TTD vs. MGNI: Which Ad-Tech Stock Is the Smarter Pick Now?
The article compares two ad-tech companies, The Trade Desk (TTD) and Magnite (MGNI), highlighting their roles in the digital advertising ecosystem and their exposure to CTV and retail media trends. While TTD is a demand-side platform focusing on data-driven ads and the open Internet, MGNI is a supply-side platform with strong CTV growth. Both face challenges like macroeconomic fluctuations and intense competition, but Magnite is presented as having a more attractive risk-reward profile due to its market share gains in programmatic advertising.
Director Robert Spillane Sells 10,000 Shares of Magnite Inc (MGNI)
Robert Spillane, a Director at Magnite Inc (MGNI), sold 10,000 shares of the company on May 19, 2026, reducing his holding to 43,917 shares. This transaction is part of a trend with 54 insider sells and no insider buys for MGNI over the past year. The stock is currently trading at $13.33, indicating it is fairly valued according to its GuruFocus Value.
Can Retail Media Become a Major Growth Driver for Trade Desk?
The Trade Desk is increasingly focusing on retail media as a significant long-term growth driver, aligning with the shift towards data-driven advertising and the expansion of connected TV (CTV) and AI. The company highlights its extensive retail data marketplace, which covers over 80% of sales from leading U.S. retailers, positioning it as a strong competitor against Amazon. Through products like Audience Unlimited and strategic partnerships, Trade Desk aims to enhance campaign targeting, performance, and integrate on-site retail media opportunities.
Magnite (MGNI) President, Revenue reports routine tax-withholding share forfeiture
Magnite's President of Revenue, Sean Patrick Buckley, reported a routine forfeiture of 12,019 shares of common stock to cover tax withholding obligations associated with the vesting of restricted stock units. This non-discretionary transaction, valued at $12.82 per share, resulted in Buckley directly holding 392,747 shares, including those acquired through the company's Employee Stock Purchase Plan. Such tax-related forfeitures are common and do not indicate a change in the executive's outlook or a voluntary reduction in holdings.
Tax withholding trims Magnite (NASDAQ: MGNI) CTO share holdings
Magnite Inc.'s Chief Technology Officer, David Buonasera, had 8,335 common shares worth $12.82 each withheld to cover tax obligations related to vesting restricted stock units. Following this transaction, Buonasera directly holds 294,193 shares, which includes 433 shares acquired through the company’s Employee Stock Purchase Plan. This insider transaction is categorized as moderate impact and neutral sentiment.
Magnite (MGNI) CEO logs tax-withholding forfeiture of 10,404 shares on Form 4
Magnite Inc. (MGNI) CEO Michael G. Barrett reported a tax-related forfeiture of 10,404 shares of common stock on May 15, 2026. These shares, valued at $12.82 each, were disposed of to cover tax withholding obligations linked to the vesting of restricted stock units (RSUs). This forfeiture was non-discretionary. After the transaction, Barrett directly holds 403,074 shares, including 1,316 shares acquired through an Employee Stock Purchase Plan on the same day.
Insider files to sell 21,529 MGNI shares (MGNI) — Form 144 notice
A Form 144 notice for Magnite, Inc. (MGNI) indicates proposed insider sales of 21,529 shares with reported values of $257,486.84 and $258,348.00, dated February 19, 2026, and February 18, 2026, respectively. The filing also details multiple restricted stock vesting entries, such as 10,445 shares vesting on February 15, 2023, and 2,986 shares vesting on January 30, 2025, described as "Services Rendered." This regulatory notice signals potential insider supply but does not confirm completed transactions.
There May Be Underlying Issues With The Quality Of Magnite's (NASDAQ:MGNI) Earnings
Magnite's recent strong earnings report did not significantly boost its stock, possibly due to shareholders recognizing underlying issues. The company received a one-off tax benefit of US$74m, which artificially inflated its reported profit. While Magnite's EPS is growing, the tax benefit suggests that its sustainable earnings power might be lower than statutory profit indicates, warranting caution for investors.
Stephens Investment Management Group LLC Buys 164,035 Shares of Magnite, Inc. $MGNI
Stephens Investment Management Group LLC recently increased its stake in Magnite, Inc. (NASDAQ:MGNI) by 17.0% in the fourth quarter, purchasing an additional 164,035 shares and bringing its total holding to 1,128,578 shares valued at approximately $18.3 million. Other institutional investors also boosted their positions, with institutions now owning 73.4% of Magnite's stock. The company recently exceeded quarterly earnings expectations and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $24.33.
Magnite (MGNI) Is Down 9.3% After Returning To Profitability On Higher Q1 2026 Revenue – Has The Bull Case Changed?
Magnite (MGNI) returned to profitability in Q1 2026, reporting net income of US$4.41 million on US$164.37 million in sales, representing a significant operational improvement. Despite this positive earnings shift, the article emphasizes that the company's dependency on large CTV and agency partners remains a key risk, as contract changes or in-house moves could disrupt revenue. Investors are encouraged to consider the share repurchase program and analyst forecasts, which suggest a potential 73% upside to its current price despite customer concentration concerns.
Magnite Q1 2026 Earnings: Revenue Misses Estimates, CTV Surges 30%, AI Savings Lift Margins - News and Statistics
Magnite's Q1 2026 earnings revealed a revenue miss compared to analyst estimates, reaching $164.4 million instead of the anticipated $174 million. Despite this, the company saw a significant 30% year-over-year increase in Connected TV (CTV) contribution and improved margins due to cost savings from cloud spending and early AI productivity gains. Analysts inquired about the stability of DV+, the impact of commerce media, macroeconomic effects, and the durable nature of AI-driven cost efficiencies.
Magnite (MGNI) Is Down 9.3% After Returning To Profitability On Higher Q1 2026 Revenue – Has The Bull Case Changed?
Magnite Inc. reported a significant improvement in Q1 2026, returning to profitability with US$4.41 million net income and increased sales of US$164.37 million. Despite this positive earnings shift and a US$200 million share repurchase program, the stock fell 9.3%, highlighting investor concerns about client concentration risk. The article suggests that while profitability is a good sign, market sentiment is still influenced by the potential impact of large CTV and agency partners.
Magnite stock (US55953Q1022): Capital Research discloses 3.5% stake
Capital Research Global Investors has disclosed a 3.5% stake in Magnite, an ad tech leader, through an SEC filing. This institutional investment highlights confidence in Magnite's position within the sell-side advertising platform space, particularly as the industry evolves with AI-driven innovation and data monetization. Magnite, which operates the world's largest independent sell-side advertising platform, stands to benefit from programmatic ad spending trends and its focus on CTV advertising.
Capital Research holds 5.02M shares in Magnite (MGNI), 3.5% stake
Capital Research Global Investors has reported a 3.5% stake in Magnite (MGNI) through an SEC Schedule 13G/A filing. The investment firm beneficially owns 5,020,289 shares of Magnite's common stock as of March 31, 2026, and holds sole voting and dispositive power over these shares. This filing indicates a passive investment, with the reported stake representing 3.5% of the 144,364,365 shares believed to be outstanding.
PubMatic's AI narrative can't hide what the numbers actually show
PubMatic's Q1 2026 revenue declined by 2% year-over-year to $62.6 million, accompanied by a widening GAAP net loss, despite the company heavily emphasizing its AI narrative with over 40 mentions of "AI" in its earnings remarks. In contrast, competitor Magnite saw its revenue grow by 6% to $164.4 million, reporting a net income. While PubMatic highlights emerging AI-driven revenues, these remain a small portion of its total business and are not yet offsetting the decline from a lost major DSP buyer, indicating that the financial evidence lags behind the company's AI-focused story.
Magnite raises 2026 adjusted EBITDA margin target to at least 35.5% while projecting mid-30% free cash flow growth
Magnite (MGNI) has increased its adjusted EBITDA margin target for 2026 to at least 35.5%, up from the previous 35%. This upward revision indicates the company's confidence in improving profitability. Concurrently, Magnite projects a mid-30% free cash flow growth for the same period.
Number of shareholders of Magnite, Inc. – DUS:15R
This article provides financial information for Magnite, Inc. (DUS:15R) on the Dusseldorf Stock Exchange, focusing on the number of shareholders. It includes various data points such as period value, change, and percentage change. The content appears to be a stub or a placeholder for more detailed financial metrics, indicating that specific shareholder numbers are expected to be displayed.
Magnite posts first quarter profit as CTV crosses 50% of revenue
Magnite reported a net income of $4.4 million in Q1 2026, a significant turnaround from a net loss in the prior year, driven by strong growth in connected television (CTV) advertising, which now accounts for over 51% of its contribution ex-TAC. The company saw a 30% year-over-year increase in streaming advertising revenue, largely attributed to its SpringServe platform and expanding commerce media partnerships. Magnite also provided optimistic guidance for Q2 and the full year, while preparing for a CFO transition and anticipating potential benefits from Google antitrust proceedings.
Why Magnite (MGNI) Is Up 9.2% After Q1 Profit Return and SpringServe AI Expansion
Magnite (MGNI) shares rose significantly after the company reported a return to profit in Q1 2026 and expanded its AI and agent-based tools within its SpringServe platform. This expansion aims to enhance auction performance and campaign optimization for media owners and buyers. While analysts anticipate strong revenue and earnings growth for Magnite, challenges such as customer concentration among large CTV streamers persist.
Vanguard Group Inc. Increases Position in Magnite, Inc. $MGNI
Vanguard Group Inc. increased its stake in Magnite, Inc. by 1.0% in the fourth quarter, now owning 14.8 million shares valued at approximately $240.2 million. Magnite has attracted bullish analyst coverage with a consensus "Moderate Buy" rating and a price target of $24.33, following better-than-expected quarterly results. Other institutional investors have also adjusted their positions in the company.
Magnite (MGNI) Net Margin Jumps To 20.3% Challenging Existing Bull And Bear Narratives
Magnite (MGNI) reported a significant jump in its net margin to 20.3% in FY 2025, with net income reaching US$144.6 million on US$714.0 million in revenue. This increased profitability challenges both bullish and bearish narratives, as the actual margin is higher than bull case assumptions, while revenue growth at 6% trails the broader market and bearish revenue growth assumptions. The company's P/E ratio of 13.3x is well below its DCF fair value of US$39.82, but analysts still expect a future earnings decrease.
Magnite (NASDAQ:MGNI) Price Target Raised to $15.00
Wells Fargo & Company has increased its price target for Magnite (NASDAQ:MGNI) to $15.00 from $13.00, maintaining an "equal weight" rating, suggesting a 6.33% upside from its current price. This adjustment comes after Magnite reported stronger-than-expected Q1 earnings, beating consensus estimates for both EPS and revenue. Despite Wells Fargo's rating, the analyst consensus for Magnite is a "Moderate Buy" with a higher average price target of $24.33, indicating a more significant potential upside.
Evercore Maintains Magnite(MGNI.US) With Buy Rating, Cuts Target Price to $21
Evercore has reiterated its Buy rating on Magnite (MGNI.US) but has lowered its target price for the stock to $21. This indicates a continued positive outlook on the company despite a revised valuation.
RBC Capital Adjusts Magnite Price Target to $20 From $23, Maintains Outperform Rating
RBC Capital has revised its price target for Magnite (MGNI) to $20, down from the previous $23, while reaffirming an Outperform rating on the stock. This adjustment comes after the close of the market today, indicating a continued positive outlook for Magnite despite the lowered price target.
Magnite (NASDAQ:MGNI) Price Target Raised to $17.00 at Scotiabank
Scotiabank has increased its price target for Magnite (NASDAQ:MGNI) to $17.00, maintaining a "sector outperform" rating, which suggests a potential upside of approximately 24% for the stock. This comes after Magnite's Q1 results showed improved financials, including an EPS beat and strong CTV growth, prompting management to reaffirm guidance and raise its Adjusted EBITDA margin target. The company currently holds a "Moderate Buy" consensus rating from analysts, with a target price of $23.60.
Magnite: Q1 Earnings Snapshot
Magnite Inc. reported Q1 earnings of $4.4 million, or 3 cents per share, which adjusted to 13 cents per share. The digital ad exchange operator posted revenue of $164.4 million, with adjusted revenue at $160.9 million. For the upcoming quarter ending in June, Magnite projects revenue between $177 million and $181 million.
RBC Capital Adjusts Magnite Price Target to $20 From $23, Maintains Outperform Rating
RBC Capital has revised its price target for Magnite (MGNI) to $20, down from the previous $23, while reaffirming an Outperform rating on the stock. This adjustment reflects a moderated outlook but continues to suggest confidence in Magnite's future performance. The article also briefly mentions Magnite's recent Q1 2026 earnings call, where the company reported adjusted EPS and revenue that exceeded FactSet estimates, along with an optimistic Q2 revenue forecast.
Magnite Says It’s Not Afraid Of The Agentic Era – Or Of Google
Magnite reported strong Q1 revenue growth, driven primarily by CTV and live sports, despite a decline in its DV+ segment. The company's leadership expressed confidence in its ability to navigate the evolving programmatic ecosystem, including the rise of AI agents, and anticipates favorable outcomes from the Google ad tech trial, while remaining unfazed by The Trade Desk's OpenPath initiative. Magnite believes AI tools will increase its value and expects to charge for their utilization.
Magnite, Inc. (NASDAQ:MGNI) Q1 2026 Earnings Call Transcript
Magnite, Inc. reported strong first-quarter 2026 results, exceeding revenue and profitability expectations, driven by significant growth in Connected TV (CTV) despite a decline in DV+. The company highlighted the increasing shift of ad dollars to streaming and the pivotal role of its SpringServe platform and AI advancements in optimizing ad monetization. CFO David L. Day announced his retirement, and the company provided an optimistic outlook for the remainder of 2026, reaffirming growth targets and increased Adjusted EBITDA margins.
Magnite (MGNI) Expands AI Suite with Agentic Execution Capabilities
Magnite Inc. (NASDAQ: MGNI) has expanded its AI suite with new intelligent assistance and agentic execution capabilities designed to automate workflows for publishers and advertisers in the CTV and premium media landscapes. These enhancements include a new buyer agent being tested by partners, and AI-supported mediation features for media owners through its SpringServe video platform. Magnite's strategy emphasizes interoperability, supporting both proprietary and third-party AI agents, and aims to optimize programmatic workflows for digital advertising inventory.
Magnite (MGNI) Expands AI Suite with Agentic Execution Capabilities
Magnite Inc. (NASDAQ: MGNI) has expanded its AI suite with new intelligent assistance and agentic execution capabilities, aiming to automate workflows for publishers and advertisers in the CTV and premium media landscapes. These tools include a new buyer agent, currently in testing, and AI-supported mediation features for its SpringServe video platform. Magnite's strategy emphasizes interoperability, supporting both proprietary and third-party AI agents and collaborating with industry players to drive innovation.
Magnite, Inc. 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:MGNI) 2026-05-07
Magnite, Inc. announced its Q1 2026 earnings, reporting an EPS of $0.13, which beat estimates by $0.02. The company's revenue reached $160.90M, surpassing expectations by $1.85M and showing a 10.32% year-over-year increase. This article presents the slide deck released by Magnite in conjunction with their earnings call.
MGNI SEC Filings - Magnite Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Magnite (MGNI) SEC filings, including 10-K, 10-Q, 8-K, and Form 4 insider trading documents. It aggregates official regulatory information and uses AI-powered tools to help interpret complex documents, offering summaries and impact analysis for investors. Recent filings highlight material events, financial results, and significant insider transactions, maintaining transparency for stakeholders.
Earnings call transcript: Magnite Q1 2026 beats expectations, stock dips slightly
Magnite Inc. reported strong first-quarter 2026 earnings, exceeding analyst expectations for both EPS ($0.13 vs $0.11) and revenue ($164.4 million vs $159.24 million), driven by robust growth in its CTV segment. Despite this positive financial performance, the company's stock experienced a slight dip of 0.07% in aftermarket trading. The company provided an optimistic outlook for continued growth, particularly in CTV and through AI-driven efficiencies, even as its CFO announced his retirement.
Magnite: Q1 Earnings Snapshot
Magnite Inc. reported Q1 earnings of $4.4 million, or 3 cents per share, with adjusted earnings of 13 cents per share. The digital ad exchange operator posted revenue of $164.4 million, with adjusted revenue at $160.9 million. For the second quarter, Magnite expects revenue to be between $177 million and $181 million.
Earnings Flash (MGNI) Magnite, Inc. Reports Q1 Revenue $164.4M, vs. FactSet Est of $159.2M
Magnite, Inc. (MGNI) reported its Q1 revenue at $164.4 million, surpassing FactSet's estimate of $159.2 million. The company also announced an adjusted EPS of $0.13 per share, exceeding the $0.11 FactSet estimate. Magnite projects its Q2 revenue to be between $177.0 million and $181.0 million.
Magnite (NASDAQ:MGNI) Misses Q1 CY2026 Sales Expectations
Magnite (NASDAQ:MGNI) reported its Q1 CY2026 earnings, missing Wall Street's revenue expectations with $164.4 million, despite a 5.5% year-on-year increase. However, the company exceeded non-GAAP profit estimates with $0.13 per share and adjusted EBITDA of $42.86 million. CEO Michael G. Barrett highlighted strong CTV growth and the increasing role of AI in their business, while acknowledging continued improvements in DV+ segments.
Magnite (NASDAQ: MGNI) turns Q1 profit as CTV grows and debt is repaid
Magnite (NASDAQ: MGNI) reported a profit in Q1 2026, driven by a 6% increase in revenue to $164.4 million, primarily fueled by connected TV (CTV) growth which accounted for 52% of total revenue. The company also strengthened its financial position by repaying $205.1 million in Convertible Senior Notes, although this led to a decrease in cash and cash equivalents. Despite negative operating cash flow, Magnite's strategic financial restructuring and robust CTV performance highlight key areas of operational improvement.
Magnite (NASDAQ: MGNI) posts Q1 2026 profit and boosts 2026 margin, cash flow targets
Magnite (NASDAQ: MGNI) reported a profitable first quarter in 2026, driven by a 30% growth in its Connected TV (CTV) business. The company posted a net income of $4.4 million, a significant improvement from a $9.6 million loss the previous year, and achieved a 16% increase in Adjusted EBITDA. Magnite also raised its full-year 2026 targets for Adjusted EBITDA margin to at least 35.5% and free cash flow growth to the mid-30% range, signaling strong financial outlook.
FMR LLC (MGNI) holds 4.51M shares — 3.1% reported in amended 13G/A
FMR LLC has filed an amended Schedule 13G/A, disclosing a 3.1% beneficial ownership stake in Magnite Inc. (MGNI), totaling 4,507,418.57 shares of common stock. This filing indicates a passive investment, with FMR LLC exercising sole voting power over 4,499,424 shares and sole dispositive power over the entire stake. The amendment includes details about power of attorney effective April 13, 2026, and a signature date of May 5, 2026, with the filing classifying the ownership as 5% or less of the class.
Magnite, Inc. (NASDAQ:MGNI) Given Average Rating of "Moderate Buy" by Analysts
Magnite, Inc. (NASDAQ:MGNI) has received an average rating of "Moderate Buy" from analysts, with nine recommending a buy and two a hold. The average one-year price target is $24.10. Insider Adam Lee Soroca recently sold 21,529 shares of the company's stock for $258,348.
Magnite Earnings: What To Look For From MGNI
Magnite (MGNI) is set to report earnings, with analysts expecting an 11.7% year-on-year revenue growth. The company missed revenue and EPS expectations last quarter, but positive sentiment in the media & entertainment sector, with share prices up 8.7% on average, might offer some tailwind. Magnite's stock is up 13.5% over the last month, nearing an average analyst price target of $22.21, significantly higher than its current share price of $13.80.
MGNI Jumps As Magnite Expands AI And CTV Partnerships
Magnite Inc. (MGNI) stock has risen by 8.86% due to strong digital advertising demand and positive analyst sentiment. The company is expanding its AI-driven tools and CTV integrations, positioning it for growth beyond traditional media peers. Financial analysis highlights a strong gross margin and manageable leverage, with a positive technical outlook suggesting an uptrend.
Magnite Stock Advances As AI And CTV Deals Deepen Ad-Tech Reach
Magnite Inc. (MGNI) stock is up 8.86% driven by expanding AI capabilities and deepening partnerships in connected TV (CTV) and digital advertising. The company announced new AI tools, extended relationships with major media entities like Hearst News and AMC Global Media, and reaffirmed its Q1 and full-year 2026 financial guidance despite an upcoming CFO retirement. The article also provides a detailed technical and fundamental analysis, suggesting a 12-month price target of $18 with key support at $12.70.
Universal Beteiligungs und Servicegesellschaft mbH Sells 1,508,363 Shares of Magnite, Inc. $MGNI
Universal Beteiligungs und Servicegesellschaft mbH significantly reduced its stake in Magnite, Inc. by selling over 1.5 million shares, leaving them with 0.09% ownership. This move comes amidst mixed Q4 financial results for Magnite, which saw revenue beat estimates but EPS miss slightly. Analyst sentiment remains largely positive, with a "Moderate Buy" consensus despite some price target adjustments and an insider share sale.
Walmart Connect opens CTV to all advertisers with Connect Select
Walmart Connect has launched Connect Select, a new CTV marketplace within its DSP, making premium Connected TV inventory coupled with Walmart's first-party shopper data available to all advertisers. This initiative aims to simplify CTV buying for mid-sized and smaller brands by offering curated supply paths and closed-loop measurement that links ad exposure to actual purchase behavior at Walmart. Integrations with technology partners like Pacvue and Skai are also expanding to provide unified campaign management capabilities.
8 investor events ahead; Magnite to webcast 2 fireside chats
Magnite (Nasdaq: MGNI) announced its participation in eight financial conferences from May 13 to June 15, 2026, including Needham, B. Riley, and Evercore. The company's executive team will host investor meetings and fireside chats, with webcasts for the Needham and Evercore events available on their investor relations website. This news led to a notable positive market reaction, with MGNI shares gaining 7.06% on the day of publication.
Vanguard Capital Management holds 5.04% of Magnite (NASDAQ: MGNI)
Vanguard Capital Management has disclosed a passive stake of 5.04% in Magnite (NASDAQ: MGNI), holding 7,283,329 shares of common stock. This is reported via a Schedule 13G SEC filing, indicating an investment purpose rather than an intention to influence company control. Vanguard has sole dispositive power over all these shares and sole voting power for 1,092,926 shares, reflecting holdings across its affiliated business divisions and managed funds.
[SCHEDULE 13G] MAGNITE, INC. Passive Investment Disclosure (>5%)
Vanguard Portfolio Management has filed a Schedule 13G, disclosing a passive investment in Magnite Inc (MGNI). They beneficially own 7,849,870 shares of common stock, representing 5.43% of the class. The filing indicates Vanguard's sole voting power over 123,665 shares and sole dispositive power over all 7,849,870 shares.
Magnite (MGNI) to Release Earnings on Wednesday
Magnite (MGNI) is set to release its Q1 2026 earnings on Wednesday, May 6th, with analysts expecting $0.1057 earnings per share and $159.2420 million in revenue. The company's previous quarter saw a revenue beat but an EPS miss, and its stock is currently trading down 0.5%. Insider Adam Lee Soroca recently sold over 21,000 shares, while institutional investors have been adjusting their holdings.
