PUBM Share Price Performance
US$8.58
-7.62 (-47.04%)
23.2% undervalued intrinsic discount
US$11.17
Fair Value
Price US$8.58
AnalystConsensusTarget US$11.17
AnalystHighTarget US$19.00
AnalystLowTarget US$12.00
Fair ValueUS$11.17
Share Pricen/a
PubMatic, Inc. Stock Price
- 3 Narratives written by author
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- 31 Fair Values set on narratives written by author
PUBM Community Narratives
AN
Fair Value US$11.17 23.2% undervalued intrinsic discount
CTV And AI Will Transform Advertising Delivery
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Fair Value US$15.74 45.5% undervalued intrinsic discount
CTV And Cookieless Targeting Will Redefine Digital Advertising
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1users have followed this narrative
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Fair Value US$9 4.7% undervalued intrinsic discount
Concentrated DSP Risks Will Constrain Ad Tech Amid Modest Reprieve
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CTV And AI Will Transform Advertising Delivery
Key Takeaways PubMatic is set to benefit from the digital shift, CTV growth, and increased demand for privacy-first, data-driven advertising platforms supporting higher margins. Product innovation, industry consolidation, and diversified revenue streams are enabling market share gains, operational efficiencies, and more resilient long-term growth.Read more
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17users have followed this narrative
AN
US$11.17
23.2% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
1.14% p.a.
Profit Margin
10.12%
Future PE
17.83x
Share price in 2028
US$13.61
CTV And Cookieless Targeting Will Redefine Digital Advertising
Key Takeaways PubMatic is set to benefit from major shifts in advertising toward premium streaming, commerce media, and cookieless targeting, outpacing sector peers in growth and margin gains. Proprietary AI tools, a fully owned infrastructure, and independence in a changing regulatory landscape position the company for durable, high-margin software-like revenues and long-term market share gains.Read more
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AN
US$15.74
45.5% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
6.85% p.a.
Profit Margin
10.12%
Future PE
21.32x
Share price in 2028
US$19.18
Concentrated DSP Risks Will Constrain Ad Tech Amid Modest Reprieve
Key Takeaways Reliance on a few major partners and rising dominance of walled gardens threaten both revenue stability and long-term competitive positioning in digital advertising. Small scale of new high-margin revenue streams and increasing costs risk pressuring net margins despite innovation in data, AI, and international expansion.Read more
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AN
US$9
4.7% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
0.13% p.a.
Profit Margin
10.12%
Future PE
14.82x
Share price in 2028
US$10.97
Recently Updated Narratives
AN
CTV And AI Will Transform Advertising Delivery
Fair Value: US$11.17 23.2% undervalued intrinsic discount
17 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Concentrated DSP Risks Will Constrain Ad Tech Amid Modest Reprieve
Fair Value: US$9 4.7% undervalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
CTV And Cookieless Targeting Will Redefine Digital Advertising
Fair Value: US$15.74 45.5% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
PubMatic, Inc. Key Details
About PUBM
- Founded
- 2006
- Employees
- 1049
- CEO
- WebsiteView website
PubMatic, Inc., a technology company, engages in the provision of a cloud infrastructure platform that enables real time programmatic advertising transactions for digital content creators, advertisers, agencies, agency trading desks, and demand side platforms worldwide. Its PubMatic SSP, a sell side platform for the purchase and sale of digital advertising inventory for publishers and buyers. The company also provides OpenWrap, a header bidding solution; Connect, a solution that provides additional data and insights to publishers and buyers; Activate, which allows buyers to execute direct deals on its platform across publisher inventory; Convert, a commerce media solution; and Identity Hub, an ID management tool for publishers that leverages specialized technology?infrastructure?to simplify alternative identifier marketplace. Its platform supports an array of ad formats and digital device types, including mobile app, mobile web, desktop, display, video, over the top, connected television, and media. The company was incorporated in 2006 and is based in Redwood City, California.
