MGNI · Magnite, Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on MGNI. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About MGNI · Magnite, Inc.
Magnite, Inc., together with its subsidiaries, operates an independent omni-channel sell-side advertising platform in the United States and internationally. The company's platform offers applications and services for sellers of digital advertising inventory, or publishers that own and operate CTV channels, applications, websites, and other digital media properties to manage and monetize their inventory; and for buyers, including advertisers, agencies, agency trading desks, and demand side platforms to buy digital advertising inventory, as well as an independent marketplace that brings buyers and sellers together. It markets its solutions through sales teams that operate from various locations. Magnite, Inc. was formerly known as The Rubicon Project, Inc. and changed name to Magnite, Inc. in July 2020. The company was incorporated in 2007 and is headquartered in New York, New York.
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HOLD (score +1) · 12-1 mom -34.2% · RSI 69.3 · above_both · -32.1% from high
Targets blend Wall Street consensus (15 analysts: low $15.00 / mean $22.07 / high $39.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
Score of 33 falls well below the 45-point threshold for both risk classes. Anti-signal gates for customer concentration and dilution are present and unmitigated by the current data. The dossier itself flags a range-bound/income setup rather than an asymmetric opportunity, and lacks the insider accumulation or structural edge required for publication or paper-tracking.
Score of 33 falls well below the 45-point threshold for both risk classes. Anti-signal gates for customer concentration and dilution are present and unmitigated by the current data. The dossier itself flags a range-bound/income setup rather than an asymmetric opportunity, and lacks the insider accumulation or structural edge required for publication or paper-tracking.
Despite the investigation trigger flagging 8 Form-4 filings in 14 days, a thorough reading of each filing reveals NO open-market insider PURCHASES (P-code). The cluster consists almost entirely of RSU grants/vestings at $0 value and one director S-sale — a false positive. MGNI returned to profitability in Q1 2026 (+$4.4M net income vs -$9.6M loss YoY) with strong analyst coverage initiation from BTIG ($20 target, Buy) and RBC (Outperform). CTV contribution grew ~30% YoY, partnerships are expanding (JioHotstar, Walmart Connect via Vizio, Dentsu Sweden), yet the stock trades at only 12.7x forward P/E vs a sector peer set commanding 25-35x. The stock has recovered from $11 February lows but remains -22% YTD. Options flow is notably bullish (88% call-dominant net bias, whale OTM call block at $16 strike). No clear asymmetric long mispricing exists at current levels — the stock is not cheap enough to qualify as genuinely mispriced relative to ad-tech peers, and 41% below its 52-week high.