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Integral Ad Science acquisition by Novacap ‘makes sense,’ says Raymond James

Integral Ad Science (IAS) announced on Wednesday that Novacap intends to buy the company for $10.30 a share in cash, representing a total consideration of about $1.9B, Raymond James analyst Andrew Marok tells investors in a research note. The firm, which has an Outperform rating on the shares, says IAS had been the subject of takeover speculation since October 2024 when reports surfaced of potential interest in the company, and thinks the Novacap deal makes sense. Raymond James sees a low probability of a competing buyer.

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