Intellicheck stock reports 16.00 percent Q2 revenue growth
Published on 09/30/2026 at 08:16 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Intellicheck stock reported Q2 FY26 revenue of USD 5.9 million, up 16.00 percent year over year, while adjusted EBITDA reached USD 1.1 million. The figures show strong operating leverage, but customer concentration remains the central issue for the identity verification company.
Q2 growth meets customer risk
According to Benzinga on September 17, 2026, second-quarter revenue increased 7.00 percent sequentially and 16.00 percent year over year. Gross margin was 91.00 percent, operating income reached USD 573,000 and net income was USD 633,000.
The same call showed adjusted EBITDA of USD 1.1 million, the fifth consecutive positive quarter. First-half revenue reached USD 11.5 million, while cash from operations totaled USD 2.2 million for the six months ended June 30, 2026.
One customer shapes the outlook
Management said a key customer representing 29.00 percent of first-half revenue is evaluating a multi-vendor identity verification approach. The customer has signed a new purchase order, while transaction volumes had not fallen to the level previously indicated in the August 13, 2026 call.
Banking and lending accounted for 48.00 percent of Q2 revenue, compared with 40.00 percent in the prior-year quarter, according to ScanX. Retail represented 26.00 percent of Q2 revenue and declined 2.00 percent year over year, leaving diversification as the key counterweight to the customer review.
Analyst target remains above market value
MarketBeat reported on September 3, 2026, that six ratings firms held a Moderate Buy consensus, with an average 12-month price target of USD 6.50. The report also cited a 52-week range of USD 2.66 to USD 9.08, framing the target against a share price close to the lower end of that range.
Zacks lists November 11, 2026 as the expected next earnings date and a consensus estimate of USD 0.02 per share for the quarter ending September 2026.
Stock sits near yearly low
Intellicheck was last quoted at USD 2.33 on Nasdaq on September 29, 2026 at 4:00 p.m. EDT, with a market capitalization of USD 47.2 million. The 52-week range was USD 2.31 to USD 9.08, so the latest quote stood 0.87 percent above the yearly low.
Intellicheck stock facts
- Company: Intellicheck, Inc.
- Ticker: IDN
- Primary exchange: Nasdaq
- Market capitalization: USD 47.2 million (as of September 29, 2026)
- 52-week range: USD 2.31-9.08 (as of September 29, 2026)
- Sector / Industry: Technology / Software - Application
