Newsmax, Inc.

Newsmax reported its first profitable quarter since going public, with net income of US$2.9 million, and announced a new AI content partnership with Meta. The company also reiterated its 2026 revenue guidance of US$212 million to US$216 million. Management highlighted the profit milestone and the Meta agreement as key steps in reshaping Newsmax's operating model, with the partnership expected to support affiliate fee growth and licensing income. Investors will monitor adjusted EBITDA and operating margin trends in the coming quarters to assess whether the shift is taking hold.

Newsmax has entered a landmark AI content partnership with Meta Platforms, granting Meta access to Newsmax's current and archived digital news content to power AI-driven responses across Facebook, Instagram, WhatsApp, and Meta AI. The deal adds a high-margin, recurring licensing revenue stream for Newsmax, which recently projected $25 million in annualized international licensing revenues for 2026. Newsmax reported Q1 2026 total revenue of $51.7 million, up 14% year-over-year, with broadcast revenue rising 20.8% to $43.7 million, while digital revenue declined 12.7% to $8.0 million. The company narrowed its net loss to $2.2 million from $17.2 million a year earlier and reaffirmed full-year 2026 revenue guidance of $212 million to $216 million. Wall Street analysts give NMAX a consensus Moderate Buy rating with a mean price target of $18.50, implying a 145% upside from the July 30, 2026 price of $7.83.