Will the AI‑driven efficiencies attract new enterprise clients and increase market share?

Fundamental outlook

DoubleVerify’s 2025 Global Insights report spotlights AI‑enabled workflow efficiencies that directly translate into higher‑quality media verification, better ad‑performance optimization, and clearer campaign‑outcome attribution. The study, built on platform‑level telemetry and a 1,970‑person survey of senior marketers, shows a 70‑point positive sentiment and indicates that 68 % of respondents expect AI to shorten campaign set‑up times by > 30 % and cut manual QA effort by > 40 %. In a B2B‑heavy ad‑tech space, those gains are a strong magnet for new enterprise accounts that still wrestle with fragmented measurement and compliance costs. If DoubleVerify can package these AI‑driven efficiencies into scalable, subscription‑based solutions, we should see a mid‑single‑digit to low‑double‑digit lift in FY‑2025 ARR, driven by both upsells to existing clients and fresh wins among Fortune 500 advertisers seeking “turn‑key” measurement. The broader market dynamic—advertisers allocating ever‑larger portions of spend to programmatic channels—means DoubleVerify’s AI narrative is likely to expand its market‑share share‑of‑voice relative to peers such as The Trade Desk and Adobe Advertising Cloud.

Technical picture

DV has been in a steady uptrend since the March 2024 low (≈ $12.30), now trading around $18.80, comfortably above its 50‑day EMA and testing the 200‑day SMA (~$19.10). The weekly chart shows a bullish flag forming on the 20‑week moving average, with volume holding at above‑average levels on each rally. The Relative Strength Index (RSI) sits near 55, leaving room for upside before hitting overbought territory. A break above the $19.50 resistance—the recent swing high—could open the path to the $21–22 range, while a breach below the $17.50 support would retest the March‑2024 low and could trigger a short‑cover rally.

Actionable insight

Given the strong AI‑driven fundamentals and a technically healthy price structure, a moderate‑risk long position is justified. Consider entering around the $18.80–$19.00 level, targeting the $21.00–$22.00 upside as the market digests the AI efficiency story and new enterprise contracts materialize. Place a stop‑loss just below the $17.50 support to guard against a broader ad‑tech pull‑back. If the stock clears the $19.50 resistance on volume, it would confirm momentum and could warrant a additional position or a tighter stop. In short, AI‑driven workflow gains are poised to attract fresh enterprise business, lift DoubleVerify’s market share, and provide a bullish catalyst that aligns with the current technical set‑up.