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MGNI Magnite, Inc. - Common Stock
NASDAQ · Media · Ver em SEC EDGAR ↗ fechar Out 5, 2026 10-K/10-Q Ago 5, 2026
$25,15
· % da faixa de 52 semanas
· acima do mínimo
· para alta
$11,04mínima 52 sem
$26,84máxima 52 sem
Capitalização de Mercado (MRQ)
$3.61B
P/E (TTM)
22.9
EPS (TTM)
$1.10
Receita (TTM)
$742M
seus distintivos
Intervalo 52 Semanas
$11–$27
Classificação do Analista
BUY
Preço-Alvo
$30
P/E
22.9
ROE
19.6%
Margem de Lucro Líquido
22.5%
Sua barra de distintivos está vazia — fixe uma métrica em qualquer lugar desta página.
MGNI Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$25.15
Capitalização de Mercado (MRQ)
$3.61B
P/E (TTM)
22.9
EPS (TTM)
$1.10
Receita (TTM)
$742M
ROE (TTM)
19.6%
Dívida/Capital (MRQ)
0.4
Intervalo 52 Semanas
$11–$27
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Sobre Magnite, Inc. - Common Stock Visão geral da empresa 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 (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
setorCommunication Services
indústriaMedia
funcionários971
paísUS
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Receita$714M2016-12-31 → 2025-12-31
EPS$0.952016-12-31 → 2025-12-31
Fluxo de caixa livre$166M2016-12-31 → 2025-12-31
Margem líquida22.5%2016-12-31 → 2025-12-31
Avaliação e Proporções
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
| Métrica | Tendência de 5 anos | MGNI | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| P/E (TTM) | 22.9média 5A ≈24.4 | ≈24.4 | 25.9 | Subvalorizado | |
| P/S (TTM) | 4.9média 5A ≈3.2 | ≈3.2 | 2.5 | Sobreavaliado | |
| P/B (MRQ) | 3.9média 5A ≈2.3 | ≈2.3 | 3.0 | Valor justo | |
| EV / EBITDA | 22.5média 5A ≈22.6 | ≈22.6 | · | · | |
| Preço / FCF (TTM) | 16.7média 5A ≈12.4 | ≈12.4 | · | · | |
| Preço / Fluxo de Caixa (TTM) | 12.8média 5A ≈10.2 | ≈10.2 | 9.3 | Valor justo | |
| EV / Revenue (EV / Receita) | 4.8média 5A ≈3.6 | ≈3.6 | · | · | |
| EV / FCF | 20.5média 5A ≈13.9 | ≈13.9 | · | · | |
| Preço / Valor Patrimonial Tangível (MRQ) | 3.9 | · | · | · |
A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
| Métrica | Tendência de 5 anos | MGNI | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Margem Operacional (TTM) | 15.6%média 5A ≈-8.1% | ≈-8.1% | 11.9% | Primeira linha | |
| Margem EBITDA (TTM) | 23.0%média 5A ≈16.7% | ≈16.7% | 14.1% | Primeira linha | |
| Margem de Impostos Pré-Tributação (TTM) | 13.2%média 5A ≈-11.1% | ≈-11.1% | 2.4% | Primeira linha | |
| Margem de Lucro Líquido (TTM) | 22.5%média 5A ≈-4.9% | ≈-4.9% | -1.0% | Primeira linha | |
| ROA (TTM) | 5.6%média 5A ≈-1.0% | ≈-1.0% | 0.59% | Primeira linha | |
| ROE (TTM) | 19.6%média 5A ≈-3.9% | ≈-3.9% | 1.1% | Primeira linha | |
| ROIC | 15.7%média 5A ≈-0.14% | ≈-0.14% | 3.4% | Primeira linha |
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
| Métrica | Tendência de 5 anos | MGNI | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido (MRQ) | 0.4média 5A ≈0.7 | ≈0.7 | 0.2 | Acima da média | |
| Índice de liquidez corrente (MRQ) | 1.0média 5A ≈1.1 | ≈1.1 | 1.3 | Baixa liquidez | |
| Quick Ratio (Índice de Liquidez Seca) | 1.0média 5A ≈1.1 | ≈1.1 | 1.0 | Em linha | |
| Dívida de Longo Prazo / Patrimônio Líquido (MRQ) | 0.4média 5A ≈0.7 | ≈0.7 | 0.4 | Em linha |
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
| Métrica | Tendência de 5 anos | MGNI | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Revenue YoY (Receita Ano a Ano) | 6.9%média 5A ≈31.3% | ≈31.3% | · | · | |
| Revenue CAGR 3Y (CAGR Receita 3A) | 7.3%média 5A ≈20.3% | ≈20.3% | · | · | |
| Revenue CAGR 5Y (CAGR Receita 5A) | 26.4% | · | · | · | |
| EPS YoY | 493.8% | · | · | · | |
| Net Income YoY (Lucro Líquido Ano a Ano) | 534.7% | · | · | · | |
| Net Income CAGR 3Y (CAGR de Lucro Líquido 3A) | 605.1% | · | · | · |
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
| Métrica | Tendência de 5 anos | MGNI | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Asset Turnover (Giro do Ativo) | 0.2média 5A ≈0.2 | ≈0.2 | 0.5 | Fraco | |
| Receivables Turnover (Giro de Contas a Receber) | 0.6média 5A ≈0.6 | ≈0.6 | 1.6 | Fraco | |
| Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.) | ≈$735.3K | · | · | · |
valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
Surpresa Média
18.9%
Próximo relatório
Nov 03, 2026
| Período | Relatório | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|---|
| 30 de Junho de 2026 | Ago 4, 2026 | $0.26 | $0.25 | 2.5% |
| 31 de Março de 2026 | $0.13 | $0.11 | 20.6% | |
| 31 de Dezembro de 2025 | $0.34 | $0.36 | -5.8% | |
| 30 de Setembro de 2025 | $0.20 | $0.20 | 0.55% | |
| 30 de Junho de 2025 | $0.20 | $0.17 | 17.9% | |
| 31 de Março de 2025 | $0.12 | $0.07 | 77.5% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados
| Métrica | Tendência | 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 |
Balanço Patrimonial
| Métrica | Tendência | 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 |
Fluxo de Caixa
| Métrica | Tendência | 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 |
Lucratividade
| Métrica | Tendência | 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 e Solvência
| Métrica | Tendência | 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 | · | · | · | · | · | · | · |
Eficiência
| Métrica | Tendência | 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 Ação
| Métrica | Tendência | 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 |
Taxas de Crescimento
| Métrica | Tendência | 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% | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM)
| Métrica | Tendência | 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% |
Demonstração de Resultados
| Métrica | Tendência | 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 |
Balanço Patrimonial
| Métrica | Tendência | 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 |
Fluxo de Caixa
| Métrica | Tendência | 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 | · | · |
Lucratividade
| Métrica | Tendência | 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 e Solvência
| Métrica | Tendência | 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 |
Eficiência
| Métrica | Tendência | 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 Ação
| Métrica | Tendência | 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 |
Avaliação (TTM)
| Métrica | Tendência | 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 mais recente à esquerda · valores nulos mostrados como ·
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Receita | $714M | $668M | $620M | $577M | $468M |
| Margem Operacional % | 13.7% | 7.6% | -25.0% | -19.5% | -17.3% |
| Lucro líquido | $145M | $23M | $-159M | $-130M | $65.0K |
| EPS Diluído | $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 |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | 0.4 | 0.7 | 0.8 | 0.9 | 0.8 |
| Índice de liquidez corrente | 1.0 | 1.1 | 1.1 | 1.2 | 1.1 |
| Índice de Liquidez Seca | 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 |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $166M | $202M | $188M | $162M | $109M |
Investidores institucionais (13F) 355 declarantes · $3.1B total · Em 30 de Setembro de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
Detentores
355
Valor detido
$3.1B
Novas posições
56
Posições encerradas
34
Atividade institucional — Q2 2026 vs trimestre anterior
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 56 (+1 vs trimestre anterior) | 34 (-20 vs trimestre anterior) | 119 (+3 vs trimestre anterior) | 92 (+6 vs trimestre anterior) | +12.0M |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $241.295.708 | 12.713.156 | 7,84% | Ações |
| VANGUARD GROUP INC | $240.246.684 | 14.802.630 | 7,81% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $155.584.488 | 8.197.286 | 5,06% | Ações |
| FMR LLC | $147.273.902 | 7.759.426 | 4,79% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $118.154.201 | 6.225.195 | 3,84% | Ações |
| WELLINGTON MANAGEMENT GROUP LLP | $114.724.458 | 6.044.492 | 3,73% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $99.838.708 | 5.260.132 | 3,25% | Ações |
| Boston Partners | $95.854.485 | 5.013.835 | 3,12% | Ações |
| AMERICAN CENTURY COMPANIES INC | $87.739.553 | 4.622.736 | 2,85% | Ações |
| Capital Research Global Investors | $73.436.638 | 3.869.159 | 2,39% | Ações |
| Nuveen, LLC | $72.025.513 | 3.794.811 | 2,34% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $71.946.545 | 3.789.959 | 2,34% | Ações |
| Edenbrook Capital, LLC | $67.485.573 | 3.555.615 | 2,19% | Ações |
| STATE STREET CORP | $66.962.864 | 3.528.075 | 2,18% | Ações |
| 325 CAPITAL LLC | $64.772.932 | 3.412.694 | 2,11% | Ações |
| Nine Ten Capital Management LLC | $61.899.000 | 3.261.283 | 2,01% | Ações |
| Granahan Investment Management, LLC | $58.519.345 | 3.083.211 | 1,90% | Ações |
| CANADA PENSION PLAN INVESTMENT BOARD | $56.846.865 | 2.995.093 | 1,85% | Ações |
| JANE STREET GROUP, LLC | $41.740.645 | 2.199.191 | 1,36% | Ações |
| Park West Asset Management LLC | $37.960.000 | 2.000.000 | 1,23% | Ações |
| MORGAN STANLEY | $37.803.076 | 1.991.732 | 1,23% | Ações |
| Qube Research & Technologies Ltd | $37.124.671 | 1.955.989 | 1,21% | Ações |
| Blue Grotto Capital, LLC | $32.393.945 | 1.706.741 | 1,05% | Ações |
| KENNEDY CAPITAL MANAGEMENT LLC | $31.635.845 | 1.666.799 | 1,03% | Ações |
| NORTHERN TRUST CORP | $29.483.760 | 1.553.412 | 0,96% | Ações |
| Caption Management, LLC | $28.470.000 | 1.500.000 | 0,93% | Opção de venda |
| ROYCE & ASSOCIATES LP | $27.965.075 | 1.473.397 | 0,91% | Ações |
| GOLDMAN SACHS GROUP INC | $27.836.827 | 1.466.640 | 0,90% | Ações |
| Ophir Asset Management Pty Ltd | $27.522.158 | 1.450.061 | 0,89% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $23.447.589 | 1.235.384 | 0,76% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22.836.527 | 1.203.189 | 0,74% | Ações |
| BANK OF AMERICA CORP /DE/ | $22.431.171 | 1.181.832 | 0,73% | Ações |
| CITADEL ADVISORS LLC | $22.174.334 | 1.168.300 | 0,72% | Opção de venda |
| GRIZZLYROCK CAPITAL, LLC | $22.104.639 | 1.164.628 | 0,72% | Ações |
| Bank of New York Mellon Corp | $22.058.518 | 1.162.198 | 0,72% | Ações |
| Maestria Partners LLC | $21.987.001 | 1.158.430 | 0,71% | Ações |
| Meros Investment Management, LP | $18.815.538 | 991.335 | 0,61% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $18.772.966 | 989.092 | 0,61% | Ações |
| Walleye Trading LLC | $15.709.746 | 827.700 | 0,51% | Opção de compra |
| MILLENNIUM MANAGEMENT LLC | $14.516.265 | 764.819 | 0,47% | Ações |
| PICTON MAHONEY ASSET MANAGEMENT | $14.235.000 | 750.000 | 0,46% | Opção de compra |
| QVT Financial LP | $14.186.354 | 747.437 | 0,46% | Ações |
| UBS Group AG | $14.165.723 | 746.350 | 0,46% | Ações |
| BANK OF MONTREAL /CAN/ | $14.045.200 | 740.000 | 0,46% | Opção de compra |
| OBERWEIS ASSET MANAGEMENT INC/ | $13.950.300 | 735.000 | 0,45% | Ações |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $13.433.076 | 707.749 | 0,44% | Ações |
| PICTON MAHONEY ASSET MANAGEMENT | $13.124.123 | 691.471 | 0,43% | Ações |
| Kopion Asset Management, LLC | $12.801.080 | 674.451 | 0,42% | Ações |
| First Eagle Investment Management, LLC | $12.731.556 | 670.788 | 0,41% | Ações |
| Balyasny Asset Management L.P. | $12.651.195 | 666.554 | 0,41% | Ações |
Ativistas e proprietários de 5%+ 1 participação
Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.
| Declarante | Declarado | Participação | Status | Propósito | Declaração |
|---|---|---|---|---|---|
| Edenbrook Capital, LLC, Jonathan Brolin ×2 declarações | 14 de Julho de 2023 | · | Declaração 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.
Executivos da empresa 37 insiders · 19 diretores · 16 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 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 Outubro 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 Maio de 2016 M | 441.327 | 0 | 0 | $0 |
| Katie Seitz Evans | President, Product & Operations | 11 de Setembro 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 Outubro de 2026 A | 97.554 | 0 | 0 | $0 |
| David Buonasera | CHIEF TECHNOLOGY OFFICER | 14 de Setembro de 2026 S | 245.155 | 0 | 12 | $-840.595 |
| Aaron Saltz | CHIEF LEGAL OFFICER | 10 de Setembro de 2026 S | 224.389 | 0 | 1 | $-936.400 |
| Adam Lee Soroca | CHIEF PRODUCT OFFICER | 18 de Fevereiro 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 Fevereiro de 2022 F | 311.083 | 0 | 0 | $0 |
| Thomas Kershaw | Chief Technology Officer | 17 de Maio de 2021 S | 473.763 | 0 | 0 | $0 |
| Eve Filip | Diretor | 29 de Julho de 2020 A | 213.207 | 0 | 0 | $0 |
| Blima Tuller | Chief Accounting Officer | 20 de Maio de 2020 S | 155.402 | 0 | 0 | $0 |
| Jonathan Feldman | Co-General Counsel & Secretary | 16 de Janeiro de 2020 S | 79.771 | 0 | 0 | $0 |
| Brian W Copple | General Counsel and Secretary | 15 de Maio de 2018 F | 277.524 | 0 | 0 | $0 |
| Harry Patz Jr | Chief Revenue Officer | 3 de Janeiro de 2017 S | 100.000 | 0 | 0 | $0 |
| Paul Caine | Conselheiro | 17 de Setembro de 2026 S | 137.401 | 0 | 6 | $-828.850 |
| Douglas S Knopper | Conselheiro | 17 de Setembro de 2026 S | 51.136 | 0 | 4 | $-2.674.662 |
| Robert F Spillane | Conselheiro | 14 de Setembro de 2026 M | 57.715 | 0 | 3 | $-557.275 |
| Sarah Patricia Harden | Conselheiro | 28 de Agosto de 2026 S | 114.751 | 0 | 2 | $-1.154.584 |
| Rachel Lam | Conselheiro | 10 de Agosto de 2026 S | 230.620 | 0 | 1 | $-241.600 |
| David T. Pearson | Conselheiro | 10 de Junho de 2026 S | 79.001 | 0 | 1 | $-168.488 |
| Diane Yu | Conselheiro | 8 de Junho de 2026 A | 81.279 | 0 | 0 | $0 |
| James Rossman | Conselheiro | 8 de Junho de 2026 A | 107.477 | 0 | 0 | $0 |
| Robert J Frankenberg | Conselheiro | 14 de Junho de 2023 A | 119.090 | 0 | 0 | $0 |
| Lisa L Troe | Conselheiro | 8 de Junho de 2023 S | 114.218 | 0 | 0 | $0 |
| Frank Addante | Conselheiro | 16 de Março de 2020 S | 1.134.819 | 0 | 0 | $0 |
| Lewis W Coleman | Conselheiro | 15 de Maio de 2019 A | 55.703 | 0 | 0 | $0 |
| Sumant Mandal | Conselheiro | 25 de Fevereiro de 2019 J | 1.548.980 | 0 | 0 | $0 |
| Gregory R Raifman | Conselheiro | 15 de Maio de 2017 F | 420.459 | 0 | 0 | $0 |
| Jarl Mohn | Conselheiro | 7 de Abril de 2014 C | 355.850 | 0 | 0 | $0 |
| NEWS CORP | Detentor de 10% | 7 de Abril de 2014 C | 4.746.349 | 0 | 0 | $0 |
| Shawna Hughes | · | 17 de Maio de 2021 S | 178.129 | 0 | 0 | $0 |
| CLEARSTONE VENTURE PARTNERS III-A LP | · | 22 de Maio de 2015 J | 5.570.406 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 51 ETFs
O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.
| Fundo | Peso | Unidades | Em | Fonte |
|---|---|---|---|---|
| CBSE · Elevation Series Trust | 3,02% | 80.985 NS | 31 de Julho de 2026 | N-PORT |
| CBLS · Elevation Series Trust | 2,79% | 80.436 NS | 31 de Julho de 2026 | N-PORT |
| SMCO · Tidal Trust II | 1,61% | 118.364 NS | 31 de Julho de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,40% | 35.633 NS | 31 de Julho de 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,38% | 61.405 SH | 2 de Outubro de 2026 | Diário |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,27% | 184.936 NS | 31 de Julho de 2026 | N-PORT |
| GGME · Invesco Exchange-Traded Fund Trust | 0,22% | 3.890 SH | 2 de Outubro de 2026 | Diário |
| NUSC · Nushares ETF Trust | 0,21% | 138.913 NS | 31 de Julho de 2026 | N-PORT |
| FCOM · FIDELITY COVINGTON TRUST | 0,17% | 153.580 NS | 31 de Julho de 2026 | N-PORT |
| VOX · VANGUARD WORLD FUND | 0,16% | 515.624 SH | 19 de Agosto de 2026 | Diário |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,13% | 140.417 SH | 2 de Outubro de 2026 | Diário |
| IWO · iShares Trust | 0,13% | 797.496 SH | 11 de Setembro de 2026 | Diário |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 38.732 NS | 31 de Julho de 2026 | N-PORT |
| IWM · iShares Trust | 0,11% | 3.696.072 SH | 11 de Setembro de 2026 | Diário |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 35.602 NS | 31 de Julho de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,09% | 90.385 SH | 19 de Agosto de 2026 | Diário |
| RSSL · Global X Funds | 0,09% | 69.141 NS | 31 de Julho de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,09% | 378.106 NS | 31 de Julho de 2026 | N-PORT |
| ESML · iShares Trust | 0,09% | 101.930 SH | 11 de Setembro de 2026 | Diário |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,08% | 830.797 SH | 19 de Agosto de 2026 | Diário |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,07% | 52.262 SH | 19 de Agosto de 2026 | Diário |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,06% | 45.960 NS | 31 de Julho de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,06% | 495.924 NS | 31 de Julho de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,06% | 16.754 NS | 31 de Julho de 2026 | N-PORT |
| ISCG · iShares Trust | 0,05% | 20.457 SH | 11 de Setembro de 2026 | Diário |
| VBR · VANGUARD INDEX FUNDS | 0,05% | 1.982.413 SH | 19 de Agosto de 2026 | Diário |
| VFVA · VANGUARD WELLINGTON FUND | 0,05% | 22.088 SH | 19 de Agosto de 2026 | Diário |
| DXUV · Dimensional ETF Trust | 0,04% | 11.396 NS | 31 de Julho de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,03% | 226.588 NS | 31 de Julho de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 1.643.986 SH | 19 de Agosto de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | 0,03% | 3.111.381 SH | 19 de Agosto de 2026 | Diário |
| WSML · iShares Trust | 0,03% | 8.428 SH | 11 de Setembro de 2026 | Diário |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 1.773 SH | 2 de Outubro de 2026 | Diário |
| DFAC · Dimensional ETF Trust | 0,01% | 357.654 NS | 31 de Julho de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 22.372 NS | 31 de Julho de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 89.534 NS | 31 de Julho de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 6.949 NS | 31 de Julho de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 35.616 NS | 31 de Julho de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 193.685 SH | 11 de Setembro de 2026 | Diário |
| IWV · iShares Trust | 0,00% | 34.912 SH | 8 de Setembro de 2026 | Diário |
| DFUS · Dimensional ETF Trust | 0,00% | 44.307 NS | 31 de Julho de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 4.212 NS | 31 de Julho de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 4.327.987 SH | 19 de Agosto de 2026 | Diário |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 114.391 SH | 19 de Agosto de 2026 | Diário |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 11.516 SH | 19 de Agosto de 2026 | Diário |
| ESGV · VANGUARD WORLD FUND | 0,00% | 31.708 SH | 19 de Agosto de 2026 | Diário |
| IWN · iShares Trust | · | 561.762 SH | 11 de Setembro de 2026 | Diário |
| SVAL · iShares Trust | · | 47.447 SH | 3 de Setembro de 2026 | Diário |
| ISCB · iShares Trust | · | 5.919 SH | 11 de Setembro de 2026 | Diário |
| ISCV · iShares Trust | · | 14.801 SH | 11 de Setembro de 2026 | Diário |
| SMLF · iShares Trust | · | 44.751 SH | 11 de Setembro de 2026 | Diário |
MGNI Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
classificação · 22 analistas
COMPRA
Alvo mediano
$28.00
+11,3%
5 22,7%
Compra forte
14 63,6%
Compra
3 13,6%
Manter
0 0,0%
Venda
0 0,0%
Venda forte
Preço-alvo de 12 meses
15 analistas · 2026-09-30Alvo médio $29.67 +18,0%
Agora
Preço atual $25.15
Mín$21.00
Média$29.67
Máx$43.00
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| 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 arquivado Ago 5, 2026