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EVH: Leadership Changes And Oncology Alliance Will Drive Stronger Performance

Value-based Care And Digital Automation Will Expand Future Opportunities

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EVH
AnalystConsensusTarget
Not Invested
Published 07 May 2025

Update shared on 10 Nov 2025

Fair value Decreased 14%
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Analysts have revised their price target for Evolent Health downward from $15.46 to $13.35 per share. This change is attributed to updated assumptions regarding growth rates and profitability.

What's in the News

  • Evolent Health announced a restructuring of its leadership team and named Mario Ramos as the new Chief Financial Officer, effective January 1, 2026. Ramos brings prior CFO and executive experience from WellBe Senior Medical, RWA Wealth Partners, Evolv Technology Holdings, Edelman Financial Engines, and CVS Caremark (Key Developments).
  • The company issued earnings guidance for the fourth quarter and full year 2025. For Q4, revenue is projected between $462 million and $472 million. Full-year 2025 revenue is expected to be in the range of $1.87 billion to $1.88 billion (Key Developments).
  • Evolent Health and American Oncology Network announced a strategic alliance focused on improving cancer care by removing prior authorization requirements and launching an innovative care model that leverages AI insights, payment innovation, and enhanced care navigation (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has decreased from $15.46 to $13.35 per share, reflecting a lower estimated fair value.
  • The discount rate has risen from 9.7% to 12.5%, indicating increased perceived risk in future cash flows.
  • Revenue growth projections have increased from 10.8% to 14.2% per year, suggesting stronger expectations for top-line growth.
  • Net profit margin forecasts have declined from 8.8% to 8.0%, reflecting slightly reduced expected profitability.
  • The future P/E multiple has fallen from 9.2x to 7.9x, signaling a lower valuation relative to projected earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.