New York Times Expands Collaboration with Magnite
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 11 2026
0mins
Should l Buy MGNI?
New York Times Advertising and Magnite announced an expanded collaboration to make Magnite's DV+ the preferred platform for private marketplace deals for The New York Times's mobile in-app ad supply. The collaboration enables advertisers to connect with audiences across in-app environments across The New York Times portfolio.
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Analyst Views on MGNI
Wall Street analysts forecast MGNI stock price to rise
10 Analyst Rating
10 Buy
0 Hold
0 Sell
Strong Buy
Current: 11.570
Low
24.00
Averages
28.11
High
39.00
Current: 11.570
Low
24.00
Averages
28.11
High
39.00
About MGNI
Magnite, Inc. is an independent sell-side advertising company. The Company provides technology solutions to automate the purchase and sale of digital advertising inventory. Its platform features applications and services for sellers of digital advertising inventory, or publishers, that own and operate connected television (CTV) channels, applications, websites and other digital media properties, to manage and monetize their inventory; applications and services for buyers, including advertisers, agencies, agency trading desks, and demand side platforms, to buy digital advertising inventory; and a transparent, independent marketplace that brings buyers and sellers together and facilitates intelligent decision making and automated transaction execution at scale. Its streaming sell-side advertising platform (SSP) and ad server offers CTV sellers a holistic solution to manage and monetize their entire portfolio of CTV ad inventory, across both programmatic and direct-sold video inventory.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Net Income Turnaround: The company reported a net income of $34.5 million in Q4, compared to a net loss of $4.0 million in the prior year, showcasing a remarkable improvement in profitability and boosting investor confidence.
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See More
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- Ad Tech Partnership: PHȲND collaborates with Magnite, the world's largest independent advertising company, leveraging its SpringServe ad server to enable both direct and programmatic advertising, which is expected to significantly boost ad revenue.
- Game Library Expansion: Through Magnite's technology, advertisers can seamlessly reach diverse audiences across PHȲND's extensive library of high-quality games, spanning genres from action to casual, thereby enhancing brand visibility and user engagement.
- Enhanced Player Experience: This partnership not only provides players with free access to high-quality games but also optimizes user experience through non-intrusive ad formats, which is anticipated to attract more users to the PHȲND platform and strengthen its market competitiveness.
- Market Potential Unleashed: As Smart TVs become the primary hub for entertainment globally, this collaboration will create unprecedented opportunities for brands to effectively advertise in environments where players watch and connect, driving the mainstream adoption of cloud gaming.
See More
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- Share Increase: Kopion Asset Management reported an increase of 367,858 shares in Magnite in a recent SEC filing, representing an estimated transaction value of $6.11 million, indicating confidence in the company's future growth prospects.
- Value Appreciation: Following this purchase, Kopion's total holdings in Magnite reached 614,459 shares, with an overall value increase of approximately $4.60 million, reflecting market recognition of its advertising platform.
- Asset Allocation Shift: Magnite now represents 7.13% of Kopion's 13F reportable assets, highlighting its significance in the portfolio, particularly amid ongoing growth in the digital advertising sector.
- Market Performance Analysis: Although Magnite's stock price has remained flat over the past year, its latest quarterly report indicates an 11% revenue growth, suggesting that the company's fundamentals are improving and may be undervalued by the market.
See More
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- Position Value Rise: As of September 30, Kopion held 614,459 shares of Magnite, with the total position value rising by approximately $4.60 million, indicating the impact of both new purchases and stock price movements.
- Asset Proportion: Magnite's position accounted for 7.13% of Kopion's total assets under management, highlighting its significance in the fund's portfolio and potentially influencing future investment decisions.
- Market Performance: Although Magnite's stock price has remained flat over the past year, the company's 11% revenue growth and 13% adjusted EBITDA increase indicate a positive trend in fundamentals, which may attract more investor interest.
See More
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- Investor Meeting Schedule: Magnite will host investor meetings at the Needham 28th Annual Growth Conference in New York City on January 14, showcasing its position as the world's largest independent sell-side advertising company.
- Executive Participation: Company management will engage in a fireside chat at 12:45 p.m. ET, aiming to deepen investor relations and enhance market trust and transparency.
- Webcast Availability: The fireside chat will be live-streamed on Magnite's investor relations website, with a replay available for 90 days post-event, ensuring that investors who cannot attend live can still access critical information.
- Global Business Presence: Magnite has offices in major cities worldwide, including New York, Los Angeles, London, and Singapore, demonstrating its extensive influence and market reach in the advertising technology sector.
See More
