Research · Aug 25, 2026
Connected-TV Ad Buying Shifts to Direct Publisher Access
Viant says over 80% of its CTV ad spend now clears through direct access to publisher ad servers, up from just over 50% in Q1, at 35% lower CPMs.
PUBM
PubMatic, Inc.
NASDAQ · Technology · Software - Application · US
$16.50
−2.71%Research · Apr 23, 2026
PubMatic's Q1 Beat Sets Up Hedge Fund Buying Spree?
PubMatic's preliminary Q1 2026 beat above guidance confirms ad tech momentum, setting up hedge fund buying and a potential 70% rally to $28. The market remains skeptical, trading PUBM at a deep discount to peers. Risks center on Q2 delivery and 13F flows.