PubMatic, Inc.
B.Riley raised its price target for PubMatic Inc (NASDAQ:PUBM) to $17 from $12 and kept a Buy rating, citing strong Q2 2026 results and a return to double-digit growth. The firm said Q3 2026 guidance beat consensus. PubMatic reported adjusted EPS of $0.12 vs a $0.23 loss expected and revenue of $78.6M vs $69.03M.
Goel Rajeev K. (CHIEF EXECUTIVE OFFICER) sold 211,302 shares of PubMatic, Inc. (PUBM) at $17.74 ($3.75M total) on 2026-08-07 under a Rule 10b5-1 trading plan.
Atlassian (TEAM) surged about 31% premarket after fiscal Q4 adjusted EPS of $1.87 vs $1.50 consensus and revenue of $1.77B vs $1.66B, with cloud revenue up 31% and remaining performance obligations up 44%, plus a GAAP operating profit. Other premarket gainers: Doximity (+66%), Cloudflare (+16.2%), PubMatic (+30.4%), FIGS (+28-30%).
Over the past 7 days, alphai's AI scored 9 news stories mentioning PUBM (PubMatic, Inc.). Coverage has skewed bullish: 7 bullish, 2 neutral, and 0 bearish.
Recent PUBM coverage spans earnings, market movers and insider activity.
In the last 30 days, PUBM insiders filed 6 SEC Form 4 transactions — no purchases and 6 sales ($4.7M). The most active reporter was Goel Rajeev K., CHIEF EXECUTIVE OFFICER, with 4 filings. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
The analyst target hike reinforces bullish expectations around PubMatic’s CTV and mobile app momentum, potentially supporting near-term sentiment and flows.
The filing discloses an insider open-market sale by the CEO, which can modestly affect sentiment but is not, by itself, a fundamental change.
A sharp earnings surprise with margin expansion supports a re-rating narrative and likely keeps buyers active at the open.
Re-acceleration in revenue growth with profitability improvement can drive multiple expansion.
The earnings and guidance beat, plus margin expansion and buybacks, likely drives near-term repricing and momentum risk for longs and shorts.
alphai scores every news story that mentions PUBM with an AI model for sentiment and relevance, and aggregates insider trades from PubMatic, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
B.Riley raised its price target for PubMatic Inc (NASDAQ:PUBM) to $17 from $12 and kept a Buy rating, citing strong Q2 2026 results and a return to double-digit growth. The firm said Q3 2026 guidance beat consensus. PubMatic reported adjusted EPS of $0.12 vs a $0.23 loss expected and revenue of $78.6M vs $69.03M.
2 min readGoel Rajeev K. (CHIEF EXECUTIVE OFFICER) sold 211,302 shares of PubMatic, Inc. (PUBM) at $17.74 ($3.75M total) on 2026-08-07 under a Rule 10b5-1 trading plan.
2 min readAtlassian (TEAM) surged about 31% premarket after fiscal Q4 adjusted EPS of $1.87 vs $1.50 consensus and revenue of $1.77B vs $1.66B, with cloud revenue up 31% and remaining performance obligations up 44%, plus a GAAP operating profit. Other premarket gainers: Doximity (+66%), Cloudflare (+16.2%), PubMatic (+30.4%), FIGS (+28-30%).
6 min readU.S. stock index futures edged higher ahead of the monthly jobs report, with investors watching the Federal Reserve rate outlook. Premarket movers included Doximity (+66%) on fiscal Q1 beats and raised targets, Atlassian (+31%) on a Q4 earnings beat, and Cloudflare (+16%) after raising 2026 revenue guidance. The Trade Desk fell more than 27% on weak outlook.
4 min readPubMatic shares rose about 30% in pre-open after the company reported Q2 2026 results above expectations. Revenue was $78.6M, up 11% YoY. Adjusted EPS was $0.12 versus a consensus loss of $0.23, and adjusted EBITDA rose 38% to $19.6M with a 25% margin. Q3 revenue guidance was $75–$77M. Multiple analyst upgrades and buybacks were cited.
4 min readPubMatic (NASDAQ:PUBM) reported Q2 CY2026 revenue of $78.59 million, up 10.5% year on year and 13.7% above Wall Street estimates, according to the company. Non-GAAP EPS was $0.12. Next-quarter revenue guidance was $76 million at the midpoint, 7.3% above analyst expectations. The stock rose 20.8% to $16.28 after results.
4 min readPubMatic, Inc. (PUBM) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 q226pressrelease.htm EX-99.1 Document EXHIBIT 99.1 PubMatic Announces Second Quarter 2026 Financial Results Delivered revenue and adjusted EBITDA well ahead of guidance; AI customer adoption more than doubled sequentially, delivering 80+ agentic campaigns and 4,000+ AI-
6 min readPubMatic (NASDAQ: PUBM) will report Q2 results Thursday after the bell. The company’s prior quarter revenue was $62.57 million, down 2% year on year. Ahead of earnings, analysts expect revenue to fall 2.7% year on year. The article cites segment peers Zeta Global and Wix reporting Q2 beats, and notes PUBM’s average analyst price target of $12.89 versus $13.30.
3 min readStocks in enterprise software, cybersecurity, and cloud infrastructure rose after Palantir’s Q2 results. Palantir (PLTR) gained over 26% on strong demand for its AIP and an upwardly revised full-year revenue outlook, lifting peers including SentinelOne (S), PubMatic (PUBM), Samsara (IOT), SoundHound AI (SOUN), and Fastly (FSLY). Fastly was also linked to an Experian ecosystem update.
6 min readMagnite CEO Michael Barrett said sell-side platform (SSP) consolidation is likely, with fewer, more technically sophisticated SSPs surviving, and that agentic ad spend forecasts for 2027 top around $600m to $700m, still in discovery. The article contrasts this with PubMatic’s agentic product launches and Q1 2026 results: $62.6m revenue, $12.5m GAAP net loss, $2.6m adjusted EBITDA, and emerging revenues up 80% to $8.8m. PubMatic reports Aug 6.
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