DV Earnings
Wednesday, May 06 2026
EPS Estimate
$0.20
$0.15 – $0.24
Revenue Estimate
$180M
Current Price
$10.78
Our Position
bearishMajor institutional investor exits DV stake entirely
structured data
est. revisions stable
(+0.7pp / 30d)
An insider exit at this scale signals loss of conviction in near-term recovery. When large asset managers bail, it usually precedes further downside as they're trading on forward visibility. At $9.58 per share and a $1.57 billion market cap, DV trades at a fraction of its previous valuations — either a deep value setup or a warning that the market has repriced the business for structurally lower growth.
Watch: Watch for additional institutional selling or, conversely, activist interest at these valuations. Any guidance cut or revenue miss would confirm the bear case; stabilized revenue guidance with margin expansion would signal inflection.
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.5 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
35.9
Est. Revisions (30d)
+0.0% 3up/3dn
Analyst Target (mean)
$13 $9–$16 +19%
Options P/C Ratio
0.46
Est. Dispersion
44% 7 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong Citadel, Renaissance, Two Sigma, D.E. Shaw
Recent Activity
insider trades
86 transactions
Other
·
ZAGORSKI MARK S. (Chief Executive Officer)
·32,249 shares
Other
·
ALLAIS NICOLA T (Chief Financial Officer)
·17,421 shares
Other
·
ZAGORSKI MARK S. (Chief Executive Officer)
·13,476 shares
Other
·
ZAGORSKI MARK S. (Chief Executive Officer)
·109,306 shares
Other
·
GRIMMIG ANDREW E (Officer)
·43,192 shares
81 more
Other
·
ALLAIS NICOLA T
·56,871 shr
Other
·
MOUGIS STEVEN JOHN
·47,749 shr
Sell
·
GRIMMIG ANDREW E
·1,000 shr
·$10,310
Sell
·
GRIMMIG ANDREW E
·1,000 shr
·$10,710
Sell
·
GRIMMIG ANDREW E
·1,000 shr
·$11,490
Other
·
DESMOND LAURA B
·10,724 shr
Sell
·
GRIMMIG ANDREW E
·3,096 shr
·$33,468
Other
·
ZAGORSKI MARK S.
·32,248 shr
Other
·
EDDLEMAN JULIE ANN
·14,607 shr
Other
·
GRIMMIG ANDREW E
·12,292 shr
Other
·
ALLAIS NICOLA T
·17,420 shr
Sell
·
GRIMMIG ANDREW E
·1,000 shr
·$10,460
Other
·
DOMINGUEZ MICHAEL J.
·115,036 shr
Other
·
PHILLIPS J DAVID
·15,360 shr
·$159,944
Sell
·
GRIMMIG ANDREW E
·1,000 shr
·$11,300
Sell
·
GRIMMIG ANDREW E
·1,000 shr
·$11,880
Sell
·
GRIMMIG ANDREW E
·4,096 shr
·$53,207
Other
·
EDDLEMAN JULIE ANN
·14,606 shr
Other
·
ALLAIS NICOLA T
·17,419 shr
Sell
·
DOBRIN LUCY STAMELL
·6,392 shr
·$92,748
Exercise
·
DESMOND LAURA B
·48,539 shr
·$97,563
Buy
·
EDDLEMAN JULIE ANN
·1,096 shr
·$12,801
Other
·
WAGNER SCOTT W.
·10,724 shr
Other
·
TURNER KELLI
·10,724 shr
Exercise
·
DESMOND LAURA B
·10,724 shr
·$146,812
Other
·
SWIDLER GARY
·10,724 shr
Exercise
·
DOBRIN LUCY STAMELL
·10,724 shr
·$146,812
Other
·
PEREZ ROSARIO C
·10,724 shr
Other
·
JAIN SUNDEEP
·10,724 shr
Exercise
·
DESMOND LAURA B
·37,500 shr
·$75,375
Other
·
ZAGORSKI MARK S.
·43,275 shr
Other
·
EDDLEMAN JULIE ANN
·18,896 shr
Other
·
GRIMMIG ANDREW E
·15,662 shr
Other
·
ALLAIS NICOLA T
·21,710 shr
Other
·
SWIDLER GARY
·4,841 shr
Other
·
GRIMMIG ANDREW E
·1,982 shr
Sell
·
ALLAIS NICOLA T
·4,440 shr
·$98,236
Exercise
·
ALLAIS NICOLA T
·4,440 shr
·$8,924
Sell
·
ALLAIS NICOLA T
·14,022 shr
·$300,538
Exercise
·
ALLAIS NICOLA T
·14,022 shr
·$28,184
Other
·
EDDLEMAN JULIE ANN
·12,322 shr
Other
·
DESMOND LAURA B
·5,709 shr
Sell
·
ALLAIS NICOLA T
·3,738 shr
·$75,911
Exercise
·
ALLAIS NICOLA T
·3,738 shr
·$7,513
Other
·
ZAGORSKI MARK S.
·14,273 shr
Other
·
EDDLEMAN JULIE ANN
·8,463 shr
Other
·
GRIMMIG ANDREW E
·6,377 shr
Other
·
ALLAIS NICOLA T
·9,586 shr
Sell
·
ALLAIS NICOLA T
·4,440 shr
·$90,675
Buy
·
ZAGORSKI MARK S.
·705 shr
·$14,333
Sell
·
ALLAIS NICOLA T
·4,494 shr
·$90,107
Exercise
·
ALLAIS NICOLA T
·4,494 shr
·$9,033
Sell
·
DESMOND LAURA B
·37,500 shr
·$749,318
Sell
·
ALLAIS NICOLA T
·3,528 shr
·$70,598
Exercise
·
ALLAIS NICOLA T
·3,528 shr
·$7,091
Sell
·
ALLAIS NICOLA T
·3,528 shr
·$59,382
Sell
·
ALLAIS NICOLA T
·3,528 shr
·$60,209
Other
·
ZAGORSKI MARK S.
·10,416 shr
Sell
·
ALLAIS NICOLA T
·3,528 shr
·$60,380
Sell
·
ALLAIS NICOLA T
·3,528 shr
·$62,294
Exercise
·
ALLAIS NICOLA T
·13,114 shr
·$7,091
Sell
·
ALLAIS NICOLA T
·3,528 shr
·$68,113
Other
·
GRIMMIG ANDREW E
·1,983 shr
Sell
·
ALLAIS NICOLA T
·3,528 shr
·$67,857
Sell
·
ALLAIS NICOLA T
·3,528 shr
·$69,931
Sell
·
ALLAIS NICOLA T
·3,528 shr
·$70,681
Sell
·
ALLAIS NICOLA T
·3,528 shr
·$66,039
Sell
·
ALLAIS NICOLA T
·3,528 shr
·$63,953
Buy
·
ZAGORSKI MARK S.
·712 shr
·$11,015
Buy
·
EDDLEMAN JULIE ANN
·1,497 shr
·$23,159
Other
·
WAGNER SCOTT W.
·5,709 shr
Other
·
TURNER KELLI
·5,709 shr
Exercise
·
DESMOND LAURA B
·5,709 shr
·$106,473
Other
·
PEREZ ROSARIO C
·5,709 shr
Other
·
JAIN SUNDEEP
·5,709 shr
Sell
·
ALLAIS NICOLA T
·3,528 shr
·$67,676
Sell
·
ALLAIS NICOLA T
·3,528 shr
·$67,823
Sell
·
EDDLEMAN JULIE ANN
·900 shr
·$27,900
Sell
·
ALLAIS NICOLA T
·10,584 shr
·$320,399
Exercise
·
ALLAIS NICOLA T
·10,584 shr
·$21,274
Sell
·
EDDLEMAN JULIE ANN
·900 shr
·$27,765
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