NEXN · NASDAQ · Advertising Agencies

Nexxen International (ADR) (NEXN)

Connects advertisers, agencies, publishers, and broadcasters through DSP, SSP, data, and advanced-TV tools.

$8.69
vs last close−0.20 (−2.20%)
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Nexxen International Ltd.NEXN
Communication Services

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

CEOOfer Druker
ListedFeb 18, 2025
ExchangeNASDAQ
HeadquartersTel Aviv, Israel
CountryIsrael
Employees909
CIK0001849396
ISINIL0012165630

Market cap$494.8M
EPS (ttm)$0.2230
P/E (ttm)39.82
ROE2.8%
P/B1.04
P/S1.29
Dividend yieldDiv yield
Beta0.74vs XLC 0.82

Price target$12.00+35.1%Average of 12 analysts
ConsensusBuy11 of 12 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 13, 2026ScotiabankReiterate
Rating: Target: $11
Rating: OutperformTarget: $13
Aug 13, 2026Canaccord GenuityReiterate
Rating: Target: $12
Rating: BuyTarget: $13
Jul 9, 2026Craig-HallumUpgrade
Rating: HoldTarget:
Rating: BuyTarget: $12
Jun 17, 2026NeedhamReiterate
Rating: Target:
Rating: BuyTarget: $10.50
Jun 17, 2026ScotiabankReiterate
Rating: Target:
Rating: Sector OutperformTarget: $11

Next report
Nov 12, 26
in 50 days
EPS estimate
$0.28
Revenue estimate
$100.1M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$0.48$0.16$0.29$0.20$0.33$0.06$0.23Pending
Estimate$0.32$0.06$0.19$0.22$0.27$0.04$0.20$0.28
Surprise+50.0%+166.7%+52.6%−9.1%+22.2%+50.0%+14.9%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$112.3M$78.3M$90.9M$94.8M$97.8M$84.5M$97.8MPending
Estimate$75.7M$87.6M$94.8M$100.5M$99.4M$77.1M$93.1M$100.1M
Surprise+48.4%−10.6%−4.1%−5.6%−1.6%+9.6%+5.1%
Estimate$0.28
ReportedDue Nov 12, 2026
Estimate$100.1M
ReportedDue Nov 12, 2026
View details

Debt to equity7.70%
Current ratio125.90%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$90.2M$112.3M$78.3M$90.9M$94.8M$100.7M$86.8M$100.5M
Net income$14.5M$24.9M$1.6M$8.7M$4.2M$10.5M−$5.3M$3.6M
Net margin16.1%22.1%2.1%9.5%4.4%10.5%0.0%3.6%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$16.3M$24.8M$3.4M$8.7M$7.3M$13.0M−$4.9M$4.2M
YoY growthTurned profit+157.6%Turned profit+36.9%−55.3%−47.4%Turned loss−52.2%

Balance sheet, Jun 30, 2026Cash & short-term investments $132.0M · Total debt $36.7M · Total assets $787.3M · Shareholders' equity $475.9M

Revenue
$100.5M
Operating income
$4.2M
Net income
$3.6M
View details

No dividends on record.

Institutions≈ 63.52%35.75M ADS
130 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders7.70%4.33M ADS
9 holders · as of Sep 9, 2026
Other≈ 28.78%16.20M ADS
remainder

56.28M ADS as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Mithaq Capital SPCInstitution
30.78%17.33M ADSas of Jun 30, 2026
JB Capital Partners L.P.Institution
7.68%4.32Mfiled Feb 9, 2026
Tosca OpportunityInsider
5.67%3.19Mfiled Nov 12, 2025
Lombard Odier Asset Management (Europe) LtdInstitution
4.74%2.67M ADSas of Jun 30, 2026
Rice Hall James & Associates, LLCInstitution
3.89%2.19M ADSas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 17, 2026Daniel Yosef Kersteindirector−11,000$10.38
Jul 28, 2026Sagi Niriofficer: Chief Financial Officer−17,578$10.51
Jul 1, 2026Sagi Niriofficer: Chief Financial Officer−42,692$9.36
Jul 16, 2026Sagi Niriofficer: Chief Financial Officer−35,000$10.31
Jun 3, 2026Sagi Niriofficer: Chief Financial Officer−2,127$8.58
View details

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Compare

CompanyPriceChange
Nexxen International (ADR)$8.69−2.20%$494.8M39.87.61.3+7.5%
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Roku$153.34−0.59%$22.88B65.946.74.4+21.9%
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Perion Network$8.65−0.91%$360.6M6.30.8−4.6%
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Median29.925.92.4+6.2%