Added to YB: 2026-05-01
Pitch date: 2026-04-29
MNTN [bullish]
MNTN, Inc.
-1.26%
current return
Author Info
No bio for this author
Company Info
MNTN, Inc. operates a technology platform that brings performance marketing to Connected TV. Its self-serve technology makes running TV ads as easy as search and social and helps brands to drive measurable conversions, revenue, site visits, and more.
Market Cap
$738.7M
Pitch Price
$9.55
Price Target
22.55 (+139%)
Dividend
N/A
EV/EBITDA
19.71
P/E
-76.92
EV/Sales
1.82
Sector
Media
Category
value
MNTN, Inc. (NYSE: MNTN) - when the market hands you a 70% discount on a profitable category leader?
MNTN: Self-serve CTV ad platform for SMBs, grew rev 36% YoY to $348M FY25, Q4 gross margin 82%, swung to $34.5M net profit from $4M loss. QuickFrame AI (5K users) vertically integrates creative+buying, lowering barrier for 97% of advertisers who never ran TV ads. Trading $10 vs $32 high, ~5.5x EV/EBITDA on FY26 guide ($345-355M rev, $95-100M EBITDA). Clean balance sheet: $210M cash, zero debt. Risks: big-tech competition (Roku/Hulu/Amazon), SMB ad cyclicality, AI commoditization. PT $36 (~50% IRR over 3yr) on 23x FY28 EPS of $1.55. Analyst consensus $22.55 (+124% upside). M&A optionality.
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