Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Magnite (MGNI) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Investors interested in Internet - Software stocks are likely familiar with Magnite (MGNI) and BlackLine (BL). But which of these two companies is the best option for those looking for undervalued stocks?
Magnite, Inc. (MGNI) Q4 2025 Earnings Call Transcript
Magnite delivered robust Q3 2025 results, with 11% revenue growth to $179.5M, beating estimates and exceeding guidance across key segments. MGNI's CTV and DTV segments saw strong momentum, driven by major partnerships with Netflix, Roku, Spotify, and others, supporting ongoing double-digit growth. AI integration and platform efficiencies are expected to drive margin expansion, with 2026 EPS growth forecast at 19.2%.
Magnite earns a buy rating, offering an attractive entry to ad tech with asymmetric risk/reward and discounted valuation metrics. MGNI's CTV segment posted 25% YoY growth (ex-TAC and political), driving margin expansion and positioning as a key infrastructure provider for streaming giants. Three growth drivers—Netflix monetization, resilience to SPO threats, and a low 0.66 PEG ratio—set MGNI up for 2026 outperformance.
Magnite (MGNI) came out with quarterly earnings of $0.2 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.17 per share a year ago.
Magnite offers strong long-term growth potential at a low valuation, making the recent stock pullback an attractive buy-the-dip opportunity. MGNI is the largest independent omni-channel sell-side advertising platform, specializing in automating digital ad inventory buying and selling, especially in CTV. Growth catalysts include robust CTV and DV+ revenue increases, strategic partnerships with NFLX, ROKU, WBD, PSKY, and LG, and expanding SMB and agency marketplaces.
Magnite, Inc. (NASDAQ:MGNI ) Bank of America 2025 Media, Communications & Entertainment Conference September 3, 2025 3:40 PM EDT Company Participants Michael Barrett - CEO & Director Conference Call Participants Omar Dessouky - BofA Securities, Research Division Presentation Omar Dessouky Research Analyst [Audio Gap] Omar Dessouky, I'm a senior analyst and the U.S. Internet team. I cover 2 sets of companies, video games and interactive entertainment as well as advertising technology.
Here is how Magnite (MGNI) and Allient (ALNT) have performed compared to their sector so far this year.
Magnite, Inc. (NASDAQ:MGNI ) Q2 2025 Earnings Conference Call August 6, 2025 4:30 PM ET Company Participants Aaron Saltz - Chief Legal Officer David L. Day - Chief Financial Officer Michael G.
Magnite (MGNI) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.14 per share a year ago.