Magnite（MGNI）株式概要
Magnite, Inc.は、その子会社とともに、独立系のオムニチャネル・セルサイド広告プラットフォームを米国内外で運営している。 詳細
MGNI Community Fair Values
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Analyst Price Targets
Magnite, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$23.50 |
| 52週高値 | US$26.65 |
| 52週安値 | US$10.82 |
| ベータ | 2.27 |
| 1ヶ月の変化 | 28.42% |
| 3ヶ月変化 | 78.03% |
| 1年変化 | -2.73% |
| 3年間の変化 | 202.45% |
| 5年間の変化 | -20.96% |
| IPOからの変化 | 16.97% |
最新ニュース
ナラティブ更新 • Aug 21
MGNI: Connected TV And Agentic Ad Infrastructure Will Support Higher Multiple
Magnite's updated analyst price target has increased from $33.37 to $36.15, reflecting analysts' views of stronger recent results, higher margin expectations, and growing conviction in its role as key transaction infrastructure for connected TV and agentic ads. Analyst Commentary Recent commentary around Magnite has turned more constructive, with several bullish analysts lifting price targets after what they describe as strong Q2 execution and clearer visibility on margins.Seeking Alpha • Aug 07
Magnite: Gaining On Secular Tailwinds And AI With Strong Cash Generation
Summary Magnite is outperforming the digital ad industry, driven by CTV growth, AI-enabled platforms, and strong publisher relationships. SpringServe's evolution into a CTV operating system and Magnite Orchestration position MGNI as a leader in agentic, AI-driven advertising. MGNI delivered robust Q2 results: 36% CTV growth, 30% adjusted EBITDA growth, and raised FY26 guidance for ex-TAC, margins, and FCF. Despite a premium valuation, MGNI's secular tailwinds, operating leverage, and cash generation justify a Buy rating at $25. Read the full article on Seeking AlphaRecent updates
ナラティブ更新 • Aug 21
MGNI: Connected TV And Agentic Ad Infrastructure Will Support Higher Multiple
Magnite's updated analyst price target has increased from $33.37 to $36.15, reflecting analysts' views of stronger recent results, higher margin expectations, and growing conviction in its role as key transaction infrastructure for connected TV and agentic ads. Analyst Commentary Recent commentary around Magnite has turned more constructive, with several bullish analysts lifting price targets after what they describe as strong Q2 execution and clearer visibility on margins.Seeking Alpha • Aug 07
Magnite: Gaining On Secular Tailwinds And AI With Strong Cash Generation
Summary Magnite is outperforming the digital ad industry, driven by CTV growth, AI-enabled platforms, and strong publisher relationships. SpringServe's evolution into a CTV operating system and Magnite Orchestration position MGNI as a leader in agentic, AI-driven advertising. MGNI delivered robust Q2 results: 36% CTV growth, 30% adjusted EBITDA growth, and raised FY26 guidance for ex-TAC, margins, and FCF. Despite a premium valuation, MGNI's secular tailwinds, operating leverage, and cash generation justify a Buy rating at $25. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 06
MGNI: CTV And Agentic Ad Infrastructure Support Balanced Future Upside Potential
Analysts lifted the fair value estimate for Magnite to $26.60 from $22.21 as they responded to a series of higher Street price targets that cite strong recent results, improving margins, and the company’s role in supporting agentic and connected TV ads. Analyst Commentary Street research on Magnite remains skewed toward a positive view, with several bullish analysts lifting price targets after recent quarterly results and product developments.
ナラティブ更新 • Jul 20
MGNI: Walmart Data Partnership And CTV Performance Budgets Will Strain Rich Multiple
Magnite's analyst fair value estimate has been lifted from $15.00 to $17.00, as analysts point to higher Street price targets and positive commentary around growing connected TV performance ad spend and the expanded Walmart Connect partnership. Analyst Commentary Recent Street research on Magnite highlights a mix of optimism around connected TV performance budgets and the Walmart Connect expansion, alongside more cautious views tied to execution and valuation risk.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| MGNI | US Media | US 市場 | |
|---|---|---|---|
| 7D | -5.0% | -1.8% | -1.5% |
| 1Y | -2.7% | -18.9% | 17.9% |
業界別リターン: MGNI過去 1 年間で-18.9 % の収益を上げたUS Media業界を上回りました。
リターン対市場: MGNIは、過去 1 年間で17.9 % のリターンを上げたUS市場を下回りました。
価格変動
| MGNI volatility | |
|---|---|
| MGNI Average Weekly Movement | 8.9% |
| Media Industry Average Movement | 10.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: MGNI 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: MGNIの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2007 | 971 | Michael Barrett | www.magnite.com |
Magnite, Inc.は、その子会社とともに、独立したオムニチャネルのセルサイド広告プラットフォームを米国内外で運営している。同社のプラットフォームは、デジタル広告在庫の売り手、つまりCTVチャンネル、アプリケーション、ウェブサイト、その他のデジタルメディアプロパティを所有・運営するパブリッシャーが在庫を管理・収益化するためのアプリケーションとサービス、広告主、代理店、代理店トレーディングデスク、デマンドサイドプラットフォームなどの買い手がデジタル広告在庫を購入するためのアプリケーションとサービス、および買い手と売り手を結びつける独立したマーケットプレイスを提供している。様々な場所で活動する営業チームを通じてソリューションを販売している。マグナイト社の前身はルビコン・プロジェクト社で、2020年7月に社名をマグナイト社に変更した。同社は2007年に法人化され、ニューヨーク州ニューヨークに本社を置いている。
Magnite, Inc. 基礎のまとめ
| MGNI 基礎統計学 | |
|---|---|
| 時価総額 | US$3.35b |
| 収益（TTM） | US$166.89m |
| 売上高(TTM) | US$742.04m |
20.2x
PER（株価収益率4.5x
P/SレシオMGNI は割高か？
公正価値と評価分析を参照収益と収入
| MGNI 損益計算書（TTM） | |
|---|---|
| 収益 | US$742.04m |
| 売上原価 | US$261.31m |
| 売上総利益 | US$480.73m |
| その他の費用 | US$313.84m |
| 収益 | US$166.89m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.16 |
| グロス・マージン | 64.78% |
| 純利益率 | 22.49% |
| 有利子負債／自己資本比率 | 37.4% |
MGNI の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/21 19:32 |
| 終値 | 2026/08/21 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Magnite, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27
| アナリスト | 機関 |
|---|---|
| Daniel Kurnos | Benchmark Company |
| Alexandra Ross | Berenberg |
| Omar Dessouky | BofA Global Research |