PubMatic, Inc.

NasdaqGM:PUBM 주식 리포트

시가총액: US$454.1m

PubMatic 경영진

경영진 기준 점검 3/4

PubMatic CEO는 Rajeev Goel, Oct2006 에 임명되었습니다 의 임기는 19.5 년입니다. 총 연간 보상은 $9.07M, 6.9% 급여 및 93.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $23.19M 가치에 해당하는 회사 주식의 5.11% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.2 년과 3.8 년입니다.

핵심 정보

Rajeev Goel

최고경영자

US$9.1m

총 보수

CEO 급여 비율6.86%
CEO 재임 기간19.5yrs
CEO 지분 보유율5.1%
경영진 평균 재임 기간5.2yrs
이사회 평균 재임 기간3.8yrs

최근 경영진 업데이트

Recent updates

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.

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.

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.

PubMatic: Better Segment Trends Do Not Yet Prove A Turnaround

Mar 17

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.

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.

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.

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

Feb 06
PubMatic, Inc.'s (NASDAQ:PUBM) 29% Share Price Plunge Could Signal Some Risk

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.

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.

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.

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.

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

Aug 12
There's Reason For Concern Over PubMatic, Inc.'s (NASDAQ:PUBM) Price

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

May 08
Optimistic Investors Push PubMatic, Inc. (NASDAQ:PUBM) Shares Up 27% But Growth Is Lacking

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

Mar 01
PubMatic, Inc.'s (NASDAQ:PUBM) 32% Share Price Plunge Could Signal Some Risk

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

Feb 26
Is There Now An Opportunity In PubMatic, Inc. (NASDAQ:PUBM)?

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

Feb 24

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

Feb 08
PubMatic (NASDAQ:PUBM) Could Be Struggling To Allocate Capital

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

Dec 06

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

Nov 19
PubMatic's (NASDAQ:PUBM) Performance Is Even Better Than Its Earnings Suggest

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

Sep 22
User avatar

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.

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

Aug 19

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

Aug 19
PubMatic, Inc.'s (NASDAQ:PUBM) Popularity With Investors Under Threat As Stock Sinks 36%

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

Aug 12

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

Aug 11
What Is PubMatic, Inc.'s (NASDAQ:PUBM) Share Price Doing?

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

Jul 16
Estimating The Fair Value Of PubMatic, Inc. (NASDAQ:PUBM)

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

Jun 19
Why We're Not Concerned About PubMatic, Inc.'s (NASDAQ:PUBM) Share Price

Pubmatic: The Market Is Underappreciating Its Potential

Jun 04

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

Apr 16
At US$21.67, Is PubMatic, Inc. (NASDAQ:PUBM) Worth Looking At Closely?

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

Feb 27

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

Jan 30
PubMatic, Inc.'s (NASDAQ:PUBM) Earnings Haven't Escaped The Attention Of Investors

CEO 보수 분석

Rajeev Goel의 보수는 PubMatic의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025US$9mUS$622k

-US$14m

Sep 30 2025n/an/a

-US$7m

Jun 30 2025n/an/a

-US$2m

Mar 31 2025n/an/a

US$5m

Dec 31 2024US$9mUS$610k

US$13m

Sep 30 2024n/an/a

US$17m

Jun 30 2024n/an/a

US$20m

Mar 31 2024n/an/a

US$12m

Dec 31 2023US$10mUS$610k

US$9m

Sep 30 2023n/an/a

US$3m

Jun 30 2023n/an/a

US$5m

Mar 31 2023n/an/a

US$18m

Dec 31 2022US$7mUS$575k

US$29m

Sep 30 2022n/an/a

US$44m

Jun 30 2022n/an/a

US$54m

Mar 31 2022n/an/a

US$56m

Dec 31 2021US$9mUS$550k

US$57m

Sep 30 2021n/an/a

US$34m

Jun 30 2021n/an/a

US$21m

Mar 31 2021n/an/a

US$10m

Dec 31 2020US$4mUS$500k

US$6m

Sep 30 2020n/an/a

US$1m

Dec 31 2019US$2mUS$450k

US$439k

보상 대 시장: Rajeev의 총 보수(USD9.07M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.48M)보다 높습니다.

보상과 수익: Rajeev의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Rajeev Goel (46 yo)

19.5yrs
재임 기간
US$9,070,656
보수

Mr. Rajeev K. Goel is the Co-Founder of PubMatic, Inc since October 2006 and has been its Chief Executive Officer since December 2008 and Director since September 2006. He was General Manager at PubMatic,...

리더십 팀

이름직위재임 기간보수지분
Amar Goel
Founder20.3yrsUS$2.24m9.12%
$ 41.4m
Rajeev Goel
Co-Founder19.5yrsUS$9.07m5.11%
$ 23.2m
Mukul Kumar
Co-Founder & President of Engineeringno dataUS$1.90m0.50%
$ 2.3m
Steven Pantelick
Chief Financial Officer14.4yrsUS$4.13m1.22%
$ 5.5m
Paulina Klimenko
Chief Growth Officer5.2yrsUS$2.96m0.13%
$ 597.8k
Lisa Gimbel
Chief Accounting Officer & Principal Accounting Officer2.8yrs데이터 없음0.027%
$ 124.3k
Andrew Woods
General Counsel & Corporate Secretary3.7yrs데이터 없음0.15%
$ 679.9k
John Petralia
Chief Marketing Officerless than a year데이터 없음데이터 없음
Lorrie Dougherty
Senior Vice President of Human Resourcesno data데이터 없음데이터 없음
Jason Barnes
Chief Revenue Officer of APACno data데이터 없음데이터 없음
Kyle Dozeman
Chief Revenue Officer of Americasno data데이터 없음데이터 없음
Emma Newman
Chief Revenue Officer - EMEAno data데이터 없음데이터 없음
5.2yrs
평균 재임 기간
48yo
평균 나이

경험이 풍부한 관리: PUBM의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.2 년).

이사회 구성원

이름직위재임 기간보수지분
Amar Goel
Founder20.3yrsUS$2.24m9.12%
$ 41.4m
Rajeev Goel
Co-Founder19.6yrsUS$9.07m5.11%
$ 23.2m
Timothy Draper
Observerno data데이터 없음데이터 없음
John Gardner
Observerno data데이터 없음데이터 없음
Nikhil Mehta
Independent Director2.7yrsUS$245.00k0.039%
$ 175.3k
Anton Hanebrink
Independent Director2.7yrsUS$240.00k0.021%
$ 93.1k
Jacob Shulman
Independent Director3.8yrsUS$246.33k0.017%
$ 78.5k
Susan Daimler
Independent Director5.4yrsUS$247.50k0.028%
$ 126.2k
Ramon Jones
Independent Director2.3yrsUS$245.83k0.0091%
$ 41.5k
Shelagh Glaser
Independent Director3.8yrsUS$246.17k0.017%
$ 78.5k
3.8yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 이사회: PUBM의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3.8 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/04/30 17:38
종가2026/04/29 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

PubMatic, Inc.는 18명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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