Buy Or Sell Opportunity • Aug 13
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 94% to €21.30. The fair value is estimated to be €17.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are forecast to decline by 0.1% per annum over the same time period. Valuation Update With 7 Day Price Move • Aug 12
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €20.90, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 13x in the Media industry in Italy. Total returns to shareholders of 5.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €17.12 per share. Recent Insider Transactions • Aug 09
President of Revenue & Market Strategy recently sold €803k worth of stock On the 6th of August, Sean Buckley sold around 38k shares on-market at roughly €20.87 per share. This transaction amounted to 62% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.9m more than they bought in the last 12 months. Reported Earnings • Aug 06
Second quarter 2026 earnings released: EPS: US$0.14 (vs US$0.079 in 2Q 2025) Second quarter 2026 results: EPS: US$0.14 (up from US$0.079 in 2Q 2025). Revenue: US$192.8m (up 11% from 2Q 2025). Net income: US$19.4m (up 74% from 2Q 2025). Profit margin: 10.0% (up from 6.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Italy. Anuncio • Jul 08
Magnite, Inc. to Report Q2, 2026 Results on Aug 05, 2026 Magnite, Inc. announced that they will report Q2, 2026 results After-Market on Aug 05, 2026 Valuation Update With 7 Day Price Move • Jun 17
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €16.24, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 8x in the Media industry in Italy. Total returns to shareholders of 5.7% over the past year. Anuncio • Jun 13
Magnite, Inc. Introduces Magnite Orchestration Magnite announced the launch of Magnite Orchestration, a coordination layer that enables buyers to connect their buyer agents to Magnite's seller agent and build on the industry's largest pool of premium inventory, supply-side intelligence, and automation. Magnite is also expanding its buyer agent and seller agent capabilities, and is testing with partners including dentsu and DIRECTV Advertising. Magnite Orchestration connects agents within a shared environment, allowing AI-driven buying systems to seamlessly discover, evaluate, and activate premium omnichannel inventory. Buyers, publishers, and data providers can also make proprietary audiences available to agents, allowing those audiences to be packaged directly alongside premium supply for a more interoperable ecosystem. As part of its beta participation, dentsu integrated dentsu.Audiences segments into Magnite, enabling teams to surface proprietary audience data when relevant to a campaign. Magnite’s buyer and seller agents streamline the end-to-end advertising workflow, enabling publishers and buyers to plan, package, discover, and activate campaigns more efficiently. Through the Magnite Seller Agent, publishers will be able to: Create custom inventory and audience packages, with flexible pricing and targeting controls. Make publisher inventory discoverable and purchasable by buyer agents to facilitate agent-to-agent transactions. Buyers have the ability to connect their own buyer agents into Magnite Orchestration, leveraging open integrations that enable interoperability across preferred planning, activation, and optimization tools. They can also use the Magnite Buyer Agent to: Create media plans from a simple RFP and discover available supply and audience opportunities. Generate creatives and launch omnichannel campaigns across CTV home screens, audio, and other high-impact formats through a single workflow. Board Change • May 20
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. Independent Director Dave Pearson was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. New Risk • May 07
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 1.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (25% average weekly change). Earnings are forecast to decline by an average of 1.8% per year for the foreseeable future. Reported Earnings • May 07
First quarter 2026 earnings released: EPS: US$0.031 (vs US$0.068 loss in 1Q 2025) First quarter 2026 results: EPS: US$0.031 (up from US$0.068 loss in 1Q 2025). Revenue: US$164.4m (up 5.5% from 1Q 2025). Net income: US$4.41m (up US$14.0m from 1Q 2025). Profit margin: 2.7% (up from net loss in 1Q 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Media industry in Italy. Anuncio • Apr 29
Magnite Unveils New AI-Powered Intelligent Assistance And Agentic Execution Capabilities Magnite announced a major expansion of AI capabilities to enhance human decision-making for both media owners and buyers. Magnite is advancing the ad mediation technology within its SpringServe video platform to provide media owners with a more centralized view of monetization and greater control over how demand is activated and optimized. New AI-supported mediation features being added include anomaly detection to identify shifts in auction performance, demand path optimization to improve efficiency, and dynamic pricing tools that adjust to changing market conditions. Magnite is advancing agentic AI-driven tools, including a new buyer agent, to help the industry streamline activation, optimization and performance management. Kepler and MiQ are launching tests using the Magnite buyer agent, with access to inventory from Disney Advertising. Magnite is also working with Publicis Media Exchange (PMX) to drive innovation on behalf of marketers. Magnite’s approach to agentic innovation is centered on interoperability and optionality. In addition to developing its own buyer and seller agents, Magnite will continue to collaborate with partners that choose to utilize third-party agents to enable more flexible, connected workflows. By advancing mediation within SpringServe, publishers gain clearer visibility into performance, automate optimization, and make more confident decisions about their business. Magnite’s work with AI agents is streamlining how campaigns are executed and optimized. Together, these innovations reflect a broader vision to build a more connected, intelligent platform that improves outcomes for both buyers and sellers. Board Change • Apr 23
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. Independent Director Dave Pearson was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Anuncio • Apr 22
Magnite, Inc., Annual General Meeting, Jun 08, 2026 Magnite, Inc., Annual General Meeting, Jun 08, 2026. Anuncio • Apr 21
Magnite, Inc. Announces Retirement of David Day as Chief Financial Officer, Effective September 30, 2026 Magnite, Inc. announced the retirement of David Day, Chief Financial Officer (CFO). Mr. Day is expected to serve as CFO through September 30, 2026 and then as a special advisor through May 31, 2027 to assist with an orderly transition. The Board of Directors has initiated a comprehensive search for a new CFO, which will include both external and internal candidates, and Mr. Day will actively participate in the process to find his successor. Mr. Day has been a cornerstone of Magnite’s leadership team, overseeing the company’s global financial operations, including planning, accounting, reporting, financial systems, tax, treasury, and investor relations. His tenure is marked by the pivotal 2020 merger between Rubicon Project and Telaria, and acquisition of SpotX and SpringServe, where he played a critical role in the financing, integration and the subsequent scaling of the unified Magnite brand. Prior to his role at Magnite, Mr. Day held executive roles at several high-growth technology companies including Overture Services, Yahoo! Search Marketing, Spot Runner and ReachLocal. Mr. Day began his career in public accounting with Arthur Andersen and PricewaterhouseCoopers, including an overseas assignment in Frankfurt, Germany. Anuncio • Apr 07
Magnite, Inc. to Report Q1, 2026 Results on May 06, 2026 Magnite, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026 Anuncio • Feb 26
Magnite, Inc. (NasdaqGS:MGNI) announces an Equity Buyback for $200 million worth of its shares. Magnite, Inc. (NasdaqGS:MGNI) announces a share repurchase program. Under the program, the company will repurchase up to $200 million worth of its common stock. The program is valid till February 29, 2028. Valuation Update With 7 Day Price Move • Feb 09
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to €9.55, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 9x in the Media industry in Italy. Valuation Update With 7 Day Price Move • Jan 26
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to €12.20, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 9x in the Media industry in Italy. Anuncio • Jan 23
Magnite, Inc. to Report Q4, 2025 Results on Feb 25, 2026 Magnite, Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026 Board Change • Jan 15
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. Independent Director Dave Pearson was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Anuncio • Nov 19
Magnite Introduced Live Scheduler Magnite introduces Live Scheduler, an industry-first offering. Live Scheduler helps media owners easily plan, activate, and measure ads around live events, from major sports matches to political debates, through a standardized framework that turns real-time moments into scalable opportunities. Media owners can use Live Scheduler within Magnite's SpringServe platform to create upcoming live event ad opportunities and share key details like event name, timing, sport, league, broadcaster, and concurrency estimates. This structure reduces fragmentation in live streaming and helps media owners maximize outcomes across live environments. Buyers and DSPs, including Amazon DSP, gain clearer visibility into upcoming live inventory, allowing them to plan and pace campaigns more precisely to reach engaged audiences when attention is highest. Magnite's proven live infrastructure has powered many of the world's key live streaming moments, from global sporting events to entertainment tentpoles, and helps top streaming media owners drive performance improvements through its Live Stream Acceleration (LSA) technology. The introduction of Live Scheduler builds on this foundation to meet the evolving needs of real-time streaming environments. Anuncio • Oct 30
ITN and Magnite Empower Advertisers with Programmatic Access to Local Linear TV Through New Private Marketplace ITN and Magnite announced the launch of the industry's first LocalLinear TV Private Marketplace designed to close the programmatic gap for local broadcast. This new functionality allows buyers to replicate digital-like workflows seamlessly, offering: Self-service deal ID creation; Precision controls for geo targeting, daypart, affiliate, program, and genre; Auto-bidding for delivery management; Digital-like delivery dashboards. The result is a new level of flexibility, visibility, and automation for linear TV--while ensuring local stations retain full control of their inventory. Through this collaboration, local linear TV inventory is available through Magnite's ClearLine platform, where buyers can discover, package, and activate video ad campaigns. Within Magnite's ClearLine solution, buyers can now access local linear TV and digital video programmatically in one place. This advancement combines the scale, reach, and cultural impact of local broadcast with the efficiency, precision, and automation of digital execution, marking a major step toward the industry's long-held goal of fully independent local TV programmatic activation. Advertisers have access to a powerful suite of capabilities that bring linear and digital video together for maximum campaign impact. Buyers can now activate live local linear TV alongside streaming and digital video through real-time bidding and VAST workflows--enabling a truly converged media strategy; Stations gain streamlined workflows that enhance their ability to operate with the speed of national networks and digital platforms.id multiplier forecasting extends impression-based planning to one-to-many linear delivery, unlocking greater precision and efficiency in media activation. In parallel, ITN--long recognized as the gold standard in TV tracking and accountability-- has layered in advanced campaign management tools that give buyers digital-like control and transparency from start to finish. Future enhancements will include advanced capabilities for spot TV, direct-to-station access, more precision audience targeting, and specialized features for key verticals such as political advertising, further cementing linear TV's place in the modern programmatic landscape. Board Change • Oct 15
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. Independent Director Dave Pearson was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Anuncio • Oct 06
Magnite, Inc. to Report Q3, 2025 Results on Nov 05, 2025 Magnite, Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025 Anuncio • Oct 01
Magnite, Inc. to Unify Curation and Activation Within Clearline Magnite, Inc. announced the evolution of ClearLine, to unify curation and activation across the company's premium omnichannel footprint. Coming soon in beta, the ClearLine update will enable buyers and curators to discover, package, and activate inventory in one platform with the most comprehensive access to differentiated supply, unique first-party data, and content signals. In addition, Magnite announced its plans to integrate AI assistance and agentic workflows into ClearLine, powered in part by technology from its recent acquisition of streamr.ai. Because ClearLine is built on the same underlying infrastructure as Magnite's SpringServe, its video platform with ad serving and programmatic capabilities, curated campaigns are executed closer to the impression. This enables higher data fidelity, reduced signal loss, and stronger return on ad spend. Buyers and curators using ClearLine can define deal terms, pricing, and targeting directly, with the additional flexibility to package deals using first and third-party audiences available through the company's data and audience solution, Magnite Access. Anuncio • Aug 27
Magnite Rolls Out Pause Ads as Streaming Media Owners Embrace Next-Gen Ad Formats Magnite announced the expansion of its high-impact ad solutions with the introduction of Pause Ads across leading streaming providers including DIRECTV, DISH Media, and Fubo. The move builds on the momentum of Magnite's Home Screen and Tiles ad formats to meet the growing demand for ad experiences that drive better viewer engagement for buyers and increased value for publishers. Buyers and DSPs to leverage Pause Ads include KERV.ai, MNTN, and Yahoo DSP. Like Tiles and Home Screen Ads, Pause Ads offer contextually relevant and seamlessly integrated opportunities to engage with viewers, but extend that innovation to the content experience itself during natural breaks in viewing. These innovative ad placements are especially impactful in live viewing scenarios when audience attention is at its peak. Fully compatible with automated workflows such as Magnite's ClearLine and currently undergoing testing with third-party DSPs, Pause Ads help reduce operational complexity and enhance performance visibility, making it easier for brands to invest confidently in the future of CTV. Anuncio • Jul 09
Magnite, Inc. to Report Q2, 2025 Results on Aug 06, 2025 Magnite, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025 
