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IAC Inc. (IAC) Stock Analysis

HoldVALUE-TRAP 1/5Moderate Confidence

Communication Services · Internet Content & Information

Earnings in 3 days (2026-05-04). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Hold if already holding. Not a fresh buy at $44.99, but acceptable to hold if already in. Reasons: Concentration risk — Customer: Google; Analyst target reached - limited upside remaining.

IAC is an internet holding company with category-leading digital media brands (People Inc., Care.com), a Search segment generating Google syndication revenue, and equity stakes in MGM Resorts and Turo. Revenue comes from digital advertising, Google search fee-sharing, Care.com... Read more

$44.99+11.9% A.UpsideScore 4.9/10#20 of 27 Internet Content & Information
Entry $40.11(50-day MA)Stop $38.11Target $44.90(resistance)A.R:R -0.4:1Setup A.R:R 2.4:1
Analyst target$49.08+9.1%12 analysts
$44.90our TP
$44.99price
$49.08mean
$39
$60

Hold if already holding. Not a fresh buy at $44.99, but acceptable to hold if already in. Reasons: Concentration risk — Customer: Google; Analyst target reached - limited upside remaining. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Downgraded from BUY WAIT — price $44.95 has reached target $44.90. No upside to wait for. Score 4.9/10, moderate confidence.

Passes 4/7 gates (clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and earnings proximity 3d<=7d. Suitability: aggressive.

Thesis

Rewards
No bull case signals
Risks
Concentration risk — Customer: Google
Analyst target reached - limited upside remaining
Near 52-week high (1.9% away)

Key Metrics

P/E (TTM)
P/E (Fwd)18.6
Mkt Cap$3.3B
EV/EBITDA17.5
Profit Mgn-4.3%
ROE-2.1%
Rev Growth-10.5%
Beta1.10
DividendNone
Rating analysts17

Quality Signals

Piotroski F8/9

Options Flow

P/C1.28bearish
IV59%elevated
Max Pain$28-38.9% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHCustomerGoogle
    10-K Item 1A: 'Certain of our businesses depend upon arrangements with Google... on December 10, 2025, we received a notice of non-renewal from Google that eliminated the one-year automatic extension of the Services Agreement'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
0.8
Quality Rank
1.8
Value Rank
6.4

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Obv
1.0
Volume
1.5
Macd
3.4
Rsi
4.2
Ma Position
9.0
Overbought (RSI 77)Volume distribution (falling OBV)Above 200-day MA
GatesMomentum 3.8<4.5A.R:R -0.4=NEGATIVEEARNINGS PROXIMITY 3d<=7dInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTSEMI CYCLE PEAK CLEARSuitability: Aggressive
RSI
77 · Overbought
20D MA 50D MA 200D MAGOLDEN CROSSSupport $39.29Resistance $45.82

Price Targets

$38
$40
$45
A.Upside-0.2%
A.R:R-0.4:1
Setup A.R:R (at entry)2.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Target reached (-5.0% upside)
! Earnings in 3 days - binary event risk
! Momentum score 3.8/10 — below 4.5 minimum

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-05-04 (3d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is IAC stock a buy right now?

Hold if already holding. Not a fresh buy at $44.99, but acceptable to hold if already in. Reasons: Concentration risk — Customer: Google; Analyst target reached - limited upside remaining. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Downgraded from BUY WAIT — price $44.95 has reached target $44.90. No upside to wait for. Target $44.90 (-0.2%), stop $38.11 (−18.1%), A.R:R -0.4:1. Score 4.9/10, moderate confidence.

What is the IAC stock price target?

Take-profit target: $44.90 (+11.9% upside). Target $44.90 (-0.2%), stop $38.11 (−18.1%), A.R:R -0.4:1. Stop-loss: $38.11.

What are the risks of investing in IAC?

Concentration risk — Customer: Google; Analyst target reached - limited upside remaining; Near 52-week high (1.9% away).

Is IAC overvalued or undervalued?

IAC Inc. trades at a P/E of N/A (forward 18.6). TrendMatrix value score: 6.3/10. Verdict: Hold.

What do analysts say about IAC?

17 analysts cover IAC with a consensus score of 3.9/5. Average price target: $49.

What does IAC Inc. do?IAC is an internet holding company with category-leading digital media brands (People Inc., Care.com), a Search segment...

IAC is an internet holding company with category-leading digital media brands (People Inc., Care.com), a Search segment generating Google syndication revenue, and equity stakes in MGM Resorts and Turo. Revenue comes from digital advertising, Google search fee-sharing, Care.com platform fees, and investment returns.

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