MediaAlpha Cuts 2026 Revenue Forecast to $1.21B; Q4 Revenue Expected $297.7M
MediaAlpha is expected to report Q4 2025 revenue of $297.72m and earnings of $0.23 per share on Feb 23, 2026. Analysts have trimmed 2026 revenue forecasts from $1.22bn to $1.21bn and cut EPS estimates to $0.96 after Q3 2025 revenue beat of 7.89% and EPS beat of 34.72%.
1. Q4 2025 Earnings Preview
MediaAlpha will release Q4 2025 results on Feb 23, 2026 with consensus revenue of $297.72 million and EPS of $0.23 per share. Full-year 2025 revenue estimates stand at $1.12 billion with expected earnings of $0.12 per share.
2. 2026 Estimate Revisions
Analysts have lowered 2026 revenue forecasts from $1.22 billion to $1.21 billion and cut EPS estimates from $0.98 to $0.96 per share over the past 90 days, while 2025 estimates remain unchanged.
3. Q3 2025 Results and Price Targets
In Q3 2025, MediaAlpha reported revenue of $306.51 million, beating estimates by 7.89%, and EPS of $0.26, beating by 34.72%, which drove a 9.98% stock jump in one day. Twelve-month analyst price targets average $15.93 for a 107.7% upside, with an estimated valuation of $20.71 implying 170% upside, and a consensus Outperform rating at 2.1 on a 1-5 scale.