IAC Inc. (IAC)
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-09-04
$38.28-2.20%
Close 2026-08-31 · 1-day change
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-09-04
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.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Revenue decline slows and stabilizes near consensus growth: rev -12.0% vs 5% target.
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 growth has to improve to justify its current valuation. Revenue declined 12% year over year, missing the 5% target. It trades at 53× P/E versus a peer median of 16×. The market is pricing in more growth than we forecast, indicating expectations look full. If IAC cuts guidance on the next call, that would be a significant negative. Peer multiples imply a price about 257% below where it trades. 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.
Continue this research
Compare IAC with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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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 5 valuation methods, at three horizons. As of 2026-09-04. 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'
Rebranding aligns with management's objective to transition to People Incorporated.
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
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Profit increase supports capital allocation strategy.
Advances: Streamline structure for People Inc. transition
Spin-off sharpens focus aligns with streamlining structure.
Advances: Streamline structure for People Inc. transition
Confirmed spin-off date supports structural transition.
