PubMatic, Inc.

NasdaqGM:PUBM Voorraadrapport

Marktkapitalisatie: US$454.1m

PubMatic Beheer

Beheer criteriumcontroles 3/4

De CEO PubMatic is Rajeev Goel, benoemd in Oct2006, heeft een ambtstermijn van 19.5 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 9.07M, bestaande uit 6.9% salaris en 93.1% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 5.11% van de aandelen van het bedrijf, ter waarde $ 23.19M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.2 jaar en 3.8 jaar.

Belangrijke informatie

Rajeev Goel

Algemeen directeur

US$9.1m

Totale compensatie

Percentage CEO-salaris6.86%
Dienstverband CEO19.5yrs
Eigendom CEO5.1%
Management gemiddelde ambtstermijn5.2yrs
Gemiddelde ambtstermijn bestuur3.8yrs

Recente managementupdates

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

Analyse CEO-vergoeding

Hoe is Rajeev Goel's beloning veranderd ten opzichte van PubMatic's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 9.07M ) Rajeev } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 2.48M ).

Compensatie versus inkomsten: De vergoeding van Rajeev is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Rajeev Goel (46 yo)

19.5yrs
Tenure
US$9,070,656
Compensatie

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,...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
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 Officer2.8yrsgeen gegevens0.027%
$ 124.3k
Andrew Woods
General Counsel & Corporate Secretary3.7yrsgeen gegevens0.15%
$ 679.9k
John Petralia
Chief Marketing Officerless than a yeargeen gegevensgeen gegevens
Lorrie Dougherty
Senior Vice President of Human Resourcesno datageen gegevensgeen gegevens
Jason Barnes
Chief Revenue Officer of APACno datageen gegevensgeen gegevens
Kyle Dozeman
Chief Revenue Officer of Americasno datageen gegevensgeen gegevens
Emma Newman
Chief Revenue Officer - EMEAno datageen gegevensgeen gegevens
5.2yrs
Gemiddelde duur
48yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van PUBM is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.2 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Amar Goel
Founder20.3yrsUS$2.24m9.12%
$ 41.4m
Rajeev Goel
Co-Founder19.6yrsUS$9.07m5.11%
$ 23.2m
Timothy Draper
Observerno datageen gegevensgeen gegevens
John Gardner
Observerno datageen gegevensgeen gegevens
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
Gemiddelde duur
54yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van PUBM wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.8 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/04/30 10:43
Aandelenkoers aan het einde van de dag2026/04/29 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

PubMatic, Inc. wordt gevolgd door 18 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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