28Feb22: Head to the Pub

Supply-side platform (SSP) PubMatic (PUBM) will be releasing earnings after market close today and the setup for a pop is compelling: 

  • Building revenue at a fast pace (54% growth) while maintaining profitability (21%+ and expanding)
  • Low share count in the float (27M) suggesting buying pressure conditions
  • Chaikin Money Flow (CMF) is pinging high at .26 potentially indicating we’re heading toward a share price jump
  • Glassdoor.com shows 82% of employees would recommend working at PubMatic to a friend and 95% approve of the CEO
  • Solid international representation with ownership of their infrastructure (cloud server hardware, networks, software)
  • Market cap has taken a hit in the last year (down 58%) and at $1.5B seems undervalued

“The fight is here; I need ammunition, not a ride.” – Volodymyr Zelenskyy