--- title: "Stonegate Capital Partners Updates Coverage on Information Services Group, Inc. (III) 2Q26 | III Stock News" type: "News" locale: "en" url: "https://longbridge.com/en/news/295420156.md" description: "Stonegate Capital Partners updated its coverage on Information Services Group (III), noting that Q2 2026 results exceeded guidance with revenue up 6.4% and adj. EBITDA up 13%. AI-related revenue surged 64%, while record recurring revenue reached $30M. Stonegate highlighted AI's dual impact on demand and efficiency, citing a strong pipeline and broadened growth in the Americas and Europe, supporting a constructive outlook for H2 2026." datetime: "2026-08-10T06:11:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295420156.md) - [en](https://longbridge.com/en/news/295420156.md) - [zh-HK](https://longbridge.com/zh-HK/news/295420156.md) generator: "portal-rs" --- # Stonegate Capital Partners Updates Coverage on Information Services Group, Inc. (III) 2Q26 | III Stock News See more from StockTitan in Google Search and AI answers.Adds StockTitan as a preferred source · opens Google Add on Google Dallas, Texas--(Newsfile Corp. - August 10, 2026) - Information Services Group, Inc. (NASDAQ: III): Stonegate Capital Partners Updates Coverage on Information Services Group, Inc. (NASDAQ: III). III's 2Q26 results improved the forward setup as revenue and adj. EBITDA exceeded guidance, AI-related revenue accelerated, and recurring revenue reached a record. The differentiated read-through is that AI is strengthening both sides of ISG's earnings model, generating demand across governance, sourcing, research, and advisory while supporting delivery efficiency, higher-value mix, and margin expansion. Underlying growth remained mid-single digits excluding FX and Martino, with growth broadening across the Americas and Europe despite measured enterprise decision-making. Record recurring revenue expands visibility beneath ISG's project-oriented advisory work. Management said the pipeline is probably as strong as it has ever been, although client decision timing remains the primary visibility constraint. We are keeping an eye on AI governance expansion, larger opportunity conversion, recurring-revenue mix, and APAC's return to growth. To view the full announcement, including downloadable images, bios, and more, click here. **Key Takeaways:** - Revenue increased 6.4% y/y to $65.5M and adj. EBITDA increased 13% to $9.4M, both above guidance, while adj. EBITDA margin expanded 80 bps to 14.3%. The quarter reinforces the view that III is converting improving demand, pricing, higher-value advisory mix, and AI-enabled delivery efficiencies into better operating leverage. - AI-related revenue increased 64% y/y to $26M, with nearly half of clients now generating AI-related revenue, while recurring revenue increased 7% y/y to a record $30M. We believe the combination is important to the forward setup, as AI governance is creating incremental demand across existing client relationships while recurring revenue adds greater visibility to III's traditionally project-oriented model. - Growth broadened across the Americas and Europe, while management described the pipeline as potentially the strongest it has ever been and guided to continued y/y growth and margin expansion in 3Q26. Although enterprise decision timing remains a near-term constraint, the strength of the pipeline and improving regional trends support a constructive 2H26 outlook. *Click image above to view full announcement.* * * * **About Stonegate** Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking, equity research and capital raising for public and private companies. Source: Stonegate, Inc. To view the source version of this press release, please visit https://www.newsfilecorp.com/release/308889 ### Related Stocks - [III.US](https://longbridge.com/en/quote/III.US.md) ## Related News & Research - [ISG Announces 2026 ISG Paragon Awards™ Asia Winners | III Stock News](https://longbridge.com/en/news/297104491.md) - [This Little-Known AI Stock Is Winning Big on Nvidia’s Blowout Q2](https://longbridge.com/en/news/297354633.md) - [Security Risk Advisors Launches SCALR AI as a Free SOC AI Platform for Security Teams](https://longbridge.com/en/news/297523531.md) - [Alset AI Ventures Inc. GAAP EPS of $0.19](https://longbridge.com/en/news/297563122.md) - [Morgan Stanley says buy these 5 'AI sovereignty' stocks that have at least 20% upside potential](https://longbridge.com/en/news/297296904.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**