Craig-Hallum Initiates Coverage On PubMatic with Buy Rating, Announces Price Target of $24
Craig-Hallum analyst Jason Kreyer initiates coverage on PubMatic (NASDAQ:PUBM) with a Buy rating and announces Price Target of $24.
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Partnership brings Sony’s premium CTV inventory to PubMatic’s unified platform, including exclusive opportunities for performance-focused advertisersPubMatic (NASDAQ:PUBM), the leading AI-powered ad tech company
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Craig-Hallum analyst Jason Kreyer initiates coverage on PubMatic (NASDAQ:PUBM) with a Buy rating and announces Price Target of $24.
The Trade Desk (TTD) is strengthening its healthcare advertising position through a new integration with OptimizeRx (OPRX), giving advertisers access to authenticated healthcare professional inventory across 400+ EHR systems reaching ~800,000 verified HCPs. The inventory will be available via TTD's OpenPath platform in Q4 2026. This partnership complements TTD's recent expansions with Veeva Crossix and IQVIA Digital, potentially attracting more pharma and life sciences advertisers. However, TTD shares have declined 71.9% over the past year and carry a Zacks Rank #4 (Sell) rating.
B. Riley Securities analyst Naved Khan maintains PubMatic (NASDAQ:PUBM) with a Buy and raises the price target from $17 to $21.
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Applied Materials and AMD offer different exposure to AI semiconductor demand. Applied Materials supplies chip manufacturing equipment with a lower valuation (P/E 23.4x) and improving growth trajectory, while AMD designs processors with faster 2025 revenue growth (34.3%) but faces potential shareholder dilution from OpenAI and Meta warrants covering ~20% of shares outstanding. The author recommends Applied Materials as the better buy, though both stocks have merit for long-term diversified portfolios.