Magnite, Inc.

NasdaqGS:MGNI 株式レポート

時価総額:US$1.9b

Magnite マネジメント

マネジメント 基準チェック /44

Magniteの CEO はMichael Barrettで、 Mar2017年に任命され、 の在任期間は 9.17年です。 の年間総報酬は$ 5.84Mで、 11.1%給与と88.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.12%を直接所有しており、その価値は$ 2.27M 。経営陣と取締役会の平均在任期間はそれぞれ5.1年と6.1年です。

主要情報

Michael Barrett

最高経営責任者

US$5.8m

報酬総額

CEO給与比率11.13%
CEO在任期間9.2yrs
CEOの所有権0.1%
経営陣の平均在職期間5.1yrs
取締役会の平均在任期間6.1yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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...
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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...
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
分析記事 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...
分析記事 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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新しいナラティブ 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 Alpha
分析記事 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...
分析記事 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...
分析記事 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 Alpha

CEO報酬分析

Magnite の収益と比較して、Michael Barrett の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Michaelの 総報酬 ($USD 5.84M ) は、 US市場 ($USD 5.47M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Michaelの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Michael Barrett (63 yo)

9.2yrs
在職期間
US$5,842,620
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Michael Barrett
CEO & Director9.2yrsUS$5.84m0.12%
$ 2.3m
David Day
Chief Financial Officer10yrsUS$4.22m0.12%
$ 2.2m
Katie Evans
President of Product & Operations5.7yrsUS$4.12m0.15%
$ 2.8m
Sean Buckley
President of Revenue & Market Strategy4.3yrsUS$4.11m0.059%
$ 1.1m
Brian Gephart
Chief Accounting Officer4.9yrsデータなし0.017%
$ 322.5k
David Buonasera
Chief Technology Officer3.2yrsデータなし0.075%
$ 1.4m
Nick Kormeluk
VP of Investor Relations & Head of Global Real Estateno dataデータなしデータなし
Aaron Saltz
Chief Legal Officer6.1yrsデータなし0.090%
$ 1.7m
Shawna Hughes
Chief People Officer5.3yrsデータなしデータなし
Yael Milbank
Managing Director of Australia & New Zealand2.8yrsデータなしデータなし
Julie Selman
Senior VP & Head of EMEAno dataデータなしデータなし
Natasha Westlund
Head of Nordics3.1yrsデータなしデータなし
5.1yrs
平均在職期間
44.5yo
平均年齢

経験豊富な経営陣: MGNIの経営陣は経験豊富で経験豊富です(平均在職期間は5.1年)。


取締役

名称ポジション在職期間報酬所有権
Michael Barrett
CEO & Director9.2yrsUS$5.84m0.12%
$ 2.3m
Robert Spillane
Independent Director12.1yrsUS$263.72k0.030%
$ 569.6k
Rachel Lam
Independent Director6.1yrsUS$254.97k0.15%
$ 2.9m
Paul Caine
Non-Executive Chairman6.1yrsUS$312.97k0.10%
$ 1.9m
James Rossman
Independent Director6.1yrsUS$257.47k0.058%
$ 1.1m
David Pearson
Independent Director4.2yrsUS$269.47k0.046%
$ 860.7k
Douglas Knopper
Independent Director6.1yrsUS$257.97k0.10%
$ 2.0m
Diane Yu
Independent Director4.2yrsUS$242.97k0.040%
$ 748.6k
Sarah Harden
Independent Director6.8yrsUS$245.47k0.097%
$ 1.8m
6.1yrs
平均在職期間
59yo
平均年齢

経験豊富なボード: MGNIの 取締役会経験豊富 であると考えられます ( 6.1年の平均在任期間)。


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2026/05/26 22:44
終値2026/05/26 00:00
収益2026/03/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

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アナリスト筋

Magnite, Inc. 10 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。26

アナリスト機関
Daniel KurnosBenchmark Company
Alexandra RossBerenberg
Omar DessoukyBofA Global Research