Monday, March 14, 2022
Information Services (III)
Post Call Commentary and Updated Models
ISG (Information Services Group) (Nasdaq: III) is a leading global technology research and advisory firm. A trusted business partner to more than 700 clients, including more than 70 of the top 100 enterprises in the world, ISG is committed to helping corporations, public sector organizations, and service and technology providers achieve operational excellence and faster growth. The firm specializes in digital transformation services, including automation, cloud and data analytics; sourcing advisory; managed governance and risk services; network carrier services; strategy and operations design; change management; market intelligence and technology research and analysis. Founded in 2006, and based in Stamford, Conn., ISG employs more than 1,300 digital-ready professionals operating in more than 20 countries—a global team known for its innovative thinking, market influence, deep industry and technology expertise, and world-class research and analytical capabilities based on the industry’s most comprehensive marketplace data. For more information, visit www.isg-one.com
Joe Gomes, Senior Research Analyst, Noble Capital Markets, Inc.
Joshua Zoepfel, Research Associate, Noble Capital Markets, Inc.
Refer to the full report for the price target, fundamental analysis, and rating.
Well Positioned for 2022. ISG posted record performance in 2021 and is well positioned for a continuation into 2022, in our view. The ISG NEXT model is growing revenue, clients, and higher profitability and trends continue to move in ISG’s favor as companies adapt to all things digital.
Russia/Ukraine. While ISG does not have operations or people in Ukraine, its clients do and depending on how the situation unfolds, it could become a headwind. We note revenue from operations in Germany accounted for 55% of overall European business. If the conflict begins to widen, it could begin to have a greater impact on ISG …
This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).
*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision.
