
MediaAlpha (MAX) Stock Forecast & Price Target
MediaAlpha (MAX) Analyst Ratings
Bulls say
MediaAlpha Inc. has demonstrated significant growth potential, evidenced by a remarkable 639% year-over-year increase in property and casualty (P&C) television revenue, surpassing expectations. In the fourth quarter of 2024, the company achieved a 200% year-over-year growth in total value, reaching $499.2 million, which exceeded both management guidance and analyst estimates. The anticipated recovery in customer acquisition spending, driven by improved profitability among auto insurance carriers and the expanded addressable market from increased premiums, further strengthens MediaAlpha's position in a competitive marketplace.
Bears say
MediaAlpha Inc. is experiencing a negative outlook due to its first quarter 2025 guidance, which indicated revenues that were 16% lower than consensus estimates and adjusted EBITDA 15% below expectations, attributed to moderating pricing in the property and casualty insurance sector. The company's anticipated adverse outcome from its FTC settlement could result in a significant contraction of its valuation multiple to around 7x, further compounding financial concerns. Additionally, a slowdown in customer acquisition spending and intensifying competition in digital advertising pose additional risks to revenue and earnings projections, leading to a reduction in the full-year 2025 revenue estimate.
This aggregate rating is based on analysts' research of MediaAlpha and is not a guaranteed prediction by Public.com or investment advice.
MediaAlpha (MAX) Analyst Forecast & Price Prediction
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