MediaAlpha, Inc.

NYSE:MAX Aktierapport

Börsvärde: US$554.3m

MediaAlpha Framtida tillväxt

Future kriterier kontrolleras 3/6

MediaAlpha förväntas öka intäkter och intäkter med 17.8% respektive 7.3% per år. EPS förväntas tillväxt med 19.6% per år. Avkastningen på eget kapital förväntas bli 237.2% om 3 år.

Viktig information

17.8%

Tillväxttakt i vinsten

19.61%

Tillväxttakt för EPS

Interactive Media and Services vinsttillväxt12.4%
Intäkternas tillväxttakt7.3%
Framtida avkastning på eget kapital237.20%
Bevakning av analytiker

Good

Senast uppdaterad06 May 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

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.
Seeking Alpha Dec 16

MediaAlpha's Unique Business Makes It A Standout Among Peers

Summary MediaAlpha is a high-growth, business-to-business financial marketplace distinct from consumer-facing peers like EverQuote, NerdWallet, and LendingTree. MAX delivered 122% YoY revenue growth in 2024, with positive operating cash flow and rapid net income growth when adjusted for one-time legal expenses. Q3 2025 EPS reached $0.26 versus $0.17 YoY, driven by strong auto insurance demand; Q4 guidance: $280–$300M revenue, $27.5–$29.5M adjusted EBITDA. Insider ownership is solid at 9% of Class A shares, but MAX’s higher debt profile tempers any premium valuation versus peers. Read the full article on Seeking Alpha
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...
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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...
Analysartikel Nov 01

MediaAlpha, Inc. Just Beat EPS By 40%: Here's What Analysts Think Will Happen Next

As you might know, MediaAlpha, Inc. ( NYSE:MAX ) just kicked off its latest third-quarter results with some very strong...
Analysartikel Jul 04

MediaAlpha, Inc. (NYSE:MAX) Stock's 28% Dive Might Signal An Opportunity But It Requires Some Scrutiny

MediaAlpha, Inc. ( NYSE:MAX ) shareholders that were waiting for something to happen have been dealt a blow with a 28...
Analysartikel May 08

Brokers Are Upgrading Their Views On MediaAlpha, Inc. (NYSE:MAX) With These New Forecasts

MediaAlpha, Inc. ( NYSE:MAX ) shareholders will have a reason to smile today, with the analysts making substantial...
Analysartikel May 03

Calculating The Intrinsic Value Of MediaAlpha, Inc. (NYSE:MAX)

Key Insights MediaAlpha's estimated fair value is US$27.24 based on 2 Stage Free Cash Flow to Equity Current share...

Prognoser för vinst- och omsättningstillväxt

NYSE:MAX - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/20281,461831521534
12/31/20271,368741271288
12/31/20261,2625996968
3/31/20261,159394040N/A
12/31/20251,114266566N/A
9/30/20251,123-18788N/A
6/30/20251,076-77172N/A
3/31/20251,002166768N/A
12/31/2024865174546N/A
9/30/2024681103637N/A
6/30/2024497-132727N/A
3/31/2024403-3199N/A
12/31/2023388-402020N/A
9/30/2023395-6588N/A
6/30/2023409-662425N/A
3/31/2023428-613233N/A
12/31/2022459-582828N/A
9/30/2022497-335757N/A
6/30/2022560-225455N/A
3/31/2022614-134646N/A
12/31/2021645-52829N/A
9/30/2021674-321819N/A
6/30/2021673-2366N/A
3/31/2021639-133435N/A
12/31/2020585-45151N/A
9/30/2020521165050N/A
6/30/2020480194748N/A
3/31/202044292222N/A
12/31/2019408N/AN/A22N/A
12/31/2018297N/AN/A23N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: MAX s prognostiserade vinsttillväxt ( 17.8% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: MAX s intäkter ( 17.8% per år) förväntas växa snabbare än marknaden för US ( 17% per år).

Höga tillväxtresultat: MAX s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: MAX s intäkter ( 7.3% per år) förväntas växa långsammare än marknaden för US ( 11.9% per år).

Hög tillväxtintäkter: MAX s intäkter ( 7.3% per år) förväntas växa långsammare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: MAX s avkastning på eget kapital förväntas bli mycket hög om 3 år ( 237.2 %).


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/29 16:56
Aktiekurs vid dagens slut2026/05/29 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

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.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* 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 användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass 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. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Michael ZaremskiBMO Capital Markets Equity Research
Maria RippsCanaccord Genuity
Daniel GrosslightCitigroup Inc