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Integral Ad Science initiated with an Outperform at Macquarie

Macquarie analyst Tim Nollen initiated coverage of Integral Ad Science (IAS) with an Outperform rating and $16 price target. The analyst views Integral as a “strong #2 player” to industry leader DoubleVerify (DV), with opportunities to narrow the gaps on revenue growth and operating margin. The shares trade at only half the multiple of DoubleVerify and below a broad peer group of advertising tech, social media, and software, the analyst tells investors in a research note.

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