MarketWise, Inc. Class A (MKTW)

MarketWise's stock has experienced a 57.40% increase between November 26, 2024, and November 25, 2025, and a 75.67% increase between November 11, 2024, and November 7, 2025, with a 55.27% increase over the last year. On April 2, 2025, a 1-for-20 reverse stock split was effected. The company declared quarterly and special dividends, including $0.30 per Class A share in May 2025 and $0.40 per Class A share in August 2025, with a special dividend of $0.20 declared in November 2025. Q1 2025 financial results showed net revenue of $83.5 million and net income of $16.8 million, with a 27% increase in billings. Q2 2025 results showed net revenue of $80.0 million and net income of $15.3 million, with billings increasing 10% year-over-year. Q3 2025 indicated net revenue of $81.3 million and net income of $17.9 million, with billings increasing 30% year-over-year. Dr. David Eifrig was appointed CEO in May 2025, and the CFO purchased 940 shares in June 2025. A stock repurchase program of up to $50 million was authorized, with 117,673 shares repurchased for $1.9 million since April 2025. A stock surge of 33% in April 2025 was attributed to signs of an operational turnaround.

Demand for MarketWise's products is indicative of the current operating environment and is impacted by market uncertainty. In 2024, the company experienced a decline in paid subscribers and ARPU due to soft consumer engagement and elevated churn, leading to a strategic culling of passive free subscribers. The third quarter of 2025 saw a decrease in both paid and active free subscribers, attributed to elevated churn, price increases, and a shift towards direct-to-paid subscriber acquisition.

MarketWise, Inc. is a technology services company that operates as a multi-brand digital subscription services platform, offering independent financial research, analytical tools, software, and education to retail investors. The company provides investment research and software tools across various investment strategies through desktops, laptops, tablets, and mobile devices. Key brands include Chaikin Analytics, TradeSmith, and Altimetry, with 11 primary customer-facing brands, over 140 products, and a community of more than 3 million active free and paid subscribers.

MarketWise, Inc. operates in the United States and internationally, with its headquarters located in Baltimore, Maryland.

MarketWise emphasizes integrity and independence for its content providers to maintain its reputation. However, the company has faced challenges, including the termination of a content provider in February 2024 and the winding down of Legacy Research. Past breaches of compliance policies by content providers and descriptions of the company as a "mess" due to financial performance, leadership issues, and poor capital allocation have negatively affected its reputation.

MarketWise, Inc. is owned by a mix of institutional shareholders, insiders, and retail investors. Institutional shareholders hold 4.39% of the company, while MarketWise insiders hold 3,137.82%. Major institutional owners include Barclays Plc, BlackRock, Inc., and Vanguard Group Inc. Monument Cathedral Holdings LLC is the largest individual shareholder, owning 233.01 million shares.