Update shared on 26 Nov 2025
Fair value Decreased 4.74%Analysts have revised Magnite's price target downward from $28.19 to $26.86, citing reduced revenue growth expectations and lower profit margin forecasts as key factors in the updated valuation.
What's in the News
- Magnite introduces Live Scheduler, a first-of-its-kind tool within SpringServe. This tool enables media owners to plan, activate, and measure ads around live events, supporting more precise campaign planning for buyers and DSPs such as Amazon. (Key Developments)
- Viant Technology expands its partnership with Magnite's SpringServe by offering direct integration, which enhances transparency and efficiency for connected TV (CTV) advertising and supports publisher control. (Key Developments)
- ITN and Magnite launch the first LocalLinear TV Private Marketplace. This initiative allows programmatic activation of local broadcast inventory with digital-like controls and workflow, advancing the convergence of linear and digital advertising channels. (Key Developments)
- The Digital News Publishers Association (DNPA) partners with Magnite Access, enabling DNPA members to use self-service tools for segment discovery and activation. This partnership facilitates shared data infrastructure and audience packaging across premium publisher inventory. (Key Developments)
- OpenAI aims to build in-house ad infrastructure for ChatGPT, a move that may impact industry players such as Magnite, according to a recent job listing highlighted by ADWEEK. (ADWEEK)
Valuation Changes
- Consensus Analyst Price Target has decreased from $28.19 to $26.86.
- Discount Rate has risen slightly from 6.99% to 7.02%.
- Revenue Growth Forecast has fallen significantly from 5.14% to 2.84%.
- Net Profit Margin Outlook has declined sharply from 23.79% to 10.17%.
- Future P/E Ratio estimate has more than doubled. It increased from 26.8x to 61.4x.
Disclaimer
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