PubMatic
PUBM
About: PubMatic Inc is a supply-side platform provider in the digital advertising technology market. These platforms help publishers, which supply digital ad inventory, manage their inventory, selling a high percentage of their inventory (increase the ad fill rate) and maximizing revenue per ad sold (optimize yield). The company generates revenue mainly by taking a piece of the ad sales that it enables. Buyers on the platform include intermediary buyers, such as demand-side platforms, or advertisers and ad agencies directly. Geographically, the company generates the majority of its revenue from the United States, followed by EMEA and APAC.
Employees: 1,049
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
58% more call options, than puts
Call options by funds: $6.93M | Put options by funds: $4.37M
35% more capital invested
Capital invested by funds: $238M [Q1] → $322M (+$83.8M) [Q2]
17% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 46
0.02% more ownership
Funds ownership: 64.59% [Q1] → 64.62% (+0.02%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
5% less funds holding
Funds holding: 156 [Q1] → 148 (-8) [Q2]
23% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 31
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Rosenblatt
Barton Crockett
|
$17
|
Buy
Maintained
|
9 Sep 2025 |
Evercore ISI Group
Shweta Khajuria
|
$12
|
Outperform
Maintained
|
13 Aug 2025 |
Lake Street
Eric Martinuzzi
|
$9.5
|
Hold
Downgraded
|
12 Aug 2025 |
Scotiabank
Nat Schindler
|
$10
|
Sector Perform
Maintained
|
12 Aug 2025 |
RBC Capital
Matthew Swanson
|
$11
|
Outperform
Maintained
|
12 Aug 2025 |
JMP Securities
Matthew Condon
|
$12
|
Market Outperform
Maintained
|
12 Aug 2025 |
B. Riley Securities
Zach Cummins
|
$9
|
Neutral
Downgraded
|
12 Aug 2025 |
Financial journalist opinion
Based on 100 articles about PUBM published over the past 30 days