IAC Reports Q4 Earnings with Mixed Results and 2026 Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
0mins
Should l Buy IAC?
Source: seekingalpha
- Earnings Performance: IAC's Q4 GAAP EPS of -$0.99 missed expectations by $1.70, indicating challenges in profitability; however, revenue of $646 million, down 10.5% year-over-year, beat estimates by $4.99 million, suggesting some resilience in revenue generation.
- 2026 Outlook: People Inc. expects digital revenue and Digital Adjusted EBITDA to grow in the mid-to-high single digits in 2026, although corporate expenses are projected to exceed Print Adjusted EBITDA by $15 million due to estimated Google litigation costs, indicating future financial pressures.
- Care.com Recovery: Care.com is expected to return to revenue growth in 2026, suggesting a rebound in market demand in this segment, which could positively impact overall performance.
- Search Business Uncertainty: The future of IAC's search business remains uncertain due to disruptions in the search ecosystem and potential changes to Google contracts, which may affect the company's long-term strategy and market positioning.
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Analyst Views on IAC
Wall Street analysts forecast IAC stock price to rise
9 Analyst Rating
7 Buy
2 Hold
0 Sell
Strong Buy
Current: 37.930
Low
39.00
Averages
48.11
High
60.00
Current: 37.930
Low
39.00
Averages
48.11
High
60.00
About IAC
IAC Inc. is engaged in building companies. The Company's segments include Dotdash Meredith, Care.com, Search, and Emerging & Other. Its Dotdash Meredith segment consists of its digital and print businesses. Through its digital businesses, it provides original and engaging digital content in a variety of formats, including articles, illustrations, videos, and images. Its print business is a magazine publisher, which has published over 18 magazines, as well as 370 special interest publications. Its Search segment consists of Ask Media Group, a collection of Websites providing general search services and information, and a Desktop business, which includes business-to-business partnership operations and direct-to-consumer downloadable desktop applications. Its Care.com primarily provides online consumer matching and consumer payment solutions for families searching for care, among others. Its Emerging & Other segment includes Vivian Health, The Daily Beast and IAC Films.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
IAC Stock 52-Week Highs and Lows Analysis
- Price Fluctuation Analysis: IAC's 52-week low is $29.56, while the high is $50.49, with the last trade at $37.10, indicating significant volatility in the stock over the past year, reflecting varying market expectations and sentiment towards the company.
- Technical Indicator Observation: The current price of $37.10 is above the 52-week low, suggesting a partial recovery of market confidence in IAC, yet it remains below the high, indicating potential upside and points of interest for investors.
- Market Trend Impact: IAC's stock performance is closely tied to overall market trends, and investors should monitor whether it can break above the 200-day moving average to assess future price movements and investment opportunities.
- Investor Sentiment Assessment: Although the current stock price is below the 52-week high, it may attract value-seeking investors, especially in a volatile market, potentially leading to increased capital inflow into the stock.
See More
Care.com Partners with Headspace to Support Family Caregivers
- Partnership Announcement: Care.com has partnered with Headspace to mark National Caregivers Day by offering free Headspace subscriptions and micro-mindfulness content, aimed at helping family caregivers manage stress and prioritize their mental health.
- Supporting Data: The 2026 Cost of Care Report from Care.com reveals that 90% of parents experience sleep loss and 89% feel burned out due to caregiving challenges, highlighting the increasing emotional burden on family caregivers who require support beyond logistical assistance.
- Micro-Mindfulness Content: The partnership introduces 10 exclusive micro-mindfulness exercises, each under three minutes, designed to provide practical respite for family caregivers, allowing them to find moments of calm amidst their busy lives.
- Promotional Campaign: From February 18 to 25, Care.com is offering a 20% discount on new subscription plans and launching the social media campaign “You Deserve A Minute” to encourage family caregivers to take time for themselves and enhance their mental well-being.
See More
IAC Inc. Reports Strong Q4 2025 Earnings with Strategic Focus
- Digital Revenue Growth: IAC achieved a 14% increase in digital revenue in Q4 2025, with advertising revenue rising 9% despite a 13% decline in core sessions, demonstrating the company's robust performance amid AI disruptions and enhancing its market competitiveness.
- Share Buyback Plan: IAC plans to repurchase $337 million worth of shares in 2026, reducing its share count by 10%, indicating confidence in its intrinsic value and a commitment to evaluating buyback opportunities to enhance shareholder returns.
- Strategic Transformation: The company aims to invert traditional content businesses into entirely new consumer ventures, launching new products like Southern Tea, Food & Wine, and Travel & Leisure, with the goal of diversifying its business through unique sales methods.
- Annual Guidance Adjustment: IAC is shifting from quarterly to annual guidance, expecting mid- to high single-digit growth in digital revenue and adjusted EBITDA for People Inc., reflecting a focus on long-term value creation.
See More
IAC Reports Q4 Earnings with Mixed Results and 2026 Outlook
- Earnings Performance: IAC's Q4 GAAP EPS of -$0.99 missed expectations by $1.70, indicating challenges in profitability; however, revenue of $646 million, down 10.5% year-over-year, beat estimates by $4.99 million, suggesting some resilience in revenue generation.
- 2026 Outlook: People Inc. expects digital revenue and Digital Adjusted EBITDA to grow in the mid-to-high single digits in 2026, although corporate expenses are projected to exceed Print Adjusted EBITDA by $15 million due to estimated Google litigation costs, indicating future financial pressures.
- Care.com Recovery: Care.com is expected to return to revenue growth in 2026, suggesting a rebound in market demand in this segment, which could positively impact overall performance.
- Search Business Uncertainty: The future of IAC's search business remains uncertain due to disruptions in the search ecosystem and potential changes to Google contracts, which may affect the company's long-term strategy and market positioning.
See More
IAC Releases Fourth Quarter 2025 Financial Results
- Financial Results Release: On February 3, 2026, IAC published its fourth quarter financial results on its investor relations website, reflecting the company's operational performance and financial health over the past quarter.
- Conference Call Scheduled: IAC will host a conference call on February 4, 2025, at 8:30 a.m. EST, where company executives will discuss the financial results and answer investor questions, enhancing transparency and investor confidence.
- Executive Participation: The call will feature Barry Diller, Chairman and Senior Executive of IAC, Christopher Halpin, COO and CFO, and Neil Vogel, CEO of People Inc., ensuring investors receive comprehensive information.
- Company Background: Founded nearly three decades ago, IAC has evolved into 10 independent publicly traded companies and holds strategic equity positions in MGM Resorts International and Turo Inc., demonstrating its ongoing commitment to diversified investments and innovation.
See More
IAC Announces Fourth Quarter Financial Results for 2025
- Financial Results Release: IAC posted its fourth quarter financial results on February 3, 2026, available on its investor relations website, demonstrating the company's commitment to financial transparency.
- Conference Call Scheduled: The company will host a conference call on February 4, 2025, at 8:30 a.m. EST, where IAC executives will discuss the financial results and answer investor questions, enhancing engagement with stakeholders.
- Executive Participation: The call will feature Barry Diller, Chairman, and other executives, indicating the leadership's focus on financial performance and investor relations.
- Company Background: Founded nearly three decades ago, IAC has evolved into a conglomerate with 10 independent publicly traded companies, showcasing its ongoing ability to innovate and acquire new products and brands, reflecting its leadership position in the market.
See More
IAC Stock 52-Week Highs and Lows Analysis
- Price Fluctuation Analysis: IAC's 52-week low is $29.56, while the high is $50.49, with the last trade at $37.10, indicating significant volatility in the stock over the past year, reflecting varying market expectations and sentiment towards the company.
- Technical Indicator Observation: The current price of $37.10 is above the 52-week low, suggesting a partial recovery of market confidence in IAC, yet it remains below the high, indicating potential upside and points of interest for investors.
- Market Trend Impact: IAC's stock performance is closely tied to overall market trends, and investors should monitor whether it can break above the 200-day moving average to assess future price movements and investment opportunities.
- Investor Sentiment Assessment: Although the current stock price is below the 52-week high, it may attract value-seeking investors, especially in a volatile market, potentially leading to increased capital inflow into the stock.
See More
Care.com Partners with Headspace to Support Family Caregivers
- Partnership Announcement: Care.com has partnered with Headspace to mark National Caregivers Day by offering free Headspace subscriptions and micro-mindfulness content, aimed at helping family caregivers manage stress and prioritize their mental health.
- Supporting Data: The 2026 Cost of Care Report from Care.com reveals that 90% of parents experience sleep loss and 89% feel burned out due to caregiving challenges, highlighting the increasing emotional burden on family caregivers who require support beyond logistical assistance.
- Micro-Mindfulness Content: The partnership introduces 10 exclusive micro-mindfulness exercises, each under three minutes, designed to provide practical respite for family caregivers, allowing them to find moments of calm amidst their busy lives.
- Promotional Campaign: From February 18 to 25, Care.com is offering a 20% discount on new subscription plans and launching the social media campaign “You Deserve A Minute” to encourage family caregivers to take time for themselves and enhance their mental well-being.
See More
IAC Inc. Reports Strong Q4 2025 Earnings with Strategic Focus
- Digital Revenue Growth: IAC achieved a 14% increase in digital revenue in Q4 2025, with advertising revenue rising 9% despite a 13% decline in core sessions, demonstrating the company's robust performance amid AI disruptions and enhancing its market competitiveness.
- Share Buyback Plan: IAC plans to repurchase $337 million worth of shares in 2026, reducing its share count by 10%, indicating confidence in its intrinsic value and a commitment to evaluating buyback opportunities to enhance shareholder returns.
- Strategic Transformation: The company aims to invert traditional content businesses into entirely new consumer ventures, launching new products like Southern Tea, Food & Wine, and Travel & Leisure, with the goal of diversifying its business through unique sales methods.
- Annual Guidance Adjustment: IAC is shifting from quarterly to annual guidance, expecting mid- to high single-digit growth in digital revenue and adjusted EBITDA for People Inc., reflecting a focus on long-term value creation.
See More
IAC Reports Q4 Earnings with Mixed Results and 2026 Outlook
- Earnings Performance: IAC's Q4 GAAP EPS of -$0.99 missed expectations by $1.70, indicating challenges in profitability; however, revenue of $646 million, down 10.5% year-over-year, beat estimates by $4.99 million, suggesting some resilience in revenue generation.
- 2026 Outlook: People Inc. expects digital revenue and Digital Adjusted EBITDA to grow in the mid-to-high single digits in 2026, although corporate expenses are projected to exceed Print Adjusted EBITDA by $15 million due to estimated Google litigation costs, indicating future financial pressures.
- Care.com Recovery: Care.com is expected to return to revenue growth in 2026, suggesting a rebound in market demand in this segment, which could positively impact overall performance.
- Search Business Uncertainty: The future of IAC's search business remains uncertain due to disruptions in the search ecosystem and potential changes to Google contracts, which may affect the company's long-term strategy and market positioning.
See More
IAC Releases Fourth Quarter 2025 Financial Results
- Financial Results Release: On February 3, 2026, IAC published its fourth quarter financial results on its investor relations website, reflecting the company's operational performance and financial health over the past quarter.
- Conference Call Scheduled: IAC will host a conference call on February 4, 2025, at 8:30 a.m. EST, where company executives will discuss the financial results and answer investor questions, enhancing transparency and investor confidence.
- Executive Participation: The call will feature Barry Diller, Chairman and Senior Executive of IAC, Christopher Halpin, COO and CFO, and Neil Vogel, CEO of People Inc., ensuring investors receive comprehensive information.
- Company Background: Founded nearly three decades ago, IAC has evolved into 10 independent publicly traded companies and holds strategic equity positions in MGM Resorts International and Turo Inc., demonstrating its ongoing commitment to diversified investments and innovation.
See More
IAC Announces Fourth Quarter Financial Results for 2025
- Financial Results Release: IAC posted its fourth quarter financial results on February 3, 2026, available on its investor relations website, demonstrating the company's commitment to financial transparency.
- Conference Call Scheduled: The company will host a conference call on February 4, 2025, at 8:30 a.m. EST, where IAC executives will discuss the financial results and answer investor questions, enhancing engagement with stakeholders.
- Executive Participation: The call will feature Barry Diller, Chairman, and other executives, indicating the leadership's focus on financial performance and investor relations.
- Company Background: Founded nearly three decades ago, IAC has evolved into a conglomerate with 10 independent publicly traded companies, showcasing its ongoing ability to innovate and acquire new products and brands, reflecting its leadership position in the market.
See More
