JMP raises MNTN stock price target to $30 on SMB advertising growth

Published 29/07/2025, 10:48
JMP raises MNTN stock price target to $30 on SMB advertising growth

Investing.com - JMP Securities has raised its price target on MNTN Inc (OTC:MNTN) to $30.00 from $23.00 while maintaining a Market Outperform rating ahead of the company’s first quarterly report as a public company. The stock, currently trading at $28, sits near its 52-week high of $32.49, though InvestingPro analysis suggests the stock may be overvalued at current levels.

MNTN is scheduled to report its first earnings as a public company on Tuesday, August 5, 2025, after market close, with JMP expecting results to exceed both their own and consensus expectations. With a robust gross profit margin of 72% and an overall "GOOD" financial health rating from InvestingPro, investors will be watching closely.

The firm acknowledges that comparisons will become more difficult in the second quarter of 2025 and that expectations have likely increased, as MNTN shares currently trade at a 75% premium to the company’s IPO price of $16.

JMP cites healthy macroeconomic advertising conditions based on their market checks and better-than-expected early advertising-based earnings reports from other companies in the sector.

The investment firm believes MNTN’s business model of helping small and medium-sized businesses scale performance-based connected TV advertising campaigns remains intact and could lead to persistent 30% growth, supported by high incremental margins and a significant total addressable market.

In other recent news, MNTN Inc has garnered significant attention from several financial firms, highlighting its position in the connected TV advertising sector. Tigress Financial Partners initiated coverage with a buy rating and a $28 price target, emphasizing MNTN’s innovative approach in democratizing access to premium TV inventory and its AI-powered audience targeting capabilities. Raymond (NSE:RYMD) James also initiated coverage with an outperform rating and a $27 price target, pointing out MNTN’s focus on small and medium-sized businesses as a key advantage in the digital advertising landscape. Susquehanna provided a positive rating with a $38 price target, recognizing MNTN as a leader in performance marketing for connected TV, which is a rapidly growing segment. Meanwhile, Citi offered a neutral rating with a $22 price target, noting MNTN’s pioneering role in performance-based connected TV advertising. Morgan Stanley (NYSE:MS) initiated coverage with an equalweight rating and a $20 price target, highlighting the company’s platform that allows advertisers to track the impact of their ads on conversions and revenue. These developments reflect the growing interest in MNTN’s capabilities and its strategic focus on an underserved market segment.

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