Added to YB: 2026-09-03
Pitch date: 2026-08-28
IDN [neutral]
Intellicheck, Inc.
-5.3%
current return
Author Info
No bio for this author
Company Info
Intellicheck, Inc., a technology company, provides on-demand digital identity validation solutions for KYC, fraud, and age verification needs in North America.
Market Cap
$56.0M
Pitch Price
$2.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.26
P/E
19.00
EV/Sales
1.83
Sector
Software
Category
turnaround
$IDN: A Great Business With One Big Problem
IDN (monitor): Intellicheck’s 91%-gross-margin identity-verification business is showing underlying growth and operating leverage, but one customer representing 29% of revenue plans to shift 70-75% of its volume elsewhere, potentially removing more than 20% of company revenue. Excluding that customer, first-half 2026 revenue grew ~19%; $11.8M of cash and no debt provide time. The key question is whether vendor diversification reflects prudent redundancy or weak differentiation that spreads to other large customers.
Read full article (7 min)