B Riley analyst Naved Khan previewed five AdTech and MarTech companies ahead of their fiscal third-quarter 2026 reports, expecting in-line to modestly better-than-expected results. Third-quarter estimates sit near the midpoint of company guidance and are essentially in line with consensus, while demand remains stable and ad budgets continue shifting into connected TV (CTV). Magnite (MGNI), reporting November 4 after the close, is expected to post ex-TAC revenue of $190.0 million, up 13.9% year over year, and B Riley rates it Buy with a $30 price target. Pubmatic (PUBM) is modeled at $76.0 million in revenue, up 11.8%, with a $21 price target. Taboola (TBLA) is expected to deliver $187.0 million in ex-TAC gross profit, up 5.8%, with a $6 price target.
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Related tickers and likely impact
GOOGL
• NeutralAlphabet Inc. (Class A)
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.0T |
| Close on 10/29/2026 | 283.75 |
| Change that session | -12.66% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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