Intellicheck (NASDAQ:IDN) Issues Earnings Results

Posted by Stanley Muller on Aug 14th, 2026

Intellicheck (NASDAQ:IDN – Get Free Report) issued its quarterly earnings results on Thursday. The company reported $0.03 EPS for the quarter, hitting analysts’ consensus estimates of $0.03, FiscalAI reports. The business had revenue of $5.94 million during the quarter. Intellicheck had a net margin of 9.56% and a return on equity of 11.26%.

Here are the key takeaways from Intellicheck’s conference call:

Q2 results remained profitable: Revenue rose 7% year over year to $5.9 million, gross margin was 91%, and adjusted EBITDA was positive for the fifth consecutive quarter at $1.1 million. Intellicheck also reported $633,000 of net income.
A customer representing approximately 29% of first-half revenue is evaluating a multi-vendor identity-verification strategy that could materially reduce transaction volumes. Management said the decline has been less severe than initially indicated, but the timing and ultimate impact remain uncertain.
Assuming the large customer implements its stated plan, management expects 2026 revenue to be slightly below 2025, although it continues to expect positive EBITDA in the second half and GAAP profitability for the full year.
Intellicheck ended the quarter with $11.8 million in cash and no debt, does not plan to raise capital in the near term, and intends to invest in engineering, sales initiatives, channel partnerships, and customer diversification.
Growth opportunities include three new banking and lending clients, expansion in cargo and freight, and renewed engagement from a major social-media customer whose image-capture issues have been fixed; however, management has included no revenue from that customer in its current forecast.

Intellicheck Price Performance

IDN stock traded down $1.00 during trading on Friday, reaching $2.75. 1,953,502 shares of the stock traded hands, compared to its average volume of 364,555. The business’s 50 day moving average price is $3.97 and its 200-day moving average price is $5.20. Intellicheck has a 52-week low of $2.70 and a 52-week high of $9.08. The firm has a market capitalization of $55.69 million, a PE ratio of 25.14 and a beta of 0.81.

Analyst Ratings Changes

Several research analysts have weighed in on IDN shares. Northland Securities set a $6.00 price target on Intellicheck in a report on Friday. Weiss Ratings lowered Intellicheck from a “hold (c)” rating to a “hold (c-)” rating in a research note on Wednesday, June 24th. Wall Street Zen lowered Intellicheck from a “strong-buy” rating to a “buy” rating in a research note on Saturday, June 6th. DA Davidson lowered their price target on Intellicheck from $7.50 to $5.00 and set a “buy” rating for the company in a report on Friday. Finally, Zacks Research lowered shares of Intellicheck from a “strong-buy” rating to a “hold” rating in a report on Monday, July 13th. Three equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $6.50.

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Hedge Funds Weigh In On Intellicheck

Several hedge funds and other institutional investors have recently modified their holdings of IDN. AIGH Capital Management LLC grew its stake in Intellicheck by 25.0% during the first quarter. AIGH Capital Management LLC now owns 1,517,249 shares of the company’s stock worth $10,606,000 after buying an additional 303,815 shares during the period. PFG Investments LLC acquired a new position in shares of Intellicheck during the 4th quarter valued at $70,000. Bank of New York Mellon Corp purchased a new stake in Intellicheck during the 2nd quarter worth $201,000. NewEdge Advisors LLC increased its holdings in Intellicheck by 149.7% in the 1st quarter. NewEdge Advisors LLC now owns 23,462 shares of the company’s stock valued at $164,000 after purchasing an additional 14,066 shares in the last quarter. Finally, Renaissance Technologies LLC increased its holdings in Intellicheck by 11.3% in the 1st quarter. Renaissance Technologies LLC now owns 485,835 shares of the company’s stock valued at $3,396,000 after purchasing an additional 49,470 shares in the last quarter. 42.79% of the stock is owned by institutional investors and hedge funds.

Intellicheck Company Profile

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Intellicheck, Inc is a provider of mobile identity verification and authentication solutions designed to help organizations verify credentials and combat fraud. The company’s technology leverages optical character recognition, machine learning, and biometric facial recognition to validate government‐issued IDs, passports, and other identity documents in real time. These solutions are deployed via on‐premises hardware or cloud‐based platforms, enabling clients to integrate identity checks directly into digital workflows and point‐of‐sale systems.

The firm’s flagship offerings include mobile credential scanning applications and software development kits (SDKs) that support Know Your Customer (KYC), Anti–Money Laundering (AML), age verification, and regulatory compliance across multiple industries.