BMO Capital Keeps Outperform on DoubleVerify (DV) Amid Emerging AI Ad Opportunities

DoubleVerify Holdings Inc. (NYSE:DV) is one of the best low-priced technology stocks to buy right now. On September 15, BMO Capital analyst Brian Pitz reiterated an Outperform rating with an unchanged price target of $27, highlighting the company’s strong execution and product pipeline that should drive faster growth in 2026. His confidence was in part driven by recent discussions with DoubleVerify’s senior management.

The analyst stated that the company has achieved revenue growth of 16.5% over the past year. This growth was supported by its highly profitable Media Authentication Platform (MAP), which delivered gross margins above 82%.

BMO Capital Keeps Outperform on DoubleVerify (DV) Amid Emerging AI Ad Opportunities

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Pitz pointed to the emergence of new advertising categories tied to large language models and AI-driven agents as incremental growth opportunities for DV, with the company’s MAP providing a clear competitive edge in verification and measurement.

He also noted that DoubleVerify’s volume-based business model helps insulate results from cost-per-thousand (CPM) pressure, a key concern in an environment of AI-generated summaries impacting ad pricing.

For the coming quarters, the analyst expects social media and connected TV to play a larger role in accelerating revenue growth, which would offer diversification and greater stability compared to the cyclical nature of programmatic open web advertising.

DoubleVerify Holdings Inc. (NYSE:DV) is a software platform that provides digital media measurement and analytics to ensure ads are viewable, fraud-free, and brand-safe.

While we acknowledge the potential of DV to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than DV and that has 100x upside potential, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.