Magnite, Inc.
$24.73+0.6%1Y+4.8%
Mentions · last 7 days
96-30%
Price updated 16h ago·X counts updated 2d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $MGNI, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Advertising Agencies sits in its cycle right now — and what that implies for $MGNI.
Advertising Agencies
No material change from last week — The Trade Desk's independent DSP positioning faces structural pressure from Amazon's ad tech expansion while AI-powered buying tools commoditize parts of the..
Industry benchmark
4-name peer basket
-7.9%YTD
+0.8%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
21.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
8.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
15.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
2.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
4.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
18.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
64.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.26$0.24+7.0%
Q1 2026May 6, 2026$0.13$0.11+23.0%
Q4 2025Feb 25, 2026$0.34$0.35-2.9%
Q3 2025Nov 5, 2025$0.20$0.200.0%
Next earningsWed, Nov 4·consensus EPS $0.26
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$192.8M+11.2%67.8%16.2%$0.14$44.3M
Q1 FY26$164.4M+5.5%63.2%4.7%$0.03$-133.9M
Q4 FY25$205.4M+5.9%66.2%25.4%$0.86$99.4M
Q3 FY25$179.5M+10.8%61.4%14.0%$0.14$68.4M
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.88%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+27.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+60.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 141.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.275-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
8-KShareholder voteJun 118-K — Item 5.07: Shareholder vote
8-KOfficer or director changeApr 208-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KOfficer or director changeApr 108-K — Item 5.02: Officer or director change
+ 15 other (6 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Magnite, Inc. (MGNI) Presents at Bank of America SMID Cap Virtual Conference TranscriptMagnite Sees CTV Growth Hit 36% as Sports and SMB Ad Demand ExpandsMagnite (NASDAQ:MGNI) Director Sells $848,296.64 in StockInsider Selling: Magnite (NASDAQ:MGNI) Insider Sells $480,000.00 in StockWhat to Know When a Magnite Director Sells Into a 36% Growth Quarter
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