Barclays downgraded DoubleVerify (DV) to Equal Weight from Overweight with an unchanged price target of $12. The firm adjusted ratings in the software group as part of its 2026 outlook. Barclays sees a favorable setup for software in 2026. Macro and IT spending are stable, while stock valuation levels are low and the sector is out of favor, the analyst tells investors in a research note. Barclays cites tough compares in the coming quarters for the downgrade of DoubleVerify.
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