Connected TV And Programmatic Technologies Will Transform Digital Advertising

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

12 Jul 25

Updated

15 Jun 26

Views

25

15 Jun

US$19.08

AnalystHighTarget's Fair Value

US$33.37

42.8% undervalued

1Y

-20.9%

7D

9.3%

Loading

1Y

-20.9%

7D

9.3%

Author's Valuation

US$33.3742.8% undervalued

AnalystHighTarget Fair Value

Shared on 15 Jun 26

Fair value Decreased 1.44%

MGNI: Expanded Walmart Data And CTV Partnerships Will Support Higher Multiple

Magnite deepens its work with Walmart’s ad business, giving brands more ways to use Walmart’s customer data for streaming and retail-focused ads across major buying platforms. New analyst notes also point to fresh partnerships and AI tools as upside—while a leadership change adds a watch item.

0 views

Shared on 01 Jun 26

Fair value Decreased 1.48%

MGNI: Expanded Walmart Data Partnership Will Support Higher Future Trading Multiple

Magnite deepens its relationship with Walmart, helping Walmart use its own customer data to target ads across more platforms—something some analysts see as a key vote of confidence for Magnite’s role in streaming TV and retail-focused advertising. The company also rolls out new AI tools and wins more media partners, while analysts tweak their expectations on future growth and profitability.

2 views

Shared on 19 Mar 26

Fair value Decreased 6.01%

MGNI: CTV Momentum And Buybacks Will Support Higher Future Multiple

Narrative Update on Magnite The updated analyst price target for Magnite has shifted alongside a lower modeled fair value and P/E multiple, with price objectives across the Street now clustering in a reduced $16 to $30 range. Analysts attribute this to strong recent execution, combined with a reset in digital adtech and broader market multiples.

1 view

Shared on 21 Jan 26

Fair value Increased 1.14%

MGNI: Streaming Partnerships Will Support Higher Future Multiple Despite Softer Forecasts

Analysts have nudged their fair value estimate for Magnite to about $36.56 from roughly $36.15, reflecting updated views on revenue growth, profit margins, and a higher assumed future P/E multiple near 68x. What's in the News America's Test Kitchen selected Magnite and PubMatic to power programmatic monetization across its Free Ad-Supported Streaming TV channels on major connected TV platforms, giving brands access to 24/7 cooking content and younger streaming focused households (Key Developments).

2 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$33.37

42.8% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

6.81%

Historical revenue growth rate

13.05%

Media revenue growth rate

0.12%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.16%

Calculation

US$141.53m

Earnings '29

x

42.10x

PE Ratio '29

=

US$5.96b

Market Cap '29

US$5.96b

Market Cap '29

/

145.69m

No. shares '29

=

US$40.90

Share Price '29

US$40.90 Share Price '29

Discounted to 2026 @ 7.19% p.a.

=

US$33.21

Fair Value '26