Stocks in Play - 7th August 2026

Today in Focus: TEAM, PUBM and Alerts

Aug 07, 2026

Trading Services I Use:

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Market Below all MAs, Cautious Approach

Commentary:

Yields, Dollar and Oil red going into today. The current environment is difficult. I’d compare it at the moment to February/March period where honestly it was so hard to pick the stock that would get the follow through. In easy markets it’s simply more obvious! Plenty of gappers this week but very difficult to pick the right one.

We had a strong breakout across the board and some rest. We obviously don’t want this turning into a failed breakout but right now it’s acting naturally. Today we are gapping up strongly. I’m leaning bullish right now. No need to overthink it. Just hoping we can see some follow through in quality names.

I’ve had a difficult week in terms of routine. Everything that could possibly disrupt me did! The newsletter had to take a back seat as did trading.

Main picks posted below but I also have alerts set on FROG, ACMR, TWLO, FRD

In Play:

TEAM: Strong Earnings and Acceleration, Turnaround

Key Metrics TEAM:

Industry Group: Software - Application, Market Cap: 27.96B, Float: 157.57, Short Interest: 11.20%, Days to Cover: 3.42, Earnings: 8/6/2026 4:30:00 PM, Exchange: NMS

Catalyst:

Strong Beat on Revs, EPS and Acceleration in ARR and RPOs. If Software is going to work then simply put TEAM is going to work.

🔹 Revenue: $1.766B (Est. $1.66B) 🟢; +28% YoY
🔹 Adj. EPS: $1.87 (Est. $1.50 / Zacks $1.48) 🟢; +91% YoY
🔹 GAAP EPS: $0.55; vs. $(0.09) YoY
🔹 GAAP Operating Margin: 12%; +14 ppt YoY
🔹 Non-GAAP Operating Margin: 36%; +12 ppt YoY
🔹 GAAP Gross Margin: 87%; >+3 ppt YoY
🔹 Non-GAAP Gross Margin: 89%
🔹 Cloud Revenue: $1.213B; +31% YoY
🔹 Subscription ARR: $6.606B; +23% YoY
🔹 RPO: $4.817B; +44% YoY
🔹 Quarterly FCF: $475M (27% margin)

Next-Quarter Guidance (Q1 FY27)
🔹 Revenue: $1.705–1.715B (midpoint $1.710B vs. prior consensus ~$1.65–1.67B) 🟢
🔹 Cloud growth: ~28.5% YoY
🔹 Non-GAAP Operating Margin: ~28.5%

FY Guidance (FY27)
🔹 Subscription ARR growth: ~18%
🔹 Total Revenue growth: ~13%
🔹 Cloud growth: ~25.5%
🔹 Non-GAAP Operating Margin: ~25%

“Q4 closes out a year that proves our long-term strategy is paying off. Total revenue grew 28% year-over-year to $1.8 billion, Cloud revenue growth accelerated to 31% year-over-year, and our MCP server and Teamwork Graph CLI surpassed one million monthly active users, more than doubling in a single quarter. In the AI era, context is the edge but it’s hard to build and can’t be hired. Thanks to 25 years of connecting teams, customers get one of the best context graphs for orchestrating agentic workflows.”
Source: Press Release / CEO Mike Cannon-Brookes

PUBM: Double Digit Revs Acceleration, Beats on Revs, EPS, and Guide

Key Metrics PUBM:

Industry Group: Software - Application, Market Cap: 858.28M, Float: 37.62, Short Interest: 7.83%, Days to Cover: 4.79, Earnings: 8/6/2026 4:30:00 PM, Exchange: NGM

Catalyst:

Growth Inflection, Beat on all metrics and raised Full Year Guidance. Weekly chart is neglected and the stock is performing in massive contrast to the traditional leader in this segment TTD (Which is being disrupted). Possibly a thin stock so beware but definitely has strong potential.

Q2 Results
🔹 Revenue: $78.6M (Est. $69.0–69.15M) 🟢; +11% YoY
🔹 Adj. / Non-GAAP EPS: $0.12 (Est. −$0.01 to $0.03; range noted) 🟢; +140% YoY from $0.05
🔹 GAAP EPS: $(0.03); improved from $(0.11) YoY
🔹 Adj. EBITDA: $19.6M / 25% margin (Est. ~$9.06M) 🟢; +38% YoY from $14.2M / 20%
🔹 Operating income: $0.58M (positive vs. prior-year loss)
🔹 Free cash flow: $13.7M; +47% YoY
🔹 Impressions processed: 92 trillion; +18% YoY
🔹 Cost of revenue per million impressions: −20% TTM

Next-Quarter Guidance
🔹 Revenue: $75–77M (midpoint $76M vs. Est. ~$70.8–71.1M) 🟢
🔹 Adj. EBITDA: $17–19M (midpoint $18M vs. Est. ~$10.9M) 🟢

Segment / Mix Detail
CTV, mobile app + emerging ~60% of revenue.
🔹 CTV: ~20% of revenue; +13% YoY globally (+25% Americas)
🔹 Mobile app: ~25% of revenue; >+40% YoY
🔹 Emerging (Activate, Commerce Media, Connect, AI solutions): ~15% of revenue; ~+100% YoY

“The second quarter marked an important inflection point for PubMatic. We delivered double-digit revenue growth earlier than anticipated, expanded profitability and strengthened our competitive position across AgenticOS, CTV, and mobile app. AI is transforming how digital advertising is planned, activated and optimized, increasing the emphasis on performance advertising. Our AI-native infrastructure and proprietary intelligence consistently deliver better performance, faster execution and greater efficiency for customers. Every interaction strengthens that intelligence, creating a compounding advantage that is difficult to replicate.”

Source: Press Release (CEO Rajeev Goel)