Red Violet to Spotlight Growth Strategy at Needham Investor Conference

BOCA RATON, FL – January 05, 2026 – Red Violet, Inc. (NASDAQ: RDVT), a leading provider of analytics and information solutions, is poised to capture the attention of the investment community as its top executives prepare to present at the 28th Annual Needham Growth Conference. The virtual presentation, scheduled for January 15, will feature Chief Executive Officer Derek Dubner and Chief Financial Officer Dan MacLachlan, who are expected to detail the company's robust growth trajectory and strategic initiatives.

The conference participation comes as the Boca Raton-based firm rides a wave of record-breaking financial performance and growing optimism from market analysts, setting a high-stakes stage for its investor pitch.

A Key Platform for Growth Companies

The Needham Growth Conference is a premier event for emerging and established growth companies, particularly in the technology sector. It provides a direct channel to a discerning audience of institutional investors, fund managers, and financial analysts who are actively seeking high-potential investment opportunities. For a company like Red Violet, presenting at Needham is a critical exercise in investor relations, offering a platform to articulate its vision, showcase its technological prowess, and reinforce confidence in its financial health beyond standard quarterly reports.

The format, which includes formal presentations and one-on-one investor meetings, allows executives to provide deeper context on their business model, competitive advantages, and future outlook. The virtual nature of the event this year ensures broad accessibility for the global investment community to engage with Red Violet's leadership team. The presentation is widely seen as an opportunity for the company to enhance its market visibility and build on the momentum it has generated over the past year.

Riding a Wave of Financial Momentum

Red Violet heads into the conference backed by exceptionally strong financial results that are likely to be the centerpiece of its presentation. The company's third-quarter 2025 earnings report, released in November, painted a picture of vigorous and accelerating growth.

Total revenue for the quarter surged 21% year-over-year to a record $23.1 million, significantly beating analyst consensus estimates of $22.64 million. Profitability metrics were even more impressive. Gross profit climbed 26% to $16.8 million, with the gross margin expanding to 73%. Adjusted EBITDA, a key measure of operational profitability, jumped 35% to $9.0 million, pushing the adjusted EBITDA margin to 39% from 35% in the prior-year period.

This operational efficiency translated directly to the bottom line, with net income skyrocketing 145% to $4.2 million. The resulting adjusted earnings per share of $0.39 handily surpassed the consensus estimate of $0.32, marking another quarter of outperformance. The company’s financial stability is further underscored by a healthy balance sheet, boasting $45.4 million in cash and cash equivalents and no long-term debt as of September 30, 2025. In a move signaling confidence in its own valuation and a commitment to shareholder returns, the board also recently expanded its share repurchase authorization by $15.0 million, bringing the total program to $30.0 million.

The CORE of the Business: Differentiating in a Crowded Field

At the heart of Red Violet's success is its proprietary technology platform, CORE™, which delivers what the company calls "identity intelligence." In an increasingly complex digital world, organizations rely on these solutions for critical functions like identity verification, fraud detection and prevention, risk mitigation, and regulatory compliance. The CORE platform is designed to sift through massive, disparate datasets in real-time to identify and locate people, assets, and the intricate relationships between them, transforming raw data into actionable intelligence.

The market for identity verification and fraud prevention is intensely competitive, populated by major players such as LexisNexis Risk Solutions, TransUnion, and specialized tech firms like Socure and Jumio. However, Red Violet has carved out a strong position by focusing on its proprietary analytical capabilities and developing targeted solutions for specific market verticals.

A prime example of this strategy is its FOREWARN application, a tool designed for the real estate industry to promote agent safety and verify client identities. The service has seen explosive growth, adding 25,538 new billable customers in the third quarter of 2025 alone and expanding its footprint to over 590 realtor associations across the United States. With no direct competitor, FOREWARN represents a significant and expanding revenue stream, demonstrating the company's ability to identify and dominate niche markets. This success story, alongside the broad applicability of its core IDI platform across sectors like government, law enforcement, and financial services, will likely be a key theme in discussions with investors.

Analyst Optimism and the Road Ahead

Wall Street has taken notice of Red Violet’s consistent execution and growth potential. The consensus among financial analysts covering the stock (RDVT) is a "Strong Buy," with recent upgrades from firms like Zacks Research. Price targets reflect this bullish sentiment, with the average twelve-month forecast hovering between $61.00 and $68.50, suggesting a considerable upside from its current trading levels.

Analysts point to a combination of factors driving this optimism: a robust and profitable business model, a history of beating earnings expectations, and an experienced management team. The strong and growing demand for its identity intelligence solutions, particularly from the public and real estate sectors, is seen as a durable long-term tailwind. While public filings show some recent stock sales by insiders, institutional investors maintain a substantial stake of approximately 63.56%, indicating a deep-seated belief in the company’s long-term value proposition.

As CEO Derek Dubner and CFO Dan MacLachlan prepare for their Needham presentation, they are expected to focus on these key pillars of growth. The narrative will likely center on sustained financial performance, continued market penetration with platforms like FOREWARN and IDI, and ongoing investments in automation and artificial intelligence to further enhance efficiency and maintain a competitive edge. The presentation offers a timely opportunity to reinforce the investment thesis and articulate how Red Violet's technology is not only driving shareholder value but also enabling a safer and more trustworthy digital economy.