MGNI

MAGNITE, INC.

Nasdaq · Services-Computer Programming, Data Processing, Etc. · Inc. DE · CIK 0001595974
$16.25 +0.31% $2.3B
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)20 New Institutional Positions14 Institutional Exits
Vol
Market Cap$2.3B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (90%)
Inst. Holders50 funds
Inst. Value$896.2M
Inst. Activity20 buys / 14 sells
Insider Activity0B / 4S
Insider Net $-$492.3K
Reddit Sentiment60° Warm
SEC Reports7
Press Releases4
Exchange Nasdaq·Sector Services-Computer Programming, Data Processing, Etc.·Inc. DE·CIK 0001595974·Prev Close $16.20

Recent Activity

Jun 11, 2026 SEC
An institutional cluster in MGNI shows mixed signals: three mega-passive funds (Morgan Stanley, T. Rowe Price, BofA) add
INST-CLUSTER — Impact 4/10
Jun 11, 2026 SEC
Two Magnite directors sold a combined $338K in open-market sales on June 10, 2026, following a June 8 grant of 13,798 sh
CLUSTER — Impact 3/10
Jun 11, 2026 short_volume
Short Volume: MGNI — 70.0% short (0.6M / 0.8M)
Short: 582,511 | Exempt: 1,188 | TRF Vol: 832,571 | Short Ratio: 70.0% | Off-exchange volume (dark p
Jun 10, 2026 SEC
Director David T. Pearson filed Form 144 notice to sell 10,766 shares (~$168,500 at filing) on June 10, 2026. The shares
144 — Impact 2/10
Jun 10, 2026 Insider
PEARSON DAVID T. sold 10,766 shares
Director @ $15.65 ($168.5K)
Jun 10, 2026 Insider
Knopper Douglas S sold 10,766 shares
Director @ $15.73 ($169.3K)
Jun 8, 2026 Insider
Rossman James was granted 13,798 shares
Director
Inst.
Capital Research Global Investors — TRIM
5,020,289 shares ($59.6M)

Price Targets

$22.07 +35.8% upside Strong Buy
Current $16.25 Low $15.00 Median $21.00 High $39.00 15 analysts
$15.00 $39.00

Analyst Ratings

Strong Buy90% buy · 20 analysts
4Strong Buy
14Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 9, 2026 BTIG INITIATE Buy
May 8, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
May 7, 2026 Scotiabank MAINTAIN Sector Outperform → Sector Outperform
May 7, 2026 RBC Capital MAINTAIN Outperform → Outperform
May 7, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.26 ▼ -0.8% $0.21 — $0.31 31% YoY 7
Next Q $0.27 ▲ +0.5% $0.24 — $0.31 36% YoY 7
Current FY $1.11 $0.87 — $1.25 27% YoY 9
Next FY $1.24 $0.88 — $1.67 12% YoY 10

Top Institutional Holders

FundValueMove
BlackRock, Inc.$138.5M
WELLINGTON MANAGEMENT GROUP LLP$109.2MADD
VANGUARD PORTFOLIO MANAGEMENT LLC$91.8M
VANGUARD CAPITAL MANAGEMENT LLC$73.5M
Capital Research Global Investors$59.6MTRIM

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026PEARSON DAVIDSELL$168.5K
Jun 10, 2026Knopper DouglasSELL$169.3K
Jun 8, 2026Rossman JamesA$0.00
Jun 8, 2026PEARSON DAVIDA$0.00
Jun 8, 2026Lam RachelA$0.00

Reddit Sentiment

60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish
50 institutional holders with $896.2M total value (75,367,416 shares) as of 2026-Q1. Top holders: BlackRock,, WELLINGTON, VANGUARD. Net buying activity: 20 institutions added/increased vs 14 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.11,657,496$138.5M15.5%
2WELLINGTON MANAGEMENT GROUP LLP9,191,077$109.2M12.2%ADD +67.7%
3VANGUARD PORTFOLIO MANAGEMENT LLC7,726,205$91.8M10.2%
4VANGUARD CAPITAL MANAGEMENT LLC6,190,403$73.5M8.2%
5Capital Research Global Investors5,020,289$59.6M6.7%TRIM -61.1%
6FMR LLC4,507,419$53.5M6.0%TRIM -32.7%
7DIMENSIONAL FUND ADVISORS LP3,983,674$47.3M5.3%
8Nuveen, LLC3,590,025$42.6M4.8%
9STATE STREET CORP3,163,139$37.6M4.2%
10GOLDMAN SACHS GROUP INC1,500,852$17.8M2.0%
11BALYASNY ASSET MANAGEMENT L.P.1,500,443$17.8M2.0%ADD +71.8%
12ROYCE & ASSOCIATES LP1,365,489$16.2M1.8%
13VICTORY CAPITAL MANAGEMENT INC1,266,522$15.0M1.7%DOUBLED +738.3%
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,180,431$14.0M1.6%
15BANK OF AMERICA CORP /DE/1,125,196$13.4M1.5%ADD +72.6%
16CITADEL ADVISORS LLC1,052,908$12.5M1.4%
17CITADEL ADVISORS LLC1,040,000$12.4M1.4%
18VANGUARD FIDUCIARY TRUST CO997,082$11.8M1.3%
19MORGAN STANLEY926,819$11.0M1.2%TRIM -50.2%
20PICTON MAHONEY ASSET MANAGEMENT643,078$7.6M0.9%ADD +65.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital Research Global InvestorsTRIM12,920,2895,020,289-61.1%$59.6M2026-Q1
FMR LLCTRIM6,701,1744,507,419-32.7%$53.5M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.ADD873,2081,500,443+71.8%$17.8M2026-Q1
VICTORY CAPITAL MANAGEMENT INCDOUBLED151,0841,266,522+738.3%$15.0M2026-Q1
BANK OF AMERICA CORP /DE/ADD651,9531,125,196+72.6%$13.4M2026-Q1
MORGAN STANLEYTRIM1,862,538926,819-50.2%$11.0M2026-Q1
PICTON MAHONEY ASSET MANAGEMENTADD388,131643,078+65.7%$7.6M2026-Q1
First Eagle Investment Management, LLCADD296,443450,288+51.9%$5.3M2026-Q1
COMMONWEALTH EQUITY SERVICES, LLCADD254,318359,570+41.4%$4.3M2026-Q1
SEI INVESTMENTS COADD211,537350,862+65.9%$4.2M2026-Q1
Holocene Advisors, LPDOUBLED15,562101,973+555.3%$1.2M2026-Q1
ENVESTNET ASSET MANAGEMENT INCTRIM163,95478,262-52.3%$929.8K2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED34,67473,645+112.4%$874.9K2026-Q1
Vident Advisory, LLCDOUBLED16,72363,366+278.9%$752.8K2026-Q1
GAMCO INVESTORS, INC. ET ALADD44,47960,653+36.4%$720.6K2026-Q1
Russell Investments Group, Ltd.NEAR_EXIT451,02149,098-89.1%$583.3K2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED18,45246,052+149.6%$547.1K2026-Q1
GABELLI FUNDS LLCADD30,82045,820+48.7%$544.3K2026-Q1
MARSHALL WACE, LLPADD28,76342,468+47.6%$504.5K2026-Q1
HSBC HOLDINGS PLCTRIM52,78438,399-27.3%$459.6K2026-Q1
GROUP ONE TRADING LLCDOUBLED5,34724,999+367.5%$297.0K2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHNEAR_EXIT129,78723,695-81.7%$281.5K2026-Q1
AmundiADD13,05322,817+74.8%$271.1K2026-Q1
STRS OHIOTRIM35,20018,500-47.4%$219.8K2026-Q1
Parallax Volatility Advisers, L.P.NEAR_EXIT54,65813,133-76.0%$156.0K2026-Q1
15 unique insiders with 19 transactions. Net insider value: -$492.3K ($0.00 bought, $492.3K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026PEARSON DAVID T.DirectorSELL10,766$15.65$168.5K
Jun 10, 2026Knopper Douglas SDirectorSELL10,766$15.73$169.3K
Jun 8, 2026Rossman JamesDirectorAWARD13,798
Jun 8, 2026PEARSON DAVID T.DirectorAWARD13,798
Jun 8, 2026Lam RachelDirectorAWARD13,798
Jun 8, 2026Knopper Douglas SDirectorAWARD13,798
Jun 8, 2026Harden Sarah PatriciaDirectorAWARD13,798
Jun 8, 2026Spillane Robert FDirectorAWARD13,798
Jun 8, 2026Yu DianeDirectorAWARD13,798
Jun 8, 2026Caine PaulDirectorAWARD13,798
Jun 1, 2026Buonasera DavidCHIEF TECHNOLOGY OFFICERSELL1,409$15.00$21.1K
May 19, 2026Spillane Robert FDirectorSELL10,000$13.33$133.3K
May 15, 2026Gephart BrianCHIEF ACCOUNTING OFFICERTAX W/H3,789$12.82$48.6K
May 15, 2026Day DavidCHIEF FINANCIAL OFFICERTAX W/H14,170$12.82$181.7K
May 15, 2026Saltz AaronCHIEF LEGAL OFFICERTAX W/H5,627$12.82$72.1K
May 15, 2026Buonasera DavidCHIEF TECHNOLOGY OFFICERTAX W/H8,335$12.82$106.9K
May 15, 2026BARRETT MICHAEL G.CEOTAX W/H10,404$12.82$133.4K
May 15, 2026Buckley Sean PatrickPresident, RevenueTAX W/H12,019$12.82$154.1K
May 15, 2026Evans Katie SeitzPresident, OperationsTAX W/H11,204$12.82$143.6K
Current analyst consensus: Strong Buy (90% buy). Based on 20 analysts: 4 strong buy, 14 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$22.07 mean target +35.8% upside Strong Buy (1.40)
$15.00 Low $39.00 High
MetricValue
Current Price$16.25
Target Low$15.00
Target Mean$22.07
Target Median$21.00
Target High$39.00
# Analysts15
RecommendationStrong Buy (1.40)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.26 $0.21 $0.31 31.4% -0.8% 4↑ 2↓ $0.2B 11.6% 7
Next Q
2026-09-30
$0.27 $0.24 $0.31 35.7% +0.5% 2↑ 2↓ $0.2B 11.9% 7
Current FY
2026-12-31
$1.11 $0.87 $1.25 27.1% +0.3% 5↑ 3↓ $0.8B 12.3% 9
Next FY
2027-12-31
$1.24 $0.88 $1.67 11.8% +0.5% 5↑ 2↓ $0.8B 9.2% 10

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.263
7d ago$0.265-0.002
30d ago$0.265-0.002
60d ago$0.224+0.039
90d ago$0.229+0.034
8 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 9, 2026 BTIG INITIATE Buy
May 8, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 7, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
May 7, 2026 RBC Capital MAINTAIN Outperform Outperform
May 7, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 16, 2026 Needham REITERATE Buy Buy
Feb 27, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 26, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Feb 26, 2026 Benchmark MAINTAIN Buy Buy
Feb 26, 2026 Rosenblatt MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202641420090%
May 1, 202651420090%
Apr 1, 202651420090%
Mar 1, 202651420090%
Feb 1, 202651420090%
Jan 1, 202651420090%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Feb 4, 2026160° Warm101

Recent Reddit Threads

r/stockmarket Bullish 2mo ago
1 profitable stock to watch and 2 to question this week
▲ 1 💬 0 ⚡ 0.5
r/options Bullish 4mo ago
CC LEAPS contracts on MGNI
▲ 1 💬 6 ⚡ 0.0
Jun 11, 2026
short_volume
Short Volume: MGNI — 70.0% short (0.6M / 0.8M)
Short: 582,511 | Exempt: 1,188 | TRF Vol: 832,571 | Short Ratio: 70.0% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: MGNI — 60.8% short (0.6M / 1.0M)
Short: 581,654 | Exempt: 121 | TRF Vol: 956,558 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: MGNI — 62.0% short (0.9M / 1.4M)
Short: 864,298 | Exempt: 180 | TRF Vol: 1,393,203 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: MGNI — 72.3% short (0.4M / 0.6M)
Short: 408,956 | Exempt: 79 | TRF Vol: 565,758 | Short Ratio: 72.3% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: MGNI — 62.2% short (0.5M / 0.8M)
Short: 508,554 | Exempt: 40 | TRF Vol: 817,234 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
contract
JioHotstar Deepens Partnership with Magnite to Advance Programmatic Monetisation and Mediation Across Live Sports and Entertainment Portfolio
<p>MUMBAI, India, June 04, 2026 (GLOBE NEWSWIRE) -- Magnite (NASDAQ:MGNI) and its affiliates, together the largest independent sell-side advertising
Jun 4, 2026
short_volume
Short Volume: MGNI — 55.1% short (0.4M / 0.7M)
Short: 407,909 | Exempt: 0 | TRF Vol: 739,751 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
contract
Dentsu extends Magnite partnership to streamline CTV activation across Sweden
Collaboration builds on existing partnership in EMEA to support more intelligent, efficient and transparent CTV activation across premium inventory <p
Jun 3, 2026
short_volume
Short Volume: MGNI — 60.1% short (0.6M / 1.0M)
Short: 594,544 | Exempt: 866 | TRF Vol: 989,189 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: MGNI — 58.8% short (0.4M / 0.7M)
Short: 403,015 | Exempt: 500 | TRF Vol: 685,737 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: MGNI — 63.8% short (0.8M / 1.2M)
Short: 759,079 | Exempt: 2,702 | TRF Vol: 1,190,610 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: MGNI — 62.7% short (0.4M / 0.6M)
Short: 378,326 | Exempt: 1,898 | TRF Vol: 602,962 | Short Ratio: 62.7% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: MGNI — 64.9% short (0.5M / 0.7M)
Short: 470,990 | Exempt: 10,997 | TRF Vol: 725,351 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: MGNI — 56.3% short (0.8M / 1.3M)
Short: 755,640 | Exempt: 1,726 | TRF Vol: 1,341,368 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: MGNI — 56.7% short (0.9M / 1.6M)
Short: 884,052 | Exempt: 1,051 | TRF Vol: 1,560,201 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)