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NasdaqGM:PUBM Community
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PubMatic
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Privacy Changes Will Squeeze Margins While Hidden Value Will Develop
Key Takeaways PubMatic's expansion into digital advertising is threatened by ad-blockers, subscription migration, and dominance of large tech platforms limiting its market and revenue potential. Heavy investment in technology and data privacy adaptation may strain margins, especially if macroeconomic conditions or tighter regulations slow revenue growth or hamper ad targeting.
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US$12.00
FV
2.8% undervalued
intrinsic discount
7.61%
Revenue growth p.a.
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13 days ago
author updated this narrative
PubMatic
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
CTV And Generative AI Will Transform Digital Advertising Despite Risks
Key Takeaways PubMatic is well-positioned to benefit from shifting ad spend trends, AI-driven efficiency, and gains from Google's antitrust-related market changes. Leadership in privacy-forward, first-party data and expansion into new advertiser segments enhances pricing power, margin growth, and market diversification.
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US$19.00
FV
38.6% undervalued
intrinsic discount
8.45%
Revenue growth p.a.
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13 days ago
author updated this narrative
PubMatic
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Investment In CTV And Generative AI Will Shape Future Prospects Amid Industry Challenges
Key Takeaways Strategic investments in generative AI and high-engagement channels are expected to enhance revenue growth and operational efficiency by reducing dependency on traditional advertising. Expanding partnerships and focusing on high-margin, data-driven advertising aim to drive demand and stabilize revenue through secular growth areas.
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US$15.50
FV
24.7% undervalued
intrinsic discount
6.99%
Revenue growth p.a.
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5 days ago
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Your Valuation for
PUBM
PUBM
PubMatic
Your Fair Value
US$
Current Price
US$11.67
11.9% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
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404m
2015
2018
2021
2024
2025
2027
2030
Revenue US$404.1m
Earnings US$7.7m
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