eHealth, Inc.

NasdaqGS:EHTH 주식 리포트

시가총액: US$55.9m

eHealth 향후 성장

Future 기준 점검 0/6

eHealth 의 수익은 연간 5.7% 감소할 것으로 예상되는 반면, 연간 수익은 6.4% 로 증가할 것으로 예상됩니다. EPS는 연간 19.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -1.5% 로 예상됩니다.

핵심 정보

6.4%

이익 성장률

19.46%

EPS 성장률

Insurance 이익 성장1.8%
매출 성장률-5.7%
향후 자기자본이익률-1.46%
애널리스트 커버리지

Low

마지막 업데이트14 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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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새로운 내러티브 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.
분석 기사 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
분석 기사 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
분석 기사 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...
분석 기사 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...

이익 및 매출 성장 예측

NasdaqGS:EHTH - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: EHTH 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

수익 vs 시장: EHTH 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

고성장 수익: EHTH 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

수익 대 시장: EHTH 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -5.7%).

고성장 매출: EHTH 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -5.7%).


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: EHTH는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/17 04:38
종가2026/05/15 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

eHealth, Inc.는 25명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Steven ValiquetteBarclays
Steven ValiquetteBarclays
Nathaniel SchindlerBofA Global Research