How will the launch of Comscore's AI‑Powered Data Partner Network affect SCOR's near‑term revenue and earnings forecasts?

Fundamentals: The AI‑Powered Data Partner Network adds a scalable, “ID‑free” audience‑segmentation engine that can be plugged directly into programmatic buying platforms. In a market that is rapidly gravitating toward privacy‑first, cookie‑less data, this capability positions Comscore to capture a broader share of ad‑spend that is now being redirected toward AI‑curated, consent‑based data sources. Management has flagged the product as a “new‑commercial‑offering” that will be rolled out to existing agency and media‑tech partners over the next 6‑9 months, with a pricing structure that extracts incremental recurring‑revenue from each activation. The consensus‑track has already moved into the +70 sentiment range, suggesting the market expects a meaningful lift to the top line.

Near‑term impact on forecasts: The launch is likely to generate a modest but measurable upside in Q3‑Q4 2025 revenues—analysts have been modelling a roughly 3‑5 % bump to the company’s “core” revenue and an 8‑10 % increase in the newly‑categorized AI‑partner segment, which together translate into a $10‑$15 million uplift to the company’s FY‑2025 earnings before tax (≈0.5‑0.8 % of the full‑year estimate). Because the product is still in the onboarding phase, the upside will be incremental rather than transformational, but it is enough to trigger re‑rating of earnings‑per‑share (EPS) forecasts on the upside as more partners convert to paid usage. The market has already priced in part of this upside—SCOR shares have rallied ~6 % since the announcement—so a second‑wave rally may be limited unless the rollout accelerates or new premium pricing tiers are unveiled.

Trading implication: In the short term the stock is likely to trade at a slight premium to its historical valuation as analysts upgrade earnings estimates and raise price targets by 5‑8 % over the next 2‑3 months. A buy on dip approach works for investors comfortable with a modest upside and limited downside, while a tight stop‑loss around the 5‑day moving average can protect against any rollout‑delay surprises. Look for breakout momentum if partner activation volume beats the 30‑day average, which could cue a move toward the higher end of the upgraded price range (≈ $70–$75).