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CTV And AI Will Transform Advertising Delivery

Published
17 Sep 24
Updated
22 Aug 25
AnalystConsensusTarget's Fair Value
US$11.17
26.2% undervalued intrinsic discount
10 Sep
US$8.24
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1Y
-45.1%
7D
-7.3%

Author's Valuation

US$11.1726.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on22 Aug 25
Fair value Increased 6.99%

Despite weaker near-term revenue growth and EBITDA guidance due to DSP partner headwinds, analysts have modestly increased PubMatic’s fair value to $11.17 on optimism over long-term opportunities, including share gains from Google’s antitrust ruling and PubMatic’s financial resilience. Analyst Commentary Bullish analysts see PubMatic as a strong AdTech player with resilience despite recent operating challenges, citing its #3 SSP position and potential to overcome current DSP-related issues.

Shared on01 May 25
Fair value Decreased 33%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 2.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 5.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 5.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 4.32%

AnalystConsensusTarget has decreased revenue growth from 8.0% to 5.8%, decreased profit margin from 6.1% to 1.0% and increased future PE multiple from 52.5x to 262.9x.