MGNI Magnite, Inc. - Common Stock
NASDAQ · Media · Ver en SEC EDGAR ↗ cerrar Oct 5, 2026 10-K/10-Q Ago 5, 2026MGNI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
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Acerca de Magnite, Inc. - Common Stock Descripción general de la empresa de Wikipedia
Magnite (conocida anteriormente como Rubicon Project) es una empresa estadounidense de marketing digital con sede en Los Ángeles, California formada tras la fusión entre Rubicon Project y Telaria en 2020.
Historia
Project Rubicon fue fundada en 2010 por Frank Addante, Craig Roah, Duc Chau y Julie Mattern, que habían trabajado juntos anteriormente en L90, una red de publicidad en línea.
En abril de 2009 la empresa había recaudado 33 millones de dólares en financiación de compañías dirigidas por Clearstone Venture Partners, IDG Ventures Asia y Mayfield Fund. Acto seguido aseguró 8 millones de dólares en deuda de riesgo del Banco de Silicon Valley.
En febrero de 2014 la empresa solicitó una oferta inicial de acciones y salió a bolsa en abril de 2014 a un precio de más de 20 dólares por acción, cayendo a unos 16 dólares a finales de mes. En marzo del mismo año la compañía fue ubicada en la segunda posición entre las principales entidades de intercambio de publicidad por comScore.
El 14 de marzo de 2017, el CEO y fundador Frank Addante renunció a su posición para tomar el rol de presidente. La empresa anunció que Michael Barrett, anterior director de ingresos de Yahoo!, sería el nuevo director ejecutivo.
Fusión con Telaria
En diciembre de 2019, Rubicon Project y Telaria anunciaron una fusión, aprobada por los accionistas de ambas compañías el 30 de marzo de 2020. Los dos negocios inicialmente operaban como dos marcas separadas, pero finalmente optaron por convertirse en Magnite en junio de 2020. Esta fusión convirtió a Magnite en una de las mayores plataformas independientes de ventas del mundo.
Adquisiciones
En septiembre de 2009, Project Rubicon adquirió OthersOnline, una compañía de tecnología de perfiles de audiencia con sede en Seattle. Un año después compró Site Scout, una compañía de detección de malware con operaciones en la misma ciudad. En octubre de 2010 adquirió Fox Audience Network de News Corp a cambio de una participación minoritaria en la empresa. También recibió 18 millones de dólares en fondos adicionales liderados por Peacock Equity, división empresarial de NBC Universal.
En mayo de 2012, la empresa adquirió Mobsmith, una empresa de tecnología móvil, y en agosto se convirtió en la compañía de publicidad en línea mejor clasificada en términos de alcance, con una cuota de audiencia del 96,2% según las clasificaciones proporcionadas por comScore. Este hecho posicionó a Rubicon por delante de Google y de otros competidores directos como AOL y AT&T.
Fuente: Wikipedia, CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | MGNI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 22.9promedio 5A ≈24.4 | ≈24.4 | 25.9 | Infravalorado | |
| P/S (TTM) | 4.9promedio 5A ≈3.2 | ≈3.2 | 2.5 | Sobrevalorado | |
| P/C (MRQ) | 3.9promedio 5A ≈2.3 | ≈2.3 | 3.0 | Valor razonable | |
| EV / EBITDA | 22.5promedio 5A ≈22.6 | ≈22.6 | · | · | |
| Precio / FCF (TTM) | 16.7promedio 5A ≈12.4 | ≈12.4 | · | · | |
| Precio / Flujo de Caja (TTM) | 12.8promedio 5A ≈10.2 | ≈10.2 | 9.3 | Valor razonable | |
| EV / Revenue (EV / Ingresos) | 4.8promedio 5A ≈3.6 | ≈3.6 | · | · | |
| EV / FCF | 20.5promedio 5A ≈13.9 | ≈13.9 | · | · | |
| Precio / Valor Contable Tangible (MRQ) | 3.9 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | MGNI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 15.6%promedio 5A ≈-8.1% | ≈-8.1% | 11.9% | De primer nivel | |
| Margen EBITDA (TTM) | 23.0%promedio 5A ≈16.7% | ≈16.7% | 14.1% | De primer nivel | |
| Margen antes de impuestos (TTM) | 13.2%promedio 5A ≈-11.1% | ≈-11.1% | 2.4% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 22.5%promedio 5A ≈-4.9% | ≈-4.9% | -1.0% | De primer nivel | |
| ROA (TTM) | 5.6%promedio 5A ≈-1.0% | ≈-1.0% | 0.59% | De primer nivel | |
| ROE (TTM) | 19.6%promedio 5A ≈-3.9% | ≈-3.9% | 1.1% | De primer nivel | |
| ROIC | 15.7%promedio 5A ≈-0.14% | ≈-0.14% | 3.4% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | MGNI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 0.4promedio 5A ≈0.7 | ≈0.7 | 0.2 | Por encima del promedio | |
| Ratio corriente (MRQ) | 1.0promedio 5A ≈1.1 | ≈1.1 | 1.3 | Baja liquidez | |
| Quick Ratio (Ratio Rápido) | 1.0promedio 5A ≈1.1 | ≈1.1 | 1.0 | En línea | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 0.4promedio 5A ≈0.7 | ≈0.7 | 0.4 | En línea |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | MGNI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 6.9%promedio 5A ≈31.3% | ≈31.3% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 7.3%promedio 5A ≈20.3% | ≈20.3% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 26.4% | · | · | · | |
| EPS YoY (EPS interanual) | 493.8% | · | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 534.7% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 605.1% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | MGNI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.2promedio 5A ≈0.2 | ≈0.2 | 0.5 | Débil | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 0.6promedio 5A ≈0.6 | ≈0.6 | 1.6 | Débil | |
| Revenue / Employee (Ingresos / Empleado) | ≈$735.3K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 4, 2026 | $0.26 | $0.25 | 2.5% |
| 31 de marzo de 2026 | $0.13 | $0.11 | 20.6% | |
| 31 de diciembre de 2025 | $0.34 | $0.36 | -5.8% | |
| 30 de septiembre de 2025 | $0.20 | $0.20 | 0.55% | |
| 30 de junio de 2025 | $0.20 | $0.17 | 17.9% | |
| 31 de marzo de 2025 | $0.12 | $0.07 | 77.5% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $714M | $668M | $620M | $577M | $468M | $222M | $156M | $125M | $156M | $278M | $248M | $125M | |
| Cost of Revenue | $267M | $259M | $410M | $307M | $202M | $78M | $57M | $60M | $57M | $73M | $58M | $21M | |
| R&D Expense | $85M | $95M | $94M | $94M | $74M | $52M | $40M | $38M | $48M | $51M | $42M | $23M | |
| SG&A Expense | $93M | $97M | $89M | $81M | $65M | $53M | $40M | $42M | $56M | $69M | $70M | $57M | |
| Operating Expenses | $616M | $617M | $775M | $690M | $549M | $276M | $184M | $188M | $313M | $303M | $254M | $144M | |
| Operating Income | $98M | $51M | $-155M | $-113M | $-81M | $-54M | $-28M | $-64M | $-157M | $-25M | $-6M | $-19M | |
| Interest Income | $13M | $13M | $11M | $3M | · | · | · | · | · | · | · | · | |
| Other Non-op | $-27M | $-25M | $-3M | $-23M | $-14M | $1M | $593.0K | $2M | $431.0K | $2M | $1M | $277.0K | |
| Pretax Income | $71M | $26M | $-158M | $-136M | $-95M | $-53M | $-27M | $-61M | $-157M | $-23M | $-4M | $-19M | |
| Income Tax | $-74M | $4M | $2M | $-5M | $-95M | $693.0K | $-2M | $357.0K | $-2M | $-5M | $-5M | $172.0K | |
| Net Income | $145M | $23M | $-159M | $-130M | $65.0K | $-53M | $-25M | $-62M | $-155M | $-18M | $422.0K | $-19M | |
| EPS (Basic) | $1.01 | $0.16 | $-1.17 | $-0.98 | $0.00 | $-0.55 | $-0.48 | · | $-3.17 | $-0.39 | $0.01 | $-0.70 | |
| EPS (Diluted) | $0.95 | $0.16 | $-1.17 | $-0.98 | $0.00 | $-0.55 | $-0.48 | · | $-3.17 | $-0.39 | $0.01 | $-0.70 | |
| Shares (Basic) | 142,560,000 | 140,557,000 | 136,620,000 | 132,887,000 | 126,294,000 | 96,700,000 | 52,614,000 | 50,602,000 | 48,869,000 | 46,655,000 | 39,663,000 | 28,217,000 | |
| Shares (Diluted) | 153,770,000 | 146,810,000 | 136,620,000 | 132,887,000 | 136,261,000 | 96,700,000 | 52,614,000 | 50,259,000 | 48,869,000 | 46,655,000 | 44,495,000 | 28,217,000 | |
| EBITDA | $151M | $110M | $86M | $103M | $66M | · | $5M | $-28M | · | $18M | $25M | $-6M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $553M | $483M | $326M | $326M | $230M | $118M | $89M | $80M | $77M | $149M | $116M | $97M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | · | $23M | · | |
| Receivables | $1.30B | $1.20B | $1.18B | $977M | $928M | $472M | $218M | $206M | $166M | $192M | $218M | $133M | |
| Prepaid Expense | $26M | $20M | $21M | $24M | $20M | $18M | $7M | $7M | $10M | $10M | $8M | $8M | |
| Current Assets | $1.88B | $1.70B | $1.52B | $1.33B | $1.18B | $607M | $313M | $301M | $305M | $392M | $366M | $238M | |
| PP&E (Net) | $109M | $69M | $47M | $45M | $34M | $24M | $24M | $33M | $47M | $36M | $25M | $15M | |
| PP&E (Gross) | $233M | $191M | · | · | · | $122M | $110M | $105M | $98M | $69M | $48M | $31M | |
| Accum. Depreciation | $124M | $123M | · | · | · | $98M | $87M | $71M | $51M | $33M | $22M | $16M | |
| Goodwill | $984M | $978M | $978M | $978M | $970M | $158M | $7M | $0 | $0 | $66M | $66M | $16M | |
| Intangibles | $12M | $21M | $51M | $254M | $427M | $90M | $11M | $10M | $13M | $7M | $51M | $14M | |
| Other Non-current Assets | $82M | $6M | $7M | $7M | $7M | $4M | $2M | $1M | $5M | $3M | $2M | $1M | |
| Total Assets | $3.16B | $2.85B | $2.69B | $2.71B | $2.71B | $939M | $395M | $360M | $384M | $520M | $537M | $296M | |
| Accounts Payable | $1.61B | $1.47B | $1.37B | $1.09B | $1.00B | $509M | $259M | $240M | $214M | $215M | $248M | $151M | |
| Current Liabilities | $1.84B | $1.50B | $1.40B | $1.13B | $1.03B | $522M | $267M | $241M | $217M | $218M | $250M | $154M | |
| Capital Leases | $50M | $39M | $50M | $66M | $66M | $32M | $15M | · | · | · | · | · | |
| Deferred Tax | · | · | $680.0K | $5M | $13M | $199.0K | $0 | · | $0 | $42.0K | $6M | $607.0K | |
| Other Non-current Liabilities | $3M | $1M | $2M | $2M | $3M | $3M | $454.0K | $1M | $2M | $2M | $2M | $1M | |
| Total Liabilities | $2.24B | $2.09B | $1.99B | $1.92B | $1.83B | $557M | $283M | $242M | $219M | $220M | $259M | $168M | |
| Long-term Debt | $556M | $554M | $537M | $755M | $758M | · | · | · | · | · | · | · | |
| Total Debt | $348M | $550M | $537M | $726M | $724M | · | · | · | · | · | · | · | |
| Common Stock | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $1.0K | $1.0K | $0 | $0 | $0 | $0 | |
| Paid-in Capital | $1.44B | $1.43B | $1.39B | $1.32B | $1.28B | $777M | $453M | $434M | $418M | $399M | $358M | $209M | |
| Retained Earnings | $-517M | $-661M | $-684M | $-525M | $-394M | $-395M | $-341M | $-316M | $-254M | $-99M | $-80M | $-81M | |
| Treasury Stock | · | · | · | $0 | $6M | $0 | · | · | · | · | · | · | |
| AOCI | $-1M | $-4M | $-2M | $-3M | $-1M | $-957.0K | $-45.0K | $-259.0K | $41.0K | $-273.0K | $-15.0K | $-8.0K | |
| Stockholders' Equity | $922M | $768M | $702M | $791M | $881M | $382M | $112M | $118M | $165M | $300M | $278M | $129M | |
| Liabilities + Equity | $3.16B | $2.85B | $2.69B | $2.71B | $2.71B | $939M | $395M | $360M | $384M | $520M | $537M | $296M | |
| Shares Outstanding | 142,964,000 | 141,427,000 | 138,577,000 | 134,006,000 | 132,553,000 | 114,029,000 | 53,888,000 | 51,159,000 | 50,239,000 | 49,378,000 | 46,600,000 | 37,192,000 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $54M | $59M | $241M | $216M | $147M | $49M | $32M | $35M | $36M | $43M | $31M | $13M | |
| Stock-based Comp | $77M | $77M | $73M | $64M | $41M | $28M | $19M | $16M | $21M | $29M | $31M | $24M | |
| Deferred Tax | $-78M | $63.0K | $-2M | $-9M | $-99M | $-295.0K | $-2M | $-49.0K | $-1M | $-7M | $-5M | $-152.0K | |
| Amort. of Intangibles | $15M | $30M | $202M | $184M | $122M | $25M | $3M | $3M | $5M | $20M | $16M | $900.0K | |
| Restructuring | · | · | · | · | · | $18M | $2M | $3M | $6M | $3M | $0 | $0 | |
| Other Non-cash | $40M | $77M | $62M | $52M | $38M | · | $8M | $-12M | · | $13M | $20M | $-11M | |
| Operating Cash Flow | $236M | $235M | $214M | $193M | $127M | $-12M | $32M | $-23M | $22M | $60M | $77M | $7M | |
| CapEx | $71M | $33M | $27M | $31M | $18M | $14M | $11M | $11M | $32M | $23M | $20M | $11M | |
| Investing Cash Flow | $-93M | $-48M | $-37M | $-65M | $-691M | $33M | $-23M | $28M | $-93M | $-37M | $-74M | $-23M | |
| Stock Repurchased | $46M | $15M | $0 | $16M | $6M | $0 | $0 | · | · | · | · | · | |
| Net Stock Activity | $-46M | $-15M | $0 | $-16M | $-6M | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-75M | $-29M | $-178M | $-30M | $678M | $7M | $-205.0K | $-1M | $-1M | $10M | $15M | $84M | |
| Net Change in Cash | $70M | $157M | $-283.0K | $96M | $113M | $29M | $8M | $4M | $-73M | $33M | $18M | $67M | |
| Taxes Paid | $4M | · | · | · | · | $2M | $291.0K | $379.0K | $382.0K | $1M | $1M | $403.0K | |
| Free Cash Flow | $166M | $202M | $188M | $162M | $109M | · | $21M | $-34M | · | $37M | $57M | $-4M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 13.7% | 7.6% | -25.0% | -19.5% | -17.3% | · | -17.6% | -51.0% | · | -8.9% | -2.2% | -15.0% | |
| Net Margin | 20.3% | 3.4% | -25.7% | -22.6% | 0.01% | · | -16.3% | -49.6% | · | -6.5% | 0.17% | -14.9% | |
| Pretax Margin | 9.9% | 4.0% | -25.4% | -23.5% | -20.3% | · | -17.3% | -49.3% | · | -8.2% | -1.7% | -14.8% | |
| EBITDA Margin | 21.2% | 16.4% | 13.9% | 17.9% | 14.1% | · | 2.9% | -22.7% | · | 6.4% | 10.2% | -5.0% | |
| ROA | 4.8% | 0.82% | -5.9% | -4.8% | 0.00% | · | -6.8% | · | · | -3.4% | 0.10% | -8.4% | |
| ROE | 17.1% | 3.0% | -23.5% | -16.3% | 0.01% | · | -23.6% | · | · | -6.2% | 0.21% | -40.4% | |
| ROIC | 15.7% | 3.3% | -12.7% | -7.1% | 0.00% | · | -23.3% | · | · | -6.6% | 0.21% | -14.7% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.1 | 1.1 | 1.2 | 1.1 | · | 1.2 | · | · | 1.8 | 1.5 | 1.5 | |
| Quick Ratio | 1.0 | 1.1 | 1.1 | 1.2 | 1.1 | · | 1.1 | · | · | 1.6 | 1.3 | 1.5 | |
| Debt / Equity | 0.4 | 0.7 | 0.8 | 0.9 | 0.8 | · | · | · | · | · | · | · | |
| LT Debt / Equity | 0.4 | 0.7 | 0.8 | 0.9 | 0.8 | · | · | · | · | · | · | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | · | 0.4 | · | · | 0.5 | 0.6 | 0.6 | |
| Receivables Turnover | 0.6 | 0.6 | 0.6 | 0.6 | 0.7 | · | 0.7 | · | · | 1.4 | 1.4 | 1.1 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $6.45 | $5.43 | $5.06 | $5.90 | $6.66 | · | $2.08 | · | · | $6.07 | $5.97 | $3.46 | |
| Revenue / Share | $4.64 | $4.55 | $4.54 | $4.34 | $3.44 | · | $2.62 | · | · | $5.96 | $5.58 | · | |
| Cash Flow / Share | $1.54 | $1.60 | $1.57 | $1.45 | $0.93 | · | $0.54 | · | · | $1.29 | $1.73 | · | |
| Cash / Share | $3.87 | $3.42 | $2.35 | $2.43 | $1.74 | · | $1.65 | · | · | $3.03 | $2.50 | $2.61 | |
| EPS (TTM) | $0.95 | $0.16 | $-1.17 | $-0.98 | $0.00 | $-0.55 | $-0.48 | $-1.23 | $-3.17 | $-0.39 | $0.01 | $-0.70 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.9% | 7.8% | 7.4% | 23.2% | 111.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.3% | 12.6% | 40.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 26.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 493.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 534.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | 605.1% | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $714M | $668M | $620M | $577M | $468M | $222M | $156M | $125M | $156M | $278M | $248M | $125M | |
| Net Income TTM | $145M | $23M | $-159M | $-130M | $65.0K | $-53M | $-25M | $-62M | $-155M | $-18M | $422.0K | $-19M | |
| Market Cap | $2.32B | $2.25B | $1.29B | $1.42B | $2.31B | · | $440M | · | · | $366M | $767M | $600M | |
| Enterprise Value | $2.11B | $2.32B | $1.50B | $1.82B | $2.81B | · | · | · | · | · | · | · | |
| P/E | 17.1 | 99.5 | -8.0 | -10.8 | · | -55.8 | -17.0 | -3.0 | -0.6 | -19.0 | 1645.0 | -23.1 | |
| P/S | 3.2 | 3.4 | 2.1 | 2.5 | 4.9 | · | 2.8 | · | · | 1.3 | 3.1 | 4.8 | |
| P/B | 2.5 | 2.9 | 1.8 | 1.8 | 2.6 | · | 3.9 | · | · | 1.2 | 2.8 | 4.7 | |
| P / Tangible Book | · | · | · | · | · | 12.4 | · | · | · | · | · | · | |
| P / Cash Flow | 9.8 | 9.6 | 6.0 | 7.4 | 18.3 | · | 13.7 | · | · | 6.1 | 10.0 | 90.3 | |
| P / FCF | 14.0 | 11.1 | 6.9 | 8.8 | 21.2 | · | 21.4 | · | · | 10.0 | 13.5 | -147.8 | |
| EV / EBITDA | 14.0 | 21.2 | 17.5 | 17.6 | 42.6 | · | · | · | · | · | · | · | |
| EV / FCF | 12.8 | 11.5 | 8.0 | 11.2 | 25.8 | · | · | · | · | · | · | · | |
| EV / Revenue | 3.0 | 3.5 | 2.4 | 3.2 | 6.0 | · | · | · | · | · | · | · | |
| Earnings Yield | 5.9% | 1.0% | -12.5% | -9.2% | 0.00% | -1.8% | -5.9% | -33.0% | -169.5% | -5.3% | 0.06% | -4.3% |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $193M | $164M | $205M | $179M | $173M | $156M | $194M | $162M | $163M | $149M | $187M | $150M | $153M | $130M | $175M | $146M | |
| Cost of Revenue | $62M | $60M | $70M | $69M | $65M | $63M | $68M | $63M | $63M | $66M | $70M | $85M | $130M | $125M | $111M | $72M | |
| R&D Expense | $24M | $25M | $21M | $20M | $22M | $22M | $22M | $20M | $26M | $27M | $23M | $24M | $23M | $24M | $23M | $25M | |
| SG&A Expense | $28M | $25M | $22M | $25M | $23M | $24M | $23M | $24M | $23M | $27M | $21M | $21M | $26M | $21M | $22M | $20M | |
| Operating Expenses | $162M | $157M | $153M | $154M | $151M | $157M | $154M | $147M | $153M | $163M | $152M | $168M | $224M | $231M | $204M | $167M | |
| Operating Income | $31M | $8M | $52M | $25M | $22M | $-1M | $40M | $15M | $10M | $-14M | $35M | $-18M | $-72M | $-100M | $-29M | $-21M | |
| Interest Income | $1M | $2M | $4M | $3M | $3M | $3M | $4M | $4M | $3M | $2M | · | · | · | · | · | · | |
| Other Non-op | $-6M | $-4M | $-4M | $-4M | $-10M | $-9M | $2M | $-9M | $-6M | $-12M | $-2M | $-601.0K | $-1M | $1M | $-11M | $-4M | |
| Pretax Income | $26M | $4M | $48M | $21M | $12M | $-10M | $42M | $6M | $4M | $-26M | $33M | $-18M | $-73M | $-99M | $-39M | $-25M | |
| Income Tax | $6M | $-681.0K | $-75M | $885.0K | $958.0K | $-853.0K | $6M | $1M | $5M | $-8M | $2M | $-967.0K | $663.0K | $-309.0K | $-3M | $-435.0K | |
| Net Income | $19M | $4M | $123M | $20M | $11M | $-10M | $36M | $5M | $-1M | $-18M | $31M | $-17M | $-74M | $-99M | $-36M | $-24M | |
| EPS (Basic) | $0.14 | $0.03 | $0.86 | $0.14 | $0.08 | $-0.07 | $0.26 | $0.04 | $-0.01 | $-0.13 | $0.23 | $-0.13 | $-0.54 | $-0.73 | $-0.27 | $-0.18 | |
| EPS (Diluted) | $0.13 | $0.03 | $0.81 | $0.13 | $0.08 | $-0.07 | $0.26 | $0.04 | $-0.01 | $-0.13 | $0.23 | $-0.13 | $-0.54 | $-0.73 | $-0.27 | $-0.18 | |
| Shares (Basic) | 143,024,000 | 143,541,000 | · | 143,009,000 | 141,654,000 | 141,852,000 | · | 141,270,000 | 140,551,000 | 139,297,000 | · | 137,372,000 | 136,164,000 | 134,667,000 | · | 133,144,000 | |
| Shares (Diluted) | 147,172,000 | 148,077,000 | · | 153,166,000 | 148,260,000 | 141,852,000 | · | 148,697,000 | 140,551,000 | 139,297,000 | · | 137,372,000 | 136,164,000 | 134,667,000 | · | 133,144,000 | |
| EBITDA | $31M | $22M | · | $25M | $22M | $14M | · | $15M | $10M | $-261.0K | · | $-18M | $-72M | $-5M | · | $-21M |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $333M | $185M | $553M | $482M | $426M | $430M | $483M | $387M | $326M | $253M | · | $311M | $266M | $237M | $326M | $254M | |
| Receivables | $1.38B | $1.43B | $1.30B | $1.22B | $1.30B | $1.05B | $1.20B | $1.16B | $1.12B | $1000M | · | $937M | $908M | $875M | · | $804M | |
| Prepaid Expense | $30M | $32M | $26M | $28M | $27M | $32M | $20M | $22M | $19M | $21M | · | $21M | $22M | $25M | · | $21M | |
| Current Assets | $1.75B | $1.65B | $1.88B | $1.73B | $1.76B | $1.52B | $1.70B | $1.57B | $1.47B | $1.27B | · | $1.27B | $1.20B | $1.14B | · | $1.08B | |
| PP&E (Net) | $116M | $116M | $109M | $97M | $90M | $79M | $69M | $65M | $63M | $56M | · | $46M | $46M | $46M | · | $45M | |
| PP&E (Gross) | $250M | $248M | $233M | · | · | · | $191M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $134M | $132M | $124M | · | · | · | $123M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $984M | $984M | $984M | $984M | $978M | $978M | $978M | $978M | $978M | $978M | $978M | $978M | $978M | $978M | · | $978M | |
| Intangibles | $7M | $10M | $12M | $15M | $11M | $14M | $21M | $28M | $36M | $43M | · | $59M | $88M | $167M | · | $323M | |
| Other Non-current Assets | $86M | $85M | $82M | $6M | $6M | $6M | $6M | $9M | $11M | $16M | · | $7M | $7M | $8M | · | $6M | |
| Total Assets | $3.03B | $2.95B | $3.16B | $2.92B | $2.93B | $2.67B | $2.85B | $2.74B | $2.64B | $2.45B | · | $2.45B | $2.41B | $2.43B | · | $2.53B | |
| Accounts Payable | $1.67B | $1.59B | $1.61B | $1.48B | $1.53B | $1.31B | $1.47B | $1.38B | $1.30B | $1.12B | · | $1.10B | $1.02B | $950M | · | $890M | |
| Current Liabilities | $1.70B | $1.62B | $1.84B | $1.71B | $1.76B | $1.54B | $1.50B | $1.41B | $1.33B | $1.15B | · | $1.13B | $1.05B | $982M | · | $919M | |
| Capital Leases | $43M | $57M | $50M | $49M | $43M | $44M | $39M | $47M | $50M | $53M | · | $54M | $59M | $62M | · | $64M | |
| Deferred Tax | · | · | · | · | · | · | · | · | $287.0K | $288.0K | · | $4M | $5M | $5M | · | $12M | |
| Other Non-current Liabilities | $3M | $3M | $3M | $3M | $2M | $2M | $1M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $2M | |
| Total Liabilities | $2.10B | $2.03B | $2.24B | $2.11B | $2.16B | $1.93B | $2.09B | $2.01B | $1.93B | $1.76B | · | $1.79B | $1.76B | $1.72B | · | $1.72B | |
| Long-term Debt | $350M | $351M | $556M | $556M | $556M | $557M | $554M | $554M | $553M | $553M | · | $627M | $662M | $703M | · | $756M | |
| Total Debt | $347M | $347M | · | $348M | $349M | $349M | · | $550M | $549M | $549M | · | $605M | $639M | $678M | · | $726M | |
| Common Stock | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | · | $2.0K | $2.0K | $2.0K | · | $2.0K | |
| Paid-in Capital | $1.43B | $1.43B | $1.44B | $1.45B | $1.43B | $1.42B | $1.43B | $1.42B | $1.42B | $1.40B | · | $1.37B | $1.35B | $1.33B | · | $1.30B | |
| Retained Earnings | $-493M | $-512M | $-517M | $-640M | $-660M | $-671M | $-661M | $-698M | $-703M | $-702M | · | $-715M | $-697M | $-624M | · | $-488M | |
| Treasury Stock | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| AOCI | $-1M | $-1M | $-1M | $-2M | $-1M | $-4M | $-4M | $-1M | $-3M | $-3M | · | $-4M | $-3M | $-3M | · | $-5M | |
| Stockholders' Equity | $936M | $918M | $922M | $808M | $768M | $742M | $768M | $726M | $713M | $695M | $702M | $652M | $653M | $705M | $791M | $811M | |
| Liabilities + Equity | $3.03B | $2.95B | $3.16B | $2.92B | $2.93B | $2.67B | $2.85B | $2.74B | $2.64B | $2.45B | · | $2.45B | $2.41B | $2.43B | · | $2.53B | |
| Shares Outstanding | 143,382,000 | 143,301,000 | 142,964,000 | 143,643,000 | 142,383,000 | 141,476,000 | 141,427,000 | 141,148,000 | 141,141,000 | 140,024,000 | 138,577,000 | 137,821,000 | 136,859,000 | 135,438,000 | 134,006,000 | 133,349,000 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $15M | $14M | $14M | $12M | $12M | $16M | $16M | $15M | $14M | $14M | $17M | $39M | $89M | $96M | $77M | $47M | |
| Stock-based Comp | $20M | $20M | $18M | $18M | $20M | $21M | $17M | $19M | $20M | $21M | $17M | $17M | $19M | $19M | $14M | $17M | |
| Amort. of Intangibles | $2M | $3M | $3M | $2M | $3M | $7M | $7M | $8M | $8M | $8M | $8M | $30M | $79M | $86M | $69M | $38M | |
| Other Non-cash | · | $-159M | · | · | · | $-25M | · | · | · | $-77M | · | · | · | $-47M | · | · | |
| Operating Cash Flow | $187M | $-121M | $128M | $87M | $19M | $3M | $115M | $91M | $90M | $-60M | $89M | $82M | $74M | $-31M | $89M | $40M | |
| CapEx | $12M | $9M | $25M | $18M | $13M | $14M | $4M | $14M | $9M | $6M | $10M | $4M | $8M | $4M | $13M | $9M | |
| Investing Cash Flow | $-16M | $-13M | $-29M | $-30M | $-16M | $-17M | $-7M | $-18M | $-13M | $-9M | $-12M | $-7M | $-11M | $-7M | $-15M | $-13M | |
| Stock Repurchased | $21M | $14M | $23M | $0 | $4M | $19M | $6M | $9M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | $-14M | · | · | · | $-19M | · | · | · | · | · | · | · | $0 | · | · | |
| Financing Cash Flow | $-22M | $-235M | $-28M | $345.0K | $-8M | $-39M | $-9M | $-14M | $-3M | $-3M | $-62M | $-31M | $-33M | $-52M | $-2M | $-5M | |
| Net Change in Cash | $148M | $-369M | $71M | $56M | $-4M | $-54M | $96M | $61M | $74M | $-73M | $16M | $44M | $30M | $-90M | $73M | $20M | |
| Free Cash Flow | · | $-130M | · | · | · | $-12M | · | · | · | $-66M | · | · | · | $-35M | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 16.2% | 4.7% | · | 14.0% | 12.7% | -0.88% | · | 9.3% | 5.9% | -9.3% | · | -11.9% | -47.1% | -77.2% | · | -14.5% | |
| Net Margin | 10.0% | 2.7% | · | 11.2% | 6.4% | -6.2% | · | 3.2% | -0.66% | -11.9% | · | -11.6% | -48.4% | -75.9% | · | -16.7% | |
| Pretax Margin | 13.2% | 2.3% | · | 11.7% | 7.0% | -6.7% | · | 3.9% | 2.2% | -17.1% | · | -12.3% | -48.0% | -76.1% | · | -17.0% | |
| EBITDA Margin | 16.2% | 13.4% | · | 14.0% | 12.7% | 9.1% | · | 9.3% | 5.9% | -0.17% | · | -11.9% | -47.1% | -3.6% | · | -14.5% | |
| ROA | 0.65% | 0.16% | · | 0.71% | 0.40% | -0.38% | · | 0.20% | -0.04% | -0.73% | · | -0.70% | -2.9% | -4.0% | · | -0.96% | |
| ROE | 2.3% | 0.53% | · | 2.6% | 1.5% | -1.3% | · | 0.76% | -0.16% | -2.5% | · | -2.4% | -10.0% | -12.8% | · | -2.9% | |
| ROIC | 1.8% | 0.72% | · | 2.1% | 1.8% | -0.11% | · | 0.99% | -0.23% | -0.77% | · | -1.3% | -5.6% | -7.2% | · | -1.4% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.0 | · | 1.0 | 1.0 | 1.0 | · | 1.1 | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.2 | · | 1.2 | |
| Quick Ratio | 1.0 | 1.0 | · | 1.0 | 1.0 | 1.0 | · | 1.1 | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 1.2 | |
| Debt / Equity | 0.4 | 0.4 | · | 0.4 | 0.5 | 0.5 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | 1.0 | 1.0 | · | 0.9 | |
| LT Debt / Equity | 0.4 | 0.4 | · | 0.4 | 0.5 | 0.5 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | 1.0 | 1.0 | · | 0.9 |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 0.1 | 0.1 | · | 0.2 | 0.1 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $6.53 | $6.41 | · | $5.62 | $5.40 | $5.24 | · | $5.14 | $5.05 | $4.97 | · | $4.73 | $4.77 | $5.21 | · | $6.08 | |
| Revenue / Share | $1.31 | $1.11 | · | $1.17 | $1.17 | $1.10 | · | $1.09 | $1.16 | $1.07 | · | $1.09 | $1.12 | $0.97 | · | $1.10 | |
| Cash Flow / Share | · | $-0.82 | · | · | · | $0.02 | · | · | · | $-0.43 | · | · | · | $-0.23 | · | · | |
| Cash / Share | $2.32 | $1.29 | · | $3.36 | $2.99 | $3.04 | · | $2.74 | $2.31 | $1.81 | · | $2.25 | $1.95 | $1.75 | · | $1.90 | |
| EPS (TTM) | $1.10 | $1.05 | · | $0.40 | $0.31 | $0.22 | · | $0.13 | $-0.04 | $-0.57 | · | $-1.67 | $-1.72 | $-1.37 | · | $-0.68 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $742M | $723M | · | $703M | $685M | $675M | · | $661M | $649M | $639M | · | $608M | $604M | $589M | · | $563M | |
| Net Income TTM | $167M | $159M | · | $58M | $43M | $31M | · | $17M | $-5M | $-78M | · | $-226M | $-233M | $-184M | · | $-93M | |
| Market Cap | $2.72B | $1.70B | · | $3.13B | $3.43B | $1.61B | · | $1.95B | $1.88B | $1.51B | · | $1.04B | $1.87B | $1.25B | · | $876M | |
| Enterprise Value | $2.74B | $1.86B | · | $2.99B | $3.36B | $1.53B | · | $2.12B | $2.10B | $1.80B | · | $1.33B | $2.24B | $1.70B | · | $1.35B | |
| P/E | 17.3 | 11.3 | · | 54.5 | 77.8 | 51.9 | · | 106.5 | -332.2 | -18.9 | · | -4.5 | -7.9 | -6.8 | · | -9.7 | |
| P/S | 3.7 | 2.4 | · | 4.5 | 5.0 | 2.4 | · | 3.0 | 2.9 | 2.4 | · | 1.7 | 3.1 | 2.1 | · | 1.6 | |
| P/B | 2.9 | 1.9 | · | 3.9 | 4.5 | 2.2 | · | 2.7 | 2.6 | 2.2 | · | 1.6 | 2.9 | 1.8 | · | 1.1 | |
| P / Cash Flow | · | -14.1 | · | · | · | 630.3 | · | · | · | -24.9 | · | · | · | -40.6 | · | · | |
| EV / Revenue | 3.7 | 2.6 | · | 4.3 | 4.9 | 2.3 | · | 3.2 | 3.2 | 2.8 | · | 2.2 | 3.7 | 2.9 | · | 2.4 | |
| Earnings Yield | 5.8% | 8.8% | · | 1.8% | 1.3% | 1.9% | · | 0.94% | -0.30% | -5.3% | · | -22.1% | -12.6% | -14.8% | · | -10.3% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $714M | $668M | $620M | $577M | $468M |
| Margen Operativo % | 13.7% | 7.6% | -25.0% | -19.5% | -17.3% |
| Beneficio neto | $145M | $23M | $-159M | $-130M | $65.0K |
| EPS Diluido | $0.95 | $0.16 | $-1.17 | $-0.98 | $0.00 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.4 | 0.7 | 0.8 | 0.9 | 0.8 |
| Ratio corriente | 1.0 | 1.1 | 1.1 | 1.2 | 1.1 |
| Ratio Rápido | 1.0 | 1.1 | 1.1 | 1.2 | 1.1 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $166M | $202M | $188M | $162M | $109M |
Propietarios institucionales (13F) 355 declarantes · $3.1B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 56 (+1 vs trimestre anterior) | 34 (-20 vs trimestre anterior) | 119 (+3 vs trimestre anterior) | 92 (+6 vs trimestre anterior) | +12.0M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $241 295 708 | 12 713 156 | 7,84% | Acciones |
| VANGUARD GROUP INC | $240 246 684 | 14 802 630 | 7,81% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $155 584 488 | 8 197 286 | 5,06% | Acciones |
| FMR LLC | $147 273 902 | 7 759 426 | 4,79% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $118 154 201 | 6 225 195 | 3,84% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $114 724 458 | 6 044 492 | 3,73% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $99 838 708 | 5 260 132 | 3,25% | Acciones |
| Boston Partners | $95 854 485 | 5 013 835 | 3,12% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $87 739 553 | 4 622 736 | 2,85% | Acciones |
| Capital Research Global Investors | $73 436 638 | 3 869 159 | 2,39% | Acciones |
| Nuveen, LLC | $72 025 513 | 3 794 811 | 2,34% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $71 946 545 | 3 789 959 | 2,34% | Acciones |
| Edenbrook Capital, LLC | $67 485 573 | 3 555 615 | 2,19% | Acciones |
| STATE STREET CORP | $66 962 864 | 3 528 075 | 2,18% | Acciones |
| 325 CAPITAL LLC | $64 772 932 | 3 412 694 | 2,11% | Acciones |
| Nine Ten Capital Management LLC | $61 899 000 | 3 261 283 | 2,01% | Acciones |
| Granahan Investment Management, LLC | $58 519 345 | 3 083 211 | 1,90% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $56 846 865 | 2 995 093 | 1,85% | Acciones |
| JANE STREET GROUP, LLC | $41 740 645 | 2 199 191 | 1,36% | Acciones |
| Park West Asset Management LLC | $37 960 000 | 2 000 000 | 1,23% | Acciones |
| MORGAN STANLEY | $37 803 076 | 1 991 732 | 1,23% | Acciones |
| Qube Research & Technologies Ltd | $37 124 671 | 1 955 989 | 1,21% | Acciones |
| Blue Grotto Capital, LLC | $32 393 945 | 1 706 741 | 1,05% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $31 635 845 | 1 666 799 | 1,03% | Acciones |
| NORTHERN TRUST CORP | $29 483 760 | 1 553 412 | 0,96% | Acciones |
| Caption Management, LLC | $28 470 000 | 1 500 000 | 0,93% | Opción de venta |
| ROYCE & ASSOCIATES LP | $27 965 075 | 1 473 397 | 0,91% | Acciones |
| GOLDMAN SACHS GROUP INC | $27 836 827 | 1 466 640 | 0,90% | Acciones |
| Ophir Asset Management Pty Ltd | $27 522 158 | 1 450 061 | 0,89% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $23 447 589 | 1 235 384 | 0,76% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22 836 527 | 1 203 189 | 0,74% | Acciones |
| BANK OF AMERICA CORP /DE/ | $22 431 171 | 1 181 832 | 0,73% | Acciones |
| CITADEL ADVISORS LLC | $22 174 334 | 1 168 300 | 0,72% | Opción de venta |
| GRIZZLYROCK CAPITAL, LLC | $22 104 639 | 1 164 628 | 0,72% | Acciones |
| Bank of New York Mellon Corp | $22 058 518 | 1 162 198 | 0,72% | Acciones |
| Maestria Partners LLC | $21 987 001 | 1 158 430 | 0,71% | Acciones |
| Meros Investment Management, LP | $18 815 538 | 991 335 | 0,61% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $18 772 966 | 989 092 | 0,61% | Acciones |
| Walleye Trading LLC | $15 709 746 | 827 700 | 0,51% | Opción de compra |
| MILLENNIUM MANAGEMENT LLC | $14 516 265 | 764 819 | 0,47% | Acciones |
| PICTON MAHONEY ASSET MANAGEMENT | $14 235 000 | 750 000 | 0,46% | Opción de compra |
| QVT Financial LP | $14 186 354 | 747 437 | 0,46% | Acciones |
| UBS Group AG | $14 165 723 | 746 350 | 0,46% | Acciones |
| BANK OF MONTREAL /CAN/ | $14 045 200 | 740 000 | 0,46% | Opción de compra |
| OBERWEIS ASSET MANAGEMENT INC/ | $13 950 300 | 735 000 | 0,45% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $13 433 076 | 707 749 | 0,44% | Acciones |
| PICTON MAHONEY ASSET MANAGEMENT | $13 124 123 | 691 471 | 0,43% | Acciones |
| Kopion Asset Management, LLC | $12 801 080 | 674 451 | 0,42% | Acciones |
| First Eagle Investment Management, LLC | $12 731 556 | 670 788 | 0,41% | Acciones |
| Balyasny Asset Management L.P. | $12 651 195 | 666 554 | 0,41% | Acciones |
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Edenbrook Capital, LLC, Jonathan Brolin ×2 presentaciones | 14 de julio de 2023 | · | Presentación inicial | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Informantes de la empresa 37 insiders · 19 directivos · 16 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Michael G. Barrett | CEO | 15 de agosto de 2026 F | 392 670 | 0 | 5 | $-13 639 790 |
| Brian Gephart | CHIEF FINANCIAL OFFICER | 1 de octubre de 2026 A | 167 010 | 0 | 1 | $-307 982 |
| David Day | CHIEF FINANCIAL OFFICER | 15 de agosto de 2026 F | 452 861 | 0 | 0 | $0 |
| Todd L Tappin | CFO & COO | 17 de mayo de 2016 M | 441 327 | 0 | 0 | $0 |
| Katie Seitz Evans | President, Product & Operations | 11 de septiembre de 2026 S | 441 800 | 0 | 4 | $-1 839 229 |
| Sean Patrick Buckley | President, Revenue & Market Strategy | 18 de agosto de 2026 S | 293 060 | 0 | 8 | $-2 776 475 |
| Mark Zagorski | President & COO | 1 de abril de 2020 A | 436 917 | 0 | 0 | $0 |
| Haas Sullivan | CHIEF ACCOUNTING OFFICER | 1 de octubre de 2026 A | 97 554 | 0 | 0 | $0 |
| David Buonasera | CHIEF TECHNOLOGY OFFICER | 14 de septiembre de 2026 S | 245 155 | 0 | 12 | $-840 595 |
| Aaron Saltz | CHIEF LEGAL OFFICER | 10 de septiembre de 2026 S | 224 389 | 0 | 1 | $-936 400 |
| Adam Lee Soroca | CHIEF PRODUCT OFFICER | 18 de febrero de 2026 S | 388 425 | 0 | 3 | $-685 138 |
| James Allen Dove | Chief Technology Officer | 15 de agosto de 2022 F | 191 071 | 0 | 0 | $0 |
| Joseph R Prusz | Chief Revenue Officer, DV+ | 15 de febrero de 2022 F | 311 083 | 0 | 0 | $0 |
| Thomas Kershaw | Chief Technology Officer | 17 de mayo de 2021 S | 473 763 | 0 | 0 | $0 |
| Eve Filip | Directivo | 29 de julio de 2020 A | 213 207 | 0 | 0 | $0 |
| Blima Tuller | Chief Accounting Officer | 20 de mayo de 2020 S | 155 402 | 0 | 0 | $0 |
| Jonathan Feldman | Co-General Counsel & Secretary | 16 de enero de 2020 S | 79 771 | 0 | 0 | $0 |
| Brian W Copple | General Counsel and Secretary | 15 de mayo de 2018 F | 277 524 | 0 | 0 | $0 |
| Harry Patz Jr | Chief Revenue Officer | 3 de enero de 2017 S | 100 000 | 0 | 0 | $0 |
| Paul Caine | Consejero | 17 de septiembre de 2026 S | 137 401 | 0 | 6 | $-828 850 |
| Douglas S Knopper | Consejero | 17 de septiembre de 2026 S | 51 136 | 0 | 4 | $-2 674 662 |
| Robert F Spillane | Consejero | 14 de septiembre de 2026 M | 57 715 | 0 | 3 | $-557 275 |
| Sarah Patricia Harden | Consejero | 28 de agosto de 2026 S | 114 751 | 0 | 2 | $-1 154 584 |
| Rachel Lam | Consejero | 10 de agosto de 2026 S | 230 620 | 0 | 1 | $-241 600 |
| David T. Pearson | Consejero | 10 de junio de 2026 S | 79 001 | 0 | 1 | $-168 488 |
| Diane Yu | Consejero | 8 de junio de 2026 A | 81 279 | 0 | 0 | $0 |
| James Rossman | Consejero | 8 de junio de 2026 A | 107 477 | 0 | 0 | $0 |
| Robert J Frankenberg | Consejero | 14 de junio de 2023 A | 119 090 | 0 | 0 | $0 |
| Lisa L Troe | Consejero | 8 de junio de 2023 S | 114 218 | 0 | 0 | $0 |
| Frank Addante | Consejero | 16 de marzo de 2020 S | 1 134 819 | 0 | 0 | $0 |
| Lewis W Coleman | Consejero | 15 de mayo de 2019 A | 55 703 | 0 | 0 | $0 |
| Sumant Mandal | Consejero | 25 de febrero de 2019 J | 1 548 980 | 0 | 0 | $0 |
| Gregory R Raifman | Consejero | 15 de mayo de 2017 F | 420 459 | 0 | 0 | $0 |
| Jarl Mohn | Consejero | 7 de abril de 2014 C | 355 850 | 0 | 0 | $0 |
| NEWS CORP | Propietario del 10% | 7 de abril de 2014 C | 4 746 349 | 0 | 0 | $0 |
| Shawna Hughes | · | 17 de mayo de 2021 S | 178 129 | 0 | 0 | $0 |
| CLEARSTONE VENTURE PARTNERS III-A LP | · | 22 de mayo de 2015 J | 5 570 406 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 51 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| CBSE · Elevation Series Trust | 3,02% | 80 985 NS | 31 de julio de 2026 | N-PORT |
| CBLS · Elevation Series Trust | 2,79% | 80 436 NS | 31 de julio de 2026 | N-PORT |
| SMCO · Tidal Trust II | 1,61% | 118 364 NS | 31 de julio de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,40% | 35 633 NS | 31 de julio de 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,38% | 61 405 SH | 2 de octubre de 2026 | Diario |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,27% | 184 936 NS | 31 de julio de 2026 | N-PORT |
| GGME · Invesco Exchange-Traded Fund Trust | 0,22% | 3 890 SH | 2 de octubre de 2026 | Diario |
| NUSC · Nushares ETF Trust | 0,21% | 138 913 NS | 31 de julio de 2026 | N-PORT |
| FCOM · FIDELITY COVINGTON TRUST | 0,17% | 153 580 NS | 31 de julio de 2026 | N-PORT |
| VOX · VANGUARD WORLD FUND | 0,16% | 515 624 SH | 19 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,13% | 140 417 SH | 2 de octubre de 2026 | Diario |
| IWO · iShares Trust | 0,13% | 797 496 SH | 11 de septiembre de 2026 | Diario |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 38 732 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,11% | 3 696 072 SH | 11 de septiembre de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 35 602 NS | 31 de julio de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,09% | 90 385 SH | 19 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,09% | 69 141 NS | 31 de julio de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,09% | 378 106 NS | 31 de julio de 2026 | N-PORT |
| ESML · iShares Trust | 0,09% | 101 930 SH | 11 de septiembre de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,08% | 830 797 SH | 19 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,07% | 52 262 SH | 19 de agosto de 2026 | Diario |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,06% | 45 960 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,06% | 495 924 NS | 31 de julio de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,06% | 16 754 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,05% | 20 457 SH | 11 de septiembre de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | 0,05% | 1 982 413 SH | 19 de agosto de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,05% | 22 088 SH | 19 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,04% | 11 396 NS | 31 de julio de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,03% | 226 588 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 1 643 986 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,03% | 3 111 381 SH | 19 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,03% | 8 428 SH | 11 de septiembre de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 1 773 SH | 2 de octubre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,01% | 357 654 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 22 372 NS | 31 de julio de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 89 534 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 6 949 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 35 616 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 193 685 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 34 912 SH | 8 de septiembre de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,00% | 44 307 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 4 212 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 4 327 987 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 114 391 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 11 516 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,00% | 31 708 SH | 19 de agosto de 2026 | Diario |
| IWN · iShares Trust | · | 561 762 SH | 11 de septiembre de 2026 | Diario |
| SVAL · iShares Trust | · | 47 447 SH | 3 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 5 919 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 14 801 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 44 751 SH | 11 de septiembre de 2026 | Diario |
MGNI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
15 analistas · 2026-09-30Objetivo medio $29.67 +18,0%
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| MGNI | $2.32B | 17.1 | 6.9% | 20.3% | 17.1% | · |
| OMC | $25.28B | -299.1 | 10.1% | -0.32% | -0.67% | · |
| TTD | $18.07B | 42.2 | 18.5% | 15.3% | 17.1% | · |
| NIQ | $4.86B | -12.5 | 5.7% | -8.4% | -67.4% | · |
| STGW | · | -1.4 | 2.4% | 1.0% | 5.3% | · |
| DV | $1.85B | 38.1 | 13.9% | 6.8% | 4.6% | · |
| CCO | · | 55.2 | 6.6% | · | · | · |
| IBTA | $740M | 189.4 | -6.8% | 1.0% | 1.1% | 79.2% |
| PUBM | · | -28.6 | -2.9% | -5.1% | -5.7% | 63.6% |
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