Red Violet, Inc. Reports Record Q4 2025 Earnings with Strong Growth
- Significant Revenue Growth: Red Violet reported $23.4 million in revenue for Q4 2025, a 20% increase year-over-year, indicating substantial progress in the adoption of its cloud-native intelligence platform and integration of the identity graph, enhancing its competitive position in the market.
- Margin Improvement: The adjusted gross profit was $19.5 million with an 83% margin, and adjusted EBITDA reached $5.9 million (25% margin), showcasing the company's success in cost control and operational efficiency, further solidifying its financial health.
- Customer Base Expansion: The IDI billable customer base grew by 169 to 10,022, while FOREWARN added 17,809 users to reach 390,018, reflecting strong performance in customer acquisition and market penetration, signaling sustainable revenue growth potential.
- Strategic Investment and Outlook: Management reiterated a commitment to ongoing investments in product development, AI capabilities, and go-to-market initiatives, and while no formal guidance was provided, they expect continued healthy top-line growth in 2026, reflecting confidence in future market opportunities.
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Red Violet, Inc. Reports Record Q4 2025 Earnings with Strong Growth
- Significant Revenue Growth: Red Violet reported $23.4 million in revenue for Q4 2025, a 20% increase year-over-year, indicating substantial progress in the adoption of its cloud-native intelligence platform and integration of the identity graph, enhancing its competitive position in the market.
- Margin Improvement: The adjusted gross profit was $19.5 million with an 83% margin, and adjusted EBITDA reached $5.9 million (25% margin), showcasing the company's success in cost control and operational efficiency, further solidifying its financial health.
- Customer Base Expansion: The IDI billable customer base grew by 169 to 10,022, while FOREWARN added 17,809 users to reach 390,018, reflecting strong performance in customer acquisition and market penetration, signaling sustainable revenue growth potential.
- Strategic Investment and Outlook: Management reiterated a commitment to ongoing investments in product development, AI capabilities, and go-to-market initiatives, and while no formal guidance was provided, they expect continued healthy top-line growth in 2026, reflecting confidence in future market opportunities.
Red Violet to Announce Q4 Earnings on March 4th
- Earnings Announcement Date: Red Violet is set to release its Q4 earnings on March 4th after market close, with expectations that the results could significantly impact stock performance.
- Strong Earnings Expectations: The consensus EPS estimate stands at $0.14, reflecting a remarkable year-over-year increase of 133.3%, indicating a substantial improvement in the company's profitability that may attract more investor interest.
- Revenue Growth Forecast: The consensus revenue estimate is $22 million, representing a 12.4% year-over-year growth, suggesting enhanced competitiveness in the market and promising future growth potential.
- Performance Exceeding Expectations: Over the past year, Red Violet has beaten EPS estimates 75% of the time and has exceeded revenue estimates 100% of the time, demonstrating consistent performance and building market confidence.
Daily Upgrade Report for Validea Motley Fool Strategy - December 12, 2025
Validea's Small-Cap Growth Investor Model: The model identifies small-cap growth stocks with strong fundamentals and price performance, highlighting recent upgrades for several companies based on their ratings according to Motley Fool's strategy.
Loews Corporation (L): This large-cap growth stock in the insurance industry saw its rating increase from 65% to 72%, indicating improved fundamentals and valuation, though it remains below the strong interest threshold of 80%.
Mercury General Corporation (MCY): A mid-cap value stock in the insurance sector, MCY's rating also rose from 59% to 72%, reflecting better fundamentals and valuation, yet still short of the 80% interest mark.
Red Violet Inc (RDVT): This small-cap growth stock in the software industry improved its rating from 63% to 76%, showing strong fundamentals and valuation, but it has not yet reached the 80% threshold for significant interest.
Reasons to Consider Red Violet (RDVT) as a New Investment Opportunity
Zacks Rank Upgrade: Red Violet, Inc. (RDVT) has been upgraded to a Zacks Rank #2 (Buy), indicating a positive outlook on its earnings estimates, which often leads to increased stock prices.
Earnings Estimate Revisions: The Zacks Consensus Estimate for RDVT has risen by 11.8% over the past three months, reflecting improved expectations for the company's earnings potential.
Investment Strategy: The Zacks rating system, which maintains a balanced distribution of buy and sell ratings, suggests that RDVT is among the top 20% of stocks based on earnings estimate revisions, making it a strong candidate for market-beating returns.
Market Trends: The demand for data is driving growth in the semiconductor market, with companies that provide essential hardware for data centers poised to benefit significantly in the future.
Red Violet Recognized in TIME's 2026 America's Growth Leaders List
Recognition of Red Violet: Red Violet, Inc. has been named to TIME's list of "America's Growth Leaders of 2026," highlighting its growth performance, financial stability, and stock performance among U.S. companies.
CEO's Statement: CEO Derek Dubner emphasized that this recognition reflects the company's innovative technology, strong execution, and commitment to creating long-term value while enhancing safety and reducing business costs.
Ranking Methodology: The ranking was based on three key dimensions: Growth Performance, Financial Stability, and Stock Performance, evaluated over five years using various financial metrics.
About Red Violet: Red Violet specializes in identity intelligence solutions, utilizing proprietary technologies to assist organizations in identity verification, risk mitigation, and fraud prevention, among other applications.
Red Violet, Inc. (RDVT) Q2 2025 Earnings Call Transcript
Earnings Conference Call Overview: Red Violet, Inc. held its Q2 2025 earnings conference call on August 6, 2025, featuring key participants including CEO Derek Dubner and CFO Dan MacLachlan, discussing the company's financial results and future outlook.
Forward-Looking Statements Disclaimer: The company cautioned that certain statements made during the call are forward-looking and subject to risks and uncertainties, advising listeners to review SEC filings for more information.
Red Violet, Inc. Reports Record Q4 2025 Earnings with Strong Growth
- Significant Revenue Growth: Red Violet reported $23.4 million in revenue for Q4 2025, a 20% increase year-over-year, indicating substantial progress in the adoption of its cloud-native intelligence platform and integration of the identity graph, enhancing its competitive position in the market.
- Margin Improvement: The adjusted gross profit was $19.5 million with an 83% margin, and adjusted EBITDA reached $5.9 million (25% margin), showcasing the company's success in cost control and operational efficiency, further solidifying its financial health.
- Customer Base Expansion: The IDI billable customer base grew by 169 to 10,022, while FOREWARN added 17,809 users to reach 390,018, reflecting strong performance in customer acquisition and market penetration, signaling sustainable revenue growth potential.
- Strategic Investment and Outlook: Management reiterated a commitment to ongoing investments in product development, AI capabilities, and go-to-market initiatives, and while no formal guidance was provided, they expect continued healthy top-line growth in 2026, reflecting confidence in future market opportunities.
Red Violet to Announce Q4 Earnings on March 4th
- Earnings Announcement Date: Red Violet is set to release its Q4 earnings on March 4th after market close, with expectations that the results could significantly impact stock performance.
- Strong Earnings Expectations: The consensus EPS estimate stands at $0.14, reflecting a remarkable year-over-year increase of 133.3%, indicating a substantial improvement in the company's profitability that may attract more investor interest.
- Revenue Growth Forecast: The consensus revenue estimate is $22 million, representing a 12.4% year-over-year growth, suggesting enhanced competitiveness in the market and promising future growth potential.
- Performance Exceeding Expectations: Over the past year, Red Violet has beaten EPS estimates 75% of the time and has exceeded revenue estimates 100% of the time, demonstrating consistent performance and building market confidence.
Daily Upgrade Report for Validea Motley Fool Strategy - December 12, 2025
Validea's Small-Cap Growth Investor Model: The model identifies small-cap growth stocks with strong fundamentals and price performance, highlighting recent upgrades for several companies based on their ratings according to Motley Fool's strategy.
Loews Corporation (L): This large-cap growth stock in the insurance industry saw its rating increase from 65% to 72%, indicating improved fundamentals and valuation, though it remains below the strong interest threshold of 80%.
Mercury General Corporation (MCY): A mid-cap value stock in the insurance sector, MCY's rating also rose from 59% to 72%, reflecting better fundamentals and valuation, yet still short of the 80% interest mark.
Red Violet Inc (RDVT): This small-cap growth stock in the software industry improved its rating from 63% to 76%, showing strong fundamentals and valuation, but it has not yet reached the 80% threshold for significant interest.
Reasons to Consider Red Violet (RDVT) as a New Investment Opportunity
Zacks Rank Upgrade: Red Violet, Inc. (RDVT) has been upgraded to a Zacks Rank #2 (Buy), indicating a positive outlook on its earnings estimates, which often leads to increased stock prices.
Earnings Estimate Revisions: The Zacks Consensus Estimate for RDVT has risen by 11.8% over the past three months, reflecting improved expectations for the company's earnings potential.
Investment Strategy: The Zacks rating system, which maintains a balanced distribution of buy and sell ratings, suggests that RDVT is among the top 20% of stocks based on earnings estimate revisions, making it a strong candidate for market-beating returns.
Market Trends: The demand for data is driving growth in the semiconductor market, with companies that provide essential hardware for data centers poised to benefit significantly in the future.
Red Violet Recognized in TIME's 2026 America's Growth Leaders List
Recognition of Red Violet: Red Violet, Inc. has been named to TIME's list of "America's Growth Leaders of 2026," highlighting its growth performance, financial stability, and stock performance among U.S. companies.
CEO's Statement: CEO Derek Dubner emphasized that this recognition reflects the company's innovative technology, strong execution, and commitment to creating long-term value while enhancing safety and reducing business costs.
Ranking Methodology: The ranking was based on three key dimensions: Growth Performance, Financial Stability, and Stock Performance, evaluated over five years using various financial metrics.
About Red Violet: Red Violet specializes in identity intelligence solutions, utilizing proprietary technologies to assist organizations in identity verification, risk mitigation, and fraud prevention, among other applications.
Red Violet, Inc. (RDVT) Q2 2025 Earnings Call Transcript
Earnings Conference Call Overview: Red Violet, Inc. held its Q2 2025 earnings conference call on August 6, 2025, featuring key participants including CEO Derek Dubner and CFO Dan MacLachlan, discussing the company's financial results and future outlook.
Forward-Looking Statements Disclaimer: The company cautioned that certain statements made during the call are forward-looking and subject to risks and uncertainties, advising listeners to review SEC filings for more information.
