Market Cap
$3.6B
MGNI
MAGNITE, INC.
$25.44 ▲ +0.71%
Prev close $25.26Market cap$3.6B
ConsensusStrong Buy
12-mo target$29.67 (+20.0%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (4 insiders)32 New Institutional Positions14 Institutional Exits Software & IT
Snapshot
The big-picture read on MGNI right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (86%)
Inst. Holders
50 funds
Inst. Value
$2.0B
Inst. Activity
32 buys / 14 sells
Insider Activity
$0.00 buy / $19.5M sell
Insider Net $
-$19.5M
Social Sentiment
67° Warm
SEC Reports
20
Press Releases
6
Price chart 30d +3.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 23, 2026 other
Magnite Named Primary Video Ad Server and a Programmatic Technology Provider for HP TV+
HP TV+ adopts Magnite’s full-stack technology, including SpringServe ad serving, programmatic activa
Sep 17, 2026 Insider
Knopper Douglas S sold 37,337 shares
Director @ $26.28 ($981.2K)
Sep 17, 2026 Insider
Caine Paul sold 7,500 shares
Director @ $26.50 ($198.8K)
Sep 14, 2026 Insider
Sep 12, 2026 SEC Spillane Robert F acquired via exercise 10,363 shares
Director @ $5.17 ($53.6K)
Two MGNI insiders sold a total of ~$378K in open-market sales over a 7-day window, with the bulk executed by a senior ex
CLUSTER — Impact 2/10
Magnite insider cluster shows net selling of $789K over a 7-day window, driven primarily by a director (Evans Katie Seit
CLUSTER — Impact 3/10
Magnite (MGNI) announced an expanded partnership with ITN to integrate agentic capabilities into local linear TV buying
Impact 4/10
Two Magnite insiders (a Director and the CTO) sold a combined $568K in open-market transactions over a one-week period.
CLUSTER — Impact 2/10
Analyst ratings buy % -4.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
86% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Sep 18, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Sep 9, 2026 | BTIG | REITERATE | Buy | 53% |
| Sep 3, 2026 | Needham | MAINTAIN | Buy | 50% |
| Aug 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 6, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 6, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 6, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Aug 6, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Aug 6, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 14 | 3 | 0 | 0 | 86% | |
| Aug 1, 2026 | 5 | 14 | 3 | 0 | 0 | 86% | |
| Jul 1, 2026 | 5 | 14 | 2 | 0 | 0 | 90% | |
| Jun 1, 2026 | 4 | 14 | 2 | 0 | 0 | 90% | |
| May 1, 2026 | 5 | 14 | 2 | 0 | 0 | 90% | |
| Apr 1, 2026 | 5 | 14 | 2 | 0 | 0 | 90% | |
| Mar 1, 2026 | 5 | 14 | 2 | 0 | 0 | 90% | |
| Feb 1, 2026 | 5 | 14 | 2 | 0 | 0 | 90% |
Price targets
Where 15 covering analysts think MGNI trades over the next 12 months.
$29.67 +20.0% upside Buy
Current$24.73 Low$21.00 Median$28.00 High$43.00 15 analysts
$21.00$43.00
Analyst rating Strong Buy· 1.5/5 as of Oct 3, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 0 bullish, 7 bearish, 0 mixed, 13 neutral · avg impact 3.5/10.Plus 6 press releases.
NEUTRALCLUSTER2/10
Two MGNI insiders sold a total of ~$378K in open-market sales over a 7-day window, with the bulk exe
Sep 12, 2026
NEUTRALCLUSTER3/10
Magnite insider cluster shows net selling of $789K over a 7-day window, driven primarily by a direct
Sep 11, 2026
NEUTRALCLUSTER2/10
Two Magnite insiders (a Director and the CTO) sold a combined $568K in open-market transactions over
Sep 4, 2026
NEUTRALCLUSTER3/10
Multiple insiders at Magnite, including the Chief Accounting Officer and two directors, sold a total
Aug 19, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 23, 2026
other
Magnite Named Primary Video Ad Server and a Programmatic Technology Provider for HP TV+
HP TV+ adopts Magnite’s full-stack technology, including SpringServe ad serving, programmatic activation, and ClearLine Curation HP TV+ adopts Magnite
Sep 21, 2026
other
Magnite Promotes Brian Gephart to Chief Financial Officer
Gephart Brings Five Years of Executive Leadership at Company to Role; Succeeds Retiring CFO David Day Gephart Brings Five Years of Executive Leadershi
Sep 18, 2026
short_volume
Short Volume: MGNI — 57.9% short (0.5M / 0.9M)
Short: 520,276 | Exempt: 319 | TRF Vol: 898,218 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
ftd
FTD: MGNI — 235,687 shares ($5.6M) failed to deliver
Settlement: 20260911, Price: $23.55, FTD Value: $5,550,428.85, MAGNITE INC
Sep 10, 2026
contract
Magnite and ITN Expand Partnership to Introduce Agentic AI Solution for Local Linear TV
Industry-first agentic integration via Magnite Orchestration automates local linear buying, transforming a multi-week process into a matter of hours I
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.28 | $0.18–$0.34 | 41.1% | +0.0% | 4↑ 2↓ | $0.2B | 9 |
| Current FY | $1.10 | $0.86–$1.26 | 26.8% | -0.1% | 6↑ 3↓ | $0.8B | 10 |
| Next Q | $0.45 | $0.35–$0.53 | 32.7% | +0.0% | 2↑ 3↓ | $0.2B | 9 |
| Next FY | $1.32 | $0.91–$2.07 | 19.9% | +2.6% | 7↑ 2↓ | $0.8B | 10 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.282 | — |
| 7d ago | $0.282 | — |
| 30d ago | $0.282 | — |
| 60d ago | $0.271 | +0.011 |
| 90d ago | $0.271 | +0.011 |
Institutional ownership
Which big funds own MGNI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.0B total value (106,666,509 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, FMR. Net buying activity: 32 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 12,713,156 | $241.3M | 11.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,197,286 | $155.6M | 7.7% | — |
| FMR LLC | 7,759,426 | $147.3M | 7.3% | ADD +72.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,225,195 | $118.2M | 5.8% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 6,044,492 | $114.7M | 5.7% | TRIM -34.2% |
| DIMENSIONAL FUND ADVISORS LP | 5,260,132 | $99.8M | 4.9% | ADD +32.0% |
| Boston Partners | 5,013,835 | $95.9M | 4.7% | — |
| AMERICAN CENTURY COMPANIES INC | 4,622,736 | $87.7M | 4.3% | — |
| Capital Research Global Investors | 3,869,159 | $73.4M | 3.6% | TRIM -61.1% |
| Nuveen, LLC | 3,794,811 | $72.0M | 3.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 4,507,419 | 7,759,426 | +72.1% | $147.3M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 9,191,077 | 6,044,492 | -34.2% | $114.7M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 3,983,674 | 5,260,132 | +32.0% | $99.8M |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 46,052 | 2,995,093 | +6403.7% | $56.8M |
| JANE STREET GROUP, LLC | ADD | 1,668,160 | 2,199,191 | +31.8% | $41.7M |
| MORGAN STANLEY | DOUBLED | 926,819 | 1,991,732 | +114.9% | $37.8M |
| Qube Research & Technologies Ltd | DOUBLED | 661,057 | 1,955,989 | +195.9% | $37.1M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 1,234,457 | 764,819 | -38.0% | $14.5M |
| UBS Group AG | ADD | 450,349 | 746,350 | +65.7% | $14.2M |
| First Eagle Investment Management, LLC | ADD | 450,288 | 670,788 | +49.0% | $12.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 50 transactions. Net -$19.5M — $0.00 bought, $19.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | Knopper Douglas S | Director | SELL | 37,337 | $26.28 | $981.2K |
| Sep 17, 2026 | Caine Paul | Director | SELL | 7,500 | $26.50 | $198.8K |
| Sep 14, 2026 | Spillane Robert F | Director | EXERCISE | 10,363 | $5.17 | $53.6K |
| Sep 14, 2026 | Buonasera David | CHIEF TECHNOLOGY OFFICER | SELL | 1,165 | $24.00 | $28.0K |
| Sep 14, 2026 | Spillane Robert F | Director | SELL | 10,363 | $23.76 | $246.2K |
| Sep 11, 2026 | Evans Katie Seitz | See Remarks | SELL | 13,997 | $24.00 | $335.9K |
| Sep 10, 2026 | Caine Paul | Director | SELL | 5,000 | $23.53 | $117.7K |
| Sep 10, 2026 | Saltz Aaron | CHIEF LEGAL OFFICER | SELL | 40,000 | $23.41 | $936.4K |
| Sep 9, 2026 | Evans Katie Seitz | See Remarks | SELL | 11,100 | $23.46 | $260.4K |
| Sep 8, 2026 | Evans Katie Seitz | See Remarks | EXERCISE | 13,546 | $5.16 | $69.9K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MGNI.
Shares short
11,433,129
Settlement Sep 15, 2026
Change vs prior
+4.1%
Semi-monthly cycle
Days to cover
5.3
At avg daily volume
Of shares outstanding
≈8.0%
Estimate — not % of float
All MGNI filing & press-release reports (33)
- CLUSTER reportSep 12, 2026
- CLUSTER reportSep 11, 2026
- PRESS-RELEASE reportSep 10, 2026
- CLUSTER reportSep 4, 2026
- CLUSTER reportAug 19, 2026
- CLUSTER reportAug 15, 2026
- CLUSTER reportAug 13, 2026
- 144 reportAug 11, 2026
- CLUSTER reportAug 8, 2026
- CLUSTER reportAug 7, 2026
- 144 reportAug 6, 2026
- CLUSTER reportJul 17, 2026
- CLUSTER reportJul 14, 2026
- CLUSTER reportJul 10, 2026
- 144 reportJul 3, 2026
- CLUSTER reportJul 2, 2026
- INST-CLUSTER reportJun 27, 2026
- CLUSTER reportJun 17, 2026
- PRESS-RELEASE reportJun 17, 2026
- 144 reportJun 16, 2026
- 144 reportJun 16, 2026
- 144 reportJun 15, 2026
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportJun 11, 2026
- 144 reportJun 10, 2026
- PRESS-RELEASE reportJun 4, 2026
- PRESS-RELEASE reportJun 3, 2026
- PRESS-RELEASE reportApr 21, 2026
- 8-K reportApr 20, 2026
- 8-K reportApr 10, 2026
- PRESS-RELEASE reportApr 6, 2026
- PRESS-RELEASE reportMar 11, 2026
- 8-K reportFeb 25, 2026