PubMatic: Temporary Weakness Presents A Buying Opportunity (Rating Upgrade)

2025-03-18 15:01:25 ET

Summary

• 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 ( PUBM ) stock has struggled over the past year, which is the result of a high starting valuation and weakness caused by a change in bidding logic by a DSP. Outside of this headwind, PubMatic continues to have success in areas like CTV, commerce media, data and supply path optimization. As a result, PubMatic should return to solid growth in the second half of 2025 as it laps the bidding change....

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