MediaAlpha (MAX) Q4 Earnings Report Preview: What To Look For
MediaAlpha (MAX) is set to report its Q4 earnings on Monday after market close. Last quarter, it exceeded revenue expectations with $306.5 million, an 18.3% year-on-year increase. This quarter, analysts expect flat revenue growth year-on-year, a significant slowdown from last year's 157% increase. MediaAlpha's stock has declined 27.5% recently, with an average analyst price target of $15.93, compared to its current price of $7.85. The media & entertainment sector has generally underperformed, with average share prices down 6.2% over the last month.
Insurance customer acquisition platform MediaAlpha will be reporting earnings this Monday after market close. Here’s what investors should know.
MediaAlpha beat analysts’ revenue expectations last quarter, reporting revenues of $306.5 million, up 18.3% year on year. It was a strong quarter for the company, with an impressive beat of analysts’ revenue estimates and a beat of analysts’ EPS estimates.
Is MediaAlpha a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting MediaAlpha’s revenue to be flat year on year, slowing from the 157% increase it recorded in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. MediaAlpha rarely misses Wall Street’s revenue estimates.
Looking at MediaAlpha’s peers in the media & entertainment segment, some have already reported their Q4 results, giving us a hint as to what we can expect. QuinStreet delivered year-on-year revenue growth of 1.9%, beating analysts’ expectations by 4.2%, and Omnicom Group reported revenues up 27.9%, topping estimates by 22.8%. QuinStreet traded up 10.7% following the results while Omnicom Group was also up 15.4%.
Read our full analysis of QuinStreet’s results here and Omnicom Group’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the media & entertainment stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 6.2% on average over the last month. MediaAlpha is down 27.5% during the same time and is heading into earnings with an average analyst price target of $15.93 (compared to the current share price of $7.85).
