Added to YB: 2026-06-08
Pitch date: 2026-06-04
III [bullish]
Information Services Group, Inc.
-0.47%
current return
Author Info
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Company Info
Information Services Group, Inc., together with its subsidiaries, operates as an artificial intelligence (AI) centered technology research and advisory company in the Americas, Europe, and the Asia Pacific.
Market Cap
$202.8M
Pitch Price
$4.26
Price Target
N/A
Dividend
4.25%
EV/EBITDA
9.24
P/E
20.19
EV/Sales
1.01
Sector
IT Services
Category
growth
Monthly Report - New Position: Information Services Group, Inc.
III (new position): Tech advisory firm, entry $4.14. AI governance now 1/3 of rev, +75% YoY—compliance spend driven by EU AI Act/US regs, sticky GC/CRO buyer. Largest-ever $17M contract signed Q1'26. Op leverage: rev +3%, EBITDA +12% to 13.5% margin. Base $6.50-7 (+57-69%), bull $8 (+93%). Risks: Americas -2.9% YoY, $8.5M SBC vs $27M FCF.
Read full article (1 min)