eHealth, Inc.

NasdaqGS:EHTH 株式レポート

時価総額:US$55.9m

eHealth 将来の成長

Future 基準チェック /06

eHealthの収益は年間5.7%で減少すると予測されていますが、年間利益は年間6.4%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に-1.5% 19.5%なると予測されています。

主要情報

6.4%

収益成長率

19.46%

EPS成長率

Insurance 収益成長1.8%
収益成長率-5.7%
将来の株主資本利益率-1.46%
アナリストカバレッジ

Low

最終更新日14 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 May 06

EHTH: Softer 2026 Revenue Guide And Benefit Launch Will Shape Outlook

Narrative Update on eHealth Analysts have cut eHealth's average price target from about $5 to roughly $2, citing softer 2026 revenue expectations tied to reduced marketing spend by a major Medicare Advantage payor and cautious assumptions around the next annual enrollment period. Analyst Commentary Bearish analysts have moved quickly to reset expectations on eHealth, cutting price targets and shifting ratings to more neutral stances after the latest outlook.
ナラティブの更新 Apr 22

EHTH: Margin Discipline And New Offerings Will Reframe Long Term Prospects

Analysts have cut their price targets on eHealth significantly, with the consensus fair value moving from about $12.00 to roughly $3.00 as softer 2026 revenue guidance, reduced marketing spend from a major Medicare Advantage payor, and a tougher customer acquisition backdrop weigh on expectations. Analyst Commentary Recent Street research points to a more cautious stance on eHealth, with several firms cutting price targets and resetting expectations after the 2026 revenue guide.
ナラティブの更新 Apr 07

EHTH: Conservative 2026 Guide And Marketing Pullback Will Support Margin Repair

Analysts have cut the average price target on eHealth to about $2 to $3 per share, down sharply from prior targets near $8 to $9. They cite softer 2026 revenue guidance tied to reduced marketing spend by a key Medicare Advantage payor, conservative assumptions for the next annual enrollment period, and a planned pullback in some customer acquisition channels.
ナラティブの更新 Mar 24

EHTH: Conservative 2026 Revenue Guide Will Support Margin Focused Turnaround

Analysts have cut the average price target for eHealth by $1.50, citing softer than expected 2026 revenue guidance, reduced marketing spend by a major Medicare Advantage payor, and company plans to scale back certain customer acquisition channels while carriers remain focused on margins. Analyst Commentary Recent Street research reflects a more cautious stance on eHealth, with several firms cutting price targets and resetting expectations following the 2026 revenue guidance.
ナラティブの更新 Mar 10

EHTH: Higher 2025 Earnings Guidance Will Support Margin Focused Turnaround

Analysts have sharply cut their average price target on eHealth from about $8.50 to roughly $3.75, reflecting lower $2 targets and a focus on weaker revenue expectations, along with an increased emphasis on margins and reduced customer acquisition spending. Analyst Commentary Recent research notes on eHealth highlight a meaningful reset in expectations, with price targets clustered around $2 and ratings largely at Hold.
ナラティブの更新 Feb 24

EHTH: Higher 2025 Earnings Guidance Will Support Future Performance

Analysts have modestly adjusted their price target on eHealth to reflect a slightly higher discount rate and a small change in the assumed future P/E multiple, while keeping fair value steady at $8.50 as they reassess risk and valuation inputs without new Street research catalysts. What's in the News eHealth updated its earnings guidance for the year ending December 31, 2025, with total revenue now expected in a range of $540.0 million to $560.0 million, compared with the prior range of $525.0 million to $565.0 million (Key Developments).
分析記事 Feb 10

Market Cool On eHealth, Inc.'s (NASDAQ:EHTH) Revenues Pushing Shares 48% Lower

The eHealth, Inc. ( NASDAQ:EHTH ) share price has fared very poorly over the last month, falling by a substantial 48...
ナラティブの更新 Feb 09

EHTH: Enrollment Strength And Softer Competition Will Support Future Performance

Analysts have trimmed their price target on eHealth to US$9 from US$10, citing price adjustments even as the annual enrollment period tracks in line with expectations, supported by solid consumer demand and early signs of a more favorable competitive backdrop. Analyst Commentary Bullish Takeaways Bullish analysts point to the annual enrollment period tracking in line with internal expectations, which they see as a sign that execution is holding up against current industry conditions.
ナラティブの更新 Jan 26

EHTH: Solid Enrollment Trends And Easing Competition Will Support Future Margins

Analysts have trimmed their price target on eHealth to US$9 from US$10, citing annual enrollment trends that are tracking in line with expectations, along with signs of steady consumer demand and a somewhat more favorable competitive backdrop. Analyst Commentary Recent commentary around the price target cut frames eHealth as a company where execution looks generally on track, but with a valuation reset to reflect a more balanced risk and reward profile.
ナラティブの更新 Jan 11

EHTH: Solid Enrollment Trends And Healthier Competition Will Support Margin Expansion

Analysts trimmed their price target on eHealth to US$9 from US$10, citing annual enrollment trends that are tracking in line with expectations, solid consumer demand on the platform, and early indications of a more favorable competitive environment. Analyst Commentary Analysts see a mixed picture for eHealth at the current US$9 price target, with solid execution on core drivers balanced against questions on how much upside is justified in the near term.
ナラティブの更新 Dec 24

EHTH: Strengthening Enrollment Trends Will Support Future Margin Expansion Potential

Analysts have trimmed their price target on eHealth from $10.00 to $9.00 per share, citing in-line annual enrollment trends supported by strong platform demand and early signs of a more favorable competitive environment. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the annual enrollment period is progressing in line with internal expectations, reinforcing confidence in management’s guidance and execution.
分析記事 Dec 19

Further Upside For eHealth, Inc. (NASDAQ:EHTH) Shares Could Introduce Price Risks After 35% Bounce

eHealth, Inc. ( NASDAQ:EHTH ) shareholders would be excited to see that the share price has had a great month, posting...
ナラティブの更新 Dec 10

EHTH: Improving Enrollment Dynamics Will Support Future Upside Potential

Analysts have trimmed their price target on eHealth to $9 from $10, citing an annual enrollment period that is tracking in line with expectations, supported by solid consumer demand and a gradually improving competitive landscape. Analyst Commentary Analysts view the latest price target revision as a reflection of balanced expectations for eHealth, incorporating both the progress made in the current enrollment cycle and the lingering execution and competitive risks that could affect future growth and valuation.
ナラティブの更新 Nov 26

EHTH: Future Enrollment Trends Will Support Further Upside Potential

Narrative Update on eHealth: Analyst Price Target Revised Analysts have slightly reduced their price target for eHealth, lowering it from $8.75 to $8.50. This revision is due to a modest decrease in revenue growth outlook and a marginally higher discount rate.
ナラティブの更新 Nov 12

EHTH: Future Profit Margins Will Drive Upside Despite Consumer Confusion

Analysts have revised their price target for eHealth down from $9.25 to $8.75. They cite a significant reduction in projected profit margin, even though revenue growth forecasts have slightly improved and the estimated future price-to-earnings ratio is notably higher.
Seeking Alpha Nov 08

eHealth: Undervalued And Gaining Momentum After Q3 Earnings Beat

Summary eHealth Inc. is positioned for a turnaround, leveraging digital platform enhancements, cost optimization, and strong insurer partnerships. EHTH trades at a deep discount to peers despite improved financials, nearly debt-free balance sheet, and superior liquidity and margins. Key risks include seasonality, regulatory changes, and competition, but Q3 earnings and open enrollment are positive signs of a turnaround. We rate EHTH a BUY, expecting a rebound to tangible book value ($14-$18/share) if FY25 guidance is met or exceeded. Read the full article on Seeking Alpha
分析記事 Oct 28

eHealth, Inc. (NASDAQ:EHTH) Held Back By Insufficient Growth Even After Shares Climb 34%

Despite an already strong run, eHealth, Inc. ( NASDAQ:EHTH ) shares have been powering on, with a gain of 34% in the...
分析記事 Sep 03

eHealth, Inc. (NASDAQ:EHTH) Surges 26% Yet Its Low P/S Is No Reason For Excitement

Those holding eHealth, Inc. ( NASDAQ:EHTH ) shares would be relieved that the share price has rebounded 26% in the last...
分析記事 Aug 09

The eHealth, Inc. (NASDAQ:EHTH) Second-Quarter Results Are Out And Analysts Have Published New Forecasts

NasdaqGS:EHTH 1 Year Share Price vs Fair Value Explore eHealth's Fair Values from the Community and select yours...
分析記事 May 15

eHealth, Inc.'s (NASDAQ:EHTH) 26% Dip In Price Shows Sentiment Is Matching Revenues

Unfortunately for some shareholders, the eHealth, Inc. ( NASDAQ:EHTH ) share price has dived 26% in the last thirty...
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新しいナラティブ Mar 31

Medicare Focus And AI Projects Will Improve Operations

Revenue and earnings growth driven by increased Medicare submissions, marketing investments, and enhanced enrollment margins.
分析記事 Mar 16

Benign Growth For eHealth, Inc. (NASDAQ:EHTH) Underpins Stock's 30% Plummet

The eHealth, Inc. ( NASDAQ:EHTH ) share price has softened a substantial 30% over the previous 30 days, handing back...
Seeking Alpha Feb 26

eHealth: Another Big Run, Lock In, And Run House Money

Summary eHealth, Inc. was recommended at $6.78; now, with current gains to above $9, we suggest you lock in profits and hold EHTH stock for long-term growth. eHealth showed strong Q4 performance, but it was an outlier. We like EHTH shares for long-term exposure, but 2025 at best looks flat from 2024. Consider a house position after the rapid-return trade. Read the full article on Seeking Alpha
分析記事 Dec 23

Market Might Still Lack Some Conviction On eHealth, Inc. (NASDAQ:EHTH) Even After 66% Share Price Boost

eHealth, Inc. ( NASDAQ:EHTH ) shares have continued their recent momentum with a 66% gain in the last month alone. Not...
Seeking Alpha Dec 17

Bull Run For EHealth, Inc.: Stock Flying On Solid Enrollment

Summary eHealth, Inc. is an online health insurance marketplace with strong enrollment, particularly in Medicare plans, aided by new technologies and live assistance. Despite a 90%+ drop from its 2020 peak, Q3 2024 showed signs of improvement, with a 16% decline in acquisition costs and a 6% reduction in adjusted net loss. Significant growth in submitted Medicare applications and a new member retention program have led to raised revenue and profit guidance for 2024. EHTH stock, is likely heading to double digits in 2025, driven by improved outlook and retention strategies. Read the full article on Seeking Alpha
分析記事 Nov 08

A Piece Of The Puzzle Missing From eHealth, Inc.'s (NASDAQ:EHTH) 31% Share Price Climb

The eHealth, Inc. ( NASDAQ:EHTH ) share price has done very well over the last month, posting an excellent gain of 31...
分析記事 Aug 30

Positive Sentiment Still Eludes eHealth, Inc. (NASDAQ:EHTH) Following 25% Share Price Slump

To the annoyance of some shareholders, eHealth, Inc. ( NASDAQ:EHTH ) shares are down a considerable 25% in the last...

業績と収益の成長予測

NasdaqGS:EHTH - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028485-5N/AN/A1
12/31/2027447-2840295
12/31/2026429-3433195
3/31/2026529-19-81-67N/A
12/31/2025554-10-41-25N/A
9/30/20255431-33-17N/A
6/30/2025547-8-38-21N/A
3/31/2025553-17-26-12N/A
12/31/2024532-35-31-18N/A
9/30/2024465-79-36-24N/A
6/30/2024471-72-31-19N/A
3/31/2024472-66-83N/A
12/31/2023453-67-17-7N/A
9/30/2023402-96-38N/A
6/30/2023390-95-83N/A
3/31/2023374-108-27-13N/A
12/31/2022405-119-42-27N/A
9/30/2022453-171-128-111N/A
6/30/2022463-184-171-152N/A
3/31/2022509-162-178-158N/A
12/31/2021538-123-183-163N/A
9/30/2021588-24-179-157N/A
6/30/202161822-106-85N/A
3/31/202161141-97-74N/A
12/31/202058345-132-108N/A
9/30/202059174-91-68N/A
6/30/202056778-107-85N/A
3/31/202054475-95-75N/A
12/31/201950667N/A-71N/A
9/30/20193394N/A-23N/A
6/30/20193106N/A-12N/A
3/31/20192770N/A-1N/A
12/31/20182510N/A-3N/A
9/30/20182002N/A-5N/A
6/30/20181909N/A-13N/A
3/31/201819220N/A-13N/A
12/31/201719125N/A-16N/A
9/30/2017151-19N/A-10N/A
6/30/2017152-23N/A4N/A
3/31/2017155-22N/A8N/A
12/31/20161930N/A4N/A
9/30/20161930N/A10N/A
6/30/20161999N/A19N/A
3/31/201620215N/A30N/A
12/31/2015190-5N/A14N/A
9/30/2015184-12N/A8N/A
6/30/2015187-14N/A8N/A

アナリストによる今後の成長予測

収入対貯蓄率: EHTH今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: EHTH今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: EHTH今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: EHTHの収益は今後 3 年間で減少すると予想されています (年間-5.7% )。

高い収益成長: EHTHの収益は今後 3 年間で減少すると予測されています (年間-5.7% )。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: EHTH 3 年以内に赤字になると予測されています。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/18 17:22
終値2026/05/15 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

eHealth, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25

アナリスト機関
Steven ValiquetteBarclays
Steven ValiquetteBarclays
Nathaniel SchindlerBofA Global Research