
MediaAlpha (MAX) Stock Forecast & Price Target
MediaAlpha (MAX) Analyst Ratings
Bulls say
MediaAlpha Inc. has demonstrated significant growth, particularly in the Property & Casualty (P&C) television segment, which grew 639% year-over-year, surpassing expectations and driven by heightened shopping activity and the auto industry's renewed growth focus. In its fourth quarter, the company recorded a substantial increase in total volume, achieving $499.2 million, which exceeded management's guidance and reflects an expanding addressable market from increased auto insurance premiums. Furthermore, the company's platform enhances efficiency for insurance carriers by providing valuable monetization opportunities for leads, indicating a sustained improvement in customer acquisition spend and overall market competitiveness.
Bears say
MediaAlpha's 1Q25 revenue guidance fell 16% short of consensus expectations, primarily due to softening pricing in the property and casualty insurance sector, with earnings before interest, taxes, depreciation, and amortization (AEBITDA) also coming in 15% lower than anticipated. The company's future performance hinges on an uncertain outcome of its FTC settlement, which, if adverse, could lead to significant multiple contraction. Additionally, the projected decline in segment transaction values and potential risks from decreased customer acquisition spending and increasing competition in digital advertising further contribute to a negative outlook for MediaAlpha's financial health.
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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