- Tech Stocks Plummet: Nvidia Corp. (NASDAQ:NVDA) shares fell 2.8%, extending Thursday's 5.4% decline, heading towards its worst two-day drop since April, reflecting waning investor confidence in tech stocks amid economic uncertainties.
- Bitcoin Continues to Slide: Bitcoin (CRYPTO:BTC) dropped 2.6% to $65,000, marking its sixth consecutive weekly loss, which underscores the ongoing weakness in the cryptocurrency market as investors remain cautious.
- Commodity Market Fluctuations: Despite the stock market downturn, oil prices rose over 2% to above $66 per barrel, gold gained 1% to $5,235 per ounce, and silver rallied 6% to $93, indicating that investors are seeking safe-haven assets in a volatile market environment.
See More
DoubleVerify Q4 2025 Earnings Highlights
- Strong Financial Performance: DoubleVerify reported $206 million in revenue for Q4 2025, reflecting an 8% year-over-year growth, although slightly below expectations due to retail campaign adjustments, demonstrating resilience in diversifying revenue streams.
- Accelerated Social Activation: Social activation surged with approximately 60% year-over-year growth in Q4, significantly up from 20% in Q3, indicating rapid enhancement in product innovation and market demand within the social media sector.
- Share Repurchase Program: The company has authorized $300 million for share repurchases, the largest in its history, with plans to actively deploy this in 2026, aimed at enhancing shareholder value and boosting market confidence.
- Optimistic Future Outlook: Management projects revenue growth of 8% to 10% for 2026, with adjusted EBITDA expected at 34%, reflecting confidence in future growth driven by social and streaming product advancements.
See More
DoubleVerify (DV) Q4 2025 Earnings Call Transcript
See More
DoubleVerify Q4 Earnings Miss Expectations
- Disappointing Earnings: DoubleVerify reported a Q4 Non-GAAP EPS of $0.31, missing expectations by $0.02, indicating pressure on profitability that may affect investor confidence.
- Lackluster Revenue Growth: Q4 revenue reached $205.6 million, a 7.9% year-over-year increase, yet fell short of expectations by $3.17 million, reflecting weak market demand that could impact future growth outlook.
- Segmented Revenue Performance: Activation revenue was $116.5 million, up 6%; measurement revenue was $69.6 million, up 8%; social measurement revenue increased by 11%, indicating stability in certain areas, but overall performance still requires improvement.
- Cautious Future Outlook: For Q1 2026, revenue is projected between $177 million and $183 million, representing approximately 9% year-over-year growth, but the projected 40% decrease in equity grant value may lead to reduced stock-based compensation, impacting the company's ability to attract talent.
See More
DoubleVerify Reports Q4 Earnings Growth with Increased Revenue
- Earnings Growth: DoubleVerify reported a net profit of $29.3 million for Q4, translating to an earnings per share (EPS) of $0.18, which marks a significant increase from last year's $23.4 million and $0.14 EPS, indicating improved profitability.
- Adjusted Earnings: Excluding special items, the company reported adjusted earnings of $51.6 million, or $0.31 per share, showcasing strong performance in its core business and a sustained improvement in profitability.
- Revenue Increase: The company's revenue for the fourth quarter rose by 7.9% to $205.6 million, compared to $190.6 million last year, reflecting steady market demand and the competitiveness of its products.
- Future Guidance: DoubleVerify provided revenue guidance for the next quarter in the range of $177 million to $183 million, demonstrating management's confidence in future business growth while offering investors clear performance expectations.
See More
Arohi Asset Management Exits DoubleVerify Completely
- Complete Exit: Arohi Asset Management sold all 1,717,770 shares of DoubleVerify in Q4 2026, with an estimated transaction value of $20.58 million, marking a complete exit and reducing its stake to 0% of reported 13F assets.
- Poor Stock Performance: As of February 18, 2026, DoubleVerify's shares were priced at $9.58, down 58.5% over the past year, significantly underperforming the S&P 500 by 70.74 percentage points, indicating market skepticism about its future prospects.
- Deteriorating Financials: Despite a 16% year-over-year revenue growth in the first nine months of 2025, net income fell by 35% to $21.3 million due to faster expense growth, reflecting a significant contraction in profitability that likely drove investors away.
- New Product Launch: In January 2026, DoubleVerify launched its DV Authentic Streaming TV solution to cater to the increasing demand from advertisers for TV streaming, although market sentiment remains cautious regarding its future performance.
See More
