Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Information Services Group, Inc. (III)
NASDAQInformation TechnologySpecialty Business ServicesSnapshot 2026-11-04
$5.96-1.97%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySpecialty Business ServicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.29 → 0.27 EPS · FY ending Dec 31, 2027 · 4 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 4 to 4; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for III yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Adjusted EBITDA $8M to $9M in Q2 2026 | Profit targets are $8 million to $9 million adjusted EBITDA. | Intact | Adjusted EBITDA falls below $7.5 million in 2026-Q2 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a growth and business-improvement thesis built around AI-centered services, rather than an established profitable compounder. The thesis is intact, though the overall signal has shifted from mildly favorable to mixed.
Valuation is described as justified, with a durable premium versus peers and a small positive expectations gap. That suggests the market already credits III with some resilience and growth, while the evidence does not point to a large expectations mismatch.
Near-term results have been strong: second-quarter revenue grew 6.4% year over year, while adjusted EBITDA rose 13% and its margin expanded. Management is on track with its growth and profitability priorities, but the company remains loss-making and elevated risk persists; a guidance cut is a meaningful near-term concern.
Over the next few quarters, the thesis depends on continued revenue growth from AI-centered services and further margin improvement without a guidance cut. Fed rate cuts and steadier results from technology peers could improve the sector backdrop, while weaker guidance or continued peer misses would weigh on the setup.
For the 1-3 year view, III has evidence of improving execution, but the path depends on sustaining growth and profitability progress in a higher-risk, loss-making business. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| ISG aims for revenue near $63 million in Q2 2026. |
| Intact |
| Revenue falls below $60.5 million in 2026-Q2 |
Revenue: $65.105M FY2026-Q3; GAAP. Published target: ~$63 million. The stored target says 2026-Q2; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Nov 2, 202665,105,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Price-to-earnings near 14 and free cash flow yield 11% | Free cash flow yield is strong at 11%. | Broken | PE rises above 20 without earnings growth | P/E (TTM): 24.32x As of 2026-11-04; trailing twelve months. The target timing and basis require a separate assessment. Nov 4, 202624.32 ratio · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.28 → $0.27 · observed estimates
$0.26B → $0.26B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.28 | $263,163,799 | 4 / 4 |
| 2026-07-25 | $0.28 | $263,163,799 | 4 / 4 |
| 2026-07-26 | $0.43 | $262,889,750 | 4 / 4 |
| 2026-07-27 | $0.28 | $263,163,799 | 4 / 4 |
| 2026-07-28 | $0.28 | $263,163,799 | 4 / 4 |
| 2026-07-29 | $0.43 | $262,889,750 | 4 / 4 |
| 2026-07-30 | $0.43 | $262,889,750 | 4 / 4 |
| 2026-07-31 | $0.43 | $262,889,750 | 4 / 4 |
| 2026-08-01 | $0.28 | $263,163,799 | 4 / 4 |
| 2026-08-02 | $0.28 | $263,163,799 | 4 / 4 |
| 2026-08-03 | $0.28 | $263,163,799 | 4 / 4 |
| 2026-08-04 | $0.43 | $262,889,750 | 4 / 4 |
| 2026-08-05 | $0.43 | $262,889,750 | 4 / 4 |
| 2026-08-06 | $0.43 | $262,889,750 | 4 / 4 |
| 2026-08-07 | $0.28 | $263,163,799 | 4 / 4 |
| 2026-08-08 | $0.28 | $263,163,799 | 4 / 4 |
| 2026-08-09 | $0.43 | $262,889,750 | 4 / 4 |
| 2026-08-10 | $0.28 | $263,163,799 | 4 / 4 |
| 2026-08-12 | $0.44 | $264,240,250 | 4 / 4 |
| 2026-08-13 | $0.44 | $264,240,250 | 4 / 4 |
| 2026-08-14 | $0.28 | $263,163,799 | 4 / 4 |
| 2026-08-15 | $0.28 | $263,163,799 | 4 / 4 |
| 2026-08-16 | $0.28 | $263,163,799 | 4 / 4 |
| 2026-08-17 | $0.28 | $263,163,799 | 4 / 4 |
| 2026-08-18 | $0.28 | $263,163,799 | 4 / 4 |
| 2026-08-19 | $0.28 | $263,163,799 | 4 / 4 |
| 2026-08-20 | $0.29 | $264,284,200 | 4 / 4 |
| 2026-08-21 | $0.29 | $264,284,200 | 4 / 4 |
| 2026-08-22 | $0.29 | $264,284,200 | 4 / 4 |
| 2026-08-23 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-08-24 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-08-25 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-08-26 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-08-27 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-08-28 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-08-29 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-08-30 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-08-31 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-01 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-02 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-03 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-04 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-05 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-06 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-07 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-08 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-09 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-10 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-11 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-12 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-13 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-14 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-15 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-16 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-17 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-18 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-19 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-20 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-21 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-22 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-23 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-24 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-25 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-26 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-27 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-28 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-29 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-09-30 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-01 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-02 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-03 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-04 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-05 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-06 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-07 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-08 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-09 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-10 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-11 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-12 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-13 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-14 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-15 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-16 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-17 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-18 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-19 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-20 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-21 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-22 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-23 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-24 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-25 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-26 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-27 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-28 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-29 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-30 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-10-31 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-11-01 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-11-02 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-11-03 | $0.29 | $264,240,250 | 4 / 4 |
| 2026-11-04 | $0.27 | $264,408,500 | 4 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.