** Shares of online advertising company Magnite MGNI.O rise 14.1% to $24.08
** Rosenblatt raises MGNI's PT to $39 from $18
** MGNI's benefit from the upcoming AdTech antitrust remedy/penalty phase is likely to be very substantial, very possibly as early as early 2026 - Rosenblatt
** Alphabet's GOOGL.O Google will face a trial in September on antitrust enforcers' proposals to make it sell off part of its advertising technology business to address the company's dominance over tools used by online publishers to sell ads
** A fairer marketplace would mainly benefit MGNI by improving win rate - Rosenblatt
** See share ex-Google as a reasonable proxy, arguing for a potential 9% increase in market share for MGNI, or $450 million, vs 2024 adj. EBITDA of $197 million - brokerage
** MGNI has risen 32.5% YTD, as of last close
(Reporting by Juby Babu in Mexico City)
((Juby.Babu@thomsonreuters.com;))
免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。