Nexxen International (ADR)
Connects advertisers, agencies, publishers, and broadcasters through DSP, SSP, data, and advanced-TV tools.
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Profile
Sells a unified advertising-technology platform spanning DSP, SSP, data activation, Discovery, and CTV ad-serving tools. Revenue is reported as one marketing-services segment, with the business shaped by programmatic demand, video and CTV mix, privacy rules, platform integrity, and access to TV viewership signals.
Runs an end-to-end advertising-technology stack for advertisers, agencies, publishers, and broadcasters. Nexxen DSP handles buying workflows, Nexxen SSP supports supply monetization, and the Nexxen Data Platform connects onboarding, targeting, identity resolution, optimization, measurement, and activation.
Operates as one marketing-services segment, with the practical product map built around DSP, SSP, Discovery, Ad Server / CTRL, nexAI, and TV / ACR data relationships. The platform is global, with a workforce split across the United States, Tel Aviv, and other international locations.
Execution depends on programmatic ad demand, video and CTV inventory, first-party and partner data, privacy constraints, fraud controls, cybersecurity, and third-party infrastructure. A VIDAA / V relationship gives access to automatic content recognition data and North American ad monetization rights.
Company facts
Categories
Key statistics
Year to date +61.6% · Average volume (30d) 510.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | Scotiabank | Reiterate | Outperform | $11 | $13 | |
| Aug 13, 2026 | Canaccord Genuity | Reiterate | Buy | $12 | $13 | |
| Jul 9, 2026 | Craig-Hallum | Upgrade | Hold | Buy | $12 | |
| Jun 17, 2026 | Needham | Reiterate | Buy | $10.50 | ||
| Jun 17, 2026 | Scotiabank | Reiterate | Sector Outperform | $11 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026Q2 FY26 | $0.20 | $0.23 | +14.9% | $93.1M | $97.8M | +5.1% | +2.48% |
| May 13, 2026Q1 FY26 | $0.04 | $0.06 | +50.0% | $77.1M | $84.5M | +9.6% | +6.18% |
| Mar 4, 2026Q4 FY25 | $0.27 | $0.33 | +22.2% | $99.4M | $97.8M | −1.6% | +11.98% |
| Nov 13, 2025Q3 FY25 | $0.22 | $0.20 | −9.1% | $100.5M | $94.8M | −5.6% | +1.58% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $78.3M | $90.9M | $94.8M | $100.7M | $86.8M | $100.5M | |
| Gross profit | $67.1M | $78.9M | $78.5M | $85.3M | $70.4M | $64.0M | |
| Operating income | $3.4M | $8.7M | $7.3M | $13.0M | −$4.9M | $4.2M | |
| Net income | $1.6M | $8.7M | $4.2M | $10.5M | −$5.3M | $3.6M | |
| Diluted EPS | $0.03 | $0.14 | $0.07 | $0.18 | −$0.09 | $0.06 | |
| Gross margin | 85.7% | 86.7% | 82.8% | 84.6% | 81.1% | 63.6% | |
| Operating margin | 4.4% | 9.6% | 7.7% | 12.9% | -5.6% | 4.1% |
Fiscal years (4-quarter sums)FY21 $341.9M · FY22 $335.3M · FY23 $332.0M · FY24 $365.5M · FY25 $364.8M
Revenue by product · FY25
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $132.0M · Total debt $36.7M · Total assets $787.3M · Shareholders' equity $475.9M
Dividends
No dividends on record.
Ownership
Shares outstanding 55.72M · Float 33.05M · 59.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Mithaq Capital SPC | 17.33M | 31.10% | 13F | Apr 29, 2026 |
| JB Capital Partners L.P. | 4.32M | 7.70% | 13G | Feb 9, 2026 |
| Toscafund Asset Management LLP | 3.19M | 5.50% | 13G | Nov 12, 2025 |
| Rice Hall James & Associates, LLC | 2.12M | 3.80% | 13F | May 15, 2026 |
| BlackRock, Inc. | 1.72M | 3.09% | 13F | May 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 17, 2026 | Daniel Yosef Kerstein | director | −11,000 | $10.38 |
| Jul 28, 2026 | Sagi Niri | officer: Chief Financial Officer | −17,578 | $10.51 |
| Jul 1, 2026 | Sagi Niri | officer: Chief Financial Officer | −42,692 | $9.36 |
| Jul 16, 2026 | Sagi Niri | officer: Chief Financial Officer | −35,000 | $10.31 |
| Jun 3, 2026 | Sagi Niri | officer: Chief Financial Officer | −2,127 | $8.58 |
Peers
- The Trade Desk
Scaled DSP for omnichannel, CTV, and data-driven programmatic buying
- Magnite
Independent SSP and CTV marketplace for publishers and broadcasters
- PubMatic
AI-powered SSP infrastructure for open-web, app, video, and CTV
- Viant Technology
Buy-side CTV DSP with household identity and AI optimization
- Roku
CTV platform monetizing streaming audiences and programmatic video ads
- Criteo
Commerce-media platform spanning retail media, open web, and CTV
- Perion Network
AI-native ad execution across CTV, DOOH, retail media, and social
- DoubleVerify
Media measurement and verification across programmatic, social, and CTV
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Nexxen International (ADR) | $10.23 | +0.15% | $570.0M | 45.9 | 9.0 | 1.5 | +7.5% |
| The Trade Desk | $13.60 | +0.18% | $6.38B | 16.0 | 123.2 | 2.1 | +3.0% |
| Magnite | $23.10 | −2.45% | $3.39B | 21.5 | 20.2 | 4.6 | +9.4% |
| PubMatic | $16.82 | +0.15% | $785.6M | — | 71.8 | 2.7 | +10.6% |
| Viant Technology | $13.92 | +5.14% | $868.1M | 121.3 | 53.7 | 2.2 | −22.7% |
| Roku | $157.68 | 0.00% | $23.39B | 67.4 | 48.8 | 4.5 | +21.9% |
| Criteo | $17.46 | +0.11% | $877.3M | 8.9 | 4.7 | 0.5 | −47.1% |
| Perion Network | $9.70 | −0.05% | $400.6M | — | 7.1 | 0.9 | −4.6% |
| DoubleVerify | $13.31 | −0.52% | $2.05B | 37.3 | 19.0 | 2.7 | +2.5% |
| Median | 29.4 | 34.5 | 2.5 | +2.8% |