Marchex, Inc.
MCHX · NASDAQ
Company research
Marchex, Inc. (NASDAQ: MCHX) is a Seattle, Washington-based conversation intelligence company that harnesses the power of artificial intelligence and conversational analytics to deliver actionable, prescriptive insights that drive operational excellence and revenue acceleration for businesses across the United States, Canada, and internationally. Founded in 2003, the company serves market-leading enterprises in B2B2C vertical markets — including automotive, home services, and healthcare — by enabling sales, marketing, and operations teams to optimize customer acquisition and journey experiences across omnichannel communication platforms. Its comprehensive product suite includes Marketing Edge, Sonar Business Text Messaging, Marchex Platform Services, Spotlight, Engage, Call Summary and Sentiment Suite, and AI for Industry Solution, all designed to transform customer conversations into meaningful, revenue-driving business outcomes. With a market capitalization of approximately $79.7 million and approximately 163 employees, Marchex continues to expand its AI-powered capabilities, most recently through its acquisition of Archenia, Inc., a performance-based customer qualification and acquisition company.
Research reports
Quant-driven company report that rates MCHX 52/100, notes a Wall Street “Buy” consensus, and projects a 12‑month base-case price of 1.48 with bear and bull scenarios at 1.00 and 2.14 respectively. It highlights slightly contracting revenue, negative EPS, and a P/E of -15.1, balancing an estimated fair value of 2.16 against small-cap risk factors and a probability-weighted downside in its scenario distribution.
AInvest · March 25, 2026Marchex Stock Jumps as Turnaround Play Hinges on Unproven 2026 Margin TargetNarrative earnings analysis of Q4 2025 that details revenue and EPS misses, margin compression, weakening cash position, and a 66.9% drop in operating cash flow, framing the post‑print share move as a “sell the news” reaction to deteriorating fundamentals. It then focuses on management’s 2026 guidance for 10%+ adjusted EBITDA margins, treating MCHX as a turnaround “expectation arbitrage” where execution on cost cuts, revenue re‑acceleration, and liquidity management are major upside drivers but also central risks.
KoalaGains · November 4, 2025Marchex, Inc. (MCHX) Stock Analysis & Key Metrics (2025)Comprehensive value-investing style report updated November 4, 2025 that evaluates MCHX’s business model, competitive moat, financial statements, growth, and valuation, concluding the outlook is negative due to declining revenue, persistent unprofitability, and ongoing cash burn. It argues the shares are overvalued relative to weak brand, eroding customer base, and limited scale versus peers, noting a debt‑free balance sheet and roughly 24 million in cash as the main strengths while recommending investors avoid the stock until a clear operational turnaround appears.