
Nov 12, 2026
Red Violet (RDVT) Earnings Put Its Undervalued Narrative Back In Focus
Red Violet (RDVT) has reported strong third-quarter earnings with sales of US$27.75 million and net income of US$5.45 million, leading to positive share price momentum. Analysts currently view the stock as 22% undervalued with a fair value of $97, based on its potential to deepen adoption in key sectors and its strong balance sheet. However, the article also notes the company's high P/E ratio of 69.3x compared to the broader US Software group's 31.2x, suggesting potential downside risk if sentiment shifts.
Company relevance
100.00%
Company sentiment
Bullish
Overall sentiment
Bullish

Nov 5, 2026
Red Violet's Q3 Earnings Beat Estimates, Revenues Increase Y/Y
Red Violet (RDVT) reported strong third-quarter 2026 results, with adjusted earnings of 47 cents per share, surpassing estimates by 14.63%, and revenues increasing 20.2% year over year to a record $27.8 million. The growth was driven by demand for identity intelligence solutions across various markets and the expansion of its FOREWARN platform. Despite higher operating costs, the company achieved improved margins, strong cash flow, and maintains a focus on AI investments and public-sector opportunities for future growth.
Company relevance
100.00%
Company sentiment
Bullish
Overall sentiment
Bullish

Nov 4, 2026
Red Violet Q3 2026 Earnings Call Transcript
Red Violet Inc. reported a record third quarter in 2026, with revenue increasing 20% year-over-year to $27.8 million and adjusted EBITDA reaching $11 million, a 40% margin. The company expanded its customer base significantly, adding 383 billable customers and nearly 20,000 Forewarn users, reinforcing its leadership in identity intelligence and safety solutions. Management emphasized strategic investments in AI, product development, and disciplined capital allocation, supported by over $165 million in cash and no debt, positioning Red Violet for continued growth and market expansion.
Company relevance
100.00%
Company sentiment
Bullish
Overall sentiment
Bullish