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.
Real Brokerage NASDAQ: REAX Founder and CEO Tamir Poleg said the company had grown to more than 36,000 agents across the U.S. and Canada, positioning its technology-driven brokerage model for further expansion as it pursues its acquisition of RE/MAX Holdings.
MediaAlpha, Inc. (MAX) Q2 2026 Earnings Call Transcript
MediaAlpha NYSE: MAX reported record second-quarter 2026 results, with revenue, contribution and adjusted EBITDA rising from a year earlier as participation broadened among property and casualty insurance carriers using its marketplace.
MediaAlpha, Inc. (MAX) came out with quarterly earnings of $0.65 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.17 per share a year ago.
Two recent incidents regarding a Boeing 737 MAX aircraft have put Boeing Co. NYSE: BA stock back in the spotlight, and not in a good way. Both incidents occurred on Southwest Airlines NYSE: LUV jets.
MediaAlpha is now a focused P&C insurance customer acquisition marketplace, with 93% of revenue from this segment and minimal health insurance exposure. Q1 results exceeded guidance, with revenue of $310M and adjusted EBITDA of $31.4M, driven by broadening carrier participation and strong core P&C growth. Management guides for $90M–$100M of 2026 free cash flow and continues aggressive buybacks, supporting a double-digit FCF yield at current valuation.
Investors need to pay close attention to MAX stock based on the movements in the options market lately.
Investors need to pay close attention to MAX stock based on the movements in the options market lately.
MediaAlpha, Inc. (MAX) Q1 2026 Earnings Call Transcript