MGNI
MagniteANasdaq / Media & Entertainment
Last Price
At close
2026-07-18
Current thesis
CTV growth, improving profitability, and rising free cash flow could offset DV+ softness and support upside toward the low-to-mid $20s. Q1 results were solid, with contribution ex-TAC up 10% and adjusted EBITDA up 16% year over year.
Posture
Constructive
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta +1.2.
What can break
CTV growth may decelerate or fail to offset DV+ weakness.
Momentum
97
Value
51
Sentiment
43
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $18.50 · Bull $24.00 · Bear $14.50
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-07-18 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $22.54
Why
Momentum97 · Δ7d +1.2
Value51 · Δ7d +0.4
Sentiment43 · Δ7d +3.6
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
97
26% active weight
Current posture
7d trendFlat
Δ7d
+1.2
Δ21d
+2.9
Value
51
39% active weight
Current posture
7d trendFlat
Δ7d
+0.4
Δ21d
-0.4
Sentiment
43
34% active weight
Current posture
7d trendImproving
Δ7d
+3.6
Δ21d
-4.0
Why this grade
Composite grade A. Momentum 96.8 / Value 50.8 / Sentiment 42.8
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$2.72B
Beta
2.38
Shares Out
143.22M
P/E (TTM)
46.9
P/S (TTM)
3.43
P/FCF (TTM)
14.99
Rev YoY
+5.5%
EPS YoY
-143.9%
Gross Margin
+63.2%
Op Margin
+11.9%
Net Debt
$73M
Current Ratio
1.02
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology