Magnite Résultats passés
Passé contrôle des critères 5/6
Magnite a connu une croissance annuelle moyenne de ses bénéfices de 36.9%, tandis que le secteur Media a vu ses bénéfices augmenter de en hausse à 6.7% par an. Les revenus ont augmenté de en hausse à un taux moyen de 13% par an. Le rendement des capitaux propres de Magnite est 17.3% et ses marges nettes sont de 22%.
Informations clés
36.90%
Taux de croissance des bénéfices
36.46%
Taux de croissance du BPA
| Media Croissance de l'industrie | 13.17% |
| Taux de croissance des recettes | 13.05% |
| Rendement des fonds propres | 17.28% |
| Marge nette | 21.96% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Seeking Alpha • Mar 25
Magnite: Managing The Balance Between The Legacy Decline And CTV Growth
Summary Magnite (MGNI) is rated a buy with a $13.7 price target, reflecting a 14% upside potential. MGNI’s CTV segment is its primary growth engine, delivering 32% YoY growth and now comprises over half of total revenue. Financials are improving: FY 2025 contribution ex-TAC grew 10% YoY, aEBITDA rose 18%, and net leverage was reduced to zero. Risks center on legacy DV+ revenue declines potentially offsetting CTV gains, but industry tailwinds support continued CTV margin expansion. Read the full article on Seeking Alpha
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaSeeking 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 AlphaArticle d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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.Seeking Alpha • Dec 23
Magnite: Capitalizing On CTV Tailwinds As The Leading SSP
Summary Q3 results and guidance were strong, with the company also extending and expanding its deal with Disney. The outlook for next year looks promising, with a significant contribution from Netflix expected, despite the negative impact from lower political spending. Based on my estimates, the stock is valued at 13.5 times next year's FCF. Given its strong growth prospects and continued margin expansion, I am upgrading the stock from Hold to Buy. Read the full article on Seeking AlphaArticle d’analyse • Dec 03
An Intrinsic Calculation For Magnite, Inc. (NASDAQ:MGNI) Suggests It's 44% Undervalued
Key Insights The projected fair value for Magnite is US$30.87 based on 2 Stage Free Cash Flow to Equity Magnite's...Article d’analyse • Nov 12
Optimistic Investors Push Magnite, Inc. (NASDAQ:MGNI) Shares Up 29% But Growth Is Lacking
Magnite, Inc. ( NASDAQ:MGNI ) shareholders have had their patience rewarded with a 29% share price jump in the last...Article d’analyse • Oct 24
Is Magnite (NASDAQ:MGNI) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Oct 07
Magnite: Draws In The Big Players, 9x FCF
Summary I believe that paying 9x forward free cash flow for Magnite is reasonable given its solid CTV growth prospects. The balance sheet is not ideal, but $230 million of net debt is manageable relative to the company’s free cash flow generation. The partnerships with Netflix, Roku, and other major players highlight its relevance and positioning in the highly competitive programmatic CTV market. Even if growth moderates, Magnite’s free cash flow and improving operational efficiency make it attractive for long-term investors. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Magnite gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 723 | 159 | 264 | 88 |
| 31 Dec 25 | 714 | 145 | 265 | 85 |
| 30 Sep 25 | 703 | 58 | 265 | 86 |
| 30 Jun 25 | 685 | 43 | 265 | 86 |
| 31 Mar 25 | 675 | 31 | 265 | 91 |
| 31 Dec 24 | 668 | 23 | 263 | 95 |
| 30 Sep 24 | 661 | 17 | 258 | 96 |
| 30 Jun 24 | 649 | -5 | 253 | 99 |
| 31 Mar 24 | 639 | -78 | 259 | 97 |
| 31 Dec 23 | 620 | -159 | 263 | 94 |
| 30 Sep 23 | 608 | -226 | 275 | 94 |
| 30 Jun 23 | 604 | -233 | 285 | 95 |
| 31 Mar 23 | 589 | -184 | 287 | 95 |
| 31 Dec 22 | 577 | -130 | 281 | 94 |
| 30 Sep 22 | 563 | -93 | 280 | 92 |
| 30 Jun 22 | 549 | -93 | 279 | 88 |
| 31 Mar 22 | 526 | -32 | 267 | 83 |
| 31 Dec 21 | 468 | 0 | 235 | 74 |
| 30 Sep 21 | 389 | 5 | 204 | 68 |
| 30 Jun 21 | 318 | 19 | 170 | 60 |
| 31 Mar 21 | 246 | -57 | 145 | 55 |
| 31 Dec 20 | 222 | -53 | 129 | 52 |
| 30 Sep 20 | 188 | -58 | 113 | 48 |
| 30 Jun 20 | 165 | -53 | 98 | 44 |
| 31 Mar 20 | 160 | -23 | 84 | 41 |
| 31 Dec 19 | 156 | -25 | 84 | 40 |
| 30 Sep 19 | 149 | -29 | 82 | 39 |
| 30 Jun 19 | 141 | -37 | 82 | 38 |
| 31 Mar 19 | 132 | -47 | 83 | 37 |
| 31 Dec 18 | 125 | -62 | 87 | 38 |
| 30 Sep 18 | 115 | -83 | 92 | 40 |
| 30 Jun 18 | 120 | -173 | 98 | 42 |
| 31 Mar 18 | 134 | -167 | 102 | 45 |
| 31 Dec 17 | 156 | -155 | 107 | 48 |
| 30 Sep 17 | 197 | -152 | 116 | 49 |
| 30 Jun 17 | 227 | -45 | 128 | 50 |
| 31 Mar 17 | 255 | -36 | 140 | 51 |
| 31 Dec 16 | 278 | -18 | 152 | 51 |
| 30 Sep 16 | 300 | 24 | 159 | 50 |
| 30 Jun 16 | 298 | 17 | 162 | 49 |
| 31 Mar 16 | 281 | 8 | 164 | 46 |
| 31 Dec 15 | 248 | 0 | 152 | 42 |
| 30 Sep 15 | 196 | -19 | 138 | 38 |
| 30 Jun 15 | 164 | -20 | 123 | 32 |
Des revenus de qualité: MGNI a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de MGNI sont plus élevées que l'année dernière MGNI. (22%) sont plus élevées que l'année dernière (4.6%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: MGNI est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de 36.9% par an.
Accélération de la croissance: La croissance des bénéfices de MGNI au cours de l'année écoulée ( 413.3% ) dépasse sa moyenne sur 5 ans ( 36.9% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices MGNI au cours de l'année écoulée ( 413.3% ) a dépassé celle du secteur Media 5%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de MGNI ( 17.3% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/26 04:57 |
| Cours de l'action en fin de journée | 2026/05/26 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Magnite, Inc. est couverte par 26 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Daniel Kurnos | Benchmark Company |
| Alexandra Ross | Berenberg |
| Omar Dessouky | BofA Global Research |