Magnite

MGNI

Market cap $2.12B

Robert F Spillane, a member of Magnite's Board of Directors, sold 12,500 shares in the company on Nov. 21, 2025. The transaction was valued at approximately $177,750.

Sold 260,735 shares, net position change of $6,288,928 Post-trade stake: zero shares, $0 reported value The position previously accounted for 3% of the fund's AUM as of the prior quarter

The most oversold stocks in the communication services sector presents an opportunity to buy into undervalued companies.

Magnite beat estimates on the top and bottom line, but expects slowing growth in the fourth quarter. Its digital video business may be running into macro headwinds.

Magnite, Inc. ( MGNI ) Q3 2025 Earnings Call November 5, 2025 4:30 PM EST Company Participants Nick Kormeluk - VP of Investor Relations & Head of Global Real Estate Michael Barrett - CEO & Director David Day - Chief Financial Officer Sean Buckley - President of Revenue Conference Call Participants Shyam Patil - Susquehanna Financial Group, LLLP, Research Division Daniel Kurnos - The Benchmark Company, LLC, Research Division Jason Kreyer - Craig-Hallum Capital Group LLC, Research Division Shweta Khajuria - Wolfe Research, LLC Laura Martin - Needham & Company, LLC, Research Division Barton Crockett - Rosenblatt Securities Inc., Research Division Zach Cummins - B. Riley Securities, Inc., Research Division Robert Coolbrith - Evercore ISI Institutional Equities, Research Division Presentation Operator Good day, and welcome to the Magnite Q3 2025 Earnings Conference Call.

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.

Sold 293,146 shares of Magnite, with an estimated transaction value of $6,922,093 based on the average price for the period ended September 30, 2025 Post-sale, Maestria Partners LLC holds 1,141,171 Magnite shares valued at $24.85 million Magnite remains a significant position, now accounting for 7.86% of fund AUM, which places it outside the fund's top five holdings

NEW YORK , Oct. 30, 2025 /PRNewswire/ -- ITN, the leader in automated activation technology for local TV, and Magnite (NASDAQ: MGNI), the largest independent sell-side advertising company, today announced the launch of the industry's first Local Linear TV Private Marketplace designed to close the programmatic gap for local broadcast. This new functionality allows buyers to replicate digital-like workflows seamlessly, offering: Self-service deal ID creation Precision controls for geo targeting, daypart, affiliate, program, and genre Auto-bidding for delivery management Digital-like delivery dashboards The result is a new level of flexibility, visibility, and automation for linear TV—while ensuring local stations retain full control of their inventory.

NEW YORK, Oct. 29, 2025 (GLOBE NEWSWIRE) -- Magnite (Nasdaq: MGNI), the largest independent sell-side advertising company, today announced that members of its executive team will participate in the following financial conferences: Seaport Virtual TMT Conference on Monday, November 17 Craig-Hallum Alpha Select Conference in New York City on Tuesday, November 18 Wells Fargo 9th Annual TMT Summit in Rancho Palos Verdes on Tuesday, November 18 – company management will participate in a fireside chat at 1:30 p.m. PT RBC Technology, Internet, Media and Telecommunications Conference in New York City on Wednesday, November 19 – company management will participate in a fireside chat at 9:20 a.m.

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.