MediaAlpha (MAX) to Release Earnings on Monday

MediaAlpha (NYSE:MAX) is anticipated to release its Q4 2025 results after the market closes on Monday, February 23rd. Analysts expect MediaAlpha to post earnings of $0.25 per share and revenue of $296.4210 million for the quarter. Interested persons can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Monday, February 23, 2026 at 5:00 PM ET.

MediaAlpha Stock Performance

MAX opened at $7.85 on Friday. MediaAlpha has a 1 year low of $7.09 and a 1 year high of $13.92. The firm has a 50 day moving average price of $10.77 and a 200 day moving average price of $11.43. The company has a market cap of $511.58 million, a PE ratio of -261.58 and a beta of 1.29.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on MAX shares. Zacks Research downgraded MediaAlpha from a “hold” rating to a “strong sell” rating in a research note on Thursday, January 29th. The Goldman Sachs Group set a $13.50 price objective on MediaAlpha in a research note on Friday, October 31st. Weiss Ratings reaffirmed a “sell (d)” rating on shares of MediaAlpha in a research report on Monday, December 29th. Wall Street Zen upgraded MediaAlpha from a “buy” rating to a “strong-buy” rating in a research note on Sunday, January 11th. Finally, Canaccord Genuity Group restated a “buy” rating and issued a $15.00 price target on shares of MediaAlpha in a research note on Thursday, October 30th. Five research analysts have rated the stock with a Buy rating, one has issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, MediaAlpha currently has a consensus rating of “Hold” and a consensus target price of $17.25.

Insider Transactions at MediaAlpha

In other MediaAlpha news, Director Eugene Nonko sold 5,400 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $10.35, for a total transaction of $55,890.00. Following the completion of the transaction, the director directly owned 944,248 shares of the company’s stock, valued at approximately $9,772,966.80. This trade represents a 0.57% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Steven Yi sold 4,000 shares of MediaAlpha stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $7.29, for a total value of $29,160.00. Following the transaction, the insider owned 2,709,624 shares in the company, valued at approximately $19,753,158.96. This trade represents a 0.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 515,100 shares of company stock valued at $6,060,195 over the last three months. 13.44% of the stock is currently owned by company insiders.

Institutional Trading of MediaAlpha

Several large investors have recently added to or reduced their stakes in MAX. Millennium Management LLC boosted its position in MediaAlpha by 680.9% during the third quarter. Millennium Management LLC now owns 1,429,556 shares of the company’s stock valued at $16,268,000 after purchasing an additional 1,246,493 shares during the last quarter. JPMorgan Chase & Co. lifted its holdings in shares of MediaAlpha by 29.2% during the 4th quarter. JPMorgan Chase & Co. now owns 1,367,896 shares of the company’s stock valued at $17,714,000 after buying an additional 309,455 shares during the last quarter. Renaissance Technologies LLC grew its stake in shares of MediaAlpha by 10.6% in the 4th quarter. Renaissance Technologies LLC now owns 1,045,400 shares of the company’s stock valued at $13,538,000 after buying an additional 100,300 shares in the last quarter. AQR Capital Management LLC increased its holdings in MediaAlpha by 4.3% in the fourth quarter. AQR Capital Management LLC now owns 804,095 shares of the company’s stock worth $10,413,000 after buying an additional 33,416 shares during the last quarter. Finally, Shay Capital LLC increased its holdings in MediaAlpha by 17.9% in the third quarter. Shay Capital LLC now owns 790,100 shares of the company’s stock worth $8,991,000 after buying an additional 120,100 shares during the last quarter. 64.39% of the stock is owned by institutional investors and hedge funds.

MediaAlpha Company Profile

MediaAlpha, Inc is a technology company that operates a real-time digital marketplace for the distribution of insurance and adjacent services. The company’s platform connects buyers—consumers seeking insurance policies—to sellers, including insurance carriers and distribution partners, through programmatic bidding and data-driven pricing. By leveraging transaction-level data and proprietary auction mechanics, MediaAlpha enables carriers to acquire customers more efficiently and at scale.

The firm offers a suite of products that help clients optimize marketing spend and improve conversion rates.