As SVP, Head of Product, Performance Media, Schobeiri will help shape Criteo's future as a platform-first business and unlock greater value for brands and agenciesNEW YORK, July 24, 2025 /PRNewswire/ -- Criteo (NASDAQ: CRTO), the global platform connecting the commerce ecosystem, today announced the appointment of Wilfried Schobeiri as Senior Vice President, Head of Product, Performance Media, reporting to Chief Product Officer Todd Parsons. Schobeiri will lead Criteo's global efforts to accelerate the evol ...

Group 1 - Teads Holding Co. (NASDAQ: TEAD), formerly known as Outbrain, has a market capitalization of $255 million and recently made a significant payment of $900 million [1] - The company is undercovered in the AdTech sector, which presents potential investment opportunities for analysts focusing on lesser-researched firms [1] - The analyst has a background in technology, software, electronics, and energy transition, indicating a broad understanding of relevant market dynamics [1] Group 2 - The analyst has over 10 years of experience in investment banking and specializes in industry and company research, particularly in small to mid-cap companies [1] - The focus is on identifying asymmetric investment opportunities that can lead to market-beating returns [1]

Group 1: S&P 500 Inclusion Criteria - Inclusion in the S&P 500 is significant for companies, often leading to stock price increases due to demand from funds that replicate the index [1] - Companies must be U.S.-domiciled, have a plurality of assets in the U.S., and trade on a major U.S. exchange to qualify for inclusion [2] - A company must be GAAP profitable in the prior quarter and over the last 12 months to be considered for entry [2] Group 2: Datadog's Inclusion - Datadog has recently been added to the S&P 500, prompting speculation about which companies might be next [3] Group 3: Robinhood Markets - Robinhood has a market cap exceeding $80 billion and is profitable, generating $1.95 billion in net income for 2024 and $336 million in Q1 2025 [5][6] - The company experienced a 50% year-over-year revenue increase in Q1, reaching $927 million, driven by new product introductions and client acquisition strategies [6] - Robinhood is expanding its services with AI tools and a banking service, and its acquisition of Bitstamp for $200 million enhances its offerings [7][8] Group 4: AppLovin - AppLovin, with a market cap over $115 billion, is the largest U.S. company not currently in the S&P 500, and it generated nearly $1.6 billion in net income last year [9] - The company reported a 40% year-over-year revenue increase to $1.48 billion last quarter, with advertising revenue soaring 70% to $1.16 billion [11] - AppLovin's growth is driven by its AI-powered Axon-2 adtech solution, and it anticipates significant growth in its mobile video gaming segment [12][13] Group 5: Cheniere Energy - Cheniere Energy, with a market cap over $50 billion, is profitable and benefits from strong demand for liquefied natural gas (LNG) [14][15] - The LNG market is projected to grow by 60% by 2040, and Cheniere is expanding its export capabilities to capitalize on this growth [15] - Approximately 95% of Cheniere's volumes are contracted until the mid-2030s, providing strong visibility into future cash flows [16]

Group 1: S&P 500 Performance - The S&P 500 index increased by 20.5% during the two-month period ending June 9, 2025, marking only the sixth occurrence of such a return since 1950 [1] - If the index follows historical trends, it could rise by 31% to 7,868 by next June, indicating a 26% upside from its current level of 6,230 [2] Group 2: The Trade Desk - The Trade Desk operates as a leading independent demand-side platform (DSP) in the adtech industry, utilizing AI to optimize advertising campaigns across digital channels [5] - The company reported a 25% increase in revenue to $616 million and a 27% rise in non-GAAP net income to $0.33 per diluted share in the first quarter [6] - Adtech spending is projected to grow at 14% annually through 2030, with The Trade Desk recognized as a leader in adtech innovation [7] - The median target price for The Trade Desk among 41 analysts is $84 per share, suggesting a 15% upside from its current price of $73 [8] - The Trade Desk's independent business model allows it to avoid conflicts of interest, unlike competitors such as Google and Meta [9] - The company is expected to upgrade all clients to its Kokai platform by year-end, which includes new AI tools for optimizing campaigns [10] - Wall Street anticipates an 11% annual earnings increase through 2026, although the current valuation of 42 times earnings may appear high [11] Group 3: Okta - Okta is a leader in identity and access management (IAM) software, which is crucial for securing access to sensitive applications [12] - The company reported a 12% revenue increase to $688 million and a 32% rise in non-GAAP net income to $0.86 per diluted share in the first quarter [14] - IAM is increasingly important as identity-based attacks account for 30% of all cybersecurity incidents, with spending expected to grow at 12.6% annually through 2030 [15] - Wall Street estimates Okta's adjusted earnings will increase at 10% annually through fiscal 2027, with a current valuation of 32 times earnings [16]

Adtech company AppLovin (APP 4.85%) was an outlier on the stock market in the best way as the trading week kicked off. On Monday, following a new and rather bullish note from a researcher tracking its fortunes, AppLovin's stock bounced almost 5% higher. That handily beat the S&P 500 (^GSPC 0.52%), which had a good if not spectacular day with a 0.5% rise.A bull weighs in againBefore market open, Jefferies published a fresh report on AppLovin. In it, a team of pundits led by James Heaney reiterated its buy re ...

Company Overview - AppLovin Corporation (NASDAQ: APP) has become one of the fastest-growing platforms in the adtech space, with revenue for 2024 increasing by 43% to $4.7 billion and net earnings quadrupling to $1.6 billion [1] Investment Strategy - Pythia Research focuses on identifying multi-bagger stocks, particularly in the technology sector, utilizing a blend of financial analysis, behavioral finance, psychology, social sciences, and alternative metrics to assess companies with high conviction and asymmetric risk-reward potential [1] - The strategy aims to uncover breakout opportunities before they gain mainstream attention by leveraging both traditional and unconventional insights [1] - The approach emphasizes understanding market sentiment, identifying emerging trends, and investing in transformative businesses poised for exponential growth [1] Market Behavior Insights - The analysis acknowledges that markets are influenced not only by fundamentals but also by perception, emotion, and bias, leading to persistent inefficiencies [1] - Investor behavior, such as anchoring to past valuations and herd mentality, can create mispricing that often marks the beginning of a breakout [1] - The strategy involves assessing whether market volatility is driven by emotion or fundamentals, recognizing that status quo bias can blind investors to companies redefining their categories [1] Research Methodology - The research process combines deep analysis with signals that others may overlook, such as sudden narrative shifts, early social traction, founder-driven vision, or underappreciated momentum in developer or user adoption [1] - These signals are often precursors to exponential moves if identified early [1] - The focus is on conviction plays rather than safe bets, evaluating each opportunity based on its risk/reward profile, aiming for limited downside and explosive upside [1]

Core Viewpoint - Digital Turbine's stock experienced significant sell-offs following a post-earnings rally, closing down 14.6% amid broader market declines [1][2][4] Group 1: Stock Performance - The stock was initially up 1.8% during trading but turned bearish as investors took profits and reacted to risk factors [4] - The share price surged earlier in the week after the company reported better-than-expected quarterly results and forward guidance [4][6] Group 2: Market Dynamics - The sell-off was influenced by new restrictions on technology exports and concerns over escalating geopolitical tensions, particularly between Israel and Iran [2][5] - The Trump administration's potential strengthening of export restrictions on companies like Samsung and TSMC added to the bearish sentiment [5] Group 3: Financial Guidance - For the current fiscal year, Digital Turbine projects revenue between $515 million and $525 million, indicating an annual growth of approximately 6% at the midpoint [6] - Non-GAAP EBITDA is expected to be between $85 million and $90 million, representing a growth of 21% at the midpoint of the guidance range [6] Group 4: Geopolitical Risks - The company's reliance on business in China exposes it to substantial risks due to rising geopolitical tensions, despite not being a hardware company [7]

Palantir Technologies (PLTR 1.22%) stock has advanced 450% in the past year, and its $330 billion market value makes its one of the 30 most valuable public companies in the world. But I think AppLovin (APP -4.46%) and MercadoLibre (MELI 0.48%) can top that figure in four years or less.Here's what that would mean for shareholders:AppLovin is worth $117 billion. The stock must increase 183% for its market value to hit $331 billion.MercadoLibre is worth $122 billion. The stock must increase 171% for its market ...

Company Overview - The Trade Desk is an adtech company operating the largest independent demand-side platform (DSP), focusing on data-driven advertising campaigns across digital channels [4] - The company has a strong presence in the rapidly growing connected TV (CTV) and retail media advertising verticals [4] Competitive Advantage - The Trade Desk's independent business model allows it to avoid conflicts of interest, unlike competitors such as Google, Amazon, and Meta Platforms, which have incentives to promote their own ad inventory [5] - Analysts from Frost & Sullivan recognized The Trade Desk as the most technologically sophisticated DSP, highlighting its integration of artificial intelligence (AI) into its software [6] Recent Developments - The launch of the Kokai platform introduced new AI features for budget management, ad impression prioritization, and consumer targeting, with CEO Jeff Green stating that adoption is ahead of schedule [7][8] - The company has restructured its sales teams to foster direct relationships with larger brands and restructured engineering teams for more frequent updates, resulting in a 25% increase in sales and a 27% increase in non-GAAP earnings in the first quarter [9] Market Position and Growth Potential - Despite a sharp stock decline due to missed revenue guidance, the market's reaction is viewed as an overreaction, as The Trade Desk has built trust with clients through its independent model [10] - Analysts from Baron Capital believe the competitive landscape remains favorable for The Trade Desk, emphasizing the market's preference for independent platforms [11] - Adtech spending is projected to grow at an annual rate of 14.4% through 2030, which is expected to enhance The Trade Desk's earnings growth as it continues to gain market share [11]

Core Viewpoint - Needham analyst Laura Martin maintains a Buy rating on Taboola.com (TBLA) and raises the price target from $3.34 to $4.50, highlighting the company's unique advantages and growth potential in the AdTech space [1] Group 1: Company Overview - Taboola is recognized as a leading performance AdTech company that operates in the open internet, leveraging exclusive supply and unique data [1] - The company aggregates data from 600 million Daily Active Users (DAUs) through direct integrations with publishers' websites, providing significant targeting advantages [2] Group 2: Product and Technology - Taboola's generative AI assistant, Abby, facilitates self-service ad creation and campaign management, attracting small- and medium-sized advertisers [2] - The company integrates generative AI across various functions, including treasury, FP&A, R&D, and sales, to enhance productivity and reduce costs [4] Group 3: Revenue Model and Partnerships - More than 90% of Taboola's revenue is derived from direct advertiser relationships, and about 90% of its supply comes from exclusive five- to seven-year contracts with website owners [5] - The partnership with Yahoo, established in November 2022, allows Taboola to sell all native ads on Yahoo properties, which has doubled its adjusted EBITDA and free cash flow (FCF) within 18 months [7] Group 4: Financial Performance - For the second quarter, Taboola is expected to report net revenue (ex-TAC) of $161.7 million, reflecting an 8% year-over-year increase, and adjusted EBITDA of $41.9 million, up 13% year-over-year, with a 26% margin [7] - The company anticipates converting 50%–60% of adjusted EBITDA into free cash flow [7] Group 5: Market Expansion - Taboola's new Realize platform broadens its Total Addressable Market (TAM) by enabling revenue generation from display and video ads, with display ad spending being approximately three times larger than native ad revenue [6]