PubMatic, Inc.

NasdaqGM:PUBM 株式レポート

時価総額:US$440.3m

PubMatic 配当と自社株買い

配当金 基準チェック /06

PubMatic配当金を支払った記録がありません。

主要情報

n/a

配当利回り

10.5%

バイバック利回り

総株主利回り10.5%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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
分析記事 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
User avatar
新しいナラティブ 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
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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
分析記事 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...

決済の安定と成長

配当データの取得

安定した配当: PUBMの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: PUBMの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

PubMatic 配当利回り対市場
PUBM 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (PUBM)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.3%
業界平均 (Media)3.0%
アナリスト予想 (PUBM) (最長3年)0%

注目すべき配当: PUBMは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: PUBMは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: PUBMの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: PUBMが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/14 19:40
終値2026/05/14 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

PubMatic, Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18

アナリスト機関
Alexandra RossBerenberg
Daniel DayB. Riley Securities, Inc.
Zachary CumminsB. Riley Securities, Inc.