MediaAlpha, Inc. (NYSE:MAX) Stock Has Consensus Target Price of $13.79 According to Analysts

MediaAlpha, Inc. (NYSE:MAX) has earned an average recommendation of “Moderate Buy” from the nine research firms that are covering the company, MarketBeat reports. Five equities research analysts have rated the stock with a hold recommendation, three have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average 1 year price target among analysts that have updated their coverage on the stock in the last year is $14.71.

A number of research analysts have weighed in on MAX shares. Zacks Research lowered shares of MediaAlpha from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, October 21st. Keefe, Bruyette & Woods raised their price target on MediaAlpha from $15.00 to $17.00 and gave the company an “outperform” rating in a research report on Wednesday, July 8th. Wall Street Zen raised MediaAlpha from a “buy” rating to a “strong-buy” rating in a research report on Saturday, August 1st. Royal Bank Of Canada lifted their price objective on MediaAlpha from $15.00 to $17.00 and gave the stock an “outperform” rating in a research note on Thursday. Finally, Weiss Ratings raised MediaAlpha from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, October 8th.

MediaAlpha Price Performance

Shares of MediaAlpha stock opened at $14.66 on Wednesday. The firm has a fifty day simple moving average of $11.27 and a 200-day simple moving average of $10.65. The company has a current ratio of 1.32, a quick ratio of 1.29 and a debt-to-equity ratio of 8.49. MediaAlpha has a 1-year low of $7.09 and a 1-year high of $14.87. The stock has a market capitalization of $898.07 million, a price-to-earnings ratio of 8.05 and a beta of 1.14.

MediaAlpha (NYSE:MAX) last posted its earnings results on Wednesday, October 28th. The company reported $0.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.28 by $0.18. The business had revenue of $375.95 million for the quarter, compared to analyst estimates of $347.93 million. MediaAlpha had a net margin of 8.35% and a negative return on equity of 994.23%. On average, sell-side analysts expect that MediaAlpha will post 1.48 earnings per share for the current year.

More MediaAlpha News

Here are the key news stories impacting MediaAlpha this week:

• Positive Sentiment: Q4 guidance exceeded expectations: MediaAlpha forecast fourth-quarter 2026 revenue of $355 million to $375 million, well above the $328.8 million consensus estimate, while reiterating full-year free-cash-flow guidance of $90 million to $100 million. MediaAlpha Q4 revenue and free cash flow guidance
• Positive Sentiment: Strong Q3 performance: MediaAlpha reported adjusted earnings of $0.46 per share versus the $0.28 analyst estimate and revenue of $375.95 million versus the $347.93 million consensus. The results helped support the view that the company’s growth and profitability may be durable. MediaAlpha Q3 earnings and durability discussion
• Positive Sentiment: Analyst sentiment improved: Zacks upgraded MAX to Rank #2, or “Buy,” citing growing optimism about the company’s earnings prospects. Zacks upgrades MediaAlpha to Buy
• Positive Sentiment: JPMorgan raised its price target from $15 to $16, implying additional upside, although it maintained a Neutral rating. JPMorgan raises MediaAlpha price target
• Neutral Sentiment: The earnings call focused on whether recent growth can persist, including questions about customer demand, operating performance and the durability of MediaAlpha’s earnings momentum. Investors may continue to scrutinize these factors after the sharp rally. MediaAlpha Q3 earnings call analyst questions
• Negative Sentiment: Director Eugene Nonko sold shares in several transactions under a pre-arranged Rule 10b5-1 plan. The sales were made to cover tax withholding on vested equity awards and represent relatively small reductions, making them a limited—but potentially cautionary—signal.

Insider Activity at MediaAlpha

In other MediaAlpha news, CTO Kuanling Yeh sold 3,000 shares of the firm’s stock in a transaction that occurred on Friday, October 16th. The stock was sold at an average price of $11.77, for a total value of $35,310.00. Following the sale, the chief technology officer owned 543,091 shares of the company’s stock, valued at $6,392,181.07. This trade represents a 0.55% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Eugene Nonko sold 7,273 shares of MediaAlpha stock in a transaction that occurred on Wednesday, October 28th. The stock was sold at an average price of $11.63, for a total value of $84,584.99. Following the completion of the transaction, the director directly owned 789,901 shares in the company, valued at approximately $9,186,548.63. This represents a 0.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 425,550 shares of company stock worth $5,148,791 in the last 90 days. 14.65% of the stock is owned by company insiders.

Institutional Investors Weigh In On MediaAlpha

Several hedge funds and other institutional investors have recently modified their holdings of MAX. Covestor Ltd grew its position in MediaAlpha by 21.2% in the 3rd quarter. Covestor Ltd now owns 5,788 shares of the company’s stock worth $56,000 after purchasing an additional 1,011 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. bought a new position in shares of MediaAlpha during the 3rd quarter worth about $248,000. State of Wyoming bought a new position in shares of MediaAlpha during the 3rd quarter worth about $109,000. Triad Investment Management increased its holdings in shares of MediaAlpha by 10.4% during the 2nd quarter. Triad Investment Management now owns 368,731 shares of the company’s stock worth $4,635,000 after purchasing an additional 34,867 shares during the period. Finally, Squarepoint Ops LLC increased its holdings in shares of MediaAlpha by 8.7% during the 2nd quarter. Squarepoint Ops LLC now owns 234,255 shares of the company’s stock worth $2,945,000 after purchasing an additional 18,714 shares during the period. Institutional investors and hedge funds own 64.39% of the company’s stock.

About MediaAlpha

MediaAlpha, Inc operates a technology platform that helps insurance carriers and distributors acquire customers through digital channels. Its marketplace connects consumers who are shopping for insurance with providers seeking qualified prospects, using data, analytics and automated systems to facilitate the matching process.

The company’s platform supports customer acquisition across insurance categories, including property and casualty products such as auto and home insurance, as well as health, life and Medicare-related coverage.