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RTRTB

RTB Digital Inc

$RTB·$109M·Software - Application·Technology
$10.54+2.2%YTD+84.3%1Y+1.7%
Price updated 3m ago
RTRTB
$RTBRTB Digital Inc
$10.55+2.18%0 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $RTB on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

0X posts · last 7 days
No mention history yet

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $RTB — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Too early to tellWinding up for a moveAI verdict · as of 2026-09-25

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Small-cap Roundtable pitching a Coinbase-powered DeFi media payment platform with 2027 revenue projections

RTB Digital operates as Roundtable, a media technology company that just launched a real-time DeFi payment platform powered by Coinbase, and the story is a big-revenue projection on a small existing base.

  • The stock is up 85% year-to-date and 1.7% over twelve months at a $109M market cap; revenue was $2.3M last quarter with an -8x operating margin.
  • Management projected $90M-$100M in 2027 revenue and annualized adjusted EBITDA-positive operations, and Roundtable clarified a 10-year, $1B platform partnership structure.
  • Jason Christopher Dorsett filed Schedule 13D Amendment No. 1 disclosing 29.9% beneficial ownership acquired with personal funds, and former UK PM Liz Truss joined the board.

Any durable rerate needs the platform to close its first meaningful revenue contracts against the $90-$100M 2027 projection.

Nothing here is investment advice.

What to watch: First meaningful revenue from the Coinbase-powered DeFi payment platform, progress against the $90M-$100M 2027 revenue projection, cash-runway math, and any additional strategic board appointments.

On the calendar: 2026-11-14 — Q3 2026 earnings (approximate; company confirms)

Read the AI verdict on $RTB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Web3 media platform enabling independent journalists and media brands to distribute and monetize content via blockchain.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $RTB.

Software - Application · Technology

Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating while pure-play SaaS without clear AI differentiation faces flat NDR and rate-compressed multiples. IGV -9.7% T12M reflects the laggard drag on the index.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+0.6%YTD
-7.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-0.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-42.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-138%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-19.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
11.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-129%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
8.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 14, 2026$-1.24$1.40-188.6%
Q1 2026May 14, 2026$-2.67$2.10-227.1%
Q1 2026Apr 15, 2026$-4.25$-2.80-51.8%
Q3 2025Nov 14, 2025$-2.39$-4.55+47.5%
Next earningsFri, Nov 13·consensus EPS $-0.70

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$2.3M-16.3%37.4%-384%$-1.24$-3.1M
Q1 FY26$2.5M+437.1%-2.8%-82.8%$-2.67$-2.1M
Q4 FY25$2.8M—2.2%-78.6%$-4.25$-16.8M
Q3 FY25$2.8M—1.1%-43.2%$-2.39$-2.0M

Forward consensus

1-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$95.0M$95.0M – $95.0M$2.10$2.10 – $2.101

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.40%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-23.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+19.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuySep 21Dorsett Jason Christopher10% owner11.0K sh$92KBuySep 17Dorsett Jason Christopher10% owner19.0K sh$197K
+ 2 other (1 exempt · 1 other) in window

See when $RTB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentSep 21SC 13D/A
AI summary

Jason Christopher Dorsett (private investor, San Juan, Puerto Rico) filed Amendment No. 1 to his Schedule 13D on RTB Digital, Inc. on September 17, 2026, reporting beneficial ownership of 4,193,028 shares of common stock representing approximately 29.9% of outstanding shares, acquired using personal funds for investment purposes. At nearly 30%, Dorsett is RTB Digital's largest disclosed individual stakeholder; the amendment updates prior ownership disclosures with no stated activist intent.

8-KMaterial agreementSep 188-K — Item 1.01: Material agreement
8-KPress release / Reg FDSep 188-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KOfficer or director changeSep 168-K — Item 5.02: Officer or director change
AI summary

RTB Digital, Inc. (RTB) filed an 8-K reporting an officer or director change (Item 5.02) effective September 10, 2026; the excerpt shows only the cover page with no detail on the specific individual or role affected. For a small-cap digital advertising company, executive changes can signal operational transition or restructuring activity.

8-KPress release / Reg FDSep 158-K — Item 7.01: Press release / Reg FD
AI summary

RTB Digital, Inc. (RTB) filed an 8-K under Item 7.01 (Reg FD disclosure) on September 15, 2026, furnishing investor presentation materials; the excerpt shows only the cover page with no information on the topic covered. This is a routine compliance filing accompanying an investor communication.

8-KUnregistered equity saleSep 98-K — Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

RTB Digital, Inc. (RTB) filed an 8-K on September 4, 2026, disclosing unregistered equity sales (Item 3.02) alongside another material event (Item 8.01). The excerpt contains only the cover page. Unregistered equity issuances at a small-cap company are typically dilutive private placements and are material to existing shareholders.

3New insider — initial holdingsJul 273
AI summary

Jason Christopher Dorsett filed a Form 3 for RTB Digital, Inc. (RTB), reporting initial direct ownership of 4,174,028 shares of common stock as of May 26, 2026, in his capacity as both a director and 10%+ owner. The filing was submitted on July 27, 2026 — approximately two months after the triggering event. The 4.17M-share position represents a significant insider stake in this small-cap digital advertising company.

SC 13DActivist position (5%+)Jun 26SC 13D
+ 29 other (7 3s · 6 8-Ks · 5 routine 8-Ks · 3 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Powered by Coinbase, Roundtable's Real-Time DeFi Media Payment Platform Goes Live $100 Million Ad Ecosystem to Migrate; RTB Shares Begin Trading on Coinbase Todayglobenewswire.com·2d agoRoundtable Files 8-K: Projects $90-$100 Million in 2027 Revenue and Annualized Adjusted EBITDA-Positive Operationsglobenewswire.com·3d agoRoundtable Clarifies Structure, Equity and Economics of 10-Year, $1 Billion Platform Partnershipglobenewswire.com·7d agoFormer United Kingdom Prime Minister Liz Truss Joins Roundtable Board of Directors, to Lead European Press Coalitionglobenewswire.com·7d agoParadium.AI Signs 10-Year Strategic Platform Agreement with Roundtable (Nasdaq: RTB)businesswire.com·8d ago

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Voices on X · last 7 days

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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