Research Analysts Issue Forecasts for MediaAlpha Q3 Earnings

Key Points

• William Blair has increased its Q3 2025 earnings per share estimate for MediaAlpha from $0.10 to $0.16, while the consensus for the full year sits at $0.48 per share.
• Several brokerages have set differing target prices for MediaAlpha, with Goldman Sachs lowering theirs from $14.00 to $12.50, while JPMorgan raised theirs from $10.00 to $12.00.
• MediaAlpha saw a significant 41.1% year-over-year increase in revenue, achieving $251.62 million for the latest quarter, surpassing analysts' expectations.

MediaAlpha, Inc. (NYSE:MAX - Free Report) - Investment analysts at William Blair increased their Q3 2025 earnings per share estimates for MediaAlpha in a research report issued to clients and investors on Wednesday, August 6th. William Blair analyst A. Klauber now forecasts that the company will earn $0.16 per share for the quarter, up from their prior forecast of $0.10. The consensus estimate for MediaAlpha's current full-year earnings is $0.48 per share.

Several other equities research analysts have also recently commented on MAX. Wall Street Zen cut MediaAlpha from a "buy" rating to a "hold" rating in a research note on Saturday. JPMorgan Chase & Co. upped their price objective on MediaAlpha from $10.00 to $12.00 and gave the stock an "overweight" rating in a report on Thursday, May 1st. The Goldman Sachs Group dropped their price objective on MediaAlpha from $14.00 to $12.50 and set a "buy" rating on the stock in a report on Monday, April 14th. Royal Bank Of Canada dropped their price objective on MediaAlpha from $20.00 to $18.00 and set an "outperform" rating on the stock in a report on Wednesday, May 7th. Finally, Keefe, Bruyette & Woods dropped their price objective on MediaAlpha from $19.00 to $16.00 and set an "outperform" rating on the stock in a report on Tuesday, April 22nd. One research analyst has rated the stock with a hold rating and six have given a buy rating to the company. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $17.92.

MediaAlpha Stock Up 2.5%

NYSE:MAX traded up $0.24 on Friday, hitting $9.80. The stock had a trading volume of 403,137 shares, compared to its average volume of 497,570. The stock has a market cap of $656.89 million, a price-to-earnings ratio of -81.66 and a beta of 1.19. MediaAlpha has a 1-year low of $7.33 and a 1-year high of $20.91. The company has a fifty day moving average price of $10.58 and a two-hundred day moving average price of $10.08.

MediaAlpha (NYSE:MAX - Get Free Report) last announced its quarterly earnings results on Wednesday, August 6th. The company reported $0.17 earnings per share for the quarter, topping the consensus estimate of $0.16 by $0.01. MediaAlpha had a negative return on equity of 62.53% and a negative net margin of 0.61%. The company had revenue of $251.62 million for the quarter, compared to the consensus estimate of $248.80 million. During the same period last year, the firm earned $0.07 EPS. The firm's revenue for the quarter was up 41.1% compared to the same quarter last year.

Institutional Investors Weigh In On MediaAlpha

Institutional investors have recently made changes to their positions in the company. Clearline Capital LP lifted its stake in MediaAlpha by 123.4% in the first quarter. Clearline Capital LP now owns 2,654,921 shares of the company's stock valued at $24,531,000 after acquiring an additional 1,466,760 shares during the last quarter. Broad Bay Capital Management LP lifted its stake in shares of MediaAlpha by 23.8% in the first quarter. Broad Bay Capital Management LP now owns 2,747,778 shares of the company's stock worth $25,389,000 after buying an additional 529,093 shares during the last quarter. Nuveen LLC acquired a new stake in shares of MediaAlpha in the first quarter worth $4,675,000. Jacobs Levy Equity Management Inc. lifted its stake in shares of MediaAlpha by 2,683.2% in the fourth quarter. Jacobs Levy Equity Management Inc. now owns 476,342 shares of the company's stock worth $5,378,000 after buying an additional 459,227 shares during the last quarter. Finally, AQR Capital Management LLC lifted its stake in shares of MediaAlpha by 570.7% in the fourth quarter. AQR Capital Management LLC now owns 472,215 shares of the company's stock worth $5,331,000 after buying an additional 401,807 shares during the last quarter. 64.39% of the stock is currently owned by institutional investors and hedge funds.

About MediaAlpha

MediaAlpha, Inc, through its subsidiaries, operates an insurance customer acquisition platform in the United States. It optimizes customer acquisition in various verticals of property and casualty insurance, health insurance, and life insurance. The company was founded in 2014 and is headquartered in Los Angeles, California.