IAC Earnings

IAC reported its earnings on 2026-02-03, showcasing a revenue of 645.98M against an estimate of 640.68M, resulting in a 0.83% surprise. The EPS was -0.99, surpassing the expected 0.67 by -247.76%. The stock experienced a -3.02% price change on the earnings day and a -0.76% change over the next five days, reflecting market reactions to the results.

Following IAC's earnings announcement on 2026-02-03, the stock price moved by -3.02% on the day of the release. Over the subsequent five days, it saw a -0.76% change. Historically, IAC's stock price tends to shift by an average of 0.52% in the 10 days leading up to earnings and 1.22% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate IAC's annual revenue to reach 535.34M, while the EPS is projected at 0.05. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between IAC's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, IAC's stock price typically moves by 0.52% in the 10 days before its earnings and 1.22% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.05 and revenue of 535.34M.

The earnings call reveals a mix of positive and neutral factors. Despite a decline in care revenue, the company shows strong digital revenue growth and EBITDA margins. The Q&A highlights confidence in new revenue channels and strategic investments, particularly in MGM and AI initiatives. The positive outlook for digital revenue and free cash flow conversion, combined with ongoing share repurchases, outweighs the slight EBITDA guidance reduction and Google litigation costs. Given the market cap, the stock is likely to see a positive movement of 2% to 8%.