FY2026 EPS Estimates for MediaAlpha Decreased by Analyst

MediaAlpha, Inc. (NYSE:MAX) – William Blair dropped their FY2026 EPS estimates for MediaAlpha in a report released on Thursday, May 1st. William Blair analyst A. Klauber now anticipates that the company will post earnings per share of $0.52 for the year, down from their prior forecast of $0.53. The consensus estimate for MediaAlpha’s current full-year earnings is $0.48 per share.

Other equities analysts have also issued reports about the company. The Goldman Sachs Group decreased their price objective on MediaAlpha from $14.00 to $12.50 and set a “buy” rating for the company in a research report on Monday, April 14th. BMO Capital Markets decreased their price objective on MediaAlpha from $27.00 to $23.00 and set an “outperform” rating for the company in a report on Thursday, April 3rd. JPMorgan Chase & Co. raised their target price on shares of MediaAlpha from $10.00 to $12.00 and gave the stock an “overweight” rating in a research note on Thursday, May 1st. Canaccord Genuity Group dropped their price objective on shares of MediaAlpha from $30.00 to $26.00 and set a “buy” rating for the company in a research note on Monday, February 24th. Finally, Royal Bank of Canada reaffirmed an “outperform” rating and issued a $20.00 price objective on shares of MediaAlpha in a report on Tuesday, February 25th. One analyst has rated the stock with a hold rating and six have assigned a buy rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $17.50.

MediaAlpha Trading Up 1.5 %

NYSE MAX opened at $9.95 on Monday. MediaAlpha has a 12 month low of $7.33 and a 12 month high of $22.41. The stock has a 50-day simple moving average of $8.76 and a 200 day simple moving average of $11.17. The company has a market capitalization of $666.95 million, a PE ratio of 58.53 and a beta of 1.12.

MediaAlpha (NYSE:MAX) last issued its earnings results on Wednesday, April 30th. The company reported $0.15 EPS for the quarter, missing the consensus estimate of $0.17 by ($0.02). MediaAlpha had a net margin of 1.41% and a negative return on equity of 11.98%. The business had revenue of $264.31 million for the quarter, compared to the consensus estimate of $236.07 million. During the same quarter in the previous year, the firm posted ($0.02) EPS. The business’s revenue was up 108.7% on a year-over-year basis.

Institutional Investors Weigh In On MediaAlpha

A number of hedge funds and other institutional investors have recently bought and sold shares of MAX. TimesSquare Capital Management LLC grew its holdings in shares of MediaAlpha by 77.7% during the fourth quarter. TimesSquare Capital Management LLC now owns 1,628,815 shares of the company’s stock worth $18,389,000 after purchasing an additional 712,410 shares during the last quarter. Jacobs Levy Equity Management Inc. raised its stake in shares of MediaAlpha by 2,683.2% during the fourth quarter. Jacobs Levy Equity Management Inc. now owns 476,342 shares of the company’s stock valued at $5,378,000 after acquiring an additional 459,227 shares during the last quarter. AQR Capital Management LLC lifted its holdings in MediaAlpha by 570.7% during the 4th 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 period. CenterBook Partners LP increased its stake in shares of MediaAlpha by 485.7% in the fourth quarter. CenterBook Partners LP now owns 471,864 shares of the company’s stock valued at $5,327,000 after buying an additional 391,298 shares during the period. Finally, Millennium Management LLC raised its position in shares of MediaAlpha by 91.0% during the fourth quarter. Millennium Management LLC now owns 781,349 shares of the company’s stock worth $8,821,000 after acquiring an additional 372,305 shares during the last quarter. Institutional investors own 64.39% of the company’s stock.

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.