MGNI Magnite, Inc. - Common Stock
NASDAQ · Media · Visualizza su SEC EDGAR ↗ chiudi Ott 6, 2026 10-K/10-Q Ago 5, 2026
$24,84
· % dell'intervallo 52 sett.
· sopra il minimo
· al massimo
$11,04minimo 52 sett.
$26,84massimo 52 sett.
Capitalizzazione di Mercato (MRQ)
$3.56B
P/E (TTM)
22.6
EPS (TTM)
$1.10
Ricavi (TTM)
$742M
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Intervallo 52 sett.
$11–$27
Rating Analisti
BUY
Prezzo Obiettivo
$30
P/E
22.6
ROE
19.6%
Margine di Profitto Netto
22.5%
La tua barra dei badge è vuota — aggiungi una metrica a piacere in questa pagina.
MGNI Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$24.84
Capitalizzazione di Mercato (MRQ)
$3.56B
P/E (TTM)
22.6
EPS (TTM)
$1.10
Ricavi (TTM)
$742M
ROE (TTM)
19.6%
D/E Debito/Patrimonio (MRQ)
0.4
Intervallo 52 sett.
$11–$27
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Informazioni su Magnite, Inc. - Common Stock Panoramica della società da Wikipedia
Magnite Inc. (formerly Rubicon Project) is an American online advertising technology firm based in Los Angeles, California. The company was formed following a merger between Rubicon Project and Telaria in 2020.
History
Rubicon Project was founded in 2007 by Frank Addante, Craig Roah, Duc Chau and Julie Mattern, who had previously worked together at L90/adMonitor, an online advertising network.
By April 2009, the company had raised $33 million in venture funding led by Clearstone Venture Partners, IDG Ventures Asia and Mayfield Fund. The company also secured $8 million in venture debt from Silicon Valley Bank.
In February 2014, Rubicon Project filed for an IPO and went public in April 2014 opening at over $20 per share. The stock fell back to about $16 per share later in the month.
In March 2014, the company was named number two on the top Ad Exchange Entities by comScore.
In February 2017, the company released its president and several other top executives. On March 14, 2017, CEO and founder Frank Addante stepped down from his position to take the role of chairman. The company announced Michael Barrett, previously the chief executive of mobile advertising marketplace Millennial Media and chief revenue officer at Yahoo!, would be the new chief executive.
In May 2024, Netflix announced its first expansion of its advertising partnerships to include Magnite, The Trade Desk and Google DV360.
On May 19, 2025, OSN has chosen Magnite, the independent sell-side advertising company, to power its new “Advanced TV” advertising solution. This marks the first time OSN will offer addressable advertising across its set-top box (STB) linear broadcast and video-on-demand (VOD) inventory. Using Magnite’s SpringServe video platform, targeted ads will now be delivered to OSN set-top boxes across the MENA region.
In September 2025, Magnite filed a lawsuit against Google over alleged monopolistic and anticompetitive behavior.
Mergers and acquisitions
Rubicon Project acquisitions
In September 2009, the Rubicon Project acquired OthersOnline, an audience profiling technology company based in Seattle.
In May 2010, the company bought Site Scout, a malware detection company also based in Seattle.
In October 2010, the company acquired Fox Audience Network from News Corp in return for a minority stake in the company. It also received $18 million in additional funding led by Peacock Equity, the venture division of NBC Universal.
In May 2012, Rubicon Project acquired Mobsmith, a mobile technology company.
In August 2012, the company became the top-ranked online advertising company in terms of reach, with a 96.2% audience share, according to rankings provided by ComScore. This placed Rubicon ahead of Google for the first time, and also ahead of other competitors such as AOL and AT&T.
In October 2019, Rubicon Project acquired RTK.io, a header bidding startup for $11 million.
Merger with Telaria
In December 2019, Rubicon Project and Telaria announced a merger. Shareholders of Telaria and Rubicon project approved the merger on March 30, 2020, and the merger was completed on April 1.
While the two businesses initially fell under Rubicon Project and operated as two separate brands, the company rebranded under the name Magnite in June 2020. The merger made Magnite the world's largest independent omnichannel sell-side platform.
Recent acquisitions
In February 2021, Magnite acquired SpotX from European entertainment network RTL Group for $1.17 billion in cash and stock.
In September 2025, Magnite acquired Streamr.ai, a company that specializes in the development of AI-generated assets for small businesses' CTV campaigns.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
settoreCommunication Services
industriaMedia
dipendenti971
paeseUS
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Ricavi$714M2016-12-31 → 2025-12-31
EPS$0.952016-12-31 → 2025-12-31
Flusso di cassa libero$166M2016-12-31 → 2025-12-31
Margine netto22.5%2016-12-31 → 2025-12-31
Valutazione e Rapporti
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | MGNI | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | 22.6media 5 anni ≈24.4 | ≈24.4 | 25.9 | Sottovalutato | |
| P/S (TTM) | 4.8media 5 anni ≈3.2 | ≈3.2 | 2.5 | Sopravvalutato | |
| P/B (MRQ) | 3.8media 5 anni ≈2.3 | ≈2.3 | 3.0 | Valore equo | |
| EV / EBITDA | 22.2media 5 anni ≈22.6 | ≈22.6 | · | · | |
| Prezzo / FCF (TTM) | 16.5media 5 anni ≈12.4 | ≈12.4 | · | · | |
| Prezzo / Flusso di cassa (TTM) | 12.7media 5 anni ≈10.2 | ≈10.2 | 9.3 | Valore equo | |
| EV / Revenue (EV / Ricavi) | 4.7media 5 anni ≈3.6 | ≈3.6 | · | · | |
| EV / FCF | 20.2media 5 anni ≈13.9 | ≈13.9 | · | · | |
| Prezzo / Valore contabile tangibile (MRQ) | 3.8 | · | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | MGNI | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine Operativo (TTM) | 15.6%media 5 anni ≈-8.1% | ≈-8.1% | 11.9% | Di prim'ordine | |
| Margine EBITDA (TTM) | 23.0%media 5 anni ≈16.7% | ≈16.7% | 14.1% | Di prim'ordine | |
| Margine ante imposte (TTM) | 13.2%media 5 anni ≈-11.1% | ≈-11.1% | 2.4% | Di prim'ordine | |
| Margine di Profitto Netto (TTM) | 22.5%media 5 anni ≈-4.9% | ≈-4.9% | -1.0% | Di prim'ordine | |
| ROA (TTM) | 5.6%media 5 anni ≈-1.0% | ≈-1.0% | 0.59% | Di prim'ordine | |
| ROE (TTM) | 19.6%media 5 anni ≈-3.9% | ≈-3.9% | 1.1% | Di prim'ordine | |
| ROIC | 15.7%media 5 anni ≈-0.14% | ≈-0.14% | 3.4% | Di prim'ordine |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | MGNI | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto (MRQ) | 0.4media 5 anni ≈0.7 | ≈0.7 | 0.2 | Sopra la media | |
| Rapporto corrente (MRQ) | 1.0media 5 anni ≈1.1 | ≈1.1 | 1.3 | Bassa liquidità | |
| Quick Ratio | 1.0media 5 anni ≈1.1 | ≈1.1 | 1.0 | In linea | |
| Debito a lungo termine / Patrimonio netto (MRQ) | 0.4media 5 anni ≈0.7 | ≈0.7 | 0.4 | In linea |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | MGNI | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 6.9%media 5 anni ≈31.3% | ≈31.3% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | 7.3%media 5 anni ≈20.3% | ≈20.3% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 26.4% | · | · | · | |
| EPS YoY | 493.8% | · | · | · | |
| Net Income YoY (Utile Netto YoY) | 534.7% | · | · | · | |
| Net Income CAGR 3Y (CAGR Utile Netto 3 anni) | 605.1% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | MGNI | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 0.2media 5 anni ≈0.2 | ≈0.2 | 0.5 | Debole | |
| Receivables Turnover (Rotazione dei crediti) | 0.6media 5 anni ≈0.6 | ≈0.6 | 1.6 | Debole | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$735.3K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
Sorpresa media
18.9%
Prossimo report
Nov 03, 2026
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | Ago 4, 2026 | $0.26 | $0.25 | 2.5% |
| 31 Marzo 2026 | $0.13 | $0.11 | 20.6% | |
| 31 Dicembre 2025 | $0.34 | $0.36 | -5.8% | |
| 30 Settembre 2025 | $0.20 | $0.20 | 0.55% | |
| 30 Giugno 2025 | $0.20 | $0.17 | 17.9% | |
| 31 Marzo 2025 | $0.12 | $0.07 | 77.5% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 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 |
Stato Patrimoniale
| Metrica | Tendenza | 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 |
Flusso di cassa
| Metrica | Tendenza | 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 |
Redditività
| Metrica | Tendenza | 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% |
Liquidità e Solvibilità
| Metrica | Tendenza | 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 | · | · | · | · | · | · | · |
Efficienza
| Metrica | Tendenza | 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 |
Per Azione
| Metrica | Tendenza | 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 |
Tassi di Crescita
| Metrica | Tendenza | 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% | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 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% |
Conto Economico
| Metrica | Tendenza | 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 |
Stato Patrimoniale
| Metrica | Tendenza | 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 |
Flusso di cassa
| Metrica | Tendenza | 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 | · | · |
Redditività
| Metrica | Tendenza | 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% |
Liquidità e Solvibilità
| Metrica | Tendenza | 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 |
Efficienza
| Metrica | Tendenza | 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 |
Per Azione
| Metrica | Tendenza | 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 |
Valutazione (TTM)
| Metrica | Tendenza | 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% |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ricavi | $714M | $668M | $620M | $577M | $468M |
| Margine Operativo % | 13.7% | 7.6% | -25.0% | -19.5% | -17.3% |
| Utile netto | $145M | $23M | $-159M | $-130M | $65.0K |
| EPS Diluito | $0.95 | $0.16 | $-1.17 | $-0.98 | $0.00 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto | 0.4 | 0.7 | 0.8 | 0.9 | 0.8 |
| Rapporto corrente | 1.0 | 1.1 | 1.1 | 1.2 | 1.1 |
| Quick Ratio | 1.0 | 1.1 | 1.1 | 1.2 | 1.1 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flusso di cassa libero | $166M | $202M | $188M | $162M | $109M |
Proprietari istituzionali (13F) 355 filer · $3.1B totale · Aggiornato al 30 Settembre 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
Detentori
355
Valore detenuto
$3.1B
Nuove posizioni
56
Posizioni chiuse
34
Attività istituzionale — Q2 2026 vs trimestre precedente
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 56 (+1 vs trimestre precedente) | 34 (-20 vs trimestre precedente) | 119 (+3 vs trimestre precedente) | 92 (+6 vs trimestre precedente) | +12.0M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $241.295.708 | 12.713.156 | 7,84% | Azioni |
| VANGUARD GROUP INC | $240.246.684 | 14.802.630 | 7,81% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $155.584.488 | 8.197.286 | 5,06% | Azioni |
| FMR LLC | $147.273.902 | 7.759.426 | 4,79% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $118.154.201 | 6.225.195 | 3,84% | Azioni |
| WELLINGTON MANAGEMENT GROUP LLP | $114.724.458 | 6.044.492 | 3,73% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $99.838.708 | 5.260.132 | 3,25% | Azioni |
| Boston Partners | $95.854.485 | 5.013.835 | 3,12% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $87.739.553 | 4.622.736 | 2,85% | Azioni |
| Capital Research Global Investors | $73.436.638 | 3.869.159 | 2,39% | Azioni |
| Nuveen, LLC | $72.025.513 | 3.794.811 | 2,34% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $71.946.545 | 3.789.959 | 2,34% | Azioni |
| Edenbrook Capital, LLC | $67.485.573 | 3.555.615 | 2,19% | Azioni |
| STATE STREET CORP | $66.962.864 | 3.528.075 | 2,18% | Azioni |
| 325 CAPITAL LLC | $64.772.932 | 3.412.694 | 2,11% | Azioni |
| Nine Ten Capital Management LLC | $61.899.000 | 3.261.283 | 2,01% | Azioni |
| Granahan Investment Management, LLC | $58.519.345 | 3.083.211 | 1,90% | Azioni |
| CANADA PENSION PLAN INVESTMENT BOARD | $56.846.865 | 2.995.093 | 1,85% | Azioni |
| JANE STREET GROUP, LLC | $41.740.645 | 2.199.191 | 1,36% | Azioni |
| Park West Asset Management LLC | $37.960.000 | 2.000.000 | 1,23% | Azioni |
| MORGAN STANLEY | $37.803.076 | 1.991.732 | 1,23% | Azioni |
| Qube Research & Technologies Ltd | $37.124.671 | 1.955.989 | 1,21% | Azioni |
| Blue Grotto Capital, LLC | $32.393.945 | 1.706.741 | 1,05% | Azioni |
| KENNEDY CAPITAL MANAGEMENT LLC | $31.635.845 | 1.666.799 | 1,03% | Azioni |
| NORTHERN TRUST CORP | $29.483.760 | 1.553.412 | 0,96% | Azioni |
| Caption Management, LLC | $28.470.000 | 1.500.000 | 0,93% | Opzione Put |
| ROYCE & ASSOCIATES LP | $27.965.075 | 1.473.397 | 0,91% | Azioni |
| GOLDMAN SACHS GROUP INC | $27.836.827 | 1.466.640 | 0,90% | Azioni |
| Ophir Asset Management Pty Ltd | $27.522.158 | 1.450.061 | 0,89% | Azioni |
| VICTORY CAPITAL MANAGEMENT INC | $23.447.589 | 1.235.384 | 0,76% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22.836.527 | 1.203.189 | 0,74% | Azioni |
| BANK OF AMERICA CORP /DE/ | $22.431.171 | 1.181.832 | 0,73% | Azioni |
| CITADEL ADVISORS LLC | $22.174.334 | 1.168.300 | 0,72% | Opzione Put |
| GRIZZLYROCK CAPITAL, LLC | $22.104.639 | 1.164.628 | 0,72% | Azioni |
| Bank of New York Mellon Corp | $22.058.518 | 1.162.198 | 0,72% | Azioni |
| Maestria Partners LLC | $21.987.001 | 1.158.430 | 0,71% | Azioni |
| Meros Investment Management, LP | $18.815.538 | 991.335 | 0,61% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $18.772.966 | 989.092 | 0,61% | Azioni |
| Walleye Trading LLC | $15.709.746 | 827.700 | 0,51% | Opzione Call |
| MILLENNIUM MANAGEMENT LLC | $14.516.265 | 764.819 | 0,47% | Azioni |
| PICTON MAHONEY ASSET MANAGEMENT | $14.235.000 | 750.000 | 0,46% | Opzione Call |
| QVT Financial LP | $14.186.354 | 747.437 | 0,46% | Azioni |
| UBS Group AG | $14.165.723 | 746.350 | 0,46% | Azioni |
| BANK OF MONTREAL /CAN/ | $14.045.200 | 740.000 | 0,46% | Opzione Call |
| OBERWEIS ASSET MANAGEMENT INC/ | $13.950.300 | 735.000 | 0,45% | Azioni |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $13.433.076 | 707.749 | 0,44% | Azioni |
| PICTON MAHONEY ASSET MANAGEMENT | $13.124.123 | 691.471 | 0,43% | Azioni |
| Kopion Asset Management, LLC | $12.801.080 | 674.451 | 0,42% | Azioni |
| First Eagle Investment Management, LLC | $12.731.556 | 670.788 | 0,41% | Azioni |
| Balyasny Asset Management L.P. | $12.651.195 | 666.554 | 0,41% | Azioni |
Attivisti e proprietari del 5%+ 1 partecipazione
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
| Depositante | Depositato | Partecipazione | Stato | Scopo | Deposito |
|---|---|---|---|---|---|
| Edenbrook Capital, LLC, Jonathan Brolin ×2 depositi | 14 Luglio 2023 | · | Deposito iniziale | · | 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.
Insider aziendali 37 insider · 19 dirigenti · 16 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Michael G. Barrett | CEO | 15 Agosto 2026 F | 392.670 | 0 | 5 | $-13.639.790 |
| Brian Gephart | CHIEF FINANCIAL OFFICER | 01 Ottobre 2026 A | 167.010 | 0 | 1 | $-307.982 |
| David Day | CHIEF FINANCIAL OFFICER | 15 Agosto 2026 F | 452.861 | 0 | 0 | $0 |
| Todd L Tappin | CFO & COO | 17 Maggio 2016 M | 441.327 | 0 | 0 | $0 |
| Katie Seitz Evans | President, Product & Operations | 11 Settembre 2026 S | 441.800 | 0 | 4 | $-1.839.229 |
| Sean Patrick Buckley | President, Revenue & Market Strategy | 18 Agosto 2026 S | 293.060 | 0 | 8 | $-2.776.475 |
| Mark Zagorski | President & COO | 01 Aprile 2020 A | 436.917 | 0 | 0 | $0 |
| Haas Sullivan | CHIEF ACCOUNTING OFFICER | 01 Ottobre 2026 A | 97.554 | 0 | 0 | $0 |
| David Buonasera | CHIEF TECHNOLOGY OFFICER | 14 Settembre 2026 S | 245.155 | 0 | 12 | $-840.595 |
| Aaron Saltz | CHIEF LEGAL OFFICER | 10 Settembre 2026 S | 224.389 | 0 | 1 | $-936.400 |
| Adam Lee Soroca | CHIEF PRODUCT OFFICER | 18 Febbraio 2026 S | 388.425 | 0 | 3 | $-685.138 |
| James Allen Dove | Chief Technology Officer | 15 Agosto 2022 F | 191.071 | 0 | 0 | $0 |
| Joseph R Prusz | Chief Revenue Officer, DV+ | 15 Febbraio 2022 F | 311.083 | 0 | 0 | $0 |
| Thomas Kershaw | Chief Technology Officer | 17 Maggio 2021 S | 473.763 | 0 | 0 | $0 |
| Eve Filip | Dirigente | 29 Luglio 2020 A | 213.207 | 0 | 0 | $0 |
| Blima Tuller | Chief Accounting Officer | 20 Maggio 2020 S | 155.402 | 0 | 0 | $0 |
| Jonathan Feldman | Co-General Counsel & Secretary | 16 Gennaio 2020 S | 79.771 | 0 | 0 | $0 |
| Brian W Copple | General Counsel and Secretary | 15 Maggio 2018 F | 277.524 | 0 | 0 | $0 |
| Harry Patz Jr | Chief Revenue Officer | 03 Gennaio 2017 S | 100.000 | 0 | 0 | $0 |
| Paul Caine | Direttore | 17 Settembre 2026 S | 137.401 | 0 | 6 | $-828.850 |
| Douglas S Knopper | Direttore | 17 Settembre 2026 S | 51.136 | 0 | 4 | $-2.674.662 |
| Robert F Spillane | Direttore | 14 Settembre 2026 M | 57.715 | 0 | 3 | $-557.275 |
| Sarah Patricia Harden | Direttore | 28 Agosto 2026 S | 114.751 | 0 | 2 | $-1.154.584 |
| Rachel Lam | Direttore | 10 Agosto 2026 S | 230.620 | 0 | 1 | $-241.600 |
| David T. Pearson | Direttore | 10 Giugno 2026 S | 79.001 | 0 | 1 | $-168.488 |
| Diane Yu | Direttore | 08 Giugno 2026 A | 81.279 | 0 | 0 | $0 |
| James Rossman | Direttore | 08 Giugno 2026 A | 107.477 | 0 | 0 | $0 |
| Robert J Frankenberg | Direttore | 14 Giugno 2023 A | 119.090 | 0 | 0 | $0 |
| Lisa L Troe | Direttore | 08 Giugno 2023 S | 114.218 | 0 | 0 | $0 |
| Frank Addante | Direttore | 16 Marzo 2020 S | 1.134.819 | 0 | 0 | $0 |
| Lewis W Coleman | Direttore | 15 Maggio 2019 A | 55.703 | 0 | 0 | $0 |
| Sumant Mandal | Direttore | 25 Febbraio 2019 J | 1.548.980 | 0 | 0 | $0 |
| Gregory R Raifman | Direttore | 15 Maggio 2017 F | 420.459 | 0 | 0 | $0 |
| Jarl Mohn | Direttore | 07 Aprile 2014 C | 355.850 | 0 | 0 | $0 |
| NEWS CORP | Proprietario del 10% | 07 Aprile 2014 C | 4.746.349 | 0 | 0 | $0 |
| Shawna Hughes | · | 17 Maggio 2021 S | 178.129 | 0 | 0 | $0 |
| CLEARSTONE VENTURE PARTNERS III-A LP | · | 22 Maggio 2015 J | 5.570.406 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 51 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| CBSE · Elevation Series Trust | 3,02% | 80.985 NS | 31 Luglio 2026 | N-PORT |
| CBLS · Elevation Series Trust | 2,79% | 80.436 NS | 31 Luglio 2026 | N-PORT |
| SMCO · Tidal Trust II | 1,61% | 118.364 NS | 31 Luglio 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,40% | 35.633 NS | 31 Luglio 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,37% | 61.478 SH | 05 Ottobre 2026 | Giornaliero |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,27% | 184.936 NS | 31 Luglio 2026 | N-PORT |
| GGME · Invesco Exchange-Traded Fund Trust | 0,21% | 3.890 SH | 05 Ottobre 2026 | Giornaliero |
| NUSC · Nushares ETF Trust | 0,21% | 138.913 NS | 31 Luglio 2026 | N-PORT |
| FCOM · FIDELITY COVINGTON TRUST | 0,17% | 153.580 NS | 31 Luglio 2026 | N-PORT |
| VOX · VANGUARD WORLD FUND | 0,16% | 515.624 SH | 19 Agosto 2026 | Giornaliero |
| IWO · iShares Trust | 0,13% | 797.496 SH | 11 Settembre 2026 | Giornaliero |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,13% | 140.193 SH | 05 Ottobre 2026 | Giornaliero |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 38.732 NS | 31 Luglio 2026 | N-PORT |
| IWM · iShares Trust | 0,11% | 3.696.072 SH | 11 Settembre 2026 | Giornaliero |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 35.602 NS | 31 Luglio 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,09% | 90.385 SH | 19 Agosto 2026 | Giornaliero |
| RSSL · Global X Funds | 0,09% | 69.141 NS | 31 Luglio 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,09% | 378.106 NS | 31 Luglio 2026 | N-PORT |
| ESML · iShares Trust | 0,09% | 101.930 SH | 11 Settembre 2026 | Giornaliero |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,08% | 830.797 SH | 19 Agosto 2026 | Giornaliero |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,07% | 52.262 SH | 19 Agosto 2026 | Giornaliero |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,06% | 45.960 NS | 31 Luglio 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,06% | 495.924 NS | 31 Luglio 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,06% | 16.754 NS | 31 Luglio 2026 | N-PORT |
| ISCG · iShares Trust | 0,05% | 20.457 SH | 11 Settembre 2026 | Giornaliero |
| VBR · VANGUARD INDEX FUNDS | 0,05% | 1.982.413 SH | 19 Agosto 2026 | Giornaliero |
| VFVA · VANGUARD WELLINGTON FUND | 0,05% | 22.088 SH | 19 Agosto 2026 | Giornaliero |
| DXUV · Dimensional ETF Trust | 0,04% | 11.396 NS | 31 Luglio 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,03% | 226.588 NS | 31 Luglio 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 1.643.986 SH | 19 Agosto 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,03% | 3.111.381 SH | 19 Agosto 2026 | Giornaliero |
| WSML · iShares Trust | 0,03% | 8.428 SH | 11 Settembre 2026 | Giornaliero |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 1.776 SH | 05 Ottobre 2026 | Giornaliero |
| DFAC · Dimensional ETF Trust | 0,01% | 357.654 NS | 31 Luglio 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 22.372 NS | 31 Luglio 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 89.534 NS | 31 Luglio 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 6.949 NS | 31 Luglio 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 35.616 NS | 31 Luglio 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 193.685 SH | 11 Settembre 2026 | Giornaliero |
| IWV · iShares Trust | 0,00% | 34.912 SH | 08 Settembre 2026 | Giornaliero |
| DFUS · Dimensional ETF Trust | 0,00% | 44.307 NS | 31 Luglio 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 4.212 NS | 31 Luglio 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 4.327.987 SH | 19 Agosto 2026 | Giornaliero |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 114.391 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 11.516 SH | 19 Agosto 2026 | Giornaliero |
| ESGV · VANGUARD WORLD FUND | 0,00% | 31.708 SH | 19 Agosto 2026 | Giornaliero |
| IWN · iShares Trust | · | 561.762 SH | 11 Settembre 2026 | Giornaliero |
| SVAL · iShares Trust | · | 47.447 SH | 03 Settembre 2026 | Giornaliero |
| ISCB · iShares Trust | · | 5.919 SH | 11 Settembre 2026 | Giornaliero |
| ISCV · iShares Trust | · | 14.801 SH | 11 Settembre 2026 | Giornaliero |
| SMLF · iShares Trust | · | 44.751 SH | 11 Settembre 2026 | Giornaliero |
MGNI Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
rating · 22 analisti
COMPRA
Target mediano
$28.00
+12,7%
5 22,7%
Acquisto forte
14 63,6%
Compra
3 13,6%
Mantieni
0 0,0%
Vendi
0 0,0%
Vendita forte
Target Price a 12 Mesi
15 analisti · 2026-10-07Target medio $29.67 +19,4%
Ora
Prezzo attuale $24.84
Basso$21.00
Media$29.67
Alto$43.00
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| 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% | · |
| DV | $1.85B | 38.1 | 13.9% | 6.8% | 4.6% | · |
| STGW | · | -1.4 | 2.4% | 1.0% | 5.3% | · |
| 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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Fonte: SEC 10-Q depositato Ago 5, 2026