US · Communication Services · Internet Content & Information
EPS came in at 0.46 against a street estimate of 0.33 — a beat of 39.4%.
Analysts rate MediaAlpha Inc. a buy (5 buy, 3 hold, 0 sell out of 8) with an average price target of $15.71.
CONFIDENT MediaAlpha delivered record results, with broadening carrier demand, strong home growth, operating leverage, and continued aggressive capital returns. Management expects durable double-digit growth, though AI-driven shopping remains an evolving risk. Q3 FY26 Management discussed U.S. insurance markets, particularly Florida, California and Texas; no international regional performance was discussed. Analysts focused on long-term growth, AI-agent disintermediation, agent-market opportunity, shopping trends, margins and capital allocation. Management emphasized carrier-controlled quoting, broadening carrier budgets, marketplace scale and continued buybacks. 2026-10-28…
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| Fund | Stake |
|---|---|
| White Mountains Insurance Group Ltd. | 33.71% |
| BlackRock Inc | 6.40% |
| Clearline Capital LP | 5.12% |
| JPMorgan Chase & Co | 3.55% |
| Vanguard Capital Management, LLC | 2.41% |
| Geode Capital Management, LLC | 2.02% |
| Divisadero Street Capital Management, LP | 1.93% |
| Jacobs Levy Equity Management, Inc. | 1.83% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $375,946, up from $306,514 in the third quarter of 2025. • Nine-month 2026 revenue was $1,002,825, | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $375.9 million, up 22.7% year over year and a company record. • Gross profit was $55.3 million, up | 2026-10-28 |
| Material agreement · Q3 2026 HEADLINE NUMBERS • MediaAlpha purchased Parallaxes Mars, LLC, Parallaxes Mars II, LLC, and Parallaxes Mars III, LLC’s interest in its Tax Receivables | 2026-09-09 |
| Board / officer change · Q3 2026 HEADLINE NUMBERS • MediaAlpha expects third-quarter 2026 Revenue, Contribution, and Adjusted EBITDA to be at or above the top end of its previously d | 2026-09-03 |
| Quarterly report · Q2 2026 HEADLINE NUMBERS • Q2 2026 revenue was $316.875 million, up from $251.622 million in Q2 2025, a 25.9% increase. • Six-month revenue was $626.879 mil | 2026-07-29 |
| Results announced · Q3 2026 HEADLINE NUMBERS • Q2 2026 revenue reached a record $316.9 million, up 26% year over year from $251.6 million. • Net income was $41.8 million, compa | 2026-07-29 |
| Material agreement · Q2 2026 HEADLINE NUMBERS • MediaAlpha paid $31.0 million in cash to purchase Insignia’s interest in its Tax Receivables Agreement (TRA). • The purchase pric | 2026-06-29 |
| Quarterly report · Q1 2026 HEADLINE NUMBERS • Q1 2026 revenue was $310.004 million, up from $264.309 million in Q1 2025, an increase of approximately 17%. • Income from operat | 2026-04-29 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.