MGNI Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

03

Fiyat $24.96

Piyasa Değeri (MRQ) $3.58B

P/E (TTM) 22.7

Hisse Başına Kâr (TTM) $1.10

Gelir (TTM) $742M

ROE (TTM) 19.6%

D/E Borç/Özsermaye (MRQ) 0.4

52 Haftlık Aralık $11–$27

MGNI Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

04

aralık

çubuklar

Çubuk çözünürlüğü seçilen döneme uyum sağlar — bir çubuk için açılış/yüksek/düşük/kapanış değerlerini görmek için grafiğin üzerine gelin.

Magnite, Inc. - Common Stock Hakkında Wikipedia'dan şirket genel bakışı

05 · wikidata

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.

Devamını oku Daha az göster

Kaynak: Wikipedia (İngilizce), CC BY-SA 4.0 · Wikipedia'da Görüntüle ↗

Wikidata ↗

sektörCommunication Services endüstriMedia çalışanlar971 ülkeUS

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

06

Gelir$714M

2016-12-31 → 2025-12-31

Hisse Başına Kâr$0.95

2016-12-31 → 2025-12-31

Serbest Nakit Akışı$166M

2016-12-31 → 2025-12-31

Net kar marjı22.5%

2016-12-31 → 2025-12-31

Değerleme ve Oranlar 07–12

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Metrik	MGNI	5Y ort.	Akran Ortalaması	Sonuç
P/E (TTM)	22.75Y ort. ≈24.4	≈24.4	25.9	Düşük değerli
F/S (TTM)	4.85Y ort. ≈3.2	≈3.2	2.5	Aşırı değerli
F/D (MRQ)	3.85Y ort. ≈2.3	≈2.3	3.0	Adil değer
EV / EBITDA	22.35Y ort. ≈22.6	≈22.6	·	·
Fiyat / Serbest Nakit Akışı (TTM)	16.65Y ort. ≈12.4	≈12.4	·	·
Fiyat / Nakit Akışı (TTM)	12.75Y ort. ≈10.2	≈10.2	9.3	Adil değer
EV / Revenue (EV / Gelir)	4.75Y ort. ≈3.6	≈3.6	·	·
EV / FCF	20.45Y ort. ≈13.9	≈13.9	·	·
Fiyat / Maddi Defter Değeri (MRQ)	3.9	·	·	·

Akran ortalaması, metrik başına standartlaştırılmış bir temelde hesaplanır ve bu hisse senedi için gösterilen TTM/MRQ temelini her zaman eşleşmeyebilir.

Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC

Metrik	MGNI	5Y ort.	Akran Ortalaması	Sonuç
Faaliyet Kâr Marjı (TTM)	15.6%5Y ort. ≈-8.1%	≈-8.1%	11.9%	En üst düzey
FAVÖK Marjı (TTM)	23.0%5Y ort. ≈16.7%	≈16.7%	14.1%	En üst düzey
Vergi Öncesi Kar Marjı (TTM)	13.2%5Y ort. ≈-11.1%	≈-11.1%	2.4%	En üst düzey
Net Kâr Marjı (TTM)	22.5%5Y ort. ≈-4.9%	≈-4.9%	-1.0%	En üst düzey
ROA (TTM)	5.6%5Y ort. ≈-1.0%	≈-1.0%	0.59%	En üst düzey
ROE (TTM)	19.6%5Y ort. ≈-3.9%	≈-3.9%	1.1%	En üst düzey
ROIC	15.7%5Y ort. ≈-0.14%	≈-0.14%	3.4%	En üst düzey

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Metrik	MGNI	5Y ort.	Akran Ortalaması	Sonuç
Borç / Öz Sermaye (MRQ)	0.45Y ort. ≈0.7	≈0.7	0.2	Ortalamanın üstünde
Cari Oran (MRQ)	1.05Y ort. ≈1.1	≈1.1	1.3	Düşük likidite
Quick Ratio (Cari Oran)	1.05Y ort. ≈1.1	≈1.1	1.0	Aynı seviyede
Uzun Vadeli Borç / Özkaynak (MRQ)	0.45Y ort. ≈0.7	≈0.7	0.4	Aynı seviyede

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Metrik	MGNI	5Y ort.	Akran Ortalaması	Sonuç
Revenue YoY (Gelir Yıllık Bazda)	6.9%5Y ort. ≈31.3%	≈31.3%	·	·
Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı)	7.3%5Y ort. ≈20.3%	≈20.3%	·	·
Revenue CAGR 5Y (Gelir 5 Yıllık Bileşik Büyüme Oranı)	26.4%	·	·	·
EPS YoY (EPS YB)	493.8%	·	·	·
Net Income YoY (Net Gelir Yıllık Bazda)	534.7%	·	·	·
Net Income CAGR 3Y (Net Gelir Bileşik Yıllık Büyüme Oranı 3Y)	605.1%	·	·	·

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Metrik	MGNI	5Y ort.	Akran Ortalaması	Sonuç
EPS (Diluted) (Hisse Başına Kar (Seyreltilmiş))	$0.955Y ort. ≈$-0.21	≈$-0.21	·	·
Revenue / Share (Hisse Başına Gelir)	$4.645Y ort. ≈$4.30	≈$4.30	·	·
Cash Flow / Share (Hisse Başına Nakit Akışı)	$1.545Y ort. ≈$1.42	≈$1.42	·	·
Cash / Share (Hisse Başına Nakit)	$3.875Y ort. ≈$2.76	≈$2.76	·	·

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

Metrik	MGNI	5Y ort.	Akran Ortalaması	Sonuç
Asset Turnover (Aktif Devir Hızı)	0.25Y ort. ≈0.2	≈0.2	0.5	Zayıf
Receivables Turnover (Alacak Devir Hızı)	0.65Y ort. ≈0.6	≈0.6	1.6	Zayıf
Revenue / Employee (Çalışan Başına Gelir)	≈$735.3K	·	·	·

değer · ≈ 5Y ort. · sektör ortalaması · ortalamaya göre değerlendirme

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

14

Ort. Sürpriz 18.9%

Sonraki Rapor Kas 03, 2026

Dönem	Rapor	EPS Gerçek	EPS Tahmin	Sürpriz
30 Haziran 2026	Ağu 4, 2026	$0.26	$0.25	2.5%
31 Mart 2026		$0.13	$0.11	20.6%
31 Aralık 2025		$0.34	$0.36	-5.8%
30 Eylül 2025		$0.20	$0.20	0.55%
30 Haziran 2025		$0.20	$0.17	17.9%
31 Mart 2025		$0.12	$0.07	77.5%

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

15

Gelir Tablosu 16

Metrik	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

Bilanço 28

Metrik	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

Nakit Akışı 15

Metrik	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

Kârlılık 7

Metrik	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%

Likidite ve Solventlik 4

Metrik	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	·	·	·	·	·	·	·

Verimlilik 2

Metrik	Eğilim	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

Hisse Başına 5

Metrik	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

Büyüme Oranları 6

Metrik	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%	·	·	·	·	·	·	·	·	·	·

Değerleme (TTM) 14

Metrik	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%

Gelir Tablosu 16

Metrik	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

Bilanço 27

Metrik	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

Nakit Akışı 12

Metrik	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	·	·

Kârlılık 7

Metrik	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%

Likidite ve Solventlik 4

Metrik	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

Verimlilik 2

Metrik	Eğilim	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

Hisse Başına 5

Metrik	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

Değerleme (TTM) 10

Metrik	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%

En son dönem solda · null değerler · olarak gösterilir

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

16

Metrik	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Gelir	$714M	$668M	$620M	$577M	$468M
Faaliyet Kâr Marjı %	13.7%	7.6%	-25.0%	-19.5%	-17.3%
Net Gelir	$145M	$23M	$-159M	$-130M	$65.0K
Seyreltilmiş Hisse Başı Kâr	$0.95	$0.16	$-1.17	$-0.98	$0.00

Metrik	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Borç / Öz Sermaye	0.4	0.7	0.8	0.9	0.8
Cari Oran	1.0	1.1	1.1	1.2	1.1
Cari Oran	1.0	1.1	1.1	1.2	1.1

Metrik	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Serbest Nakit Akışı	$166M	$202M	$188M	$162M	$109M

Kurumsal Sahipler (13F) 355 dosya · $3.1B toplam · Tarih itibarıyla 30 Eylül 2026

17

Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.

Sahipler 355

Tutulan Değer $3.1B

Yeni pozisyonlar 56

Çıkan pozisyonlar 34

Kurumsal faaliyet — Q2 2026 ve önceki çeyrek

Yeni pozisyonlar	Çıkan pozisyonlar	Artırıldı	Azaldı	Net hisse senedi değişimi
56 (+1 önceki Ç'ye göre)	34 (-20 önceki Ç'ye göre)	119 (+3 önceki Ç'ye göre)	92 (+6 önceki Ç'ye göre)	+12.0M

Q1 2026 ile karşılaştırıldı. SEC Form 13F başvuruları, çeyrek sonundan itibaren 45 gün içinde ve geç başvuranlar için kısa bir ek süre içinde tamamlanmalıdır — bu pencere içindeki çeyrekler, en son tam olarak raporlanan çifte tercih edilerek atlanır.

Kurum	Değer	Hisse senetleri	% izlenen 13F'nin	Tür
BlackRock, Inc.	$241.295.708	12.713.156	7,84%	Hisse senetleri
VANGUARD GROUP INC	$240.246.684	14.802.630	7,81%	Hisse senetleri
VANGUARD PORTFOLIO MANAGEMENT LLC	$155.584.488	8.197.286	5,06%	Hisse senetleri
FMR LLC	$147.273.902	7.759.426	4,79%	Hisse senetleri
VANGUARD CAPITAL MANAGEMENT LLC	$118.154.201	6.225.195	3,84%	Hisse senetleri
WELLINGTON MANAGEMENT GROUP LLP	$114.724.458	6.044.492	3,73%	Hisse senetleri
DIMENSIONAL FUND ADVISORS LP	$99.838.708	5.260.132	3,25%	Hisse senetleri
Boston Partners	$95.854.485	5.013.835	3,12%	Hisse senetleri
AMERICAN CENTURY COMPANIES INC	$87.739.553	4.622.736	2,85%	Hisse senetleri
Capital Research Global Investors	$73.436.638	3.869.159	2,39%	Hisse senetleri
Nuveen, LLC	$72.025.513	3.794.811	2,34%	Hisse senetleri
GEODE CAPITAL MANAGEMENT, LLC	$71.946.545	3.789.959	2,34%	Hisse senetleri
Edenbrook Capital, LLC	$67.485.573	3.555.615	2,19%	Hisse senetleri
STATE STREET CORP	$66.962.864	3.528.075	2,18%	Hisse senetleri
325 CAPITAL LLC	$64.772.932	3.412.694	2,11%	Hisse senetleri
Nine Ten Capital Management LLC	$61.899.000	3.261.283	2,01%	Hisse senetleri
Granahan Investment Management, LLC	$58.519.345	3.083.211	1,90%	Hisse senetleri
CANADA PENSION PLAN INVESTMENT BOARD	$56.846.865	2.995.093	1,85%	Hisse senetleri
JANE STREET GROUP, LLC	$41.740.645	2.199.191	1,36%	Hisse senetleri
Park West Asset Management LLC	$37.960.000	2.000.000	1,23%	Hisse senetleri
MORGAN STANLEY	$37.803.076	1.991.732	1,23%	Hisse senetleri
Qube Research & Technologies Ltd	$37.124.671	1.955.989	1,21%	Hisse senetleri
Blue Grotto Capital, LLC	$32.393.945	1.706.741	1,05%	Hisse senetleri
KENNEDY CAPITAL MANAGEMENT LLC	$31.635.845	1.666.799	1,03%	Hisse senetleri
NORTHERN TRUST CORP	$29.483.760	1.553.412	0,96%	Hisse senetleri
Caption Management, LLC	$28.470.000	1.500.000	0,93%	Satım opsiyonu
ROYCE & ASSOCIATES LP	$27.965.075	1.473.397	0,91%	Hisse senetleri
GOLDMAN SACHS GROUP INC	$27.836.827	1.466.640	0,90%	Hisse senetleri
Ophir Asset Management Pty Ltd	$27.522.158	1.450.061	0,89%	Hisse senetleri
VICTORY CAPITAL MANAGEMENT INC	$23.447.589	1.235.384	0,76%	Hisse senetleri
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$22.836.527	1.203.189	0,74%	Hisse senetleri
BANK OF AMERICA CORP /DE/	$22.431.171	1.181.832	0,73%	Hisse senetleri
CITADEL ADVISORS LLC	$22.174.334	1.168.300	0,72%	Satım opsiyonu
GRIZZLYROCK CAPITAL, LLC	$22.104.639	1.164.628	0,72%	Hisse senetleri
Bank of New York Mellon Corp	$22.058.518	1.162.198	0,72%	Hisse senetleri
Maestria Partners LLC	$21.987.001	1.158.430	0,71%	Hisse senetleri
Meros Investment Management, LP	$18.815.538	991.335	0,61%	Hisse senetleri
VANGUARD FIDUCIARY TRUST CO	$18.772.966	989.092	0,61%	Hisse senetleri
Walleye Trading LLC	$15.709.746	827.700	0,51%	Alım opsiyonu
MILLENNIUM MANAGEMENT LLC	$14.516.265	764.819	0,47%	Hisse senetleri
PICTON MAHONEY ASSET MANAGEMENT	$14.235.000	750.000	0,46%	Alım opsiyonu
QVT Financial LP	$14.186.354	747.437	0,46%	Hisse senetleri
UBS Group AG	$14.165.723	746.350	0,46%	Hisse senetleri
BANK OF MONTREAL /CAN/	$14.045.200	740.000	0,46%	Alım opsiyonu
OBERWEIS ASSET MANAGEMENT INC/	$13.950.300	735.000	0,45%	Hisse senetleri
SILVERCREST ASSET MANAGEMENT GROUP LLC	$13.433.076	707.749	0,44%	Hisse senetleri
PICTON MAHONEY ASSET MANAGEMENT	$13.124.123	691.471	0,43%	Hisse senetleri
Kopion Asset Management, LLC	$12.801.080	674.451	0,42%	Hisse senetleri
First Eagle Investment Management, LLC	$12.731.556	670.788	0,41%	Hisse senetleri
Balyasny Asset Management L.P.	$12.651.195	666.554	0,41%	Hisse senetleri

Tüm 355 kurumsal sahibi göster →

Aktivistler ve %5+ sahipler 1 pozisyon

18

SEC Çizelge 13D dosyalayan yatırımcılar — ihraççı üzerinde nüfuz etme niyetiyle %5'in üzerinde faydalı sahiplik (aktivist hisseler, yönetim kurulu kampanyaları, M&A). Her satır, o başvuru sahibinin pozisyonunun bilinen en son durumunu gösterir.

Başvuru sahibi	Dosyalandı	Hisse	Durum	Amaç	Başvuru
Edenbrook Capital, LLC, Jonathan Brolin ×2 başvurular	14 Temmuz 2023	·	İlk başvuru	·	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.

Şirket yöneticileri 37 içeriden öğrenenler · 19 yöneticiler · 16 yönetim kurulu üyeleri

19

İçeriden Öğrenen	Rol	Son işlem	Sahip olunan hisse senetleri	Satışlar 12ay	Net 12ay
Michael G. Barrett	CEO	15 Ağustos 2026 F	392.670	5	$-13.639.790
Brian Gephart	CHIEF FINANCIAL OFFICER	01 Ekim 2026 A	167.010	1	$-307.982
David Day	CHIEF FINANCIAL OFFICER	15 Ağustos 2026 F	452.861	0	$0
Todd L Tappin	CFO & COO	17 Mayıs 2016 M	441.327	0	$0
Katie Seitz Evans	President, Product & Operations	11 Eylül 2026 S	441.800	4	$-1.839.229
Sean Patrick Buckley	President, Revenue & Market Strategy	18 Ağustos 2026 S	293.060	8	$-2.776.475
Mark Zagorski	President & COO	01 Nisan 2020 A	436.917	0	$0
Haas Sullivan	CHIEF ACCOUNTING OFFICER	01 Ekim 2026 A	97.554	0	$0
David Buonasera	CHIEF TECHNOLOGY OFFICER	14 Eylül 2026 S	245.155	12	$-840.595
Aaron Saltz	CHIEF LEGAL OFFICER	10 Eylül 2026 S	224.389	1	$-936.400
Adam Lee Soroca	CHIEF PRODUCT OFFICER	18 Şubat 2026 S	388.425	3	$-685.138
James Allen Dove	Chief Technology Officer	15 Ağustos 2022 F	191.071	0	$0
Joseph R Prusz	Chief Revenue Officer, DV+	15 Şubat 2022 F	311.083	0	$0
Thomas Kershaw	Chief Technology Officer	17 Mayıs 2021 S	473.763	0	$0
Eve Filip	Yönetici	29 Temmuz 2020 A	213.207	0	$0
Blima Tuller	Chief Accounting Officer	20 Mayıs 2020 S	155.402	0	$0
Jonathan Feldman	Co-General Counsel & Secretary	16 Ocak 2020 S	79.771	0	$0
Brian W Copple	General Counsel and Secretary	15 Mayıs 2018 F	277.524	0	$0
Harry Patz Jr	Chief Revenue Officer	03 Ocak 2017 S	100.000	0	$0
Paul Caine	Yönetim kurulu üyesi	17 Eylül 2026 S	137.401	6	$-828.850
Douglas S Knopper	Yönetim kurulu üyesi	17 Eylül 2026 S	51.136	4	$-2.674.662
Robert F Spillane	Yönetim kurulu üyesi	14 Eylül 2026 M	57.715	3	$-557.275
Sarah Patricia Harden	Yönetim kurulu üyesi	28 Ağustos 2026 S	114.751	2	$-1.154.584
Rachel Lam	Yönetim kurulu üyesi	10 Ağustos 2026 S	230.620	1	$-241.600
David T. Pearson	Yönetim kurulu üyesi	10 Haziran 2026 S	79.001	1	$-168.488
Diane Yu	Yönetim kurulu üyesi	08 Haziran 2026 A	81.279	0	$0
James Rossman	Yönetim kurulu üyesi	08 Haziran 2026 A	107.477	0	$0
Robert J Frankenberg	Yönetim kurulu üyesi	14 Haziran 2023 A	119.090	0	$0
Lisa L Troe	Yönetim kurulu üyesi	08 Haziran 2023 S	114.218	0	$0
Frank Addante	Yönetim kurulu üyesi	16 Mart 2020 S	1.134.819	0	$0
Lewis W Coleman	Yönetim kurulu üyesi	15 Mayıs 2019 A	55.703	0	$0
Sumant Mandal	Yönetim kurulu üyesi	25 Şubat 2019 J	1.548.980	0	$0
Gregory R Raifman	Yönetim kurulu üyesi	15 Mayıs 2017 F	420.459	0	$0
Jarl Mohn	Yönetim kurulu üyesi	07 Nisan 2014 C	355.850	0	$0
NEWS CORP	10% sahip	07 Nisan 2014 C	4.746.349	0	$0
Shawna Hughes	·	17 Mayıs 2021 S	178.129	0	$0
CLEARSTONE VENTURE PARTNERS III-A LP	·	22 Mayıs 2015 J	5.570.406	0	$0

SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış

ETF sahipliği 51 ETF'ler tarafından tutuluyor

20

Ağırlık yalnızca doğrudan öz sermaye varlıklarını (N-PORT) yansıtır; kaldıraçlı veya türev tabanlı fonlar gösterilmeyen ek swap pozisyonlarına sahip olabilir.

Fon	Ağırlık	Birimler	Tarih itibarıyla	Kaynak
CBSE · Elevation Series Trust	3,02%	80.985 NS	31 Temmuz 2026	N-PORT
CBLS · Elevation Series Trust	2,79%	80.436 NS	31 Temmuz 2026	N-PORT
SMCO · Tidal Trust II	1,61%	118.364 NS	31 Temmuz 2026	N-PORT
HAPS · Harbor ETF Trust	0,40%	35.633 NS	31 Temmuz 2026	N-PORT
DWAS · Invesco Exchange-Traded Fund Trust …	0,38%	61.405 SH	02 Ekim 2026	Günlük
FYC · First Trust Exchange-Traded AlphaDE…	0,27%	184.936 NS	31 Temmuz 2026	N-PORT
GGME · Invesco Exchange-Traded Fund Trust	0,22%	3.890 SH	02 Ekim 2026	Günlük
NUSC · Nushares ETF Trust	0,21%	138.913 NS	31 Temmuz 2026	N-PORT
FCOM · FIDELITY COVINGTON TRUST	0,17%	153.580 NS	31 Temmuz 2026	N-PORT
VOX · VANGUARD WORLD FUND	0,16%	515.624 SH	19 Ağustos 2026	Günlük
PRFZ · Invesco Exchange-Traded Fund Trust	0,13%	140.417 SH	02 Ekim 2026	Günlük
IWO · iShares Trust	0,13%	797.496 SH	11 Eylül 2026	Günlük
JPSE · J.P. Morgan Exchange-Traded Fund Tr…	0,13%	38.732 NS	31 Temmuz 2026	N-PORT
IWM · iShares Trust	0,11%	3.696.072 SH	11 Eylül 2026	Günlük
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,10%	35.602 NS	31 Temmuz 2026	N-PORT
VTWG · VANGUARD SCOTTSDALE FUNDS	0,09%	90.385 SH	19 Ağustos 2026	Günlük
RSSL · Global X Funds	0,09%	69.141 NS	31 Temmuz 2026	N-PORT
DFSV · Dimensional ETF Trust	0,09%	378.106 NS	31 Temmuz 2026	N-PORT
ESML · iShares Trust	0,09%	101.930 SH	11 Eylül 2026	Günlük
VTWO · VANGUARD SCOTTSDALE FUNDS	0,08%	830.797 SH	19 Ağustos 2026	Günlük
VTWV · VANGUARD SCOTTSDALE FUNDS	0,07%	52.262 SH	19 Ağustos 2026	Günlük
FYX · First Trust Exchange-Traded AlphaDE…	0,06%	45.960 NS	31 Temmuz 2026	N-PORT
DFAS · Dimensional ETF Trust	0,06%	495.924 NS	31 Temmuz 2026	N-PORT
FAD · First Trust Exchange-Traded AlphaDE…	0,06%	16.754 NS	31 Temmuz 2026	N-PORT
ISCG · iShares Trust	0,05%	20.457 SH	11 Eylül 2026	Günlük
VBR · VANGUARD INDEX FUNDS	0,05%	1.982.413 SH	19 Ağustos 2026	Günlük
VFVA · VANGUARD WELLINGTON FUND	0,05%	22.088 SH	19 Ağustos 2026	Günlük
DXUV · Dimensional ETF Trust	0,04%	11.396 NS	31 Temmuz 2026	N-PORT
DFAT · Dimensional ETF Trust	0,03%	226.588 NS	31 Temmuz 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0,03%	1.643.986 SH	19 Ağustos 2026	Günlük
VB · VANGUARD INDEX FUNDS	0,03%	3.111.381 SH	19 Ağustos 2026	Günlük
WSML · iShares Trust	0,03%	8.428 SH	11 Eylül 2026	Günlük
OMFS · Invesco Exchange-Traded Self-Indexe…	0,02%	1.773 SH	02 Ekim 2026	Günlük
DFAC · Dimensional ETF Trust	0,01%	357.654 NS	31 Temmuz 2026	N-PORT
DCOR · Dimensional ETF Trust	0,01%	22.372 NS	31 Temmuz 2026	N-PORT
DFUV · Dimensional ETF Trust	0,01%	89.534 NS	31 Temmuz 2026	N-PORT
DFSU · Dimensional ETF Trust	0,01%	6.949 NS	31 Temmuz 2026	N-PORT
DFAU · Dimensional ETF Trust	0,01%	35.616 NS	31 Temmuz 2026	N-PORT
ITOT · iShares Trust	0,00%	193.685 SH	11 Eylül 2026	Günlük
IWV · iShares Trust	0,00%	34.912 SH	08 Eylül 2026	Günlük
DFUS · Dimensional ETF Trust	0,00%	44.307 NS	31 Temmuz 2026	N-PORT
TILT · FlexShares Trust	0,00%	4.212 NS	31 Temmuz 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,00%	4.327.987 SH	19 Ağustos 2026	Günlük
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	114.391 SH	19 Ağustos 2026	Günlük
VTHR · VANGUARD SCOTTSDALE FUNDS	0,00%	11.516 SH	19 Ağustos 2026	Günlük
ESGV · VANGUARD WORLD FUND	0,00%	31.708 SH	19 Ağustos 2026	Günlük
IWN · iShares Trust	·	561.762 SH	11 Eylül 2026	Günlük
SVAL · iShares Trust	·	47.447 SH	03 Eylül 2026	Günlük
ISCB · iShares Trust	·	5.919 SH	11 Eylül 2026	Günlük
ISCV · iShares Trust	·	14.801 SH	11 Eylül 2026	Günlük
SMLF · iShares Trust	·	44.751 SH	11 Eylül 2026	Günlük

MGNI Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

21

derecelendirme · 22 analist AL

Medyan hedef $28.00 +12,2%

5 22,7% Güçlü Al

14 63,6% Al

3 13,6% Tut

0 0,0% Sat

0 0,0% Güçlü Sat

12 Aylık Fiyat Hedefi

15 analist · 2026-09-30

Ortalama hedef $29.67 +18,9%

Şimdi Mevcut fiyat $24.96

Düşük$21.00 Ortalama$29.67 Yüksek$43.00

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

22

Mali yıl bazında, fiyatlar her şirketin son mali yıl kapanışına göredir.

Hisse Sembolü	Piyasa Değeri	P/E	Gelir YoY	Net Kar Marjı	ROE	Brüt Kar Marjı
MGNI	$2.32B	17.1	6.9%	20.3%	17.1%	·
OMC	$25.28B	-299.1	10.1%	-0.32%	-0.67%	·
TTD	$18.07B	42.2	18.5%	15.3%	17.1%	·
NIQ	$4.86B	-12.5	5.7%	-8.4%	-67.4%	·
STGW	·	-1.4	2.4%	1.0%	5.3%	·
DV	$1.85B	38.1	13.9%	6.8%	4.6%	·
CCO	·	55.2	6.6%	·	·	·
IBTA	$740M	189.4	-6.8%	1.0%	1.1%	79.2%
PUBM	·	-28.6	-2.9%	-5.1%	-5.7%	63.6%

Son Haberler Bu şirketten bahseden son manşetler

23

A Magnite Insider Cashed In Options as CTV Revenue Jumped 36%. Here's What to Know Nasdaq · 1 ay, 3 hafta önce Magnite Inc. (MGNI) CTV Momentum Küçük Sermayeli Değer Vakasını Güçlendiriyor Yahoo Finance · 4 ay, 3 hafta önce Magnite (MGNI) Yapay Zeka Paketini Ajan Odaklı Yürütme Yetenekleriyle Genişletiyor Yahoo Finance · 4 ay, 4 hafta önce Magnite (MGNI), NOVA Entertainment Programatik Ses’i Avustralya’da Etkinleştirmek İçin Ortak Yahoo Finance · 6 ay, 2 hafta önce

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar

26

Sizin için önemli olan metrikleri seçin — Yukarıdaki Tam Temeller bölümündeki herhangi bir satırın yanındaki + işaretine tıklayın.

Seçiminiz kaydedildi ve tüm hisse senetlerinde sizinle birlikte gelir.

MGNI Magnite, Inc. - Common Stock

MGNI Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

MGNI Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

Magnite, Inc. - Common Stock Hakkında Wikipedia'dan şirket genel bakışı

History

Mergers and acquisitions

Rubicon Project acquisitions

Merger with Telaria

Recent acquisitions

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

Kurumsal Sahipler (13F) 355 dosya · $3.1B toplam · Tarih itibarıyla 30 Eylül 2026

Aktivistler ve %5+ sahipler 1 pozisyon

Şirket yöneticileri 37 içeriden öğrenenler · 19 yöneticiler · 16 yönetim kurulu üyeleri

ETF sahipliği 51 ETF'ler tarafından tutuluyor

MGNI Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

12 Aylık Fiyat Hedefi

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

Son Haberler Bu şirketten bahseden son manşetler

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar