KBW cuts MediaAlpha target to USD 14 for MediaAlpha stock

Published on 10/14/2026 at 02:31 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue rose 25.94 percent to USD 316.88 million in the second quarter. For MediaAlpha stock, adjusted EBITDA rose 19.00 percent to USD 29.30 million.

Target cut and operating growth

KBW lowered its MediaAlpha target from USD 17.00 to USD 14.00 on October 12, 2026.
Second-quarter revenue rose 25.94 percent to USD 316.88 million.
MediaAlpha's market capitalization was USD 554.7 million on October 13, 2026.

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KBW lowered its MediaAlpha price target from USD 17.00 to USD 14.00 on October 12, 2026, according to Markets Insider. The analyst kept an Outperform rating, leaving the revised target above the latest reported NYSE price of USD 10.47 on October 13, 2026.

Three dated developments shape MAX

On July 29, 2026, MediaAlpha reported second-quarter revenue of USD 316.88 million, up 25.94 percent from USD 251.62 million a year earlier. Adjusted EBITDA reached USD 29.30 million, an increase of 19.00 percent, according to Markets Insider.

On September 3, 2026, MediaAlpha said third-quarter revenue, contribution and adjusted EBITDA should reach or exceed the top end of its earlier guidance ranges. The company also said Chief Financial Officer Pat Thompson would step down effective October 1, 2026, with his final day scheduled for October 30, 2026, according to Simplify.

What does the target cut change?

The revised USD 14.00 target is USD 3.00 below KBW's earlier USD 17.00 objective. Markets Insider reported an average analyst target of USD 15.67, while KBW's new view remains above that latest market quotation in US dollars.

Reporting date follows in November

MediaAlpha is scheduled to release its next earnings report on November 4, 2026, according to Investing.com. The date gives the revised analyst view a clear test: third-quarter revenue guidance spans USD 330.00 million to USD 355.00 million, while adjusted EBITDA guidance spans USD 32.00 million to USD 35.00 million.

Market value and trading context

MediaAlpha had a market capitalization of USD 554.7 million on October 13, 2026. Its 52-week range was USD 7.09 to USD 14.70, placing the latest reported USD 10.47 price between those levels.

Market context: Market report S&P 500.