Magnite: A Double-Digit Grower Trading Like A Value Stock

2026-01-03 03:08:24 ET

I give a buy rating to Magnite, Inc. ( MGNI ). I believe that the company is an interesting entry point to the advertising technology industry with an asymmetric risk/reward profile. In a market where demand-side platforms such as the peer The Trade Desk ( TTD ) are strong and at the center of attention, I believe that the way Magnite established itself as a crucial player in the supply-side infrastructure for most streaming companies like Netflix ( NFLX ), Disney ( DIS ), and Roku ( ROKU ) is impressive....

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