Managing Director, Equity Research at Oppenheimer & Co.
Kidron is known for his influential equity research on public AdTech companies at Oppenheimer, where his analyst ratings and price targets on firms like The Trade Desk and Magnite are closely watched by institutional investors and industry insiders alike.
Last updated Mar 28, 2026 by AI Enrichment
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.
Oppenheimer & Co. (prior to MD promotion)