MediaAlpha, Inc. — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
MediaAlpha reported Q3 2026 all-time record revenue of $375.9M (+22.7% YoY), net income of $29.4M (+66.4% YoY), and Adjusted EBITDA of $39.5M (+35.8% YoY). The company repurchased $12M of its Tax Receivable Agreement liability (book value $23M, 48% discount) and $9M of stock (0.8M shares). Guidance for Q4 2026: revenue $355-375M (+25% mid-point YoY), Contribution $54-57M (+18% mid-point), Adjusted EBITDA $36-39M (+22% mid-point).
Why this rating
Strong organic growth (23% revenue) and substantial operating leverage (+36% Adj. EBITDA) on ~$367M market cap; TRA buyback at 48% discount signals confidence; Q4 guidance sustained—material but not transformational given execution risks.
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