PubMatic, Inc.

Informe acción NasdaqGM:PUBM

Capitalización de mercado: US$442.1m

PubMatic Resultados de beneficios anteriores

Pasado controles de criterios 0/6

Los beneficios de PubMatic han disminuido a una tasa media anual de -48.5%, mientras que en la industria Media los beneficios crecieron en un 5% anualmente. Los ingresos han ido creciendo a una tasa media de 7.9% al año.

Información clave

-48.47%

Tasa de crecimiento de los beneficios

-52.23%

Tasa de crecimiento del BPA

Crecimiento de la industria Media 13.17%
Tasa de crecimiento de los ingresos7.88%
Rentabilidad financiera-6.97%
Margen neto-6.21%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Artículo de análisis May 11

US$12.89 - That's What Analysts Think PubMatic, Inc. (NASDAQ:PUBM) Is Worth After These Results

PubMatic, Inc. ( NASDAQ:PUBM ) defied analyst predictions to release its first-quarter results, which were ahead of...
Actualización de narrativa Apr 22

PUBM: Softer Q1 Outlook Will Outweigh Q4 Strength And AI Momentum

Analysts now align on an $8 price target for PubMatic, reflecting mixed views that balance a reduction from one firm citing softer Q1 guidance with higher targets from others pointing to solid Q4 execution, an "inflection quarter" setup, and longer term growth channels in areas like connected TV and mobile app. Analyst Commentary Recent research paints a split picture, with some seeing an attractive setup after a strong Q4 and others stressing that near term execution and guidance leave less room for error.
Actualización de narrativa Apr 06

PUBM: Q4 Strength And AI Tools Will Balance Execution Uncertainty

Narrative Update on PubMatic The analyst price target for PubMatic has been reset to $8. This reflects a consolidation of views that balances Scotiabank's reduction following cautious Q1 guidance with upgrades from other firms pointing to strong Q4 execution, potential growth from connected TV and mobile app channels, and expectations for improving revenue and earnings trends later in the year.
Actualización de narrativa Mar 23

PUBM: Mixed Q4 Momentum And AI Execution Will Shape Future Upside Potential

Narrative Update: PubMatic Analyst Target Reset The consolidated analyst price target for PubMatic has moved to $8, as analysts balance solid Q4 execution with more cautious near term guidance and differing views on how quickly growth and margins may improve. Analyst Commentary Street research around PubMatic is mixed, with some firms lifting ratings and targets after what they describe as a strong Q4, while others are resetting expectations lower as they weigh softer guidance and execution risks in the coming quarters.
Seeking Alpha Mar 17

PubMatic: Better Segment Trends Do Not Yet Prove A Turnaround

Summary PubMatic (PUBM) is showing improving segment activity, but this has not translated into consolidated growth, with FY25 revenue down YoY despite +28% impression growth, pointing to pricing pressure. Competitive positioning remains the core issue, as PUBM does not control demand and is exposed to DSP routing decisions, limiting pricing power. Valuation (1x EV/Sales, ~8x FCF) reflects these structural headwinds and is not compelling given weak growth, margin pressure, and a still unproven turnaround at the consolidated level. The conclusion remains cautious, with financials not yet supporting management’s narrative. Read the full article on Seeking Alpha
Actualización de narrativa Mar 08

PUBM: Slower AI Adoption And Soft Near Term Outlook Will Restrain Upside

Analysts have trimmed their blended price target on PubMatic to $8, down from $9.50. This reflects mixed views that balance strong Q4 execution and improving profit margin assumptions with cautious reactions to softer near term guidance and differing expectations for how quickly growth may re accelerate.
Actualización de narrativa Feb 22

PUBM: AI Execution And Capital Discipline Will Drive Future Upside Potential

Analysts have lifted their PubMatic price target from $12 to $14, citing potential estimate upside tied to AI related product catalysts, a relatively healthy macro backdrop, disciplined capital allocation, and room for a re rating. Analyst Commentary Recent commentary around PubMatic highlights a mix of optimism on AI related product opportunities and caution on how much of that potential may already be reflected in the current share price.
Actualización de narrativa Feb 06

PUBM: AI Product Catalysts Are Expected To Drive Future Upside

Narrative Update The analyst price target for PubMatic in our framework shifts from US$11.17 to US$12.17. This reflects analysts' higher published targets and their focus on potential estimate upside tied to AI related product catalysts, a generally healthy macro backdrop, and company specific capital allocation decisions.
Artículo de análisis Feb 06

PubMatic, Inc.'s (NASDAQ:PUBM) 29% Share Price Plunge Could Signal Some Risk

PubMatic, Inc. ( NASDAQ:PUBM ) shares have had a horrible month, losing 29% after a relatively good period beforehand...
Actualización de narrativa Jan 23

PUBM: AI Product Execution And Buybacks Will Shape Future Upside Potential

Analysts have raised their price targets on PubMatic, with recent moves such as US$12 to US$14 and US$9 to US$10. These changes reflect expectations tied to AI related product catalysts, a relatively healthy macro backdrop, and the company's latest quarterly beat and Q4 outlook.
Actualización de narrativa Jan 08

PUBM: AI And Product Catalysts Will Shape Measured Outlook On Future Upside

Narrative Update: PubMatic Analyst Price Target Shift Analysts have nudged their average price target for PubMatic higher, reflecting updated expectations around revenue, profit margins, and future P/E. This shift is supported by recent target increases to $10 and $14, which cite AI driven opportunities, product catalysts, and the company's latest quarterly results and outlook.
Actualización de narrativa Dec 15

PUBM: Neutral Outlook Will Weigh Future Upside Despite Recent Earnings Beat

Analysts have raised their price target on PubMatic by $1 to $10 per share, citing a Q3 earnings beat, a solid Q4 outlook, slightly faster expected revenue growth, and a somewhat higher future P/E multiple despite modestly lower modeled profit margins. Analyst Commentary Bearish analysts acknowledge that the Q3 beat and constructive Q4 outlook justify a modestly higher valuation range, but they remain reluctant to recommend the shares more aggressively.
Actualización de narrativa Aug 22

CTV And AI Will Transform Advertising Delivery

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.
Artículo de análisis Aug 12

There's Reason For Concern Over PubMatic, Inc.'s (NASDAQ:PUBM) Price

NasdaqGM:PUBM 1 Year Share Price vs Fair Value Explore PubMatic's Fair Values from the Community and select yours When...
Artículo de análisis May 08

Optimistic Investors Push PubMatic, Inc. (NASDAQ:PUBM) Shares Up 27% But Growth Is Lacking

Those holding PubMatic, Inc. ( NASDAQ:PUBM ) shares would be relieved that the share price has rebounded 27% in the...
Artículo de análisis Mar 01

PubMatic, Inc.'s (NASDAQ:PUBM) 32% Share Price Plunge Could Signal Some Risk

PubMatic, Inc. ( NASDAQ:PUBM ) shareholders that were waiting for something to happen have been dealt a blow with a 32...
Artículo de análisis Feb 26

Is There Now An Opportunity In PubMatic, Inc. (NASDAQ:PUBM)?

While PubMatic, Inc. ( NASDAQ:PUBM ) might not have the largest market cap around , it saw significant share price...
Seeking Alpha Feb 24

PubMatic's Next Act: A Likely Value Play In Ad Tech

Summary PubMatic's stock has been volatile but shows long-term potential due to growth in CTV, mobile app advertising, and generative AI initiatives. Despite recent headwinds, PubMatic's fundamentals remain strong, with impressive net retention rates and significant growth in omnichannel video and retail media. The stock is currently undervalued, presenting a 34% upside based on a conservative growth scenario, with potential for higher gains if growth accelerates. Risks include prolonged DSP spending reductions, macroeconomic uncertainties, and competitive pressures, but the long-term outlook remains positive once headwinds ease. Read the full article on Seeking Alpha
Artículo de análisis Feb 08

PubMatic (NASDAQ:PUBM) Could Be Struggling To Allocate Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Seeking Alpha Dec 06

PubMatic: Expecting A Re-Acceleration In Growth And Improving Margins For Next Year

Summary Shares have underperformed several of its AdTech peers this year, reflecting some headwinds that the underlying business has been facing. I expect strong growth next year, led by the company’s multiple growth drivers and new customer wins, as the headwinds seen this year diminish. I also anticipate margin improvement of at least 100 basis points given the operating leverage in the business. Despite highlighting several risks, I find the current valuation at 9.8 times FCF compelling enough to rate shares a Buy. Read the full article on Seeking Alpha
Artículo de análisis Nov 19

PubMatic's (NASDAQ:PUBM) Performance Is Even Better Than Its Earnings Suggest

Even though PubMatic, Inc. ( NASDAQ:PUBM ) posted strong earnings, investors appeared to be underwhelmed. Our analysis...
Seeking Alpha Sep 22

PubMatic: Some Near-Term Headwinds Don't Impact Overall Growth Thesis

Summary PubMatic's stock declined due to missing Q2 guidance and a lowered 2024 outlook, but specific headwinds shouldn't overshadow its potential for stronger growth. Despite some setbacks, key business areas like omnichannel video, mobile app, and new customers showed solid growth, supporting a buy rating. Gross profit increased by 10%, with adjusted EBITDA at $21M and a 31% margin, indicating financial health. Underlying net retention of 117% shows potential for future growth. Valuation remains reasonable, with a market cap of $725M and a P/S ratio of 2.5x, making the stock an attractive buy despite recent declines. Read the full article on Seeking Alpha
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Nueva narrativa Sep 17

Omnichannel Video And Mobile Growth Sparks Optimism, Despite Profit Margin Squeeze And Market Challenges

Strategic partnerships and expanding deals with major players like Roku and Disney+ Hotstar hint at significant revenue growth potential.
Seeking Alpha Aug 19

PubMatic: Avoid This Stock, As Cheap Alone Won't Cut It (Rating Downgrade)

Summary PubMatic's stock is currently facing challenges and is expected to continue to decline until its prospects improve. Investors should be cautious about investing in PubMatic until there is a positive change in the company's outlook. Paying 14x forward FCF for PubMatic is too high a premium. Read the full article on Seeking Alpha
Artículo de análisis Aug 19

PubMatic, Inc.'s (NASDAQ:PUBM) Popularity With Investors Under Threat As Stock Sinks 36%

PubMatic, Inc. ( NASDAQ:PUBM ) shareholders that were waiting for something to happen have been dealt a blow with a 36...
Seeking Alpha Aug 12

PubMatic: Revenue Miss Sends The Stock South, It Could Present An Opportunity

Summary PubMatic stock down significantly after revenue miss and guide-down raise concerns about the company's ability to compete and gain share. Despite challenges, Pubmatic's recent big client wins and success in SPO suggest that they can, in fact, gain share. If growth initiatives bear fruit in 2025 and beyond, buying at the current price will look like a good move. But investors should proceed cautiously given the competitiveness of this evolving industry. Read the full article on Seeking Alpha
Artículo de análisis Aug 11

What Is PubMatic, Inc.'s (NASDAQ:PUBM) Share Price Doing?

PubMatic, Inc. ( NASDAQ:PUBM ), might not be a large cap stock, but it received a lot of attention from a substantial...
Artículo de análisis Jul 16

Estimating The Fair Value Of PubMatic, Inc. (NASDAQ:PUBM)

Key Insights The projected fair value for PubMatic is US$23.10 based on 2 Stage Free Cash Flow to Equity PubMatic's...
Artículo de análisis Jun 19

Why We're Not Concerned About PubMatic, Inc.'s (NASDAQ:PUBM) Share Price

When you see that almost half of the companies in the Media industry in the United States have price-to-sales ratios...
Seeking Alpha Jun 04

Pubmatic: The Market Is Underappreciating Its Potential

Summary Pubmatic has competitive advantages that could make it a winner in a consolidating industry. A technology-first approach, profitability, operating leverage, and scale position it well for future success. The current market valuation suggests these advantages and the company's earnings potential are not fully appreciated. Read the full article on Seeking Alpha
Artículo de análisis Apr 16

At US$21.67, Is PubMatic, Inc. (NASDAQ:PUBM) Worth Looking At Closely?

PubMatic, Inc. ( NASDAQ:PUBM ), is not the largest company out there, but it received a lot of attention from a...
Seeking Alpha Feb 27

PubMatic's Earnings: Financial Fortitude, A Cash-Rich Game Changer (Rating Upgrade)

Summary PubMatic holds $170 million in cash and no debt, making up 10% of its market cap. PubMatic plans to increase its share repurchase program, returning approximately 10% of its market cap in the next two years. PubMatic's recent performance, including a beat in Q4 revenue and guidance for 12% organic growth in 2024, suggests a turnaround for the company. Read the full article on Seeking Alpha
Artículo de análisis Jan 30

PubMatic, Inc.'s (NASDAQ:PUBM) Earnings Haven't Escaped The Attention Of Investors

PubMatic, Inc.'s ( NASDAQ:PUBM ) price-to-sales (or "P/S") ratio of 3.2x may look like a poor investment opportunity...

Desglose de ingresos y gastos

Cómo gana y gasta dinero PubMatic. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGM:PUBM Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 26282-1716533
31 Dec 25283-1416234
30 Sep 25288-716135
30 Jun 25292-215935
31 Mar 25288515634
31 Dec 242911315333
30 Sep 242901714832
30 Jun 242822014130
31 Mar 242781214228
31 Dec 23267913927
30 Sep 23257313526
30 Jun 23258513124
31 Mar 232571812123
31 Dec 222562911321
30 Sep 222584411019
30 Jun 222515410718
31 Mar 222385610017
31 Dec 21227579416
30 Sep 21208348715
30 Jun 21187217914
31 Mar 21164107013
31 Dec 2014966412
30 Sep 2012716012
31 Dec 1911405712
31 Dec 189905013

Ingresos de calidad: PUBM actualmente no es rentable.

Margen de beneficios creciente: PUBM actualmente no es rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: PUBM no es rentable, y las pérdidas han aumentado en los últimos 5 años a un ritmo de 48.5% al año.

Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de PUBM en el último año con su promedio de 5 años, ya que actualmente no es rentable.

Beneficios vs. Industria: PUBM no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Media (5%).


Rentabilidad financiera

Alta ROE: PUBM tiene una rentabilidad financiera negativa (-6.97%), ya que actualmente no es rentable.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/15 19:17
Precio de las acciones al final del día2026/05/15 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

PubMatic, Inc. está cubierta por 18 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Alexandra RossBerenberg
Daniel DayB. Riley Securities, Inc.
Zachary CumminsB. Riley Securities, Inc.