Ittai Kidron
Ittai Kidron is one of Wall Street's most closely followed equity research analysts covering the digital advertising and AdTech sector. As a Managing Director at Oppenheimer & Co., he provides institutional investors with in-depth analysis of publicly traded AdTech and internet companies, including The Trade Desk, Magnite, PubMatic, DoubleVerify, and Integral Ad Science. His research notes and price target changes routinely move stock prices and shape the narrative around programmatic advertising's growth trajectory, making him a critical bridge between the AdTech industry and the capital markets. Kidron has built a reputation for deep sector expertise, tracking the structural shifts in digital advertising including the rise of connected TV (CTV) advertising, the deprecation of third-party cookies, the growth of retail media networks, and the ongoing consolidation across the supply chain. His earnings previews, industry surveys, and thematic research reports are widely read by both investors and AdTech executives seeking to understand how Wall Street perceives their competitive positioning and growth prospects. With well over a decade covering internet and digital advertising equities, Kidron has become a fixture at major AdTech and media industry conferences, where his perspectives on public company valuations and sector trends carry significant weight. His coverage has spanned multiple market cycles, giving him a longitudinal view of how programmatic advertising has matured from a nascent technology into a core pillar of global marketing spend.
Last updated Jun 6, 2026 by the ATDb Editorial Team
- Years in industry
- 15 years
Bio
Ittai Kidron is one of Wall Street's most closely followed equity research analysts covering the digital advertising and AdTech sector. As a Managing Director at Oppenheimer & Co., he provides institutional investors with in-depth analysis of publicly traded AdTech and internet companies, including The Trade Desk, Magnite, PubMatic, DoubleVerify, and Integral Ad Science. His research notes and price target changes routinely move stock prices and shape the narrative around programmatic advertising's growth trajectory, making him a critical bridge between the AdTech industry and the capital markets. Kidron has built a reputation for deep sector expertise, tracking the structural shifts in digital advertising including the rise of connected TV (CTV) advertising, the deprecation of third-party cookies, the growth of retail media networks, and the ongoing consolidation across the supply chain. His earnings previews, industry surveys, and thematic research reports are widely read by both investors and AdTech executives seeking to understand how Wall Street perceives their competitive positioning and growth prospects. With well over a decade covering internet and digital advertising equities, Kidron has become a fixture at major AdTech and media industry conferences, where his perspectives on public company valuations and sector trends carry significant weight. His coverage has spanned multiple market cycles, giving him a longitudinal view of how programmatic advertising has matured from a nascent technology into a core pillar of global marketing spend.
Career
Senior Analyst, Equity Research
Oppenheimer & Co. · prior to MD promotion
Expertise & education
Expertise
Speaking topics
Recognition
Notable achievements
- Long-tenured lead analyst covering The Trade Desk, one of the highest-profile AdTech stocks on Wall Street
- Research coverage spans the full AdTech ecosystem including SSPs (Magnite, PubMatic), DSPs (The Trade Desk), and measurement firms (DoubleVerify, IAS)
- Analyst reports and price target revisions routinely cited in major financial and trade press including Bloomberg, Reuters, and Adweek
Publications
- Oppenheimer Equity Research: Digital Advertising & AdTech sector reports (ongoing)