From a technical perspective, MediaAlpha, Inc. (MAX) is looking like an interesting pick, as it just reached a key level of support. MAX recently overtook the 50-day moving average, and this suggests a short-term bullish trend.
MediaAlpha is rated Buy, with a $12-13 price target, reflecting strong growth and attractive valuation. Q2 revenue grew 26%, Q3 guidance was raised, and MAX targets $90-100M FCF in 2026. Risks include CFO turnover, insider selling, and insurance cycle volatility, but 6.1x 2026E EBITDA offers a compelling risk/reward.
MediaAlpha (MAX) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 142 | $1,838.9 | $1,510.88 | -$328.02 | -17.84% |
| MJH Michaela J. Hildreth WHITE MOUNTAINS INSURANCE GROUP Ltd. | 17.86M | $527.49M | $204.73M | -$322.76M | -61.19% |
| ASP Alan S. Parsow Elkhorn Partners Limited Partnership | 4,500 | $41,850 | $50,760 | $8,910 | 21.29% |
| KM Kristin Mariani Janus Henderson Group PLC | 265,906 | $2.91M | $3.06M | $146,102.77 | 5.02% |
| CD Charlie Durham Sterling Capital Management LLC | 105 | $1,359.68 | $1,117.2 | -$242.48 | -17.83% |
| IT Services Industry | Information Technology Sector | Steven Yi CEO | NYSE Exchange | 58450V104 CUSIP |
| US Country | 147 Employees | - Last Dividend | - Last Split | 28 Oct 2020 IPO Date |
MediaAlpha, Inc., founded in 2014 and headquartered in Los Angeles, California, operates within the United States through its subsidiaries to offer a cutting-edge platform for customer acquisition in the insurance sector. The company specializes in optimizing the customer acquisition process for various insurance verticals including property and casualty insurance, health insurance, and life insurance. Its innovative approach has made it a notable entity in the insurance industry, helping connect insurance providers with potential customers efficiently and effectively.
MediaAlpha has developed targeted solutions for companies in the property and casualty insurance sector. This service focuses on streamlining the acquisition of customers looking for insurance products related to property and casualty, improving conversion rates and reducing acquisition costs through its platform.
The company offers specialized platforms for health insurance providers, optimizing the process of connecting these providers with individuals seeking health insurance. Through advanced data analytics and targeted marketing, MediaAlpha enhances the efficiency of customer outreach and acquisition in the health insurance space.
For life insurance, MediaAlpha provides a solution aimed at facilitating the acquisition of new customers by leveraging its technology and insights into consumer behavior. This service enhances the visibility of life insurance products to potential customers, optimizing conversion rates and streamlining the acquisition process.