3 Overlooked Stocks Where Rewards Outweigh the Risks
With big tech and AI names dominating headlines, it's easy for investors to overlook lesser-known stocks with long-term growth potential in a crowded, busy market. Firms like Weave Communications NYSE: WEAV, PubMatic NASDAQ: PUBM, and Zeta Global NYSE: ZETA do carry risks, particularly given their relative lack of brand recognition compared to giants in their respective industries.
PubMatic Q2: New Headwind Emerges As The Previous One Recedes
PUBM stock fell 21%, despite a strong Q2 beat, due to weak Q3 guidance. A new DSP related headwind has emerged in July, just as the impact from the prior one was lapped during Q2. Mitigation efforts are likely to take a few months, as management also looks to further diversify the DSPs on its platform.
PubMatic, Inc. (PUBM) Q2 2025 Earnings Call Transcript
PubMatic, Inc. (NASDAQ:PUBM ) Q2 2025 Earnings Conference Call August 11, 2025 4:30 PM ET Company Participants Rajeev K. Goel - Co-Founder, CEO & Director Steven Pantelick - Chief Financial Officer Conference Call Participants Eric Martinuzzi - Lake Street Capital Markets, LLC, Research Division Jacob Armstrong - KeyBanc Capital Markets Inc., Research Division James Edward Heaney - Jefferies LLC, Research Division Jason Stuart Helfstein - Oppenheimer & Co. Inc., Research Division Matthew Dorrian Condon - Citizens JMP Securities, LLC, Research Division Matthew John Swanson - RBC Capital Markets, Research Division Robert James Coolbrith - Evercore ISI Institutional Equities, Research Division Shweta R.
PubMatic, Inc. (PUBM) Surpasses Q2 Earnings and Revenue Estimates
PubMatic, Inc. (PUBM) came out with quarterly earnings of $0.05 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to earnings of $0.04 per share a year ago.
The Trade Desk vs. PubMatic: Which Ad-Tech Stock Is the Better Pick?
The Trade Desk's strong revenue growth gives it an edge over PubMatic despite rising ad-tech sector pressures.
PubMatic: Undervalued SSP Poised To Capture The CTV Upswing
PUBM is undervalued due to temporary headwinds, with healthy fundamentals and a strong growth runway, making it an attractive Buy at current levels. The recent revenue dip is mainly from a one-off DSP auction change, which should phase out by mid-FY2025, with underlying business growth remaining robust. PUBM benefits from rising Connected TV adoption, owns its data centers for cost efficiency, and maintains high customer retention, supporting long-term operating leverage.
PubMatic: Bright Future Ahead, But I'd Like To See A Bit More Progress
PubMatic, Inc.'s Q1 '25 results showed resilience, with CTV and Emerging Revenues growing strongly despite overall sales decline and margin pressure from DSP headwinds. The company's solid balance sheet, with $101m cash and no debt, provides flexibility to invest in growth and weather short-term profitability challenges. Management's guidance and industry trends suggest CTV and international markets will drive robust revenue growth, aided by AI investments and favorable market shifts.
PubMatic, Inc. (PUBM) Q1 2025 Earnings Conference Call Transcript
PubMatic, Inc. (NASDAQ:PUBM ) Q1 2025 Earnings Conference Call May 8, 2025 4:30 PM ET Company Participants Stacie Clements - The Blueshirt Group, IR Rajeev Goel - Co-Founder and CEO Steve Pantelick - CFO Conference Call Participants Eric Martinuzzi - Lake Street Capital Zach Cummins - B. Riley Simran Biswal - RBC Jacob Armstrong - KeyBanc Andrew Boone - JMP Stacie Clements Good afternoon, everyone, and welcome to PubMatic's Earnings Call for the First Quarter of 2025.
PubMatic, Inc. (PUBM) Reports Q1 Loss, Tops Revenue Estimates
PubMatic, Inc. (PUBM) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to loss of $0.05 per share a year ago.
PubMatic: Temporary Weakness Presents A Buying Opportunity (Rating Upgrade)
PubMatic's stock has struggled in recent months, primarily due to a change in bidding logic by a large DSP. Outside of this, PubMatic continues to have success in areas like CTV, commerce media, and supply path optimization. PubMatic's low valuation and ability to return capital to shareholders should see its stock rebound when growth and margins recover.
PubMatic's CTV Business Doubles, Now 20% of Revenue
PubMatic (PUBM -2.30%) held its fourth-quarter and full-year 2024 earnings call on February 27, 2025. The advertising technology company delivered 9% revenue growth for the full year despite headwinds from a major demand-side platform (DSP) partner that changed its bidding approach.
Why PubMatic Stock Plummeted Today
PubMatic (PUBM -23.91%) stock got hit with big sell-offs in Friday's trading. The advertising-technologies company's share price closed out the daily session down 23.9%.
