Intellicheck crushes estimates. Intellicheck, Inc. (NASDAQ: IDN) reported Q4 2025 GAAP EPS of $0.08 versus the $0.03 consensus, a gap of $0.05 per share. Revenue of $6.6 million topped the $6.2 million estimate by 7.1%. The identity verification software provider delivered net income of $1.6 million on gross profit of $6.1 million, reflecting an 8.5% operating margin expansion.
Revenue accelerates year-over-year. The $6.6 million top line marked an 11.8% increase from $5.9 million in Q4 2024, the strongest year-over-year growth rate in four quarters. Sequential momentum also held firm, matching Q3 2025’s $6.6 million despite typical seasonal headwinds in the December quarter. Adjusted EBITDA reached $1.9 million, up sharply from the year-ago period when the company reported EPS of just $0.04.
Profitability inflection confirmed. The $0.08 EPS represents a 114% surge from $0.04 in the year-ago quarter, marking the fourth consecutive quarter of positive earnings and the third straight beat against consensus. Cost of revenue held at just $565,000, yielding a 91.5% gross margin that underscores the software business model’s scalability. With two analysts maintaining Buy ratings and shares trading at $4.96—well below the $7.48 52-week high—the valuation gap suggests room for multiple expansion if the profitability trend sustains.
This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.