Media

Magnite

MINISO

Conference Minutes

09896

MNSO

MGNI

09987

YUMC

09983

09992

HPPD

The following are the minutes of MINISO's Q3 FY25 earnings call organized by Dolphin Research. For an interpretation of the financial report, please refer to &#34;MINISO: Revenue 'Money Printing Machine', Spending 'Paper Shredder'.&#34;

TOP Fin

Miniso

International Paper

YUM CHINA

YUM China

CC NEW LIFE

POP MART

POP MART HK SDR 20to1

MINISO (Minutes): It is expected that same-store sales in both China and the US will achieve double-digit growth in the fourth quarter.

Magnite released FY2026 Q1 earnings on May 6 After-Market EST, actual revenue USD 164.37 M (forecast USD 159.06 M), actual EPS USD 0.03 (forecast USD 0.009)

Magnite to Release FY2026 Q1 Earnings on May 6 After-Market EST, Forecast Revenue USD 159.06 M, EPS USD 0.009

Magnite released FY2025 Annual Earnings on February 25 After-Market (EST), Actual Revenue USD 713.95 M (Forecast USD 672.07 M), Actual EPS USD 0.95 (Forecast USD 0.3918)

Magnite released FY2025 Q4 earnings on February 25 After-Market EST, actual revenue USD 205.36 M (forecast USD 193.87 M), actual EPS USD 0.8123 (forecast USD 0.249)

Magnite Reports Q4 Earnings

Magnite to Release FY2025 Q4 Earnings on February 25 After-Market EST, Forecast Revenue USD 193.87 M, EPS USD 0.249

Magnite Inc. Revenue President Sells Company Common Stock

Lake Street Maintains Buy Rating on Magnite, With a Price Target of $24

Analyst Maintains Buy Rating on Magnite with $39.00 Price Target

Magnite released FY2025 Q3 earnings on November 5 After-Market EST, actual revenue USD 179.49 M (forecast USD 164.17 M), actual EPS USD 0.13 (forecast USD 0.07)

Magnite released FY2025 9 Months Earnings on November 5 After-Market EST, Actual Revenue USD 508.6 M, Actual EPS USD 0.1416

Magnite Inc. Reports 11% Year-over-Year Q3 2025 Revenue Growth

Swanson and Bank of America Securities Recommend Magnite Stock

Magnite to Release FY2025 Q3 Earnings on November 5 After-Market EST, Forecast Revenue USD 163.29 M, EPS USD 0.07

Magnite Inc. Director Paul Caine Sells Company Shares

Kreyer Analyzes and Recommends Magnite Stock

DNPA adopts Magnite Access to enhance publishers' data access

Kurnos Recommends Magnite Stock, Multiple Firms Have Different Ratings

Wells Fargo Maintains Neutral Rating on Magnite and Lowers Price Target

Kreyer Maintains Magnite Stock Rating

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

Magnite (MGNI) reported Q1 2026 results exceeding revenue and profitability expectations, driven by connected TV activity and AI updates. Despite a 16.75% year-to-date share price decline, a recent 30-day return of 11.60% suggests short-term momentum. Analysts value Magnite at $22.21 per share, indicating it is undervalued at its last close of $13.37. Growth in digital advertising and new partnerships support revenue, but risks include potential budget shifts from large partners and regulatory changes. Investors are encouraged to assess the balance of risks and rewards in this context.

Simplywall

Spotify

T-Mobile US

RedFin

Alphabet

Alphabet - C

T-Mobile USA Inc Pref Shares TMUSL 6.25 Perp 09/01/2069

T-Mobile USA Inc Pref Shares TMUSZ 5.5 Perp 03/01/2070

T-Mobile USA Inc Pref Shares TMUSI 5.5 Perp 06/01/2070

Assessing Magnite (MGNI) Valuation After An Earnings Beat And CTV Plus AI Growth Momentum

Magnite (NASDAQ:MGNI) reported Q1 earnings of $0.13 EPS, surpassing estimates of $0.11. Revenue reached $164.37 million, exceeding expectations of $159.24 million, marking a 5.5% year-over-year increase. The company achieved a return on equity of 8.44% and a net margin of 20.25%. Key highlights include a 30% growth in CTV contributions and improved margins, with management raising full-year margin guidance to ≥35.5%. Shares traded down to $13.39, with analysts giving an average target price of $24.10 and a rating of "Moderate Buy."

Market Beat

Wells Fargo

Benchmark Electronics

Trade Desk

US Bancorp

PNC Financial Services

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

WELLS FARGO & COMPANY DEP SHS REP 1/1000 INT PER PFD SER Y A

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A CC

WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

Magnite (NASDAQ:MGNI) Posts Earnings Results

Earnings Watch

Magnite | 8-K: FY2026 Q1 Revenue: USD 164.37 M

Digital advertising platform Magnite is set to report earnings this Wednesday. Last quarter, it missed revenue expectations with $205.4 million, a 5.9% year-on-year increase. Analysts expect an 11.7% revenue growth this quarter. Despite past misses, analysts have maintained their estimates. In the media & entertainment sector, peers like Omnicom Group and MediaAlpha have shown strong results. Magnite's stock has risen 13.5% recently, with an average analyst price target of $22.21 against a current price of $13.80.

Stock Story

Omnicom

MediaAlpha

Magnite Earnings: What To Look For From MGNI

THRY

On Friday, computer peripherals stocks led the market, rising approximately 4.3%. Xerox Holdings surged by 10.2%, while Seagate Technology increased by 5.9%. Advertising stocks also performed well, up about 3.1%, with Thryv Holdings climbing 8.4% and Magnite rising 7.1%.

nasdaq

Seagate Tech

Thryv

Xerox

iShares Expanded Tech Software Sector ETF

SPDR S&P Semicon

Invesco PHLX Semiconductor ETF

VanEck Semiconductor ETF

iShares Semiconductor ETF

SPDR S&P Software

Spdr Select Tech

First Trust Nasdaq Food & Semicon

Nasdaq

Xerox Holdings - CW28

Friday Sector Leaders: Computer Peripherals, Advertising Stocks

ROKU

Analyst Laura Martin from Needham has reaffirmed a Buy rating on Magnite, maintaining a price target of $25. The rating is supported by Magnite's strategic positioning and product innovation, particularly its partnership with Roku, which enhances ad effectiveness measurement. Martin highlights AI-driven initiatives like dynamic pricing and demand-path analytics that improve monetization for publishers and efficiency for advertisers, reinforcing Magnite's role in the connected TV ecosystem.

- Analyst Laura Martin from Needham maintains a buy rating on Magnite with a target price of $25.00.  
- Her rating is based on Magnite’s strategic positioning and product innovations that align with key industry shifts in measuring advertising effectiveness, exemplified by its partnership with Roku.  
- Martin highlights AI-driven initiatives, such as dynamic pricing and demand path analysis, which enhance publisher monetization and improve advertiser efficiency, reinforcing Magnite’s role as a leading data-enhanced SSP in the open internet and connected TV ecosystem.

Tip Ranks

Roku

Comm Servcies Select Sector SPDR

ISHRS S&P Glb Telco

VGtelecomm

Magnite Reaffirmed at Buy as AI and Roku Partnership Support Unchanged $25 Price Target

RBC Capital analyst Matthew Swanson has reaffirmed a Buy rating on Magnite (MGNI) with a price target of $23.00, while the shares closed at $13.03. The analyst consensus on Magnite is a Strong Buy, with an average price target of $24.11. Swanson has an average return of -7.4% and a 37.21% success rate on his stock recommendations.

DoubleVerify

Adobe

Zeta Global

RBC Capital Reaffirms Their Buy Rating on Magnite (MGNI)

Magnite (MGNI) has secured new partnerships with Hearst News and AMC Global Media, enhancing its role in high-impact web and CTV advertising. The company's share price is currently $12.98, reflecting an 11.42% increase over the past month, despite a weaker year-to-date performance. Analysts suggest a fair value of $22.07, indicating that Magnite may be undervalued. The growth in digital advertising, driven by increased internet and mobile usage, supports this valuation, although risks related to dependence on large CTV streamers and cost pressures remain. Investors are encouraged to explore further opportunities in undervalued stocks.

AMC Global Media

A Look At Magnite (MGNI) Valuation After New Hearst And AMC Advertising Partnerships

Craig-Hallum analyst Jason Kreyer has maintained a Buy rating on Magnite (MGNI) with a price target of $22.00. Kreyer, who focuses on the Communication Services sector, has an average return of 4.1% and a 39.39% success rate on his stock recommendations. The analyst consensus for Magnite is a Strong Buy, with a price target consensus of $23.90.

Yelp

Cardlytics

Craig-Hallum Remains a Buy on Magnite (MGNI)

Magnite(MGNI.US)