Magnite 過去の業績
過去 基準チェック /56
Magniteは、平均年間36.9%の収益成長を遂げていますが、 Media業界の収益は、年間 成長しています。収益は、平均年間6.7% 13%収益成長率で 成長しています。 Magniteの自己資本利益率は17.3%であり、純利益率は22%です。
主要情報
36.90%
収益成長率
36.46%
EPS成長率
| Media 業界の成長 | 13.17% |
| 収益成長率 | 13.05% |
| 株主資本利益率 | 17.28% |
| ネット・マージン | 21.96% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
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 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 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...
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収支内訳
収支内訳
Magnite の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 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 |
質の高い収益: MGNIは 高品質の収益 を持っています。
利益率の向上: MGNIの現在の純利益率 (22%)は、昨年(4.6%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: MGNI過去 5 年間で収益を上げており、収益は年間36.9%増加しています。
成長の加速: MGNIの過去 1 年間の収益成長率 ( 413.3% ) は、5 年間の平均 ( 年間36.9%を上回っています。
収益対業界: MGNIの過去 1 年間の収益成長率 ( 413.3% ) はMedia業界5%を上回りました。
株主資本利益率
高いROE: MGNIの 自己資本利益率 ( 17.3% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 04:55 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 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
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やYoutubeのチュートリアルも掲載しています。
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. 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 Kurnos | Benchmark Company |
| Alexandra Ross | Berenberg |
| Omar Dessouky | BofA Global Research |