Magnite (MGNI) Panoramica del titolo
Magnite, Inc. gestisce, insieme alle sue consociate, una piattaforma pubblicitaria omnicanale sell-side indipendente negli Stati Uniti e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
MGNI Community Fair Values
Create NarrativeSee what 36 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Media opportunity
LO
Fair Value from
US$2.567.4% sottovalutato sconto intrinseco
Giftify ($GIFT): A Small-Cap Incentives Platform with More ScaleThan Its Valuation Suggests
Key Takeaways Giftify (GIFT) is building an incentives and rewards platform anchored by CardCash, the nation’s leading secondary gift card marketplace, processing over $154 million in annual transaction volume. The global gift card market is projected at $680 billion in 2026, growing to $1,259 billion by 2031.
Read full narrativeConcorrenti di Magnite, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$14.13 |
| Massimo di 52 settimane | US$26.65 |
| Minimo di 52 settimane | US$10.82 |
| Beta | 2.32 |
| Variazione di 1 mese | 17.95% |
| Variazione a 3 mesi | 18.05% |
| Variazione di 1 anno | -12.40% |
| Variazione a 3 anni | 22.34% |
| Variazione a 5 anni | -44.74% |
| Variazione dall'IPO | -29.67% |
Notizie e aggiornamenti recenti
Recent updates
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...
Nuova analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaRendimenti per gli azionisti
| MGNI | US Media | US Mercato | |
|---|---|---|---|
| 7D | 4.1% | -1.0% | 2.2% |
| 1Y | -12.4% | -12.9% | 31.1% |
Ritorno vs Industria: MGNI ha trovato corrispondenza nel US Media che ha restituito -12.9 % nell'ultimo anno.
Rendimento vs Mercato: MGNI ha avuto una performance inferiore al mercato US che ha registrato un rendimento 31.1 % nell'ultimo anno.
Volatilità dei prezzi
| MGNI volatility | |
|---|---|
| MGNI Average Weekly Movement | 7.6% |
| Media Industry Average Movement | 9.0% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: MGNI non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 8% ) di MGNI è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2007 | 971 | Michael Barrett | www.magnite.com |
Magnite, Inc. gestisce, insieme alle sue consociate, una piattaforma pubblicitaria omnicanale sell-side indipendente negli Stati Uniti e a livello internazionale. La piattaforma dell'azienda offre applicazioni e servizi per i venditori di inventario pubblicitario digitale, o per gli editori che possiedono e gestiscono canali CTV, applicazioni, siti web e altre proprietà mediatiche digitali, per gestire e monetizzare il loro inventario; e per gli acquirenti, tra cui inserzionisti, agenzie, trading desk di agenzie e piattaforme demand side per acquistare inventario pubblicitario digitale, oltre a un mercato indipendente che mette in contatto acquirenti e venditori. L'azienda commercializza le proprie soluzioni attraverso team di vendita che operano in varie sedi.
Magnite, Inc. Riepilogo dei fondamenti
| MGNI statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$2.02b |
| Utili (TTM) | US$158.66m |
| Ricavi(TTM) | US$722.55m |
12.8x
Rapporto P/E2.8x
Rapporto P/SMGNI è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| MGNI Conto economico (TTM) | |
|---|---|
| Ricavi | US$722.55m |
| Costo del fatturato | US$264.23m |
| Profitto lordo | US$458.33m |
| Altre spese | US$299.67m |
| Utili | US$158.66m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 1.11 |
| Margine lordo | 63.43% |
| Margine di profitto netto | 21.96% |
| Rapporto debito/patrimonio netto | 38.2% |
Come si è comportato MGNI nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 13:02 |
| Prezzo dell'azione a fine giornata | 2026/05/08 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Magnite, Inc. è coperta da 26 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Daniel Kurnos | Benchmark Company |
| Alexandra Ross | Berenberg |
| Omar Dessouky | BofA Global Research |