{
  "id": 8259290,
  "title": "Two midcap software picks: DV and FIVN compared",
  "url": "https://urgent.news/2026/09/18/two-midcap-software-picks-dv-and-fivn-compared",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-18T14:28:16.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/stock-market-news/two-midcap-software-picks-dv-and-fivn-compared-93CH-4907570"
  },
  "original_language": "en",
  "account": "Two midcap software stocks, DV and FIVN, were examined for their growth potential. DoubleVerify Holdings (DV) and Five9 (FIVN) emerged as the top candidates from a group of 77 U.S. software midcaps valued between $2B and $10B.\n\nDV's revenue grew from $332.74M in 2021 to $748.29M in 2025, while its free cash flow (FCF) per share increased from $73.35M to $172.65M over the same period. The company aims for around $810M–$826M in revenue and a 34% adjusted EBITDA margin in 2026. DV's AI expansion into streaming TV and closed advertising platforms could broaden its market.\n\nFIVN, on the other hand, showed an 8.9% revenue growth, rising from $609.59M in 2021 to $1.15B in 2025. Its FCF per share improved from negative $13.22M to $201.24M. FIVN's management expects AI revenue growth of at least 60% and targets $175M in 2026 FCF. FIVN's AI opportunity is larger, but its execution risks are higher compared to DV.\n\nWhile both stocks are under-followed, DV offers a steadier value candidate with a stronger FCF profile, while FIVN presents a higher upside potential with its AI-driven growth.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}