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MediaAlpha, Inc. Stock Price

NYSE:MAX Community·US$758.4m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author

MAX Share Price Performance

US$12.33
1.98 (19.13%)
US$14.83
Fair Value
US$12.33
1.98 (19.13%)
16.9% undervalued intrinsic discount
US$14.83
Fair Value
Price US$12.33
AnalystConsensusTarget US$14.83
AnalystLowTarget US$10.00
AnalystHighTarget US$19.00

MAX Community Narratives

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Fair Value US$14.83 16.9% undervalued intrinsic discount

Digital Advertising Shifts And FTC Settlement Will Reshape Insurance Channels

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9users have followed this narrative
·
Fair Value US$10 23.3% overvalued intrinsic discount

Regulatory Risks Will Burden Insurance But Technology Will Revive Outlook

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3users have followed this narrative
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Fair Value US$19 35.1% undervalued intrinsic discount

Digital Shift And Data-Driven Advertising Will Expand Insurance Markets

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US$10
23.3% overvalued intrinsic discount
Revenue
8.75% p.a.
Profit Margin
5.57%
Future PE
7.36x
Price in 2029
US$12.83
US$19
35.1% undervalued intrinsic discount
Revenue
15.08% p.a.
Profit Margin
7.07%
Future PE
11.67x
Price in 2029
US$24.49

Trending Discussion

No trending discussion available.

Updated Narratives

MAX logo

MAX: Q3 2026 Revenue Outlook Will Drive Future Upside Potential

Fair Value: US$14.83 16.9% undervalued intrinsic discount
9 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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MAX: Higher Q2 Revenue Outlook Will Mask Weaker Future Earnings Multiple

Fair Value: US$10 23.3% overvalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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MAX: Share Repurchases And Higher Margins Will Support Future Profit Recovery

Fair Value: US$19 35.1% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Undervalued with moderate risk.

5 Risks
3 Rewards

MediaAlpha, Inc. Key Details

US$1.2b

Revenue

US$1.0b

Cost of Revenue

US$180.1m

Gross Profit

US$82.9m

Other Expenses

US$97.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.84
14.71%
7.94%
-3,571.3%
View Full Analysis

About MAX

Founded
2014
Employees
147
CEO
Steven Yi
WebsiteView website
www.mediaalpha.com

MediaAlpha, Inc., through its subsidiaries, operates an insurance customer acquisition platform in the United States. Its technology platform offers end customer acquisition for insurance carriers, agents, distributors, and other clients in a range of verticals, including property and casualty insurance, health insurance, and life insurance. The company was founded in 2014 and is headquartered in Los Angeles, California.

Recent MAX News & Updates

Narrative Update Jul 31

MAX: Q3 2026 Revenue Outlook Will Drive Future Upside Potential

Analysts have raised their price target for MediaAlpha to about $14.83, up from about $13.71, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as key drivers of the change. What’s in the News for MediaAlpha MediaAlpha issued earnings guidance for the third quarter of 2026, providing investors with updated expectations for the upcoming period.

Recent updates

No updates