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INOD

INNODATA INC.

In the published model solve dated 2026-Q2, anchored at $55.25, INNODATA INC. (INOD) is priced for today's economics sustained for ~6.6 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.

Published model solve
today's economics sustained for ~6.6 years
Priced In
elevated

Key Takeaways

• Innodata prepares and labels the data that trains large AI models, a service that has transformed a once-sleepy data-services firm into a fast-growing supplier to the companies building frontier AI. • The growth is real and accelerating: full-year 2025 revenue rose 48% organically to $251.7 million, and Q1 2026 revenue jumped 54% to $90.1 million, prompting management to raise 2026 growth guidance to roughly 40% or higher [Source: Innodata 2025 results and 2026 guidance, 8-K]. • The risk is co

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Institutional ownership

219 institutional managers reported holding INOD in 13F filings for the quarter ended 2026-03-31. Together they hold about 44% of the company; the top 10 hold 25%. 38 opened new positions that quarter. Held by BlackRock, Vanguard Group, Geode Capital, among others. On the short side, 2.6M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (1.5 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

INOD's share count grew 21.7% over the past five years. It pays no dividend.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at INOD over the trailing three years. Absence is a fact about the company, not a signal. 9 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

INOD's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-12+27.9%-48.7%
2023-11-04+18.8%-14.3%
2024-03-05+4.7%-5.6%
2024-05-09+55.3%+44.0%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

INOD's latest 8-K filings: 2026-06-17 (items 2.02, 5.02, 9.01); 2026-06-08 (items 5.07); 2026-05-07 (items 2.02, 9.01); 2026-03-24 (items 1.01, 2.03, 9.01); 2026-03-10 (items 5.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.

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Model solve date: 2026-Q2
Narrative composed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.