MediaAlpha, Inc. operates an insurance customer acquisition platform in the United States through its subsidiaries. The company's technology platform provides end customer acquisition for insurance carriers, agents, distributors, and other clients across verticals such as property and casualty insurance, health insurance, and life insurance. Founded in 2014, MediaAlpha is headquartered in Los Angeles, California.
QuinStreet Q2 Revenue Jumps 42.7% to $373.9 Million, Beating Estimates
QuinStreet reported second-quarter revenue of $373.9 million, up 42.7% year on year and 4% above analysts' expectations, with next-quarter revenue guidance also exceeding consensus. The digital performance marketing company, which connects financial and home services clients with high-intent consumers, posted the highest guidance raise among the seven advertising and marketing services stocks tracked, and its shares are up 18.5% since reporting, trading at $18.04. Across the group, revenues beat consensus by 1.7% and next-quarter guidance came in line, with share prices up 5.8% on average since the latest results. Ibotta posted the biggest analyst estimate beat of the group, with revenue of $88.91 million, up 3.3% year on year and 4.7% above expectations, sending its stock up 62.6% to $39.97. Taboola delivered the weakest performance, with revenue of $476.8 million, up 2.4% year on year but 4.5% below expectations and guidance missing significantly, leaving its shares down 29.1% at $3.75. Clear Channel Outdoor reported revenue of $438 million, up 8.7% and 3.4% above estimates, while MediaAlpha posted revenue of $316.9 million, up 25.9% and 4.2% above expectations despite a significant EPS miss.
QNST · Capital · Positive QuinStreet's Q2 revenue jumped 42.7% to $373.9 million, beating estimates, with next-quarter guidance also above consensus.
TBLA · Capital · Negative Taboola delivered the weakest performance, with revenue 4.5% below expectations and guidance missing significantly, leaving shares down 29.1%.
IBTA · Capital · Positive Ibotta posted the biggest analyst estimate beat of the group, with revenue up 3.3% YoY and 4.7% above expectations, sending its stock up 62.6%.
MAX · Capital · Neutral MediaAlpha beat revenue expectations by 4.2% but posted a significant EPS miss, a mixed financial result.
CCO · Capital · Positive Clear Channel Outdoor reported revenue of $438 million, up 8.7% and 3.4% above estimates.
MediaAlpha, Inc. announced that Pat Thompson will step down as Chief Financial Officer effective October 1, 2026, with Tigran Sinanyan, the company's Senior Vice President of Finance and former CFO, succeeding him. Sinanyan, who served as CFO from 2015 to 2021 and rejoined in July 2025, will lead the finance team through the transition. Thompson will remain as a consultant through February 2027 to ensure a smooth handoff. Additionally, MediaAlpha updated its third quarter 2026 guidance, now expecting revenue, contribution, and adjusted EBITDA to be at or above the top end of previously disclosed ranges.
MAX · Capital · Positive MediaAlpha guided Q3 2026 revenue, contribution, and adjusted EBITDA to at or above the top end of prior ranges, alongside the CFO transition.
MediaAlpha Reports Record Second Quarter Revenue of $316.9 Million
MediaAlpha announced record second quarter revenue of $316.9 million, a 26% increase year over year. Net income was $41.8 million, compared with a net loss of $22.5 million in the same period last year, and adjusted EBITDA rose to $29.3 million from $24.5 million. The company repurchased approximately 2.2 million shares for $20 million during the quarter, bringing cumulative repurchases under its $100 million program to 5.4 million shares. For the third quarter, MediaAlpha expects revenue between $330 million and $355 million and adjusted EBITDA between $32 million and $35 million. Full-year free cash flow is projected at $90 million to $100 million, with the vast majority of the remaining $45 million under the share repurchase program expected to be completed by year-end.
MediaAlpha to report second quarter 2026 financial results on July 29
MediaAlpha announced it will release its second quarter 2026 financial results on Wednesday, July 29, 2026, after market close. The company will host a Q&A conference call at 2:00 p.m. Pacific Time that same day. A live webcast will be available on MediaAlpha's Investor Relations website, and participants can also dial in toll-free at (800) 715-9871 or (646) 307-1963 with conference ID 9381846.
MediaAlpha Touted as Russell 2000 Breakout Pick, While America's Car-Mart and Amex GBT Are Flagged to Avoid
StockStory highlights MediaAlpha as a Russell 2000 stock to watch this week, citing its 69.6% annual revenue growth over two years and 410% annual earnings per share increase. The insurance customer-acquisition platform, with a market cap of $505.5 million, is seen continuing its strong trajectory based on sales outlook. In contrast, the firm advises steering clear of America's Car-Mart, whose earnings per share fell 31.2% annually due to share issuance, and American Express Global Business Travel, which faces declining operating margins and a gross margin of 59%.
MediaAlpha shares trade at $12.19 with mixed fundamentals
MediaAlpha shares currently trade at $12.19, down 4.6% over the past six months while the S&P 500 gained 6.8%. The company operates a technology platform connecting insurance carriers with consumers and has grown revenue at a 12.7% compound annual rate over five years. Earnings per share surged at a compound annual rate exceeding 69.6% revenue growth over the last two years, reflecting improved profitability. However, free cash flow margin declined by 3.9 percentage points over five years to 3.5% on a trailing 12-month basis. The stock trades at 8.3 times forward earnings.
Bleichmar Fonti & Auld Investigates MediaAlpha Board Over FTC Settlement
Bleichmar Fonti & Auld LLP is investigating MediaAlpha's board and senior management for potential fiduciary duty breaches tied to a $45 million FTC settlement over alleged misleading claims and deceptive advertising. The FTC had prepared a complaint in October 2024 accusing MediaAlpha of violating the FTC Act, the Telemarketing Sales Rule, and the Government and Business Impersonation Rule by misrepresenting government affiliations and making misleading health insurance and data-use claims. MediaAlpha settled in July 2025, agreeing to pay $45 million and implement governance reforms, with the FTC issuing final approval in August 2025. The investigation also examines whether insiders sold large amounts of stock while the complaint was pending, potentially exploiting non-public information before full disclosure to shareholders.
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