Intellicheck stock reports 16 percent Q2 revenue growth
Published on 09/29/2026 at 15:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Intellicheck stock is tied to second-quarter 2026 revenue of USD 5.9 million, up 16 percent year over year, while adjusted EBITDA reached USD 1.1 million for the fifth consecutive positive quarter. The figures were presented in the earnings call held on August 13, 2026, and put operating performance beside a material customer-concentration issue.
Revenue growth meets customer risk
According to Benzinga on August 13, 2026, second-quarter revenue increased 16 percent from the prior year and 7 percent sequentially. Gross margin was 91 percent, operating income was USD 573,000 and net income was USD 633,000.
The same call identified a customer representing 29 percent of revenue as evaluating a multi-vendor identity-verification approach. Management said transaction volumes had not fallen to the level initially indicated and that the customer had signed a new purchase order, but the review remains a direct variable for 2026 revenue.
Banking becomes the growth engine
ScanX reported on September 17, 2026, that banking and lending accounted for 48 percent of second-quarter revenue, compared with 40 percent in the same period a year earlier. Retail represented 26 percent of revenue and declined 2 percent year over year, showing why vertical diversification matters to the growth profile.
Intellicheck ended the June 30, 2026 quarter with USD 11.8 million in cash and no debt. Six-month revenue reached USD 11.5 million, while operating cash flow was USD 2.2 million, giving the company room to invest while it manages customer concentration.
Analyst target stays above market value
MarketBeat reported on September 3, 2026, that six firms held a Moderate Buy consensus, with three buy ratings and three hold ratings. The average 12-month target was USD 6.50, while the quoted 52-week range was USD 2.66 to USD 9.08.
Next report date is scheduled
Zacks lists November 11, 2026 as Intellicheck's next expected earnings release and shows a consensus estimate of USD 0.02 earnings per share for the quarter ending September 2026. That report should clarify whether customer diversification can offset the concentration risk.
Intellicheck stock at a glance
- Company: Intellicheck, Inc.
- Ticker: IDN
- Primary exchange: NASDAQ
- Market capitalization: USD 47.4 million (as of September 29, 2026)
- 52-week range: USD 2.32-USD 9.08 (as of September 29, 2026)
- Sector / Industry: Technology / Software - Application
- Next earnings date: November 11, 2026
