MediaAlphaMAX
About: MediaAlpha Inc provides a platform that facilitates insurance carriers and distributors target and acquire customers. The company's technology platform brings insurance carriers and consumers together through a real-time, transparent, and results-driven ecosystem. It acts as a customer acquisition channel in the areas of property & casualty insurance, health insurance, and life insurance. It operates in the United States and generates revenue by earning a fee for each consumer referral sold on its platform.
Employees: 144
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
293% more call options, than puts
Call options by funds: $2.77M | Put options by funds: $704K
46% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 46
43% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 23
7% more funds holding
Funds holding: 150 [Q3] → 160 (+10) [Q4]
2.15% less ownership
Funds ownership: 89.24% [Q3] → 87.09% (-2.15%) [Q4]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q3] → 2 (-1) [Q4]
39% less capital invested
Capital invested by funds: $885M [Q3] → $542M (-$343M) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Goldman Sachs Eric Sheridan 41% 1-year accuracy 24 / 58 met price target | 61%upside $12.50 | Buy Maintained | 14 Apr 2025 |
BMO Capital Michael Zaremski 83% 1-year accuracy 20 / 24 met price target | 196%upside $23 | Outperform Maintained | 3 Apr 2025 |
JP Morgan Cory Carpenter 35% 1-year accuracy 8 / 23 met price target | 67%upside $13 | Overweight Maintained | 25 Feb 2025 |
RBC Capital Ben Hendrix 35% 1-year accuracy 23 / 66 met price target | 157%upside $20 | Outperform Reiterated | 25 Feb 2025 |
Keefe, Bruyette & Woods Tommy McJoynt 30% 1-year accuracy 3 / 10 met price target | 145%upside $19 | Outperform Maintained | 25 Feb 2025 |
Financial journalist opinion
Based on 5 articles about MAX published over the past 30 days









