Analysts Offer Insights on Technology Companies: BlackLine (NASDAQ: BL), Universal Display (NASDAQ: OLED) and DoubleVerify Holdings (NYSE: DV)We upgrade DoubleVerify (DV) to Buy (from Neutral) and lower our PO to $14 (from $18) based on an EV/CY26 EBITDA multiple of 8x (previously 10x). DV is the only company left standing in the media quality measurement space, giving it, we think, greater flexibility with R&D and innovation, which over the long term should help win share in a product market that is not going away anytime soon. At the afterhours stock price of ~$9, DV trades at 5x our CY26 EBITDA estimates, after we’ve floored Y/Y growth rates through Y/Y, while keeping margins flat. Demonstration that the repositioned product portfolio is gaining traction, combined with several more high-teens growth Quarters could raise both our valuation and estimates. Competitor IAS was acquired for 8x EV/CY26 EBITDA, on our CY26 estimates which also assumed a 10% Y/Y growth trajectory.