Magnite, Inc.

Informe acción NasdaqGS:MGNI

Capitalización de mercado: US$3.0b

Magnite Dirección

Dirección controles de criterios 4/4

El CEO de Magnite es Michael Barrett , nombrado en Mar 2017, tiene una permanencia de 9.33 años. compensación anual total es $5.84M, compuesta por 11.1% salario y 88.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.13% de las acciones de la empresa, por valor de $3.89M. La antigüedad media del equipo directivo y de la junta directiva es de 5.3 años y 6.3 años, respectivamente.

Información clave

Michael Barrett

Chief Executive Officer (CEO)

US$5.8m

Compensación total

Porcentaje del salario del CEO11.13%
Permanencia del CEO9.3yrs
Participación del CEO0.1%
Permanencia media de la dirección5.3yrs
Promedio de permanencia en la Junta Directiva6.3yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 29

MGNI: Walmart Data Partnership Will Test Sustainability Of Current Share Price

Analysts have trimmed Magnite's implied fair value estimate from $19.00 to $15.00, reflecting more conservative assumptions on revenue growth and profit margins, while also highlighting the expanded Walmart partnership and connected TV positioning as ongoing positives. Analyst Commentary on Magnite Recent research commentary on Magnite highlights a mix of optimism around partnerships and caution around execution and growth risks.
Seeking Alpha Jun 19

Magnite: CTV Momentum Should Continue To Translate Into Higher Value

Summary Magnite delivered strong Q1 results, with CTV contribution ex-TAC up 30% YoY and now over 50% of total contribution. I remain bullish and reiterate my buy rating, citing positive sentiment, robust CTV growth, and improved profitability metrics including a 27% adj. EBITDA margin. MGNI paid down $205M in senior notes, reducing net leverage to 0.7x and aligning with management’s target of less than 1x. Short-term catalysts like the FIFA World Cup and live sports should further accelerate CTV momentum, while DV+ remains a structural headwind. Read the full article on Seeking Alpha
Artículo de análisis Jun 18

Magnite (MGNI) Stock Could Be 19.5% Undervalued After AI Platform Launch

Magnite (MGNI) stock has been in focus after the company introduced its Magnite Orchestration platform, which connects buyer and seller agents for AI-driven programmatic campaigns across premium inventory, along with fresh partnerships and analyst commentary. See our latest analysis for Magnite. Those launches and partnerships have arrived alongside a sharp shift in market sentiment, with Magnite’s share price returning 33.61% over the past 30 days and 44.51% over 90 days. Its 1 year total...
Actualización de narrativa Jun 15

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

Analysts trimmed Magnite's fair value estimate slightly to about $33.37 from $33.86, highlighting the expanded Walmart Connect partnership and the company's role in connected TV and commerce media as key supports for the updated price target framework. Analyst Commentary Recent research commentary centers on Magnite's expanded work with Walmart Connect and how that relationship feeds into connected TV and commerce media exposure.
Actualización de narrativa Jun 01

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

Narrative Update Analysts have modestly trimmed Magnite's fair value estimate from about $34.36 to $33.86. This reflects updates to growth, margin and future P/E assumptions while still highlighting the expanded Walmart partnership as a positive driver for the connected TV and commerce media opportunity.
Actualización de narrativa May 01

MGNI: CTV And AI Partnerships Will Drive Future Upside Potential

The Magnite analyst price target edges slightly higher to about $22.21 from $22.07 as analysts factor in resilient CTV trends, recent quarterly execution, and recalibrated adtech multiples, even as several firm level targets move lower in the near term. Analyst Commentary Recent Street research shows analysts trimming Magnite price targets, while still generally pointing to solid execution and a constructive view on connected TV, or CTV, growth potential.
Actualización de narrativa Apr 17

MGNI: CTV Momentum And Buybacks Will Drive Future Upside Potential

The analyst price target for Magnite has been revised lower by several firms to a range of about $16 to $30. Analysts cited solid recent results, reaffirmed guidance, and accelerating CTV trends, but also pointed to a reset in adtech valuation multiples and the need for broader market sentiment to improve before the stock can re-rate.
Actualización de narrativa Apr 02

MGNI: CTV Acceleration And Share Repurchases Will Support Future Upside Potential

Analysts have trimmed Magnite's price targets into a $16 to $30 range. The updated fair value framework now reflects slightly higher discount and P/E assumptions as they balance strong recent execution with more cautious sector multiples.
Actualización de narrativa Mar 19

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.
Actualización de narrativa Mar 05

MGNI: Expanding CTV Partnerships And Share Buybacks Will Drive Future Upside

Our Magnite fair value estimate has been reset lower to about $22 from $26.57 as analysts trimmed price targets, largely reflecting lower sector P/E multiples, even as they point to solid recent results and continued CTV growth potential. Analyst Commentary Recent Street research around Magnite clusters around a similar message, with lower price targets tied largely to sector P/E compression, even as analysts point to solid execution and continued potential in connected TV, or CTV.
Actualización de narrativa Feb 19

MGNI: Expanding Premium Streaming Partnerships Will Drive Future Upside

Analysts have modestly adjusted their price target on Magnite from about $26.86 to about $26.57, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News The New York Times Advertising selected Magnite's DV+ as the preferred platform for private marketplace deals for its mobile in-app ad supply, giving advertisers access to premium audiences across The New York Times portfolio with a focus on campaign outcomes in mobile in-app environments (Key Developments).
Actualización de narrativa Feb 04

MGNI: Expanding CTV And Live Content Partnerships Will Drive Future Upside

Analysts have nudged their price target on Magnite slightly higher to reflect updated assumptions around discount rate, revenue growth and profit margins, while also expecting a modestly lower future P/E multiple. This suggests a more refined view of the company’s risk and earnings profile rather than a major shift in outlook.
Artículo de análisis Feb 04

More Unpleasant Surprises Could Be In Store For Magnite, Inc.'s (NASDAQ:MGNI) Shares After Tumbling 28%

Magnite, Inc. ( NASDAQ:MGNI ) shareholders that were waiting for something to happen have been dealt a blow with a 28...
Actualización de narrativa Jan 21

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).
Actualización de narrativa Jan 07

MGNI: Expanding ClearLine And CTV Partnerships Will Drive Future Upside

Analysts have kept their price target for Magnite broadly steady at around US$26.86, with only slight tweaks to assumptions such as the discount rate and future P/E. These reflect fine tuning rather than a major shift in their view of the stock.
Actualización de narrativa Dec 24

MGNI: Expanding Publisher Partnerships Will Drive Future Upside Amid Emerging AI Ad Competition

Analysts have nudged their price target for Magnite slightly higher to approximately $26.86 per share, citing a modestly lower discount rate and marginally improved long term profit margin expectations that offset a softer projected revenue growth trajectory. What's in the News OpenAI is building in-house ad infrastructure for ChatGPT, highlighting long-term competition and partnership opportunities across ad tech platforms that include Magnite.
Actualización de narrativa Dec 10

MGNI: Expanding Publisher Partnerships Will Drive Future Upside Despite Emerging AI Ad Competition

Analysts have nudged their price target for Magnite slightly higher to reflect marginal improvements in the discount rate and long term profitability assumptions, while keeping their fair value estimate essentially unchanged at approximately 26.86 dollars per share. What's in the News Magnite launches Live Scheduler within its SpringServe platform to help media owners standardize, package, and measure ad opportunities around live events, improving visibility and planning for buyers and DSPs such as Amazon DSP.
Actualización de narrativa Nov 26

MGNI: Expanding Publisher Partnerships Will Drive Opportunities Despite Intensifying Ad Platform Competition

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.
Artículo de análisis Nov 18

Magnite, Inc.'s (NASDAQ:MGNI) 25% Cheaper Price Remains In Tune With Earnings

Unfortunately for some shareholders, the Magnite, Inc. ( NASDAQ:MGNI ) share price has dived 25% in the last thirty...
Actualización de narrativa Aug 08

Long-term CTV Expansion Will Unlock Digital Advertising Opportunities

The upward revision in Magnite’s consensus price target reflects improved revenue growth forecasts, despite a higher future P/E, raising fair value from $26.19 to $27.58. What's in the News Magnite partnered with REMAX to monetize its digital inventory and leverage proprietary homebuyer data, enabling brands to target high-intent audiences in the real estate sector.
Artículo de análisis Jul 14

Magnite (NASDAQ:MGNI) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Jun 18

Is Magnite, Inc. (NASDAQ:MGNI) Trading At A 39% Discount?

Key Insights Magnite's estimated fair value is US$29.92 based on 2 Stage Free Cash Flow to Equity Current share price...
Artículo de análisis May 28

Optimistic Investors Push Magnite, Inc. (NASDAQ:MGNI) Shares Up 30% But Growth Is Lacking

Magnite, Inc. ( NASDAQ:MGNI ) shareholders are no doubt pleased to see that the share price has bounced 30% in the last...
Artículo de análisis Apr 04

The Price Is Right For Magnite, Inc. (NASDAQ:MGNI) Even After Diving 34%

Unfortunately for some shareholders, the Magnite, Inc. ( NASDAQ:MGNI ) share price has dived 34% in the last thirty...
Seeking Alpha Mar 19

Magnite: 2025 Will Be Determined By The Timing Of Partnerships

Summary CTV continues to drive Magnite's growth, although the company also benefitted from significant political ad spend tailwinds in 2024. While growth in 2025 is likely to be modest, due to difficult comparables, the underlying business is expected to remain robust. Growth should be supported by new CTV partners, particularly Netflix, although the timing of these isn't really clear at this stage. While this is positive, particularly given Magnite's seemingly low valuation, macro uncertainty and investor skepticism may limit MGNI stock's near-term gains. Read the full article on Seeking Alpha
Seeking Alpha Mar 04

Magnite Q4 Results: Lackluster Growth And Outlook Is Not Appealing Right Now

Summary Magnite, Inc.'s Q4 revenue grew 3.8% y/y to $194m, beating estimates by $10m, but non-GAAP EPS missed by 5 cents. CTV segment showed strong growth at 22.6% y/y, while the Mobile and Desktop segments remained flat, impacting overall performance. Despite decent financial health and promising CTV prospects, market volatility and lackluster guidance lead to a hold rating. Future growth hinges on strengthening partnerships, increased ad spend, and leveraging AI tools, but short-term uncertainty for NGNI remains high. Read the full article on Seeking Alpha
Artículo de análisis Feb 15

There's Reason For Concern Over Magnite, Inc.'s (NASDAQ:MGNI) Massive 32% Price Jump

The Magnite, Inc. ( NASDAQ:MGNI ) share price has done very well over the last month, posting an excellent gain of 32...
Artículo de análisis Jan 31

Is Magnite (NASDAQ:MGNI) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
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Nueva narrativa Jan 24

Adoption Of Programmatic Solutions By Netflix And Disney Will Improve Future Prospects

Growth from CTV and expanded partnerships with major media companies will significantly boost Magnite's future revenues and market presence.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Michael Barrett en comparación con los beneficios de Magnite?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$159m

Dec 31 2025US$6mUS$650k

US$145m

Sep 30 2025n/an/a

US$58m

Jun 30 2025n/an/a

US$43m

Mar 31 2025n/an/a

US$31m

Dec 31 2024US$5mUS$625k

US$23m

Sep 30 2024n/an/a

US$17m

Jun 30 2024n/an/a

-US$5m

Mar 31 2024n/an/a

-US$78m

Dec 31 2023US$6mUS$625k

-US$159m

Sep 30 2023n/an/a

-US$226m

Jun 30 2023n/an/a

-US$233m

Mar 31 2023n/an/a

-US$184m

Dec 31 2022US$6mUS$600k

-US$130m

Sep 30 2022n/an/a

-US$93m

Jun 30 2022n/an/a

-US$93m

Mar 31 2022n/an/a

-US$32m

Dec 31 2021US$18mUS$588k

US$65k

Sep 30 2021n/an/a

US$5m

Jun 30 2021n/an/a

US$19m

Mar 31 2021n/an/a

-US$57m

Dec 31 2020US$4mUS$459k

-US$53m

Sep 30 2020n/an/a

-US$58m

Jun 30 2020n/an/a

-US$53m

Mar 31 2020n/an/a

-US$23m

Dec 31 2019US$4mUS$515k

-US$25m

Compensación vs. Mercado: La compensación total ($USD5.84M) de Michael está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD6.90M).

Compensación vs. Ingresos: La compensación de Michael ha sido consistente con los resultados de la empresa en el último año.


CEO

Michael Barrett (64 yo)

9.3yrs
Permanencia
US$5,842,620
Compensación

Mr. Michael G. Barrett is an Independent Director at OUTFRONT Media Inc. since August 21, 2025. He serves as Chief Executive Officer of Telaria Inc. He has been Chief Executive Officer of Magnite, Inc. (fo...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Michael Barrett
CEO & Director9.3yrsUS$5.84m0.13%
$ 3.9m
David Day
Chief Financial Officer10.2yrsUS$4.22m0.13%
$ 3.9m
Katie Evans
President of Product & Operations5.8yrsUS$4.12m0.15%
$ 4.7m
Sean Buckley
President of Revenue & Market Strategy4.5yrsUS$4.11m0.057%
$ 1.7m
Brian Gephart
Chief Accounting Officer5.1yrssin datos0.020%
$ 609.0k
David Buonasera
Chief Technology Officer3.3yrssin datos0.064%
$ 1.9m
Nick Kormeluk
VP of Investor Relations & Head of Global Real Estateno datasin datossin datos
Aaron Saltz
Chief Legal Officer6.3yrssin datos0.093%
$ 2.8m
Shawna Hughes
Chief People Officer5.5yrssin datossin datos
Yael Milbank
Managing Director of Australia & New Zealand2.9yrssin datossin datos
Julie Selman
Senior VP & Head of EMEAno datasin datossin datos
Natasha Westlund
Head of Nordics3.3yrssin datossin datos
5.3yrs
Permanencia media
45.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de MGNI es experimentado (5.3 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Michael Barrett
CEO & Director9.3yrsUS$5.84m0.13%
$ 3.9m
Robert Spillane
Independent Director12.3yrsUS$263.72k0.031%
$ 932.1k
Rachel Lam
Independent Director6.3yrsUS$254.97k0.16%
$ 4.8m
Paul Caine
Non-Executive Chairman6.3yrsUS$312.97k0.11%
$ 3.3m
James Rossman
Independent Director6.3yrsUS$257.47k0.065%
$ 2.0m
David Pearson
Independent Director4.3yrsUS$269.47k0.046%
$ 1.4m
Douglas Knopper
Independent Director6.3yrsUS$257.97k0.088%
$ 2.7m
Diane Yu
Independent Director4.3yrsUS$242.97k0.047%
$ 1.4m
Sarah Harden
Independent Director7yrsUS$245.47k0.10%
$ 3.2m
6.3yrs
Permanencia media
60yo
Promedio de edad

Junta con experiencia: La junta directiva de MGNI se considera experimentada (6.3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/10 06:42
Precio de las acciones al final del día2026/07/10 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Magnite, Inc. está cubierta por 27 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Daniel KurnosBenchmark Company
Alexandra RossBerenberg
Omar DessoukyBofA Global Research