IDN · NASDAQ · Software - Application

Intellicheck (IDN)

Validates DMV-issued IDs for fraud, KYC and age-verification workflows.

$2.69
At close−0.03 (−1.29%)
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Intellicheck, Inc.IDNInformation Technology

An on-demand SaaS service validates DMV-issued IDs, compares them with the presenter and returns a risk score. It serves online and retail workflows for fraud prevention, KYC and age verification.

Validates DMV-issued IDs for online and retail workflows, comparing each ID with its presenter and returning a risk score. The Intellicheck Service operates through mobile devices, tablets, PCs and retail scanners for account access and opening, returns, deliveries, fraud, KYC and age-restricted purchases. It handles both digital and in-person settings.

The business developed from a document-verification company into a single identity-validation service after the Mobilisa merger and Positive Access acquisition. Its present model depends on validating physical and digital identity documents for fraud, KYC and age-verification use cases across the stated channels.

Company facts

CEOBryan Lewis
ListedNov 19, 1999
ExchangeNASDAQ
HeadquartersMelville, NY
CountryUnited States
Employees38
CIK0001040896
ISINUS45817G2012

Market cap$54.3M
EPS (ttm)$0.1507
P/E (ttm)17.78
ROE15.0%
P/B2.41
P/S2.25
Dividend yieldDiv yield
Beta0.33vs XLK −0.03

Price target$6.00+123.9%Avg of 7 analysts
ConsensusBuy5 of 7 analysts
Ratings

Target rangeAs of Sep 2, 2026

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 14, 2026D.A. DavidsonReiterateBuy$6.50$5
Aug 14, 2026Northland SecuritiesTarget$6
May 13, 2026Craig-HallumTarget$6.50
Dec 16, 2025H.C. WainwrightTarget$6$8.50
May 21, 2025Craig-HallumUpgradeHoldBuy

Next report
Nov 11, 2026
in 69 days
EPS estimate
$0.02
Revenue estimate
$5.5M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$0.03−$0.02−$0.01$0.01$0.08$0.03$0.03Pending
Estimate−$0.01−$0.03−$0.01−$0.01$0.02$0.03$0.03$0.02
Surprise+400.0%+33.3%0.0%+200.0%+300.0%0.0%+20.0%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$5.9M$4.9M$5.1M$6.0M$6.6M$5.5M$5.9MPending
Estimate$5.0M$4.8M$5.3M$6.2M$6.2M$5.7M$5.7M$5.5M
Surprise+18.0%+2.3%−3.7%−2.9%+7.0%−2.7%+4.7%
Estimate$0.02
ReportedDue Nov 11, 2026
Estimate$5.5M
ReportedDue Nov 11, 2026
View details

Debt to equity0.00%
Current ratio497.80%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$4.7M$5.9M$4.9M$5.1M$6.0M$6.6M$5.5M$5.9M
Net income−$837.0K$488.0K−$318.0K−$251.0K$290.0K$1.6M$636.0K$663.0K
Net margin0.0%8.2%0.0%0.0%4.8%23.4%11.5%11.2%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$910.0K$466.0K−$348.0K−$298.0K$238.0K$1.5M$542.0K$573.0K
YoY growth−25.1%+220.6%

Balance sheet, Jun 30, 2026Cash & short-term investments $11.8M · Total debt $0 · Total assets $25.6M · Shareholders' equity $22.5M

Revenue
$5.9M
Operating income
$573.0K
Net income
$663.0K
View details

No dividends on record.

Institutions88 holders · as of Jun 30, 202652.54%10.65M shares
Insiders8 holders · as of Jul 17, 202612.47%2.53M shares
Otherremainder34.99%7.09M shares

20.27M company shares as of Sep 3, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesEvidence
Bleichroeder LPInstitution
10.15%2.06M13Fas of Jun 30, 2026
Orin HirschmanInsider
7.49%1.52M13Gfiled Apr 28, 2026
BlackRock, Inc.Institution
5.05%1.02M13Fas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.00%811,02013Fas of Jun 30, 2026
Clear Harbor Asset Management, LLCInstitution
2.45%497,02913Fas of Jun 30, 2026
See all 25

13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 15, 2026Jonathan Robinsofficer: Chief Technology Officer−5,550$4.22
Apr 27, 2026Bryan Lewisdirector, officer: CEO/President−10,000$8.05
Apr 20, 2026Bryan Lewisdirector, officer: CEO/President−10,000$8.51
Apr 13, 2026Bryan Lewisdirector, officer: CEO/President−10,000$7.95
Apr 6, 2026Bryan Lewisdirector, officer: CEO/President−10,000$7.53
View details

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Compare

CompanyPriceChange
Intellicheck$2.69−1.29%$54.3M17.838.42.3+16.0%
Mitek Systems$18.56+3.28%$811.1M38.416.14.1+18.2%
Equifax$181.76−2.02%$21.79B32.620.33.4+10.6%
TransUnion$82.80+0.50%$15.79B21.716.03.2+14.9%
Clear Secure$44.54+1.11%$4.43B29.720.64.4+26.6%
Aware$1.210.00%$26.4M1.6−16.5%
Median31.218.23.4+14.9%