
MediaAlpha (MAX) Stock Forecast & Price Target
MediaAlpha (MAX) Analyst Ratings
Bulls say
MediaAlpha Inc. has demonstrated strong growth potential, as evidenced by its Property & Casualty (P&C) television segment growing 639% year-over-year, significantly surpassing expectations. The company reported fourth-quarter total volume (TV) of $499.2 million, which reflects a robust 200% year-over-year increase and exceeded management's guidance, highlighting the effectiveness of its platform in facilitating customer acquisitions. With an expanding addressable market driven by improved profitability among auto insurance carriers and a shift towards more efficient customer acquisition strategies, MediaAlpha's position within the insurance ecosystem appears increasingly favorable.
Bears say
MediaAlpha Inc. has issued a 1Q25 guidance that falls significantly short of market expectations, with revenues projected to be 16% below consensus and adjusted EBITDA expected to be 15% lower, primarily due to moderating pricing in property and casualty insurance. Additionally, the company faces potential challenges stemming from an unfavorable outcome regarding the FTC settlement, which could result in a contraction of multiples to approximately 7x. Furthermore, the overall annual revenue estimate has been revised down to $1,096 million from a previous projection of $1,137 million, reflecting concerns about decreased transaction value and softening market conditions in key segments.
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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