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IAC Highlights Q4 Results and Expands Strategic Investments

Story Highlights
  • People Inc. delivered strong 2025 digital growth and profitability, offsetting weakness elsewhere.
  • IAC emphasized capital returns, increased its MGM stake, and expanded AI content partnerships despite revenue decline.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
IAC Highlights Q4 Results and Expands Strategic Investments

Meet Samuel – Your Personal Investing Prophet

The latest announcement is out from IAC/InteractiveCorp. ( (IAC) ).

On February 3, 2026, IAC reported its fourth-quarter 2025 results, highlighting strong performance at flagship unit People Inc., whose digital revenue rose 14% in the quarter to $355 million and 10% for the full year to $1.1 billion, driving full-year operating income of $186 million and adjusted EBITDA of $331 million excluding certain items. The company emphasized disciplined capital allocation over the past year, returning $337 million to shareholders through the repurchase of 8.2 million shares, while also deepening its strategic investment in MGM Resorts International by purchasing an additional 1 million shares in Q4 2025 and expanding People Inc.’s AI-driven content reach through partnerships with Meta, OpenAI and Microsoft, even as consolidated revenue declined 10% and overall operating results were weighed down by a goodwill impairment at Care.com and soft search revenue.

The most recent analyst rating on (IAC) stock is a Buy with a $60.00 price target. To see the full list of analyst forecasts on IAC/InteractiveCorp. stock, see the IAC Stock Forecast page.

Spark’s Take on IAC Stock

According to Spark, TipRanks’ AI Analyst, IAC is a Neutral.

IAC’s overall stock score reflects a challenging financial performance with declining revenue and profitability. However, strong technical indicators suggest bullish momentum, and strategic initiatives highlighted in the earnings call and corporate events provide potential for future growth. Valuation remains a concern with a negative P/E ratio, and the non-renewal of the Google agreement adds uncertainty.

To see Spark’s full report on IAC stock, click here.

More about IAC/InteractiveCorp.

IAC/InteractiveCorp is a New York-based holding company that operates a diverse portfolio of digital businesses, including media, publishing and online services. Key units include People Inc., a major lifestyle and entertainment digital publisher, Care.com in online care services, a search segment, and various emerging digital media assets such as The Daily Beast and Vivian Health, giving IAC broad exposure to online advertising, performance marketing and consumer internet revenue streams.

Average Trading Volume: 1,107,586

Technical Sentiment Signal: Hold

Current Market Cap: $2.86B

See more insights into IAC stock on TipRanks’ Stock Analysis page.

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