NASDAQCommunication ServicesAdvertising AgenciesSnapshot 2026-07-31
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Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue is growing steadily — about 7% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, market reaction to earnings.
View ManagementExpectations look high — the market is pricing in about 83% growth a year, above the roughly 9% analysts expect, leaving little room for error.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 58% in its worst 12-month stretch.
View RiskMGNI's growth depends on its ability to maintain strong performance in a tough market. Revenue has been strong, with a recent solid earnings beat of 18%. It trades at 25 times P/E, compared to a peer median of 18 times. The market seems to expect more growth than is justified, making it look expensive. If MGNI cuts guidance after recently raising it, that could hurt credibility. Peer multiples imply a price about 83% below where it trades; this read is provisional.
Trailing returns as of 2026-07-31. MGNI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering MGNI (as of Jul 2026).
Based on 3 Wall Street analysts offering 12-month price targets for MGNI in the last 4 months.
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Advertising — fair value, gap to price, and forward P/E.
Advances: Contribution ex-TAC attributable to DV+ $87M-$89M
Walmart deal enhances DV+ contribution potential.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $19.30
The last 12 months of price, then the range of analyst 12-month targets from today’s $19.30.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase Adjusted EBITDA margin to at least 35.5%
Profit swing and debt reduction support EBITDA margin goal.
Advances: Increase Adjusted EBITDA margin to at least 35.5%
Return to profitability aids in achieving margin objectives.
