B.Riley upgrades PubMatic stock rating to Buy on growth outlook
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📌 Key Takeaways
- B.Riley upgraded PubMatic stock to Buy with a $10.50 price target
- PubMatic reported Q4 2025 earnings of $0.29 per share vs. expected -$0.01
- The company projects double-digit growth return and profitability in fiscal 2026
- Emerging revenue channels including AI solutions now comprise over 50% of total revenue
📖 Full Retelling
B.Riley upgraded PubMatic Inc (NASDAQ:PUBM) to Buy from Neutral and raised its price target to $10.50 from $10.00 on February 27, 2026, citing the company's recent earnings performance and growth prospects that exceeded market expectations. The stock jumped 7.6% over the past week to $7.07, and according to InvestingPro analysis, remains undervalued at current levels with a Fair Value of $8.70. This upgrade follows PubMatic's fourth-quarter fiscal 2025 earnings report which significantly beat expectations with earnings per share of $0.29 compared to the forecasted -$0.01, and revenue reaching $80 million versus the expected $75.27 million. The company has also projected a return to double-digit growth with stronger margin expansion in the second half of fiscal 2026, with analysts predicting profitability for the current year. B.Riley analyst Zach Cummins highlighted that secular growth channels, including connected TV, mobile app, and emerging AI solutions, now comprise over 50% of total revenue and are expected to accelerate growth as the company moves past headwinds from a legacy demand-side platform partner in mid-2026. The firm emphasized PubMatic's successful diversification of its demand-side platform partner base, with 50 new integrations completed in fiscal 2025, and noted the company's launch of AgenticOS and execution of 250 fully autonomous ad campaigns as evidence of early leadership in agentic AI technology.
🏷️ Themes
Stock Market Performance, Digital Advertising Technology, Financial Analyst Ratings
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try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry Netflix declines to match Paramount Skydance bid for Warner Bros Gold prices steady near $5,200/oz; strong Feb gains on tap This is where Deutsche Bank sees silver prices ending the year Nvidia CEO Huang said SaaSpocalypse narrative wrong, sees ’deep misunderstanding’ (South Africa Philippines Nigeria) B.Riley upgrades PubMatic stock rating to Buy on growth outlook By Investing.com Analyst Ratings Published 02/27/2026, 03:45 AM B.Riley upgrades PubMatic stock rating to Buy on growth outlook 0 PUBM 7.45% Investing.com - B.Riley upgraded PubMatic Inc (NASDAQ:PUBM) to Buy from Neutral and raised its price target to $10.50 from $10.00, citing the company’s recent earnings performance and growth prospects. The stock jumped 7.6% over the past week to $7.07, and according to InvestingPro analysis, remains undervalued at current levels with a Fair Value of $8.70. The upgrade follows PubMatic’s fourth-quarter fiscal 2025 earnings report released Wednesday, which exceeded expectations. The company also provided first-quarter fiscal 2026 guidance and projected a return to double-digit growth with stronger margin expansion in the second half of fiscal 2026. An InvestingPro tip notes that analysts predict the company will be profitable this year, supporting the bullish growth outlook. For deeper analysis, investors can access the comprehensive Pro Research Report available for PUBM. B.Riley analyst Zach Cummins noted that secular growth channels, including connected TV, mobile app, and emerging revenues that include AI solutions, have surpassed 50% of total revenue. These channels are expected to drive revenue growth acceleration as the company moves past headwinds from a legacy demand-side platform partner in mid-2026. The firm highlighted PubMatic’s diversification of its demand-side platform partner base, with 50 new integrations completed in fiscal 2025. Ad spending with mid-market demand-side platforms grew 30% year-...
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