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Recommendations
Rubicon Project price target lowered to $9 from $14 at Craig-Hallum » 08:57
04/02/20
04/02
08:57
04/02/20
08:57
RUBI

Rubicon Project

$5.27 /

-0.28 (-5.05%)

, TLRA

Telaria

$6.00 /

+ (+0.00%)

Craig-Hallum analyst…

Craig-Hallum analyst Jason Kreyer lowered the firm's price target on Rubicon Project (RUBI) to $9 from $14 and keeps a Buy rating on the shares. With the merger of Telaria (TLRA) finally completed, Rubicon moves forward as a combined entity poised to scale up a fragmented market with its omnichannel approach, he notes. Unfortunately, the analyst argues that the timing is "disastrous" as ad budgets have begun to contract the last couple of weeks, with initial checks indicating pullbacks of 20%-60% across various verticals.

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RUBI Rubicon Project
$5.27 /

-0.28 (-5.05%)

01/15/20 Stephens
Google cookie announcement widely anticipated, concerns overblown, says Stephens
01/14/20 SunTrust
SunTrust sees little disruption to Rubicon following Google cookie news
01/09/20 Craig-Hallum
Rubicon Project, Telaria shares can continue to move higher, says Craig-Hallum
12/20/19 Craig-Hallum
Rubicon Project, Telaria price targets raised at Craig-Hallum after merger news
TLRA Telaria
$6.00 /

+ (+0.00%)

Options
One new option listing and two option delistings on April 1st » 08:30
04/01/20
04/01
08:30
04/01/20
08:30
HWM

Howmet Aerospace

$0.00 /

+ (+0.00%)

, ARNC

Arconic

$0.00 /

+ (+0.00%)

, TLRA

Telaria

$6.00 /

-0.305 (-4.84%)

New option listings for…

New option listings for April 1st include Howmet Aerospace Inc (HWM). Option delistings effective April 1st include Arconic (ARNC) and Telaria Inc (TLRA).

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HWM Howmet Aerospace
$0.00 /

+ (+0.00%)

ARNC Arconic
$0.00 /

+ (+0.00%)

03/20/20 Barclays
Arconic downgraded to Equal Weight from Overweight at Barclays
02/18/20 Argus
Arconic upgraded to Buy from Hold at Argus
02/18/20 Argus
Arconic upgraded to Buy from Hold at Argus
01/28/20 Credit Suisse
Arconic price target raised to $43 from $36 at Credit Suisse
TLRA Telaria
$6.00 /

-0.305 (-4.84%)

01/15/20 Stephens
Google cookie announcement widely anticipated, concerns overblown, says Stephens
01/14/20 SunTrust
SunTrust sees little disruption to Rubicon following Google cookie news
01/09/20 Craig-Hallum
Rubicon Project, Telaria shares can continue to move higher, says Craig-Hallum
12/20/19 Craig-Hallum
Rubicon Project, Telaria price targets raised at Craig-Hallum after merger news
Earnings
Telaria reports Q4 EPS (1c), consensus 4c » 08:11
03/10/20
03/10
08:11
03/10/20
08:11
TLRA

Telaria

$8.55 /

-1.37 (-13.81%)

Reports Q4 revenue…

Reports Q4 revenue $19.6M, consensus $21.34M. "Our CTV business continues to drive our results, growing nearly 100% year-over-year, outperforming our expectations for the fourth quarter and the full year. As we look ahead, the market tailwinds powering CTV show no signs of abating and our platform is extremely well positioned to capitalize on these trends and capture market share," said Mark Zagorski, Telaria CEO. "Additionally, our integration planning activities for our merger with The Rubicon Project are proceeding well. Clients, partners and employees are excited about aligning capabilities to become the world's largest independent omnichannel sell-side advertising platform."

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TLRA Telaria
$8.55 /

-1.37 (-13.81%)

01/15/20 Stephens
Google cookie announcement widely anticipated, concerns overblown, says Stephens
01/14/20 SunTrust
SunTrust sees little disruption to Rubicon following Google cookie news
01/09/20 Craig-Hallum
Rubicon Project, Telaria shares can continue to move higher, says Craig-Hallum
12/20/19 Craig-Hallum
Rubicon Project, Telaria price targets raised at Craig-Hallum after merger news
Over a quarter ago
Hot Stocks
Rubicon Project moves uo over 2% after updating revenue view amid Telaria deal » 18:03
01/30/20
01/30
18:03
01/30/20
18:03
RUBI

Rubicon Project

$10.11 /

+0.105 (+1.05%)

, TLRA

Telaria

$10.88 /

+0.075 (+0.69%)

Shares of Rubicon Project…

Shares of Rubicon Project are up 2.18% to $10.33 per share in after-hours trading.

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RUBI Rubicon Project
$10.11 /

+0.105 (+1.05%)

01/15/20 Stephens
Google cookie announcement widely anticipated, concerns overblown, says Stephens
01/14/20 SunTrust
SunTrust sees little disruption to Rubicon following Google cookie news
01/09/20 Craig-Hallum
Rubicon Project, Telaria shares can continue to move higher, says Craig-Hallum
12/20/19 Craig-Hallum
Rubicon Project, Telaria price targets raised at Craig-Hallum after merger news
TLRA Telaria
$10.88 /

+0.075 (+0.69%)

Earnings
Telaria sees Q4 revenue $20M, consensus $21.77M » 17:58
01/30/20
01/30
17:58
01/30/20
17:58
TLRA

Telaria

$10.88 /

+0.075 (+0.69%)

, RUBI

Rubicon Project

$10.11 /

+0.105 (+1.05%)

2019 revenue is expected…

2019 revenue is expected to be approximately $68M, up 23% from 2018, with CTV revenue of approximately $30M, up nearly 100% from 2018. Q4 2019 revenue is expected to be approximately $20M, flat to the same period last year, with CTV revenue of approximately $10M, up 55% year over year Adjusted EBITDA for Q4 and full year 2019 are expected to be positive, with full year Adjusted EBITDA representing a significant improvement over the same period last year. Consensus for FY19 revenue is $70.29M.

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TLRA Telaria
$10.88 /

+0.075 (+0.69%)

01/15/20 Stephens
Google cookie announcement widely anticipated, concerns overblown, says Stephens
01/14/20 SunTrust
SunTrust sees little disruption to Rubicon following Google cookie news
01/09/20 Craig-Hallum
Rubicon Project, Telaria shares can continue to move higher, says Craig-Hallum
12/20/19 Craig-Hallum
Rubicon Project, Telaria price targets raised at Craig-Hallum after merger news
RUBI Rubicon Project
$10.11 /

+0.105 (+1.05%)

Hot Stocks
Rubicon Project, Telaria continue to expect deal to close in the 1H20 » 17:48
01/30/20
01/30
17:48
01/30/20
17:48
RUBI

Rubicon Project

$10.11 /

+0.105 (+1.05%)

, TLRA

Telaria

$10.88 /

+0.075 (+0.69%)

On December 19, The…

On December 19, The Rubicon Project (RUBI), Madison Merger and Telaria(TLRA), entered into an Agreement and Plan of Merge pursuant to which, subject to approval of Rubicon Project stockholders and Telaria stockholders and the satisfaction or waiver of other specified closing conditions, Rubicon Project and Telaria will combine in an all-stock merger. At the completion of the merger, Merger Sub will merge with and into Telaria, with Telaria surviving the merger and becoming a wholly owned subsidiary of Rubicon Project. If the merger is completed, each share of Telaria common stock will be converted into the right to receive 1.082, referred to as the exchange ratio, fully paid and nonassessable shares of Rubicon "We continue to be very excited about the pending merger between Telaria and Rubicon Project, and today's filing is another key step towards the completion of this complementary strategic transaction," said Mark Zagorski, Telaria CEO. "CTV continues to drive the growth of our business and exceeded our expectations in the fourth quarter and for the full year. We believe bringing our two companies together will enable us to accelerate the growth of our CTV business and bolster our capabilities in desktop and mobile video." "We are extremely excited about moving closer to the combination of Rubicon Project and Telaria, and going to market as the world's largest independent sell-side advertising platform," said Michael Barrett, President & CEO of Rubicon Project. "Reactions from buyers, publishers, stockholders, analysts and employees have been extremely positive and we look forward to capitalizing on the additional revenue opportunities this combination creates."

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RUBI Rubicon Project
$10.11 /

+0.105 (+1.05%)

01/15/20 Stephens
Google cookie announcement widely anticipated, concerns overblown, says Stephens
01/14/20 SunTrust
SunTrust sees little disruption to Rubicon following Google cookie news
01/09/20 Craig-Hallum
Rubicon Project, Telaria shares can continue to move higher, says Craig-Hallum
12/20/19 Craig-Hallum
Rubicon Project, Telaria price targets raised at Craig-Hallum after merger news
TLRA Telaria
$10.88 /

+0.075 (+0.69%)

Recommendations
Google cookie announcement widely anticipated, concerns overblown, says Stephens » 12:52
01/15/20
01/15
12:52
01/15/20
12:52
RUBI

Rubicon Project

$10.29 /

-0.465 (-4.32%)

, TLRA

Telaria

$11.10 /

-0.44 (-3.81%)

, RAMP

LiveRamp

$43.36 /

+0.06 (+0.14%)

, TTD

Trade Desk

$286.85 /

+2.95 (+1.04%)

, GOOGL

Alphabet Class A

$1,436.41 /

+5.69 (+0.40%)

, GOOG

Alphabet

$1,436.96 /

+5.58 (+0.39%)

Stephens analyst Kyle…

Stephens analyst Kyle Evans said he viewed Google's (GOOGL) announcement yesterday about plans to phase out browser cookies by 2022 as widely anticipated. Although this news may be a slight negative for Rubicon (RUBI) and Telaria (TLRA), as it could shift some targeting premiums on certain inventory away from sell-side of the ad ecosystem, he believes the concerns are overblown and sees both being in an excellent position to benefit longer term from supply chain optimization, the connected TV tailwind and their pending merger. Evans, who keeps his Overweight ratings on both Rubicon and Telaria but put his price targets on their shares under review, sees limited impact to the ad tech group as a whole from the Google announcement. Other advertising technology companies he covers include LiveRamp (RAMP) and Trade Desk (TTD).

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RUBI Rubicon Project
$10.29 /

-0.465 (-4.32%)

01/14/20 SunTrust
SunTrust sees little disruption to Rubicon following Google cookie news
01/09/20 Craig-Hallum
Rubicon Project, Telaria shares can continue to move higher, says Craig-Hallum
12/20/19 Craig-Hallum
Rubicon Project, Telaria price targets raised at Craig-Hallum after merger news
11/07/19 Stephens
Rubicon Project should be bought on any post-earnings weakness, says Stephens
TLRA Telaria
$11.10 /

-0.44 (-3.81%)

11/05/19 Lake Street
Telaria shares should be bought on post-earnings weakness, says Lake Street
RAMP LiveRamp
$43.36 /

+0.06 (+0.14%)

01/15/20 Morgan Stanley
Morgan Stanley says Google cookie news neutral to possibly positive for LiveRamp
12/20/19 Needham
LiveRamp initiated with a Buy at Needham
10/16/19 Morgan Stanley
Morgan Stanley trims targets for 'high multiple' software stocks amid pullback
09/20/19
Fly Intel: Top five analyst upgrades
TTD Trade Desk
$286.85 /

+2.95 (+1.04%)

12/30/19 Rosenblatt
FTC passing on Facebook break-up among Rosenblatt's 2020 Internet predictions
12/06/19 Needham
Trade Desk upgraded to Buy from Hold at Needham
12/06/19 Needham
Trade Desk upgraded to Buy from Hold at Needham
GOOGL Alphabet Class A
$1,436.41 /

+5.69 (+0.40%)

01/15/20 KeyBanc
Criteo shares risk from Google cookie changes to persist, says KeyBanc
01/14/20 Deutsche Bank
AWS changes indicate risk of further deceleration, says Deutsche Bank
01/13/20 Evercore ISI
Alphabet price target raised to $1,600 from $1,350 at Evercore ISI
GOOG Alphabet
$1,436.96 /

+5.58 (+0.39%)

01/14/20 SunTrust
Google announcement prolongs uncertainty for Criteo, says SunTrust
On The Fly
Criteo continues slide as risk from Google cookie changes seen persisting » 10:24
01/15/20
01/15
10:24
01/15/20
10:24
CRTO

Criteo

$14.59 /

-0.69 (-4.52%)

, GOOG

Alphabet

$1,438.31 /

+6.93 (+0.48%)

, GOOGL

Alphabet Class A

$1,437.99 /

+7.27 (+0.51%)

, AAPL

Apple

$315.10 /

+2.31 (+0.74%)

, RUBI

Rubicon Project

$10.49 /

-0.265 (-2.46%)

, RAMP

LiveRamp

$43.12 /

-0.18 (-0.42%)

, TLRA

Telaria

$11.33 /

-0.211 (-1.83%)

Shares of Criteo (CRTO)…

Open Full Text

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CRTO Criteo
$14.59 /

-0.69 (-4.52%)

01/15/20 KeyBanc
Criteo shares risk from Google cookie changes to persist, says KeyBanc
01/14/20 SunTrust
Google announcement prolongs uncertainty for Criteo, says SunTrust
10/31/19 Deutsche Bank
Criteo price target lowered to $26 from $32 at Deutsche Bank
10/31/19 JPMorgan
Criteo downgraded to Underweight from Neutral at JPMorgan
GOOG Alphabet
$1,438.31 /

+6.93 (+0.48%)

01/15/20 Stephens
Google cookie announcement widely anticipated, concerns overblown, says Stephens
01/15/20 Morgan Stanley
Morgan Stanley says Google cookie news neutral to possibly positive for LiveRamp
01/14/20 SunTrust
SunTrust sees little disruption to Rubicon following Google cookie news
GOOGL Alphabet Class A
$1,437.99 /

+7.27 (+0.51%)

01/14/20 Deutsche Bank
AWS changes indicate risk of further deceleration, says Deutsche Bank
AAPL Apple
$315.10 /

+2.31 (+0.74%)

01/15/20 Canaccord
Apple price target raised to $355 from $275 at Canaccord
01/14/20
Fly Intel: Top five analyst downgrades
01/14/20 Longbow
Apple iPhone checks still support above consensus view, says Longbow
RUBI Rubicon Project
$10.49 /

-0.265 (-2.46%)

01/09/20 Craig-Hallum
Rubicon Project, Telaria shares can continue to move higher, says Craig-Hallum
12/20/19 Craig-Hallum
Rubicon Project, Telaria price targets raised at Craig-Hallum after merger news
RAMP LiveRamp
$43.12 /

-0.18 (-0.42%)

12/20/19 Needham
LiveRamp initiated with a Buy at Needham
10/16/19 Morgan Stanley
Morgan Stanley trims targets for 'high multiple' software stocks amid pullback
TLRA Telaria
$11.33 /

-0.211 (-1.83%)

Recommendations
SunTrust sees little disruption to Rubicon following Google cookie news » 16:01
01/14/20
01/14
16:01
01/14/20
16:01
RUBI

Rubicon Project

$10.73 /

+0.08 (+0.75%)

, GOOG

Alphabet

$1,436.14 /

-3.62 (-0.25%)

, TLRA

Telaria

$11.50 /

+0.09 (+0.79%)

SunTrust analyst Matthew…

SunTrust analyst Matthew Thornton maintained a Buy rating and $10 price target on Rubicon (RUBI) following Google's (GOOG) announcement that it is looking to shift from third party cookie tracking in Chrome within the next two years. The analyst sees "less, if any, potential disruption/uncertainty" for Rubicon, and he feels that the company's pending merger with Telaria (TLRA) "further cushions any impact."

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RUBI Rubicon Project
$10.73 /

+0.08 (+0.75%)

01/09/20 Craig-Hallum
Rubicon Project, Telaria shares can continue to move higher, says Craig-Hallum
12/20/19 Craig-Hallum
Rubicon Project, Telaria price targets raised at Craig-Hallum after merger news
11/07/19 Stephens
Rubicon Project should be bought on any post-earnings weakness, says Stephens
11/04/19 Stephens
Stephens starts Rubicon Project at Overweight with $12 price target
GOOG Alphabet
$1,436.14 /

-3.62 (-0.25%)

01/14/20 SunTrust
Google announcement prolongs uncertainty for Criteo, says SunTrust
01/14/20 Deutsche Bank
AWS changes indicate risk of further deceleration, says Deutsche Bank
01/10/20
Fly Intel: Top five analyst initiations
01/10/20 Bernstein
Alphabet initiated with an Outperform at Bernstein
TLRA Telaria
$11.50 /

+0.09 (+0.79%)

11/05/19 Lake Street
Telaria shares should be bought on post-earnings weakness, says Lake Street
11/05/19 Stephens
Telaria initiated with an Overweight at Stephens
Recommendations
Rubicon Project, Telaria shares can continue to move higher, says Craig-Hallum » 08:52
01/09/20
01/09
08:52
01/09/20
08:52
RUBI

Rubicon Project

$10.52 /

+0.025 (+0.24%)

, TLRA

Telaria

$11.33 /

-0.13 (-1.13%)

Craig-Hallum analyst…

Craig-Hallum analyst Jason Kreyer notes that Rubicon Project (RUBI) and Telaria (TLRA) shares have "shot out of a cannon" since their announced merger nearly a month ago. The analyst believes the optimism in shares ties to the combined organization becoming a scaled-up ad tech platform poised to consolidate spend. Kreyer views the NewCo as a scaled platform company growing sales 20%-30% with about 25% EBITDA margins, and believes shares could continue to move higher. He has Buy rating on both names.

ShowHide Related Items >><<
RUBI Rubicon Project
$10.52 /

+0.025 (+0.24%)

12/20/19 Craig-Hallum
Rubicon Project, Telaria price targets raised at Craig-Hallum after merger news
11/07/19 Stephens
Rubicon Project should be bought on any post-earnings weakness, says Stephens
11/04/19 Stephens
Stephens starts Rubicon Project at Overweight with $12 price target
11/04/19 Stephens
Rubicon Project initiated with an Overweight at Stephens
TLRA Telaria
$11.33 /

-0.13 (-1.13%)

11/05/19 Lake Street
Telaria shares should be bought on post-earnings weakness, says Lake Street
11/05/19 Stephens
Telaria initiated with an Overweight at Stephens
09/19/19 Craig-Hallum
Google move to first-price auctions driving up CPMs for publishers, says Craig-Hallum

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