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DRCT

Direct Digital Holdings, Inc.

DRCT

NASDAQ·Communication Services·Advertising Agencies·Mkt cap $1.7M

$1.95

-13.72%

P/E

Mkt Cap

$1.7M

52-Wk Range

$1.95–$113.74

52-Week Range

$1.95 - $113.74

P/E

Fwd P/E

Beta

5.30

Div Yield

0.00%

Avg Vol

221.5K

Shares Out

144.0K

Mkt Cap

$1.7M

Price action

Price chart

Down 97.8% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Focus on underserved SMB market with less competition from enterprise-focused giants
  • Proprietary data-driven optimization technology
  • End-to-end integrated platform reducing vendor complexity
  • Vertical-specific expertise across travel, healthcare, education, and financial services

Bear Case

1 risk

  • Very high volatility (beta 5.3). Expect 3x market swings. Position size accordingly.

Growth

Stable outlook

Increasing SMB digital advertising adoption and budget allocation

Value

Valuation data unavailable

Momentum

Falling

-22.9% over 3m

Quality

Thin

Below average quality

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 5, 2026

Q3 26 RECAP

AUG 13, 2026

Reported EPS of -$5.78 vs -$9.60 consensus (+39.8% surprise). Revenue of $7.8M vs $8.8M expected (-11.4%).

EPS beat +39.8%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+39.8%

Revenue trend · last 8Q

-54%

-12%

-7%

-18%

-23%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$9.1M

$9.1M

$8.2M

$10.1M

$8.0M

$8.4M

$6.7M

$7.8M

Margins · last 8Q

Gross

34.0%

Operating

-37.4%

Profit

-43.4%

Wall Street consensus

1 analyst · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Benchmark · Apr 8, 2026

vs Industry

How DRCT stacks vs Advertising Agencies

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.