IAC Inc. (IAC)
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-11-04
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-11-04
Research Workspace
Put IAC beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Primary pillar under pressure — Revenue decline slows and stabilizes near consensus growth: Comparison needs review.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskIAC's revenue decline is slowing near consensus levels. The company remains unprofitable over the past year. Revenue fell 12% year over year in Q1 FY2026. The latest quarter missed earnings expectations significantly. Our model puts the next-quarter miss probability near 65%. The thesis comparison is not yet verified. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-08-31. IAC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering IAC (as of Jun 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| IAC Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Publishing — fair value, gap to price, and forward P/E.
Compare the value case
Put IAC next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Rebranding to 'People Incorporated'
Official conference appearance confirms rebranding execution.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-08-31. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers

Advances: Rebranding to 'People Incorporated'
Citi conference appearance validates new brand identity.

Advances: Streamline structure for People Inc. transition
Management explicitly links pivot to value catalysts.

Profit doubling confirms financial health and capital strength.
MGM privatization move signals major capital deployment strategy.
Advances: Streamline structure for People Inc. transition
ANGI spin-off simplifies structure for People Inc. transition.

Advances: Streamline structure for People Inc. transition
Official spin-off date confirms structural simplification plan.
