Skip to content
SK

Shweta Khajuria

Analyst

Shweta Khajuria is one of Wall Street's most closely followed equity research analysts covering the digital advertising and internet sector, known for her rigorous financial modeling and deep understanding of the programmatic advertising ecosystem. At Evercore ISI, she provides institutional investors with coverage of major AdTech and internet platforms including The Trade Desk, Alphabet (Google), Meta, and emerging players in connected TV and retail media, making her a key voice bridging the investment community and the AdTech industry. Khajuria has built a reputation for her nuanced analysis of structural shifts in digital advertising, including the deprecation of third-party cookies, the rise of retail media networks, and the monetization dynamics of CTV inventory. Her research notes are frequently cited in trade publications and have influenced how institutional capital flows into AdTech equities. She is known for asking pointed questions on earnings calls that often surface issues of broad industry interest. Before joining Evercore ISI, Khajuria held equity research roles at other financial institutions where she developed her coverage of internet and digital media companies. Her ability to translate complex AdTech mechanics — such as auction dynamics, identity resolution, and supply path optimization — into investment-relevant frameworks has made her a trusted resource for both buy-side investors and AdTech executives seeking to understand market perception of their businesses.

Last updated Jul 10, 2026 by ATDb automated enrichment

Role
Senior Research Analyst, Internet & Digital Advertising
Company
Evercore ISI
Based
New York, New York, United States
Years in industry
15 years

Bio

Shweta Khajuria is one of Wall Street's most closely followed equity research analysts covering the digital advertising and internet sector, known for her rigorous financial modeling and deep understanding of the programmatic advertising ecosystem. At Evercore ISI, she provides institutional investors with coverage of major AdTech and internet platforms including The Trade Desk, Alphabet (Google), Meta, and emerging players in connected TV and retail media, making her a key voice bridging the investment community and the AdTech industry. Khajuria has built a reputation for her nuanced analysis of structural shifts in digital advertising, including the deprecation of third-party cookies, the rise of retail media networks, and the monetization dynamics of CTV inventory. Her research notes are frequently cited in trade publications and have influenced how institutional capital flows into AdTech equities. She is known for asking pointed questions on earnings calls that often surface issues of broad industry interest. Before joining Evercore ISI, Khajuria held equity research roles at other financial institutions where she developed her coverage of internet and digital media companies. Her ability to translate complex AdTech mechanics — such as auction dynamics, identity resolution, and supply path optimization — into investment-relevant frameworks has made her a trusted resource for both buy-side investors and AdTech executives seeking to understand market perception of their businesses.

Career

  • Equity Research Analyst, Internet

    RBC Capital Markets · 2018-2021

  • Equity Research Associate

    RBC Capital Markets · 2015-2018

Expertise & education

Expertise

Programmatic AdvertisingDigital Advertising Equity ResearchRetail Media Network EconomicsConnected TV (CTV) MonetizationInternet Platform AnalysisThird-Party Cookie DeprecationAdTech Valuation ModelingIdentity Resolution

Education

  • MBA, Finance (inferred from career trajectory)
  • Bachelor's Degree (specific institution not publicly confirmed)

Speaking topics

Digital Advertising Market OutlookRetail Media Network ValuationsCTV and Streaming MonetizationProgrammatic Ecosystem DynamicsCookie Deprecation and Identity Solutions Impact on Ad Markets

Recognition

Notable achievements

  • Widely cited research on retail media network economics influencing institutional investment in AdTech sector
  • Regular coverage of The Trade Desk, Google, and Meta earnings providing market-moving analysis for institutional investors
  • Recognized for translating complex programmatic and AdTech mechanics into actionable investment frameworks

Publications

  • Evercore ISI equity research reports on digital advertising and internet platforms (institutional distribution)