MediaAlpha, Inc. (NYSE:MAX) Receives $17.25 Consensus Price Target from Analysts

Shares of MediaAlpha, Inc. (NYSE:MAX) have been given an average rating of “Moderate Buy” by the eight brokerages that are presently covering the stock, MarketBeat Ratings reports. One analyst has rated the stock with a sell recommendation, two have issued a hold recommendation and five have assigned a buy recommendation to the company. The average twelve-month price objective among brokers that have issued ratings on the stock in the last year is $17.25.

A number of equities research analysts have recently weighed in on the company. The Goldman Sachs Group set a $13.50 target price on MediaAlpha in a report on Friday, October 31st. Canaccord Genuity Group reiterated a “buy” rating and issued a $15.00 price objective on shares of MediaAlpha in a research note on Thursday, October 30th. Weiss Ratings restated a “sell (d)” rating on shares of MediaAlpha in a research report on Monday, December 29th. Keefe, Bruyette & Woods lifted their price target on shares of MediaAlpha from $18.00 to $19.00 and gave the company an “outperform” rating in a research report on Thursday, October 30th. Finally, Zacks Research downgraded MediaAlpha from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, December 31st.

MediaAlpha Stock Down 1.8%

Shares of MAX stock opened at $11.63 on Thursday. MediaAlpha has a 12-month low of $7.33 and a 12-month high of $13.92. The company has a market capitalization of $758.12 million, a PE ratio of -387.64 and a beta of 1.21. The firm has a 50 day moving average price of $12.70 and a two-hundred day moving average price of $11.61.

MediaAlpha (NYSE:MAX) last announced its earnings results on Wednesday, October 29th. The company reported $0.26 earnings per share for the quarter, topping analysts’ consensus estimates of $0.21 by $0.05. The company had revenue of $306.51 million for the quarter, compared to analyst estimates of $283.30 million. MediaAlpha had a negative return on equity of 71.02% and a negative net margin of 0.10%.The firm’s quarterly revenue was up 18.3% compared to the same quarter last year. During the same quarter last year, the company earned $0.17 earnings per share. As a group, research analysts expect that MediaAlpha will post 0.48 EPS for the current year.

Insider Transactions at MediaAlpha

In other news, Director Eugene Nonko sold 5,400 shares of the company’s stock in a transaction that occurred on Wednesday, January 7th. The shares were sold at an average price of $11.67, for a total transaction of $63,018.00. Following the completion of the sale, the director owned 998,248 shares of the company’s stock, valued at approximately $11,649,554.16. This represents a 0.54% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Steven Yi sold 8,000 shares of the stock in a transaction that occurred on Wednesday, January 7th. The stock was sold at an average price of $11.66, for a total transaction of $93,280.00. Following the sale, the insider owned 2,807,330 shares in the company, valued at $32,733,467.80. This represents a 0.28% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 354,600 shares of company stock valued at $4,482,102. 13.44% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On MediaAlpha

Large investors have recently modified their holdings of the business. Clearline Capital LP raised its holdings in shares of MediaAlpha by 123.4% during the 1st quarter. Clearline Capital LP now owns 2,654,921 shares of the company’s stock worth $24,531,000 after buying an additional 1,466,760 shares in the last quarter. Millennium Management LLC grew its position in MediaAlpha by 680.9% in the third quarter. Millennium Management LLC now owns 1,429,556 shares of the company’s stock valued at $16,268,000 after acquiring an additional 1,246,493 shares during the last quarter. JPMorgan Chase & Co. raised its stake in MediaAlpha by 95.2% during the third quarter. JPMorgan Chase & Co. now owns 1,058,441 shares of the company’s stock worth $12,045,000 after acquiring an additional 516,195 shares in the last quarter. Shay Capital LLC raised its stake in MediaAlpha by 17.9% during the third quarter. Shay Capital LLC now owns 790,100 shares of the company’s stock worth $8,991,000 after acquiring an additional 120,100 shares in the last quarter. Finally, Geode Capital Management LLC lifted its holdings in shares of MediaAlpha by 5.1% in the second quarter. Geode Capital Management LLC now owns 764,702 shares of the company’s stock worth $8,375,000 after acquiring an additional 36,949 shares during the last quarter. Institutional investors and hedge funds own 64.39% of the company’s stock.

Trending Headlines about MediaAlpha

Here are the key news stories impacting MediaAlpha this week:

• Neutral Sentiment: MSN ran a feature that included MediaAlpha among advertising & marketing services names to watch (Q3-focused coverage). This is generally constructive for sentiment but carries no new financial data. Spotting winners: MediaAlpha (NYSE:MAX)
• Negative Sentiment: Insider Steven Yi sold 16,000 shares across Jan. 5 and Jan. 7 at average prices around $11.98 and $11.66 (total proceeds ≈ $189,120). Filings show he still holds >2.8M shares, so the sales are modest relative to his stake. Steven Yi Form 4
• Negative Sentiment: Director Eugene Nonko sold a total of 24,200 shares across Jan. 5 and Jan. 7 at average prices near $11.99–$11.66 (proceeds ≈ $286,152). Filings show he continues to hold large positions, so these appear to be partial, routine sales. Eugene Nonko Form 4

About MediaAlpha

MediaAlpha, Inc is a technology company that operates a real-time digital marketplace for the distribution of insurance and adjacent services. The company’s platform connects buyers—consumers seeking insurance policies—to sellers, including insurance carriers and distribution partners, through programmatic bidding and data-driven pricing. By leveraging transaction-level data and proprietary auction mechanics, MediaAlpha enables carriers to acquire customers more efficiently and at scale.

The firm offers a suite of products that help clients optimize marketing spend and improve conversion rates.