PUBM Earnings
Thursday, May 07 2026
EPS Estimate
$-0.14
$-0.24 – $-0.03
Revenue Estimate
$59M
Current Price
$9.47
Our Position
neutralPubMatic outgains Trade Desk peer group on sector rotation
est. revisions falling
(-13.4pp / 30d)
PubMatic's outperformance relative to The Trade Desk signals investor appetite for alternative ad-tech players, though the modest one-day move lacks conviction without supporting narrative or structural catalysts. A single positive trading day doesn't establish momentum, especially in a sector with ongoing headwinds.
Watch: Monitor whether PubMatic sustains this momentum against The Trade Desk or if the gain reverts—peer divergence can signal rotation or noise. Watch for ad-tech earnings or advertiser spending guidance to confirm if rotation reflects real demand shifts.
Data Signal Summary
1 bullish
2 bearish
Insider selling cluster
Put/call 0.1 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-4.2%
Est. Revisions (30d)
+2.0% 0up/1dn
Analyst Target (mean)
$12 $8–$21 +23%
Options P/C Ratio
0.05
Est. Dispersion
145% 4 analysts
Insider Cluster
strong sell
Fund Convergence
strong Renaissance, D.E. Shaw, Citadel, Two Sigma
Recent Activity
insider trades
123 transactions
Other
·
KLIMENKO PAULINA (Officer)
·33,531 shares
Sell
·
KLIMENKO PAULINA (Officer)
·11,784 shares
·$99,492
Sell
·
PANTELICK STEVEN M (Chief Financial Officer)
·16,282 shares
·$137,469
Sell
·
WOODS ANDREW (General Counsel)
·5,710 shares
·$46,670
Sell
·
KLIMENKO PAULINA (Officer)
·12,091 shares
·$98,823
118 more
Sell
·
PANTELICK STEVEN M
·16,747 shr
·$136,878
Sell
·
GOEL AMAR K.
·6,528 shr
·$53,355
Sell
·
KUMAR MUKUL
·7,830 shr
·$63,997
Sell
·
GOEL RAJEEV K.
·49,916 shr
·$407,978
Other
·
WOODS ANDREW
·15,823 shr
Other
·
PANTELICK STEVEN M
·45,663 shr
Other
·
GOEL AMAR K.
·18,098 shr
Other
·
KUMAR MUKUL
·19,974 shr
Other
·
GOEL RAJEEV K.
·97,656 shr
Sell
·
GOEL RAJEEV K.
·44,000 shr
·$356,189
Other
·
GOEL RAJEEV K.
·44,000 shr
Sell
·
GOEL RAJEEV K.
·44,000 shr
·$383,812
Sell
·
GIMBEL LISA
·1,277 shr
·$8,027
Sell
·
GOEL RAJEEV K.
·44,000 shr
·$276,241
Other
·
GIMBEL LISA
·2,969 shr
Sell
·
GOEL RAJEEV K.
·65,592 shr
·$477,251
Other
·
GOEL RAJEEV K.
·65,592 shr
Sell
·
GOEL RAJEEV K.
·44,000 shr
·$332,059
Sell
·
KLIMENKO PAULINA
·12,315 shr
·$107,509
Sell
·
GOEL AMAR K.
·7,158 shr
·$62,510
Sell
·
PANTELICK STEVEN M
·30,965 shr
·$270,290
Sell
·
GOEL RAJEEV K.
·69,333 shr
·$605,509
Other
·
GOEL RAJEEV K.
·69,333 shr
Sell
·
WOODS ANDREW
·4,881 shr
·$42,040
Sell
·
KLIMENKO PAULINA
·9,020 shr
·$77,688
Sell
·
GOEL AMAR K.
·5,279 shr
·$45,467
Other
·
WOODS ANDREW
·11,496 shr
Other
·
KLIMENKO PAULINA
·21,335 shr
Other
·
PANTELICK STEVEN M
·30,965 shr
Other
·
GOEL AMAR K.
·12,437 shr
Sell
·
KUMAR MUKUL
·5,573 shr
·$48,000
Other
·
KUMAR MUKUL
·13,862 shr
Sell
·
GOEL RAJEEV K.
·44,000 shr
·$392,370
Sell
·
GOEL RAJEEV K.
·44,000 shr
·$396,695
Sell
·
GOEL RAJEEV K.
·44,000 shr
·$381,964
Sell
·
GIMBEL LISA
·1,073 shr
·$10,051
Other
·
GIMBEL LISA
·2,968 shr
Sell
·
GOEL RAJEEV K.
·44,000 shr
·$329,146
Sell
·
GOEL RAJEEV K.
·44,000 shr
·$383,706
Sell
·
GOEL RAJEEV K.
·44,000 shr
·$371,862
Other
·
GOEL RAJEEV K.
·11,864 shr
Sell
·
KLIMENKO PAULINA
·10,460 shr
·$87,662
Sell
·
PANTELICK STEVEN M
·30,965 shr
·$257,193
Sell
·
GOEL AMAR K.
·7,968 shr
·$66,761
Sell
·
WOODS ANDREW
·4,131 shr
·$34,014
Sell
·
KLIMENKO PAULINA
·10,874 shr
·$89,534
Sell
·
GOEL AMAR K.
·4,468 shr
·$36,789
Sell
·
KUMAR MUKUL
·5,428 shr
·$44,720
Sell
·
GOEL RAJEEV K.
·33,381 shr
·$274,852
Other
·
KLIMENKO PAULINA
·21,334 shr
Other
·
GOEL AMAR K.
·12,436 shr
Other
·
KUMAR MUKUL
·13,861 shr
Other
·
GOEL RAJEEV K.
·65,517 shr
Sell
·
GOEL RAJEEV K.
·44,000 shr
·$361,869
Sell
·
GOEL AMAR K.
·8,020 shr
·$67,771
Sell
·
GOEL RAJEEV K.
·44,000 shr
·$371,730
Sell
·
PANTELICK STEVEN M
·3,676 shr
·$31,012
Sell
·
GIMBEL LISA
·1,062 shr
·$8,929
Sell
·
GOEL RAJEEV K.
·44,000 shr
·$370,405
Other
·
GIMBEL LISA
·2,970 shr
Sell
·
GOEL RAJEEV K.
·44,000 shr
·$496,346
Sell
·
GOEL RAJEEV K.
·44,000 shr
·$563,253
Sell
·
GOEL RAJEEV K.
·44,000 shr
·$551,382
Other
·
GOEL RAJEEV K.
·11,485 shr
Sell
·
PANTELICK STEVEN M
·31,288 shr
·$396,767
Other
·
PANTELICK STEVEN M
·34,964 shr
Sell
·
WOODS ANDREW
·4,084 shr
·$51,309
Sell
·
KLIMENKO PAULINA
·8,147 shr
·$102,353
Sell
·
GOEL AMAR K.
·4,417 shr
·$55,492
Sell
·
KUMAR MUKUL
·5,366 shr
·$67,415
Sell
·
GOEL RAJEEV K.
·33,001 shr
·$414,601
Other
·
GOEL RAJEEV K.
·65,516 shr
Sell
·
GOEL RAJEEV K.
·44,000 shr
·$484,893
Sell
·
GOEL RAJEEV K.
·44,000 shr
·$533,619
Other
·
GOEL RAJEEV K.
·35,703 shr
Sell
·
GIMBEL LISA
·1,068 shr
·$12,795
Sell
·
PANTELICK STEVEN M
·4,000 shr
·$48,263
Other
·
PANTELICK STEVEN M
·4,000 shr
Sell
·
GOEL RAJEEV K.
·25,000 shr
·$295,025
Other
·
GOEL RAJEEV K.
·25,000 shr
Sell
·
GIMBEL LISA
·1,070 shr
·$12,305
Sell
·
PANTELICK STEVEN M
·4,000 shr
·$39,308
Sell
·
GOEL RAJEEV K.
·25,000 shr
·$245,935
Other
·
GOEL RAJEEV K.
·993 shr
Sell
·
WOODS ANDREW
·6,902 shr
·$61,803
Sell
·
PANTELICK STEVEN M
·30,445 shr
·$267,683
Other
·
PANTELICK STEVEN M
·34,965 shr
Sell
·
GOEL AMAR K.
·10,351 shr
·$91,175
Sell
·
KLIMENKO PAULINA
·7,624 shr
·$70,959
Sell
·
KUMAR MUKUL
·5,401 shr
·$50,269
Sell
·
GOEL RAJEEV K.
·58,213 shr
·$537,611
Other
·
WOODS ANDREW
·11,497 shr
Other
·
GOEL RAJEEV K.
·90,517 shr
Exercise
·
KUMAR MUKUL
·88,000 shr
·$942,480
Sell
·
PANTELICK STEVEN M
·4,000 shr
·$42,426
Sell
·
GIMBEL LISA
·911 shr
·$14,019
Other
·
GIMBEL LISA
·2,168 shr
Sell
·
KUMAR MUKUL
·7,000 shr
·$115,540
Other
·
KUMAR MUKUL
·7,000 shr
Sell
·
GOEL RAJEEV K.
·25,000 shr
·$378,412
Sell
·
GIMBEL LISA
·300 shr
·$4,407
Sell
·
PANTELICK STEVEN M
·4,000 shr
·$60,575
Other
·
GOEL RAJEEV K.
·19,104 shr
Sell
·
GOEL RAJEEV K.
·25,000 shr
·$376,750
Sell
·
GOEL RAJEEV K.
·25,000 shr
·$382,732
Sell
·
WOODS ANDREW
·2,579 shr
·$39,067
Sell
·
PANTELICK STEVEN M
·19,779 shr
·$299,579
Sell
·
GOEL AMAR K.
·3,633 shr
·$55,020
Sell
·
WOODS ANDREW
·3,529 shr
·$52,362
Sell
·
KLIMENKO PAULINA
·6,807 shr
·$101,000
Sell
·
GIMBEL LISA
·300 shr
·$4,491
Sell
·
PANTELICK STEVEN M
·10,040 shr
·$148,971
Sell
·
GOEL AMAR K.
·4,087 shr
·$60,642
Sell
·
KUMAR MUKUL
·4,480 shr
·$66,473
Sell
·
GOEL RAJEEV K.
·44,000 shr
·$380,503
Other
·
GOEL RAJEEV K.
·17,466 shr
Other
·
MEHTA NIKHIL RAMESH
·8,447 shr
Sell
·
GOEL RAJEEV K.
·17,793 shr
·$264,007
Explore more
