
MediaAlpha (MAX) Stock Forecast & Price Target
MediaAlpha (MAX) Analyst Ratings
Bulls say
MediaAlpha Inc has demonstrated robust growth, with its P&C TV segment achieving a remarkable 639% year-over-year increase, surpassing the anticipated 625%. The company reported fourth-quarter revenues of $499.2 million, exceeding both management's guidance and previous estimates, indicating strong demand from auto insurance carriers and distributors. Furthermore, the improving profitability outlook for auto insurance carriers is expected to sustain and enhance customer acquisition spending, positioning MediaAlpha favorably within a growing addressable market.
Bears say
MediaAlpha's 1Q25 guidance indicates a revenue forecast that is significantly lower than consensus estimates, with projections sitting 16% below expectations, attributed to a slowdown in property and casualty pricing that has not been compensated by volume growth. Furthermore, the anticipated outcome of the FTC settlement presents a risk of multiple contraction, potentially bringing valuation down to approximately 7x. Additionally, the company is revising its FY25 revenue estimate downward to $1,096 million from a prior $1,137 million, reflecting broader concerns about customer acquisition spending and intensified competition in the digital advertising sector.
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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