AlphAIAlphAI — Financial news for AI agents
SEC EDGAR 8-KJUL 294 min read$MAX

MEDIAALPHA ANNOUNCES SECOND QUARTER 2026 FINANCIAL RESULTS

MediaAlpha, Inc. (MAX) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 MEDIAALPHA ANNOUNCES SECOND QUARTER 2026 FINANCIAL RESULTS Second Quarter Revenue Growth of 26%; Record Revenue of $316.9 million Second Quarter Net Income of $41.8 million; Adjusted EBITDA (1) of $29.3 million Repurchased over $41 million of stock during the First H

Original reporting
SEC EDGAR 8-K
Published Jul 29, 2026, 8:07 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Jul 29, 2026, 8:10 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
AlphAI market briefEarnings
Primary signal
$MAX
Bullish
high confidence
Mentioned
$MAX
Relevance
7/10
AlphAI data visualization · based on SEC EDGAR 8-K
Decision brief

The 30-second read

$MAXBullishHigh
01

Why it matters

Traders can update valuation and positioning based on the new Q2 print, the Q3 revenue and adjusted EBITDA ranges, and the company’s stated full-year free cash flow and remaining buyback plan.

02

Market read

Fresh earnings and guidance ranges plus buyback activity create a direct catalyst for MAX’s near-term trading and expectations into the Q&A call.

03

What to watch

The guidance includes an approximately $1M YoY decline in Contribution from under-65 Health; traders may focus on whether that segment weakness persists and offsets gains elsewhere.

Relevance 7/10Novelty 9/10Timing: after-hours/filing today, ahead of the Q&A call at 2:00 p.m. Pacific (5:00 p.m. Eastern)

Background

This is an SEC 8-K (Item 2.02) with MediaAlpha’s Q2 2026 results and forward guidance for Q3 2026 and the full year, plus details on share repurchases.

Company-level read

Ticker impact

$MAXBullishHigh confidence
Context

MediaAlpha reported Q2 2026 revenue of $316.9M (+26% YoY), net income $41.8M, and guided Q3 revenue $330M-$355M with EBITDA $32M-$35M.

Expected impact

Likely positive bias for MAX as the guidance range implies continued growth and rising adjusted EBITDA, with buyback support.

Evidence & confidence

The article discloses multiple new, decision-relevant datapoints: Q2 financial results, Q3 guidance ranges (revenue, contribution, adjusted EBITDA), and full-year free cash flow and remaining repurchase expectations.

Market effects

Sector

Signals strength in digital advertising spend migration within insurance lead-gen/marketplaces, potentially supportive for ad-tech and insurtech demand read-through.

Regional

No specific regional macro linkage beyond company operations; impact is primarily company-specific.

Global

Limited direct global spillover; relevant mainly to US-listed ad-tech/insurance marketing platforms.

Counterpoint

What could challenge this read

Gross margin and contribution margin both declined YoY (gross margin 14.3% vs 15.0%, contribution 14.9% vs 15.8%), which could temper enthusiasm despite revenue growth.

Key entities

  • company
    MediaAlpha, Inc.

    NYSE-listed digital advertising marketplace focused on insurance verticals; reported Q2 results and issued Q3/full-year guidance in the 8-K.

Read at source← All news

Related articles

SEP 1
$SBGIMed

Q2 Earnings Outperformers: Sinclair (NASDAQ:SBGI) And The Rest Of The Media & Entertainment Stocks

Sinclair (SBGI) stock rose 30.9% to $51.46 after Q2 earnings. Getty Images (GETY) reported $229.1M revenue, down 2.5% YoY, missing estimates; stock fell 44.4% to $0.25. MediaAlpha (MAX) reported $316.9M revenue, up 25.9% YoY, beating expectations; stock down 8.5% to $12.63. Taboola (TBLA) reported $476.8M revenue, up 2.4% YoY, missing estimates; stock down 28.6% to $3.78.

finance.yahoo.com3 min
OCT 23
$WCNMedAI 8/10

WCN Q3 deep dive: margin expansion and sustainability initiatives drive optimism for 2027

Waste Connections (WCN) reported Q3 revenue of $2.64B, beating estimates by 1.2%, and adjusted EPS of $1.58, beating by 3.9%. The company raised its full-year revenue guidance to $10.09B. Operating margin expanded to 20.5% from 17.9% YoY. Management highlighted margin expansion from pricing discipline, landfill volume recovery, and sustainability investments, including RNG facilities. The board approved a 10% dividend increase and $1B in share repurchases.

finance.yahoo.com2 min
OCT 23
$BEMedAI 8/10

Another AI power stock plunges 11% despite earnings beat

Bloom Energy (BE) shares fell 11% on Oct. 23 despite beating Q3 earnings estimates and raising its 2026 outlook. The company reported adjusted earnings of $0.94 per share and revenue of $1.24 billion, both above expectations. However, negative free cash flow and broader market sentiment weighed on the stock. Analysts remain divided on price targets, with JPMorgan lowering its target to $292 and Morgan Stanley raising it to $335.

finance.yahoo.com2 min
OCT 23
$CACIHighAI 9/10

CACI Q3 deep dive: margins rise on technology mix, modest revenue miss offsets robust contract wins

CACI reported Q3 revenue of $2.47B, missing estimates by 1.4%, but beat EPS and EBITDA expectations. The company raised full-year revenue and EPS guidance. Margins improved due to higher-margin technology contracts, and backlog remained steady at $34B. Growth was driven by defense and space contracts, with new manufacturing centers supporting future production.

finance.yahoo.com3 min
OCT 23
$MEDPMedAI 8/10

MEDP Q3 deep dive: bookings strength drives growth, margin expansion continues

MEDP reported Q3 revenue of $716M, beating estimates, with EPS of $4.84 and adjusted EBITDA of $172.1M. The company reconfirmed full-year revenue guidance of $2.85B and raised EPS guidance to $18.15. Growth was driven by strong bookings in oncology research and margin expansion from a favorable project mix. Management highlighted stable competition, low turnover, and sustained bookings momentum, but noted project cancellations as a watchpoint.

finance.yahoo.com2 min