MGNI Magnite, Inc.

AppLovin (APP) holders have been through a rough stretch. The shares lost 54% over the past year, while the S&P 500 gained 16.8%. A $10,000 holding from a year ago is now worth about $4,560. In September, law firms began announcing a securities class action over what AppLovin told investors. For you, the bigger issue is a business problem, not the legal fight. So what is the biggest risk for AppLovin stock from here.

BofA sees 48% upside for Magnite, citing Google ad-tech remedies as a potential catalyst.

Magnite's (MGNI) growth outlook has "improved considerably" with the anticipated advertising spendin

One ad-tech stock has quietly broken away from two of its biggest peers in a year that has punished the sector, and the reasons behind that split reveal something important about where digital advertising is heading.

Business services providers thrive by solving complex operational challenges for their clients, allowing them to focus on their secret sauce. Market leaders have certainly capitalized on outsourcing trends and digital transformation initiatives to boost sales, helping fuel a 25.4% gain for the industry over the past six months - 3.4 percentage points higher than the S&P 500.

The advertising technology platform provider reported a notable insider stock sale.

One advertising technology stock climbed 46% this year while Trade Desk collapsed, and that split forces every shareholder to confront whether the buying side of programmatic advertising faces a temporary stumble or something far harder to recover from.

AppLovin buyers are wading back in after a brutal year-long selloff, but ad tech peers are barely flinching, and the reasons behind that split reveal a high-stakes debate about whether the bleeding has truly stopped.

Magnite (NasdaqGS:MGNI) has been selected as the primary video ad server and programmatic technology provider for HP TV+. The mandate covers HP's free ad-supported streaming TV experience on PCs, aligning Magnite with HP Media Network's new media offering. The agreement positions Magnite's infrastructure at the center of HP TV+'s audience targeting and programmatic demand enablement. The HP TV+ ad server win reshapes how Magnite is plugged into connected TV pipelines, based on our broader...

The number that should worry a holder of AppLovin (APP) stock is its revenue growth. Revenue rose 53% from a year earlier in the fiscal second quarter of 2026. That was the third quarter in a row of slower growth. The pace is still fast. But the stock is priced for growth to stay fast, which is why the slowdown matters.

Edgewater Research just raised a warning that AppLovin's growth engine may be hitting a wall, but Citi's latest data tells a very different story about where the company's next opportunity could come from.

The Trade Desk expands healthcare advertising with OptimizeRx, adding authenticated HCP inventory across 400+ EHR and e-prescribing systems.

Mechanical selling from an index rebalance is dragging Trade Desk lower, but the way its ad-tech peers are splitting tells a more specific story about which corner of programmatic advertising the market is actually repricing right now.

Google stock edged up after the federal judge unsealed a detailed remedies decision in an advertising antitrust case.

The adtech specialist is benefiting from a major court ruling and analyst optimism.

Magnite drew fresh analyst backing with StoneX and Craig-Hallum highlighting potential benefits for independent advertising platform, according to TheFly.

The Justice Department's antitrust ruling against Google sent supply-side ad tech names sharply higher Thursday, but the demand side sat out the rally entirely, and that split tells you exactly how the market is reading who wins and who doesn't.

Magnite has been on a long, uneven ride in recent years, and the question now is whether the current share price is properly supported by the cash the business can generate. With the stock moving on both product headlines and shifting sentiment around digital advertising, investors are increasingly asking how the recent price level lines up against its intrinsic value based on its cash flows. Over the past 3 years, Magnite has delivered a 212.5% share price gain, which puts real pressure on...

AppLovin (APP) has climbed 6.2% over the last five trading days while the S&P 500 slipped 1.1%. With the stock about 55% below its 52-week high, a week like that pulls in bottom hunters. But next week is the wrong question. What matters to your money is what holding AppLovin does every time the market moves, because it travels far further than the index, and furthest on the way down.

The past six months have been a windfall for Magnite’s shareholders. The company’s stock price has jumped 92.1%, hitting $23.40 per share. This performance may have investors wondering how to approach the situation.

TTD is expanding healthcare advertising with Veeva Crossix and IQVIA integrations, giving pharma advertisers more granular measurement and media optimization.

AppLovin (APP) grows revenue faster than any peer and earns the group's highest operating margin. It also carries the highest earnings multiple, and the premium is thin: 25.5 times earnings, against 24.9 for Meta Platforms (META), which grows at less than half AppLovin's pace. What holds the multiple up is a belief about where the growth comes from.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Magnite (NASDAQ:MGNI) and the rest of the advertising & marketing services stocks fared in Q2.

TTD expands Audience Unlimited, using AI and simpler data pricing to boost advertiser efficiency and support more durable growth.

The Trade Desk's international expansion gains momentum as EMEA and APAC growth, rising CTV demand and China's surge open new opportunities.

AppLovin (APP) stock trades at $312.01, at about 43% of its 52-week high, after a 44.6% fall over the past three months. After the June quarter, the market treated one light quarter of model improvement as the growth engine breaking, though year-over-year revenue growth had already slowed in each of the last three quarters. One number argues the operating business kept getting more profitable straight through it: an operating margin of 77.4% over the trailing twelve months, up from 69.6% a year

AppLovin (APP) stock has lost about 55% since mid-December 2025, falling to $305 by September 9, 2026, while the S&P 500 gained 12.5%. The business did not shrink: second-quarter revenue grew 53% year over year. A single report cannot account for a nine-month slide, but the August one shows why growth that fast is hard to price. It arrives in steps the company cannot schedule.

Ad-tech is fracturing along a fault line that has nothing to do with today's news cycle, and understanding why two names are surging while two sit frozen requires a closer look at where each business actually sits inside the advertising chain.

Walmart (NASDAQ:WMT) is expanding its advertising business beyond traditional retail media by building self-service tools, broadening its connected-TV capabilities and pursuing more advertising opportunities both inside and outside its shopping ecosystem, Walmart Connect U.S. General Manager Ryan Ma

The Trade Desk just announced a sweeping workforce cut and a parade of executive replacements, while rivals AppLovin and Magnite pull further ahead. Whether this signals a genuine strategic reset or a company quietly shrinking to survive is the question investors are now pricing in real time.

AppLovin (APP) has fallen about 43.9% over the trailing three months and sits roughly 57% below its 52-week high, at about $313.58 a share. Even after a drop that size, the advertising platform is priced at about 23.2 times its trailing adjusted earnings. That figure is on every screen, and it is the one that tells you least about what you are buying.

Advertising leader Magnite stock briefly touched a new buy point Wednesday, but reversed lower in midday trading.

While known for gaming, the company's fastest growth is happening elsewhere. Its consumer vertical is quietly becoming a second engine, with advertiser spend already setting records. This segment finished the second quarter 28% above fourth quarter 2025 levels.

TTD's fast-growing JBPs are emerging as a key growth lever as macro pressures weigh on near-term performance.

Investors are watching Google’s AdTech ruling, while Craig-Hallum remains positive on Magnite and retail traders have become highly bullish as competition could increase.

Magnite and Trade Desk are surging while AppLovin sits perfectly still, and the reason points to a fault line forming inside programmatic advertising that could reshape how investors price all three stocks.

Kokai Zuma just handed The Trade Desk a rare green day in a brutal year, but two rivals with equally loud AI launches barely moved. The divergence reveals how differently Wall Street is grading the same playbook across ad tech right now.

Insider sales at Magnite after earnings Recent insider stock sales at Magnite (MGNI) have drawn attention following the company’s second quarter results and updated full year guidance. These transactions provide another data point for investors to consider when assessing the stock. The recent insider sales come as Magnite’s share price trades at US$23.70, with a 30 day share price return of 22.8% and a 90 day share price return of 54.1%. Over the same period, the 1 year total shareholder...

Magnite stock has delivered a strong 176.2% gain over the past 3 years, while both an intrinsic value estimate based on Discounted Cash Flow and market multiples currently point to the shares trading at a premium to those valuation checks. The 176.2% return over 3 years suggests Magnite has already priced in a lot of optimism about its future cash flows. Magnite’s ability to convert advertising demand into consistent cash generation can support the current share price. Any pressure on...

The provider of software tools that help publishers monetize digital content reported a notable insider equity sale.

The insider sold 7,500 shares but still maintains nearly 150,000 shares.

The ad-tech firm's shares have pulled back, but history suggests that simply buying on weakness here has been a painful trade.

AppLovin has shed more than half its value this year while its advertising engine keeps printing record numbers, and now a single valuation figure is forcing investors to choose a side.

The Trade Desk's Kokai Zuma adds agentic AI, enhanced forecasting and simpler measurement as macro pressures weigh on near-term growth.

The Trade Desk deepens its CTV push with Gracenote's content data, giving advertisers more precise, contextual tools for programmatic TV buying.

Its shock history says it falls much harder than the index, and the decline it is living through arrived while the index was climbing.

Trade Desk stock has spent a year bleeding out while a direct competitor surged nearly 50%, and the two trajectories together reveal something specific about where the sell decision actually stands.

The Trade Desk is targeting midsize advertisers with measurement, data and AI upgrades as it seeks to expand beyond its traditional base.

AppLovin's stock cratered more than 50% this year despite posting earnings growth that most software companies would envy, and at least one major Wall Street bank thinks the selloff created a once-in-a-cycle gap between price and reality.

TTD's cautious Q3 outlook reflects macro pressure, while CTV, retail media and AI offer long-term growth opportunities.