MediaAlpha (MAX) Aktievy
MediaAlpha, Inc. driver genom sina dotterbolag en plattform för kundanskaffning inom försäkringsbranschen i USA. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 5/6 |
| Framtida tillväxt | 1/6 |
| Tidigare resultat | 2/6 |
| Finansiell hälsa | 2/6 |
| Utdelningar | 0/6 |
Belöningar
Riskanalys
+ 1 större risk
MAX Community Fair Values
Create NarrativeSee what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
MediaAlpha, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$11.65 |
| 52 veckors högsta | US$14.70 |
| 52 veckors lägsta | US$7.09 |
| Beta | 1.16 |
| 1 månads förändring | -11.54% |
| 3 månaders förändring | 18.39% |
| 1 års förändring | -10.04% |
| 3 års förändring | 46.17% |
| 5 års förändring | -44.44% |
| Förändring sedan börsintroduktionen | -63.43% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • Aug 15
MAX: Higher Near-Term Revenue Guidance Will Conceal Weaker Future Earnings Multiple
Analysts have raised their fair value estimate for MediaAlpha from $10.00 to $11.00, citing updated assumptions on discount rate, revenue growth, profit margin, and future P/E that refine their overall view of the stock. What's in the News for MediaAlpha MediaAlpha issued earnings guidance for the third quarter of 2026, providing investors with updated expectations on its near term performance.
Uppdatering av berättelse • 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
Uppdatering av berättelse • Aug 15
MAX: Higher Near-Term Revenue Guidance Will Conceal Weaker Future Earnings Multiple
Analysts have raised their fair value estimate for MediaAlpha from $10.00 to $11.00, citing updated assumptions on discount rate, revenue growth, profit margin, and future P/E that refine their overall view of the stock. What's in the News for MediaAlpha MediaAlpha issued earnings guidance for the third quarter of 2026, providing investors with updated expectations on its near term performance.Uppdatering av berättelse • 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.Uppdatering av berättelse • Jul 08
MAX: Higher Q2 Revenue Outlook Will Mask Weaker Future Earnings Multiple
Analysts have reduced their price target on MediaAlpha from $11.00 to $10.00, citing updated assumptions around discount rate, revenue growth, profit margins, and future P/E that result in a revised view of the stock's risk and return profile. What’s in the News for MediaAlpha MediaAlpha issued earnings guidance for the second quarter of 2026, outlining expectations for the upcoming reporting period.Seeking Alpha • Jul 04
MediaAlpha: Cheap Enough For The Insurance Ad Recovery
Summary MediaAlpha is now a focused P&C insurance customer acquisition marketplace, with 93% of revenue from this segment and minimal health insurance exposure. Q1 results exceeded guidance, with revenue of $310M and adjusted EBITDA of $31.4M, driven by broadening carrier participation and strong core P&C growth. Management guides for $90M–$100M of 2026 free cash flow and continues aggressive buybacks, supporting a double-digit FCF yield at current valuation. I rate MAX a Buy: valuation is attractive, cash generation is robust, and growth remains positive, though P&C ad spending is cyclical and margins are thin. Read the full article on Seeking AlphaUppdatering av berättelse • Jun 19
MAX: AI Insurance Shopping Rollout Will Drive Future Upside Potential
Analysts kept their $13.71 price target on MediaAlpha unchanged, with only small adjustments to inputs such as the discount rate, expected revenue growth, profit margin, and future P/E, reflecting updated views on the stock's risk and earnings profile. What’s in the News for MediaAlpha MediaAlpha issued earnings guidance for the second quarter of 2026, projecting revenue in a range of $290 million to $310 million, with the midpoint described as representing a 19% year-over-year change in revenue, according to company guidance.Uppdatering av berättelse • Jun 05
MAX: AI Shopping Rollout Will Drive Future Upside Potential
Analysts have kept their price target on MediaAlpha broadly unchanged at about $13.71, citing steady assumptions around fair value, revenue growth, profit margins, and future P/E, even as they make slight adjustments to discount rate inputs. What's in the News MediaAlpha issued earnings guidance for the second quarter of 2026, with expected revenue in a range of US$290 million to US$310 million, and described this as a 19% year-over-year change at the midpoint of the range.Uppdatering av berättelse • May 21
MAX: Future AI Rollout And Buybacks Will Support Upside Potential
Analysts have adjusted their price target for MediaAlpha to $13.71 from $15.64, reflecting updated assumptions on revenue growth, profit margins, the discount rate, and forward P/E multiples. What's in the News MediaAlpha issued new earnings guidance for first quarter 2026, with expected revenue between $285 million and $305 million.Analysartikel • May 07
Shareholders Can Be Confident That MediaAlpha's (NYSE:MAX) Earnings Are High Quality
Last week's profit announcement from MediaAlpha, Inc. ( NYSE:MAX ) was underwhelming for investors, despite headline...Uppdatering av berättelse • May 06
MAX: AI Chat Rollout And Expanded Buybacks Will Drive Future Upside Potential
Analysts have maintained their $11.00 price target on MediaAlpha, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E as the key drivers behind this reaffirmed view. What's in the News MediaAlpha issued revenue guidance for the first quarter of 2026 of US$285 million to US$305 million, with the midpoint described as a 12% year over year increase.Uppdatering av berättelse • Apr 21
MAX: AI Chat Experience And Ongoing Buybacks Will Shape Future Return Potential
Analysts now hold their price target on MediaAlpha at $11.00, with small adjustments to inputs such as discount rate, revenue growth, profit margin and future P/E that reflect fine tuning rather than a change in overall view. What's in the News MediaAlpha launched a carrier approved conversational AI application powered by ChatGPT technology for auto insurance shopping, built on its existing programmatic marketplace and designed to meet carrier compliance and brand standards (Product related announcement).Analysartikel • Apr 18
We Ran A Stock Scan For Earnings Growth And MediaAlpha (NYSE:MAX) Passed With Ease
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Uppdatering av berättelse • Apr 07
MAX: AI Shopping Platform And Buybacks Will Support Future Upside Potential
Analysts now see MediaAlpha's fair value at $11.00, down from $13.00. This reflects updated assumptions around a slightly higher discount rate, a change in expected revenue growth, a modestly lower profit margin outlook, and a revised future P/E of 11.17 from 12.67.
Uppdatering av berättelse • Mar 24
MAX: Share Repurchases And Higher Margins Will Support Future Profit Recovery
Narrative Update on MediaAlpha Analysts have kept their $19.00 price target for MediaAlpha unchanged, citing only slight adjustments to assumptions around discount rate, revenue growth, profit margin, and future P/E that do not materially alter their overall view of the stock. What's in the News MediaAlpha completed a share repurchase of 1,117,364 shares, representing 1.96% of the company, for $14.36 million, under the buyback program announced on October 29, 2025 (Key Developments).Uppdatering av berättelse • Mar 09
MAX: Higher Margins And Governance Reforms Will Support Future Profit Recovery
Analysts have kept their $19.00 price target for MediaAlpha unchanged, citing updated assumptions for higher revenue growth, improved profit margins, a lower future P/E multiple, and a slightly higher discount rate as key drivers behind their refreshed outlook. What's in the News MediaAlpha issued earnings guidance for the first quarter of 2026, with expected revenue in the range of $285 million to $305 million.Uppdatering av berättelse • Feb 23
MAX: Updated Bylaws And Governance Framework Will Support Future Upside Potential
Analysts kept their $13.00 price target for MediaAlpha unchanged. They cited only small adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions as the basis for maintaining this view.Uppdatering av berättelse • Feb 09
MAX: Revised Bylaws And Governance Changes Will Support Future Upside Potential
Analysts have kept their price target for MediaAlpha steady at US$13.00, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that, in their view, still point to the same fair value level. What's in the News The Board approved an amendment and restatement of MediaAlpha, Inc.'s bylaws on December 10, 2025, with immediate effect.Analysartikel • Feb 06
MediaAlpha, Inc. (NYSE:MAX) Not Doing Enough For Some Investors As Its Shares Slump 29%
The MediaAlpha, Inc. ( NYSE:MAX ) share price has fared very poorly over the last month, falling by a substantial 29...Uppdatering av berättelse • Jan 26
MAX: Buyback Program And Revised Bylaws Will Support Future Upside Potential
Analysts have maintained their price target for MediaAlpha at US$13.00, incorporating updated assumptions that reflect revised views on revenue growth, profit margins and the appropriate discount rate applied to future earnings. What's in the News Board approves an amendment and restatement of MediaAlpha's bylaws on December 10, 2025, updating rules around stockholder meetings, proxy usage, director elections, and removing certain litigation cost provisions (company filing).Uppdatering av berättelse • Jan 11
MAX: Share Repurchases And Governance Changes Will Support Future Profit Recovery
Analysts have maintained their price target for MediaAlpha at US$19.00. They cite updated assumptions that include a slightly higher discount rate, lower expectations for revenue growth and profit margins, and a higher future P/E multiple, which together support keeping the prior valuation level unchanged.Uppdatering av berättelse • Dec 26
MAX: Share Repurchases Will Likely Support Improving Profit Margins Ahead
Analysts have nudged their price target on MediaAlpha higher from 18 dollars to 19 dollars, citing expectations for faster revenue growth, improving profit margins, and a more attractive forward earnings multiple outlook, despite a modestly higher discount rate. What's in the News Board approves amended and restated bylaws on December 10, 2025, updating stockholder meeting procedures, director nomination rules, and aligning with recent Delaware corporate law changes (company filing) New share repurchase program authorizes up to 50 million dollars of Class A common stock to be bought back by the end of 2026 (company announcement) Company issues fourth quarter 2025 guidance for revenue of 280 million dollars to 300 million dollars, implying about a 4 percent year over year decline at the midpoint (company guidance) Board of Directors authorizes a share buyback plan on October 28, 2025, laying the groundwork for the subsequent 50 million dollar repurchase program (board resolution) Valuation Changes The fair value estimate has risen slightly, increasing from 18 dollars to 19 dollars per share.Uppdatering av berättelse • Dec 12
MAX: Buyback Program And Stable Outlook Will Shape Balanced Return Profile
Analysts have modestly reduced their price target on MediaAlpha to $13.00. This reflects a slightly higher discount rate and a lower future earnings multiple that more than offset improved revenue growth and profit margin assumptions.Analysartikel • Mar 19
MediaAlpha, Inc.'s (NYSE:MAX) Stock Retreats 26% But Revenues Haven't Escaped The Attention Of Investors
MediaAlpha, Inc. ( NYSE:MAX ) shares have had a horrible month, losing 26% after a relatively good period beforehand...
Ny berättelse • Feb 25
I Will Capitalize On P&C Insurance And Medicare Advantage Opportunities
Strategic investments in data science and business expansion aim to enhance efficiencies, supporting net margin improvements through better cost management.Analysartikel • Nov 12
MediaAlpha's (NYSE:MAX) Earnings May Just Be The Starting Point
Even though MediaAlpha, Inc. ( NYSE:MAX ) posted strong earnings, investors appeared to be underwhelmed. We did some...Aktieägarnas avkastning
| MAX | US Interactive Media and Services | US Marknad | |
|---|---|---|---|
| 7D | -3.3% | 1.3% | -0.9% |
| 1Y | -10.0% | 17.0% | 14.2% |
Avkastning vs industri: MAX presterade sämre än US Interactive Media and Services branschen som gav 17 % under det senaste året.
Avkastning vs Marknaden: MAX presterade sämre än US marknaden som gav 14.2 % under det senaste året.
Prisvolatilitet
| MAX volatility | |
|---|---|
| MAX Average Weekly Movement | 6.6% |
| Interactive Media and Services Industry Average Movement | 8.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Stabil aktiekurs: MAX har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: MAX s veckovolatilitet ( 7% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2014 | 147 | Steve Yi | www.mediaalpha.com |
MediaAlpha, Inc. driver genom sina dotterbolag en plattform för kundanskaffning inom försäkringsbranschen i USA. Bolagets teknikplattform erbjuder slutkundsanskaffning för försäkringsbolag, agenter, distributörer och andra kunder inom en rad olika vertikaler, inklusive fastighets- och olycksfallsförsäkring, sjukförsäkring och livförsäkring. Bolaget grundades 2014 och har sitt huvudkontor i Los Angeles, Kalifornien.
MediaAlpha, Inc. Sammanfattning av grunderna
| MAX grundläggande statistik | |
|---|---|
| Börsvärde | US$713.73m |
| Vinst(TTM) | US$97.22m |
| Intäkter(TTM) | US$1.22b |
6.3x
P/E-förhållande0.5x
P/S-förhållandeÄr MAX övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| MAX resultaträkning (TTM) | |
|---|---|
| Intäkter | US$1.22b |
| Kostnad för intäkter | US$1.04b |
| Bruttovinst | US$180.09m |
| Övriga kostnader | US$82.87m |
| Intäkter | US$97.22m |
Senast redovisade vinst
Jun 30, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 1.84 |
| Bruttomarginal | 14.71% |
| Nettovinstmarginal | 7.94% |
| Skuld/egenkapitalförhållande | -3,571.3% |
Hur har MAX utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/13 02:18 |
| Aktiekurs vid dagens slut | 2026/09/11 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
MediaAlpha, Inc. bevakas av 12 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Michael Zaremski | BMO Capital Markets Equity Research |
| Maria Ripps | Canaccord Genuity |
| Daniel Grosslight | Citigroup Inc |