November 9, 2026
So, revenue didn’t decline 12% Y/Y in Q3 as the guidance suggested. In Q/Q terms, the top line was up 3%. We think political spend must have helped. The Q4 guide also implies sequential growth…
November 5, 2026
An extremely strong quarter and guidance for Q4, all driven by Unity Vector; we estimate the guidance implies 23% Q/Q growth. We think this should be the quarter which helps U move the incremental long-only…
November 4, 2026
Q3 results and the guidance for Q4 are both ahead of expectations. The results, in our view, support our argument that MGNI is in a better position than it has been in a while. Connected…
October 24, 2026
We think that an argument can be made that, at this point, MGNI stock is the best overall position it has been in in a while. First, the business is on a solid footing with…