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%.

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 as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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