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MGMGNI

Magnite, Inc.

$MGNI·$3.4B·Advertising Agencies·Communication Services
$25.67+9.7%YTD+43.7%1Y+5.0%
Price updated 2m ago·X counts updated 2d ago
MGMGNI
$MGNIMagnite, Inc.
$25.67+9.70%67 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $MGNI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

67X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $MGNI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-10

Magnite posts highlight the Streamr acquisition, CTV dominance, and a downtrend-line break with 21-day retest setup. Traders describe a January put-sale, October call-buy spread and single out MGNI as their preferred adtech name for agentic ad strategy.

Read what X is saying about $MGNI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MGNI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-09-28

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Magnite is up 47% YTD as CTV-adtech leadership stacks — the HP TV+ win plus the Streamr acquisition give the tape substance.

Magnite Inc. is the largest independent CTV-and-programmatic-adtech platform — a business the market has finally re-rated as the CTV supply-side leader. The stock is up 47% YTD.

  • The revenue growth is genuinely accelerating: Q2 revenue grew 11% YoY to $193M at 16% operating margin — a real inflection off multiple quarters of low-single-digit growth.
  • The commercial signals stack up: HP TV+ named Magnite the primary video ad server and programmatic technology provider (Sept 23), plus the Streamr acquisition adds CTV supply-side capability — the leadership positioning is dated.
  • Insider selling is meaningful: Douglas Knopper sold $981K on Sept 18, plus multiple other officer clips totaling ~$1.5M — coordinated leadership trims at 82% of the 52-week range.

Q3 earnings on Nov 4 is the confirmation — a beat plus fresh HP TV+ revenue attribution extends the coil up; a soft CTV take-rate print or a Trade Desk index-removal read-through and the stock cools.

Agrees with X sentimentX bulls call the Streamr acquisition, CTV dominance, and the downtrend-line break — the HP TV+ win and Brian Gephart CFO promotion validate the framing. Clean agreement, with the insider selling as the honest counter.

What to watch: Q3 earnings on Nov 4 — a beat plus fresh HP TV+ revenue attribution extends the coil up; a soft CTV take-rate print or a Trade Desk index-removal read-through and the stock cools.

On the calendar: 2026-11-04 — Q3 earnings

hp tv plus winstreamr acquisitioninsider selling

Read the AI verdict on $MGNI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Independent sell-side programmatic advertising platform serving CTV, mobile, and web publishers to monetize inventory.

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 · Communication Services

No material change from last week — programmatic and AI-enabled ad platforms continue taking structural share from legacy agency fee models.

What this means for $MGNI

Partial — Independent sell-side programmatic advertising platform serving CTV, mobile, and web publishers to monetize inventory.

Industry benchmark

8-name peer basket
+121.1%YTD
+1.3%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

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$760.5M$737.6M – $774.1M$1.13$0.98 – $1.387
FY27$841.6M$816.3M – $856.8M$1.34$1.01 – $1.957
FY28$958.8M$874.9M – $1.0B$1.51$0.76 – $1.923
FY29$1.0B$1.0B – $1.1B$1.38$1.33 – $1.411
FY30$1.2B$1.1B – $1.2B$1.65$1.59 – $1.692

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.0.9×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.79%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.+2.5%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.+40.2%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 today1.5% 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.β2.295-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.

Recent transactions

SellSep 17Paul CaineDirector7.5K sh$199KSellSep 17Douglas S KnopperDirector37.3K sh$981KSellSep 14David BuonaseraCTO1.2K sh$28KSellSep 14Robert F SpillaneDirector10.4K sh$246KSellSep 11Evans Katie SeitzSee Remarks14.0K sh$336KSellSep 10Aaron SaltzCHIEF LEGAL OFFICER40.0K sh$936KSellSep 10Paul CaineDirector5.0K sh$118KSellSep 9Evans Katie SeitzSee Remarks11.1K sh$260KSellSep 8Evans Katie SeitzSee Remarks32.3K sh$763KSellSep 2David BuonaseraCTO1.0K sh$26K
1–10 of 40
+ 29 other (11 inkinds · 9 exempts · 8 awards · 1 gift) in window

See when $MGNI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

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-KOfficer or director changeSep 218-K — Item 5.02: Officer or director change
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
+ 13 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Magnite Chairman Sells 7,500 Shares Near the Stock's 52-Week Highfool.com·1d agoScowtt Appoints AdTech Veteran Ben Trenda as Chief Revenue Officerprnewswire.com·6d agoAppLovin Drops 5% as Edgewater Warns Market Share Growth Has Stalled; Magnite Slips, Trade Desk Slips 3%247wallst.com·6d agoMagnite Named Primary Video Ad Server and a Programmatic Technology Provider for HP TV+globenewswire.com·7d agoTrade Desk Falls 4% as Index-Removal Flows Keep Pressure On; Magnite Drops 3%, AppLovin Pulls Back247wallst.com·7d ago

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Voices on X · last 7 days

No standout posts about $MGNI on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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