IHS Earnings
Tuesday, May 19 2026
Revenue Estimate
$422M
Current Price
$8.25
Our Position
bullish · highIHS short interest drops 30% sharply
structured data
est. revisions falling
(-167.6pp / 30d)
The sharp drop in short interest indicates reduced pessimism or short covering as the $8.50 takeover premium holds, despite insider selling and revenue headwinds.
Watch: Monitor regulatory approvals and execution risk around the $8.50 MTN acquisition to see if the takeover price sustains or falls on deal delays.
Data Signal Summary
1 bullish
3 bearish
Estimates down -8%
Insider selling cluster
Put/call 0.0 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-0.1%
P/E Ratio
4.7
Est. Revisions (30d)
-8.1% 0up/0dn
Analyst Target (mean)
$9 $8–$12 +9%
Options P/C Ratio
0.01
Est. Dispersion
0% 1 analysts
Insider Cluster
strong sell
Fund Convergence
strong Renaissance, Two Sigma, Citadel
Recent Activity
insider trades
18 transactions
Sell
·
HOWDEN STEPHEN J (Chief Financial Officer)
·49,212 shares
·$405,856
Sell
·
DARWISH SAM (Chief Executive Officer)
·124,275 shares
·$1,023,852
Sell
·
DARWISH MOHAMMED (Chief Executive Officer)
·27,972 shares
·$230,450
Award
·
HOWDEN STEPHEN J (Chief Financial Officer)
·94,992 shares
Other
·
HOWDEN STEPHEN J (Chief Financial Officer)
·9,570 shares
13 more
Award
·
DARWISH SAM
·412,544 shr
Other
·
DARWISH SAM
·41,557 shr
Award
·
DARWISH MOHAMMED
·101,495 shr
Other
·
DARWISH MOHAMMED
·10,224 shr
Award
·
OYINLOLA AYOTADE
·87,889 shr
Other
·
OYINLOLA AYOTADE
·8,854 shr
Award
·
THAROO MUSTAFA
·101,495 shr
Other
·
THAROO MUSTAFA
·10,224 shr
Award
·
SAAD WILLIAM S.
·132,012 shr
Other
·
SAAD WILLIAM S.
·13,298 shr
Sell
·
HOWDEN STEPHEN J
·39,612 shr
·$323,792
Sell
·
DARWISH SAM
·86,793 shr
·$709,915
Sell
·
DARWISH MOHAMMED
·16,153 shr
·$132,122
Explore more
