AD AD Science Holding Corp (IAS): Taurus Case Theory

We encountered a Saudi thesis At Ad Science Holding Corp on P14 Capital. In this article, we will summarize the bull thesis on IAS. AD AD Science Holding Corp.^Y. IAS was the P/E Mix to the front 28.64 and 28.65, respectively, according to Yahoo Finance.

Marketing manager is looking at the data information panel for the marketing automation program, which shows successful results for campaigns.

Integrated advertising science (IAS) performed a strong performance in 1Q25 amid technology shrinkage on the basis of advertisements, however the market reaction was subject, probably due to conservative guidance. Revenue increased by 17.1 % year on an annual basis to $ 134.1 million, while modified Ebitda jumped by 26 % on an annual basis, driven by strong dependence on its staple before improvement, which now represents 48 % of total revenues. The company continues to acquire traction as a focus towards performance -focused strategies.

New launch operations such as the dynamic performance profile and targeting the enriched context of the public already shows significant improving transformation and efficiency. Strategic integration with Tiktok, Amazon and Reddit, along with international expansion and strong market momentum in the middle of the market, highlights the growing imprint of IAS. The publisher’s revenue increased by 33 % Y/Y, led by Publica SSP, while international sales grew by 18.5 % despite the opposite winds APAC.

IAS also performs an early boost to China, with alpha tests and brand events, indicating a long -term growth opportunity. The company’s cost discipline has emerged, as sales and marketing are spent as a percentage of revenue by 380 Y/Y foundation, even with IAS reduced market operations in the middle of the market through an effective internal model. Despite the outstanding performance of peers such as Doubleverify (DV) on margins and growth, IAS is still trading with a very evaluation discount, which may narrow with continued implementation.

The issue of the bear, although it is possible, assumes the slowdown of the prolonged macro and the disruption that is not supported by the current customer attitudes. By improving the basics, upscale speculation of a possible disintegration of Google, and the interest of previous private stocks, IAS provides convincing risks/bonus in today’s evaluation, with both operating momentum and strategic stimuli compatibility.

Previously, we covered a Saudi thesis At AD AD Science Holding Corp (IAS) by P14 Capital in May 2025, which highlighted the dominance of ias in verifying ads, sticky customer base, and a possible classification or acquisition. The company’s share price has been almost 4.3 % since our coverage. P14 Capital shares an identical point of view, but emphasizes the last momentum of the product and accelerates international growth.