View Financial HealthGoHealth 배당 및 자사주 매입배당 기준 점검 0/6GoHealth 배당금을 지급한 기록이 없습니다.핵심 정보n/a배당 수익률24.1%자사주 매입 수익률총 주주 수익률24.1%미래 배당 수익률n/a배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • May 19GoHealth, Inc. announced delayed 10-Q filingOn 05/18/2026, GoHealth, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.공시 • May 04GoHealth, Inc., Annual General Meeting, Jun 17, 2026GoHealth, Inc., Annual General Meeting, Jun 17, 2026.내러티브 업데이트 • Apr 30GOCO: Lower P E And Improved Revenue Outlook Will Support ReturnsAnalysts have cut their 12 month price target for GoHealth by about $3, reflecting a reset in fair value assumptions along with updated views on revenue growth, margins and future P/E, following a recent downgrade highlighted in Street research. Analyst Commentary Bearish analysts are framing the latest downgrade as part of a broader reset in expectations for GoHealth, with the lower 12 month price target seen as a response to questions about how quickly the business can translate its model into consistent, scalable earnings.내러티브 업데이트 • Apr 14GOCO: Lower Earnings Multiple Will Support Upside Despite Nasdaq Compliance RiskAnalysts cut their GoHealth price target from $7.70 to $4.70 as they factor in updated assumptions for revenue growth and margins, and incorporate the recent downgrade at Freedom Broker into their outlook. Analyst Commentary Bullish Takeaways Bullish analysts view the reset to a US$4.70 target as a cleaner entry point that better reflects current expectations for revenue growth and margins, which they see as more achievable under updated assumptions.Reported Earnings • Apr 01Full year 2025 earnings released: US$19.87 loss per share (vs US$0.66 loss in FY 2024)Full year 2025 results: US$19.87 loss per share (further deteriorated from US$0.66 loss in FY 2024). Revenue: US$361.8m (down 55% from FY 2024). Net loss: US$257.1m (loss widened US$250.5m from FY 2024). Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 54% per year, which means it is significantly lagging earnings.내러티브 업데이트 • Mar 31GOCO: Discount Rate Tweaks Will Support Upside Despite Nasdaq Compliance RiskAnalysts have nudged up their price target on GoHealth to $7.70, citing a slightly lower discount rate and modest tweaks to long term revenue growth, profit margin, and future P/E assumptions as key drivers of the change. What's in the News On March 18, 2026, GoHealth received a notice from Nasdaq that it is not in compliance with the minimum US$35 million market value of listed securities requirement under Listing Rule 5550(b)(2) (Nasdaq filing).공시 • Mar 21GoHealth, Inc. Receives Non-Compliance Notice from NasdaqOn March 18, 2026, GoHealth, Inc. (the Company) received a written notice (the Notice) from the Listing Qualifications Department of The Nasdaq Stock Market LLC (Nasdaq) notifying the Company that it is not in compliance with Nasdaq Listing Rule 5550(b)(2), which requires listed companies on The Nasdaq Global Market to maintain a minimum market value of listed securities of $35 million (the MVLS Requirement). The Notice also indicates that the Company does not meet the alternative continued listing standards set forth in Nasdaq Listing Rules 5550(b)(1) and 5550(b)(3), which require listed companies to maintain stockholders' equity of at least $2.5 million or net income from continuing operations of $500,000 in the most recently completed fiscal year or in two of the three most recently completed fiscal years. The Notice has no immediate effect on the listing or trading of the Company's common stock, which will continue to trade on The Nasdaq Global Market under the symbol GOCO. In accordance with Nasdaq Listing Rule 5810(c)(3)(C), the Company has been provided a compliance period of 180 calendar days, or until September 14, 2026 (the Compliance Period), to regain compliance with the MVLS Requirement. If at any time during the Compliance Period the Company's market value of listed securities closes at $35 million or more for a minimum of 10 consecutive business days (unless Nasdaq exercises its discretion to require a longer period, but generally no more than 20 consecutive business days), Nasdaq will provide written confirmation that the Company has regained compliance. If the Company does not regain compliance during the Compliance Period, the Company expects that Nasdaq will provide written notice that the Company's securities are subject to delisting. At that time, the Company may appeal Nasdaq's determination to a Nasdaq Hearings Panel, which would stay any suspension or delisting action pending the conclusion of the hearing process. The Company is evaluating options to regain compliance with the MVLS Requirement however, there can be no assurance that the Company will be able to regain compliance with the applicable continued listing requirements.내러티브 업데이트 • Mar 17GOCO: Stable Assumptions And Low Future P E Will Support ReturnsAnalysts have kept their GoHealth price target unchanged at $4.50. They point to only slight tweaks in revenue growth, profit margin and forward P/E assumptions that do not materially alter their overall view of the stock.내러티브 업데이트 • Mar 03GOCO: Stronger Margins And Lower P E Will Support Future Cash FlowAnalysts have trimmed their price target on GoHealth to reflect slightly weaker revenue expectations, a modestly stronger profit margin, and a marginally lower forward P/E. This results in a small downward adjustment in their $ price outlook for the stock.내러티브 업데이트 • Feb 17GOCO: Carrier Relationship Reset Will Support Future Cash Flow RecoveryAnalysts have sharply reduced GoHealth's target, with one firm lowering its price target to $5 from $12 after Q3 results came in below expectations because of topline weakness tied to a suspended relationship with a large carrier. Analyst Commentary Bearish analysts are recalibrating their expectations after Q3 results came in well below what they were looking for, and the cut in the price target to $5 from $12 signals a more cautious stance on the stock.내러티브 업데이트 • Feb 03GOCO: Cash Burn Discipline And Carrier Reset Could Support Future UpsideAnalysts have cut their price targets on GoHealth, including a reduction to US$5 from US$12. They cited weaker than expected Q3 results tied to topline softness from a suspended carrier relationship, a pullback in new enrollment growth, and ongoing concerns about market headwinds and cash flow sustainability.내러티브 업데이트 • Jan 20GOCO: Cash Discipline And Carrier Reset Will Support Future Cash FlowAnalysts have sharply reduced their GoHealth price targets, with one moving from US$12 to US$5. This reflects weaker Q3 results tied to a suspended carrier relationship, as well as concerns about ongoing market headwinds and cash flow visibility.내러티브 업데이트 • Jan 06GOCO: Focus On Cash Burn Discipline And Carrier Reset Supporting Future StabilityNarrative Update on GoHealth Analysts have cut their 12 month price target for GoHealth to US$5.00 from US$12.00, reflecting weaker Q3 results tied to a suspended relationship with a large carrier, softer revenue and Medicare submissions, a pullback in new enrollment growth, and concerns around ongoing market headwinds and uncertainty about achieving sustainable positive cash flow. Analyst Commentary Recent research updates on GoHealth reflect a cautious reset of expectations following Q3 results that came in below prior estimates, with price targets and ratings adjusted to reflect execution risks and a more uncertain growth outlook.New Risk • Dec 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$79m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$80m net loss in 2 years). Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (25% increase in shares outstanding). Market cap is less than US$100m (US$74.1m market cap).내러티브 업데이트 • Dec 15GOCO: Cash Flow Improvements Will Outweigh Carrier Loss And Enrollment PullbackAnalysts have sharply reduced their price target on GoHealth from approximately $12.00 to about $5.00 per share. This reflects weaker than expected Q3 results, revenue headwinds from a suspended carrier relationship, and persistent concerns about the company's ability to deliver sustainable growth and cash flow in a challenging market.내러티브 업데이트 • Dec 01GOCO: Focus On Profitability And Cash Burn Reduction Will Drive Future StabilityAnalysts have sharply reduced GoHealth's fair value estimate from $14 to $7.70 per share. They cite ongoing market headwinds, weaker-than-expected Q3 results, and challenges in revenue growth as key reasons for the downward revision.New Risk • Nov 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$79m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$90m net loss in 2 years). Shareholders have been diluted in the past year (25% increase in shares outstanding). Market cap is less than US$100m (US$73.8m market cap).Major Estimate Revision • Nov 21Consensus revenue estimates fall by 32%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$797.5m to US$539.8m. Forecast losses increased from -US$4.56 to -US$20.65 per share. Insurance industry in the US expected to see average net income growth of 9.7% next year. Consensus price target of US$10.50 unchanged from last update. Share price fell 12% to US$2.30 over the past week.내러티브 업데이트 • Nov 17GOCO: Recent Credit Move Will Boost Flexibility Ahead of Enrollment PeriodAnalysts have revised GoHealth's fair value estimate downward from $17.20 to $14.00. This change is due to updated model assumptions and increased caution surrounding revenue growth following recent company results and financial transactions.Price Target Changed • Nov 16Price target decreased by 24% to US$14.00Down from US$18.40, the current price target is an average from 5 analysts. New target price is 452% above last closing price of US$2.54. Stock is down 79% over the past year. The company is forecast to post a net loss per share of US$20.99 next year compared to a net loss per share of US$0.66 last year.Reported Earnings • Nov 14Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: US$11.73 loss per share (down from US$0.58 profit in 3Q 2024). Revenue: US$34.2m (down 71% from 3Q 2024). Net loss: US$165.8m (down US$171.7m from profit in 3Q 2024). Revenue missed analyst estimates by 67%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.공시 • Nov 11GoHealth, Inc. to Report Q3, 2025 Results on Nov 13, 2025GoHealth, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 13, 2025공시 • Oct 15Gohealth, Inc. Announces Continuing to Leverage Its Proprietary TechnologyGoHealth, Inc. announced continuing to leverage its proprietary technology to ensure ' peace of mind' for consumers navigating a complex and volatile market. GoHealth's PlanFit technology enables licensed insurance agents to offer comprehensive, personalized guidance and improve the plan comparison and shopping experience for the consumer. Across the Medicare industry, about 2 million Medicare Advantage beneficiaries are estimated to be affected by plan exits, while an additional 10 million are expected to face plan degradation. Beneficiaries could see shrink provider networks, reduced supplemental benefits, higher copays or fewer covered medications. The result is less choice and greater uncertainty heading into this year's Annual Enrollment Period. To help beneficiaries navigate this shifting and complex AEP, GoHealth offers proprietary solutions designed to bring clarity, efficiency and confidence to the consumer experience: PlanFit CheckUp: A seamless, annual review that comprehensively compares other available options to a consumer's current Medicare plan. A licensed GoHealth agent uses PlanFit technology to facilitate the CheckUp by searching for any plan updates and exploring whether there are better alternatives available, or confirming that a consumer's current plan is still the best fit. A PlanFit Save occurs when an agent advances a consumer to stick with their existing coverage because it's the best choice available. Last AEP, despite unprecedented market disruption, GoHealth helped close to 30,000 consumers confirm that their current plan was the best fit option. PlanGPT: GoHealth's AI-powered assistant streamlines the plan comparison process by retrieving key information from thousands of pages of plan documentation. Implementing this tool allows licensed insurance agents to provide more personalized guidance by answering detailed, nuanced questions for consumers in real time to help them make educated decisions when comparing benefits across multiple plans. In 2024, GoHealth's proprietary AI tools helped cut the average call time by 10 minutes. The Annual Enrollment Period runs from October 15 through December 7. GoHealth recommends Medicare beneficiaries to take a proactive, informed approach to this year's AEP by thinking SMART and seeking clear, trusted guidance from licensed professionals.내러티브 업데이트 • Aug 25Financial Flexibility And M&A Will Unlock Medicare And Senior Health PotentialGoHealth’s price target has been revised downward to $18.40, primarily reflecting reduced expectations for both future earnings multiples and revenue growth. What's in the News GoHealth has formed a Transformation Committee with new board members to evaluate strategic opportunities, including acquisitions, securitizations, and capital structure options.공시 • Aug 21Gohealth, Inc. Announces Board ChangesGoHealth, Inc. announced appointment of Mark Weinsten as a Class II director of the Board, effective immediately. Mr. Weinsten currently serves as a managing director in BRG Corporate Finance where, among other services, he develops business plans and restructuring strategies; evaluates and negotiates strategic transactions; and implements revenue and liquidity improvement programs. Mr. Weinsten will serve with a term expiring at the Company’s annual meeting of stockholders to be held in 2028 and until his successor is duly elected and qualified or his earlier death, disqualification, resignation or removal. the Board also appointed Bao Truong as a Class III director of the Board, effective immediately. Mr. Truong currently serves as a senior managing director of Centerbridge Partners, L.P. (“Centerbridge”) where he oversees investments in a range of sectors across the firm’s private equity and credit business. Mr. Truong will serve with a term expiring at the Company’s annual meeting of stockholders to be held in 2026, and until his successor is duly elected and qualified or his earlier death, disqualification, resignation or removal. Mr. Truong was appointed to the Transformation Committee of the Board, the Compensation Committee of the Board and the Nominating and Corporate Governance Committee of the Board. Jeremy W. Gelber and Abhiraj Modi, members of the Board, resigned from the Board.Major Estimate Revision • Aug 19Consensus EPS estimates upgraded to US$4.42 loss, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$825.8m to US$804.8m. 2025 losses expected to reduce from -US$5.15 to -US$4.42 per share. Insurance industry in the US expected to see average net income growth of 13% next year. Consensus price target down from US$20.60 to US$18.40. Share price fell 5.5% to US$5.51 over the past week.Reported Earnings • Aug 17Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$5.10 loss per share (further deteriorated from US$2.70 loss in 2Q 2024). Revenue: US$94.0m (down 11% from 2Q 2024). Net loss: US$55.2m (loss widened 105% from 2Q 2024). Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 100%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Board Change • Aug 17Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Abhi Modi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.내러티브 업데이트 • Aug 10Financial Flexibility And M&A Will Unlock Medicare And Senior Health PotentialDespite higher revenue growth forecasts, GoHealth’s future P/E multiple has dropped sharply, indicating reduced investor confidence in earnings quality or sustainability, leading to a lower consensus price target of $19.60. What's in the News GoHealth has formed a Transformation Committee to evaluate acquisitions, financial structure options, securitizations, and other strategic opportunities for value creation.공시 • Aug 07GoHealth, Inc. to Report Q2, 2025 Results on Aug 07, 2025GoHealth, Inc. announced that they will report Q2, 2025 results on Aug 07, 2025공시 • May 17GoHealth, Inc. announced delayed 10-Q filingOn 05/16/2025, GoHealth, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.Reported Earnings • May 14First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.42 loss per share (improved from US$1.04 loss in 1Q 2024). Revenue: US$221.0m (up 19% from 1Q 2024). Net loss: US$4.41m (loss narrowed 56% from 1Q 2024). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 56%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.New Risk • May 14New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 14% per year over the past 5 years. Minor Risks Currently unprofitable and not forecast to become profitable next year (US$13m net loss next year). Share price has been volatile over the past 3 months (12% average weekly change).공시 • May 08GoHealth, Inc.’s Statement on Recent Allegations in the United States False Claims Act ComplaintGoHealth, Inc. firmly denies the allegations made by the Government in a lawsuit in which the company has been named as a defendant related to events that allegedly occurred between 2016 and 2021. We are disappointed that the Government is pursuing claims against a company that has at all times worked to advance the interests of the Medicare Advantage program and the Medicare beneficiaries it serves. GoHealth maintains that it complied with the laws that were specifically designed by Congress and HHS to address payments by Medicare Advantage carriers to the brokers that sell their plans. GoHealth denies that it received kickbacks, and similarly, it denies that it placed beneficiaries in suboptimal plans due to compensation from carriers or that it engaged in any form of discrimination. GoHealth has a history of being a leader in enrolling special needs beneficiaries. Over the last five years, the special needs population represented 17% of the Medicare Advantage population, whereas it represented 35% of GoHealth enrollees. In addition, through the years, GoHealth has differentiated itself in the industry by implementing programs designed to prioritize the beneficiaries’ needs. For example, GoHealth’s Low Income Subsidy (LIS) team focused on determining eligibility of beneficiaries for special government programs, such as the Medicare Savings Program and Medicare Part D Extra Help Program, helping eligible beneficiaries to enroll in those programs at no charge and with no financial benefit to GoHealth. GoHealth’s PlanFit program incentivizes its agents to conduct a proper plan review even when the agents determine and recommend beneficiaries stay in their current plan. GoHealth strives to lead the way in its industry to ensure Medicare beneficiaries are well served. We share its Government’s goal of ensuring the Medicare industry provides the best possible healthcare for eligible American citizens. GoHealth intends to vigorously defend itself and we will not be distracted from its purpose and mission to provide its customers with peace of mind in their healthcare decisions so they can focus on living their lives.공시 • May 05GoHealth, Inc. to Report Q1, 2025 Results on May 13, 2025GoHealth, Inc. announced that they will report Q1, 2025 results on May 13, 2025New Risk • May 03New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$91.5m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$11m net loss in 2 years). Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$91.5m market cap).공시 • Apr 29GoHealth, Inc., Annual General Meeting, Jun 18, 2025GoHealth, Inc., Annual General Meeting, Jun 18, 2025.새로운 내러티브 • Mar 31Medicare Engagement And Efficiency Will Drive Future Savings GoHealth's shift to Medicare engagement enhances consumer relations and boosts operational efficiency, lowering costs and improving margins. Price Target Changed • Mar 19Price target increased by 24% to US$26.00Up from US$21.00, the current price target is an average from 4 analysts. New target price is 89% above last closing price of US$13.79. Stock is up 36% over the past year. The company is forecast to post a net loss per share of US$2.06 next year compared to a net loss per share of US$0.66 last year.Major Estimate Revision • Mar 06Consensus estimates of losses per share improve by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$788.8m to US$863.8m. EPS estimate increased from -US$3.73 per share to -US$2.28 per share. Insurance industry in the US expected to see average net income growth of 8.4% next year. Consensus price target up from US$19.50 to US$21.00. Share price was steady at US$15.64 over the past week.Price Target Changed • Mar 02Price target increased by 7.7% to US$21.00Up from US$19.50, the current price target is an average from 4 analysts. New target price is 45% above last closing price of US$14.49. Stock is up 13% over the past year. The company is forecast to post a net loss per share of US$2.28 next year compared to a net loss per share of US$0.29 last year.Reported Earnings • Feb 27Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: US$0.29 loss per share (improved from US$7.19 loss in FY 2023). Revenue: US$798.9m (up 8.7% from FY 2023). Net loss: US$2.93m (loss narrowed 96% from FY 2023). Revenue exceeded analyst estimates by 8.5%. Earnings per share (EPS) also surpassed analyst estimates by 52%. Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공시 • Feb 14GoHealth, Inc. to Report Q4, 2024 Results on Feb 27, 2025GoHealth, Inc. announced that they will report Q4, 2024 results on Feb 27, 2025New Risk • Dec 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$42m net loss in 2 years). Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (2.4% increase in shares outstanding).New Risk • Dec 16New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$42m net loss in 2 years). Shareholders have been diluted in the past year (2.4% increase in shares outstanding).New Risk • Nov 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$42m net loss in 2 years). Shareholders have been diluted in the past year (2.4% increase in shares outstanding).Major Estimate Revision • Nov 14Consensus EPS estimates upgraded to US$1.31 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$5.23 to -US$1.31 per share. Revenue forecast steady at US$732.0m. Insurance industry in the US expected to see average net income growth of 9.9% next year. Consensus price target of US$17.67 unchanged from last update. Share price rose 5.4% to US$12.42 over the past week.New Risk • Nov 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 5.9% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$40m net loss in 2 years). Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (2.9% increase in shares outstanding).공시 • Oct 24GoHealth, Inc. to Report Q3, 2024 Results on Nov 07, 2024GoHealth, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024New Risk • Oct 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$43m net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (2.7% increase in shares outstanding).공시 • Oct 10GoHealth, Inc. Appoints Brendan Shanahan as Chief Financial Officer, Effective October 14, 2024GoHealth, Inc. announced the appointment of Brendan Shanahan as Chief Financial Officer (CFO), effective October 14, following a comprehensive search process. Mr. Shanahan, a seasoned executive with over 30 years of financial leadership experience and over 20 years of expertise in the Medicare Advantage space, will oversee GoHealth’s financial strategy and operations, contributing to the company’s profitable growth and innovation efforts. Mr. Shanahan, who was also a licensed insurance agent, will manage all financial aspects of GoHealth, including financial planning, analysis, reporting, investor relations, and capital structure optimization. Additionally, he will provide leadership in financial risk management, business analytics, budgeting, audit, and tax compliance, to ensure GoHealth achieves both its short- and long-term financial goals. Throughout his career, Mr. Shanahan has built high-performing finance teams, implemented systems to streamline financial operations, and played key roles in mergers and acquisitions. His leadership in financial strategy, including P&L oversight, cost containment, and capital management, has consistently delivered tangible results. Mr. Shanahan holds an MBA in Banking and Finance from Hofstra University and a Bachelor of Science in Business Administration from The Citadel. He is also a Certified Public Accountant (CPA) (inactive) and a Chartered Global Management Accountant. Katherine O'Halloran will remain as a key leader in the finance organization, continuing to serve as Chief Accounting Officer and reporting to the CFO.공시 • Oct 02GoHealth, Inc. (NasdaqCM:GOCO) completed the acquisition of e-TeleQuote Insurance, Inc.GoHealth, Inc. (NasdaqCM:GOCO) entered into a purchase agreement to acquire e-TeleQuote Insurance, Inc. on August 30, 2024. Pursuant to which ETQ Holdings, LLC will subscribe for and acquire newly issued shares of ETQ’s common stock representing approximately 18.9% of ETQ’s outstanding common stock post-acquisition. Immediately following the effective time of the Closing, ETQ’s current parent company will irrevocably permanently surrender and relinquish all rights in ETQ without receipt of consideration. The expected completion of the transaction is September 30, 2024. GoHealth, Inc. (NasdaqCM:GOCO) completed the acquisition of e-TeleQuote Insurance, Inc. on September 30, 2024. GoHealth completed the purchase by investing $5 million for newly issued shares in e-TeleQuote. Concurrently, e-TeleQuote's previous owner relinquished its 81.1% ownership interest thereby relinquishing its rights in e-TeleQuote Insurance.New Risk • Sep 16New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$43m net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (2.7% increase in shares outstanding).New Risk • Sep 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$43m net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (2.7% increase in shares outstanding).공시 • Sep 05GoHealth, Inc. (NasdaqCM:GOCO) entered into a purchase agreement to acquire e-TeleQuote Insurance, Inc.GoHealth, Inc. (NasdaqCM:GOCO) entered into a purchase agreement to acquire e-TeleQuote Insurance, Inc. on September 4, 2024. The expected completion of the transaction is September 30, 2024.New Risk • Aug 26New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$43m net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (2.7% increase in shares outstanding).Reported Earnings • Aug 09Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: US$2.61 loss per share (improved from US$3.27 loss in 2Q 2023). Revenue: US$105.9m (down 26% from 2Q 2023). Net loss: US$26.0m (loss narrowed 13% from 2Q 2023). Revenue missed analyst estimates by 25%. Earnings per share (EPS) also missed analyst estimates by 3.5%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 47% per year, which means it is significantly lagging earnings.공시 • Aug 09GoHealth, Inc. Provides Earnings Guidance for the Full Year 2024GoHealth, Inc. provided earnings guidance for the full year 2024. The company expected various factors to influence the second half of the year and the company remain confident in performance expectations for 2024. The company anticipated growth in Submission volume and revenue.New Risk • Aug 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$49m net loss next year). Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (2.9% increase in shares outstanding).공시 • Jul 25GoHealth, Inc. to Report Q2, 2024 Results on Aug 08, 2024GoHealth, Inc. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 08, 2024New Risk • Jul 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$49m net loss next year). Shareholders have been diluted in the past year (2.9% increase in shares outstanding).Board Change • Jul 12Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Karoline Hilu was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공시 • Jul 10GoHealth, Inc. Announces Changes to Board of DirectorsGoHealth, Inc. announced changes to its Board of Directors. GoHealth welcomes Alan Wheatley, former President of Medicare at Humana, and Abhiraj Modi, Managing Director at Centerbridge Partners as its newest members of the Board, filling the open seats made available by the transitions of Joseph Flanagan and Christopher Litchford off of the board. Mr. Wheatley brings over thirty years of experience in the Medicare space, including over a decade at Humana as a senior executive. Mr. Modi has spent over a decade at Centerbridge focusing on financial services and healthcare investments.New Risk • Jul 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$49m net loss next year). Shareholders have been diluted in the past year (2.9% increase in shares outstanding).New Risk • Jun 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$49m net loss next year). Share price has been volatile over the past 3 months (10.0% average weekly change). Shareholders have been diluted in the past year (2.9% increase in shares outstanding).New Risk • Jun 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.6m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$49m net loss next year). Market cap is less than US$100m (US$99.6m market cap).공시 • Jun 06GoHealth, Inc. Announces Chief Financial Officer ChangesGoHealth, Inc. announced that its Board of Directors has appointed Katherine O’Halloran, age 53, Chief Accounting Officer, as interim Chief Financial Officer. Ms. O’Halloran’s appointment follows the resignation of Jason Schulz, Chief Financial Officer, effective immediately. Mr. Schulz’s resignation is for personal reasons and is in no way related to his performance, internal relationships, nor GoHealth’s business performance, financial reporting, or controls, where the company has invested in and built a high performing finance function. Mr. Schulz will continue to support the company with transition services through September 1, 2024 while the company conducts a search process to identify a permanent CFO. Ms. O’Halloran joined the company as Chief Accounting Officer in April 2023. From January 2022 until April 2023, she was the Chief Financial Officer at VanEnkevort Tug & Barge, Inc. Prior to VanEnkevort Tug & Barge, she spent the previous 16 years in various finance and accounting leadership roles at Great Lakes Dredge & Dock Corporation. Ms. O’Halloran holds a Bachelor’s degree in Accountancy from Northern Illinois University, has an MBA from St. Xavier University and is a Certified Public Accountant. Ms. O’Halloran does not have any family relationship with any director or executive officer of the Company, or any person nominated or chosen to become a director or executive officer of the Company, and there are no arrangements or understandings with any persons pursuant to which Ms. O’Halloran has been appointed to her position.공시 • Jun 05GoHealth, Inc. Announces Resignation of Jason Schulz as TreasurerGoHealth, Inc. announced the resignation of Jason Schulz, Treasurer, effective immediately. Mr. Schulz’s resignation is for personal reasons and is in no way related to his performance, internal relationships, nor GoHealth’s business performance, financial reporting, or controls, where the company has invested in and built a high performing finance function. Mr. Schulz will continue to support the company with transition services through September 1, 2024 while the company conducts a search process to identify a permanent CFO.Seeking Alpha • May 28GoHealth: Turning The Corner On Operating Cash FlowSummary GoHealth's shares have continued to drop despite positive developments, presenting an opportunity for investors to build a position over time. The company has shown positive operating cash flow for five consecutive quarters, reflecting a shift towards profitability and cost containment. Although GOCO previously needed to rely on debt funding, it is now deleveraging, and its focus on operating cash flow is a positive sign for investors. Read the full article on Seeking AlphaReported Earnings • May 09First quarter 2024 earnings released: US$0.95 loss per share (vs US$1.12 loss in 1Q 2023)First quarter 2024 results: US$0.95 loss per share (improved from US$1.12 loss in 1Q 2023). Revenue: US$185.6m (up 1.3% from 1Q 2023). Net loss: US$9.22m (loss narrowed 8.5% from 1Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 62% per year, which means it is performing significantly worse than earnings.공시 • Apr 28GoHealth, Inc., Annual General Meeting, Jun 12, 2024GoHealth, Inc., Annual General Meeting, Jun 12, 2024, at 10:00 Eastern Daylight. Agenda: To elect Alexander Timm, David Fisher, and Vijay Kotte as Class I Directors to serve until the 2027Annual Meeting of Stockholders, and until their respective successors shall have been duly elected and qualified; To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024; To cast an advisory vote to approve the compensation of the Company's Named Executive Officers (Say-on-Pay Vote) and; To transact such other business as may properly come before the meeting; and to consider other matters.공시 • Apr 20GoHealth, Inc. to Report Q1, 2024 Results on May 09, 2024GoHealth, Inc. announced that they will report Q1, 2024 results on May 09, 2024Major Estimate Revision • Mar 21Consensus revenue estimates fall by 18%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$903.2m to US$738.1m. Forecast losses increased from -US$2.06 to -US$5.14 per share. Insurance industry in the US expected to see average net income growth of 23% next year. Consensus price target down from US$21.00 to US$17.50. Share price fell 8.8% to US$10.34 over the past week.공시 • Mar 20Robbins Geller Rudman & Dowd LLP Announces a Notice of Pendency and Proposed Settlement of Class Action in the GoHealth, Inc. Securities LitigationRobbins Geller Rudman & Dowd LLP announced a Notice of Pendency and Proposed Settlement of Class Action in the GoHealth, Inc. Securities Litigation. Pursuant to an Order of the United States District Court for the Northern District of Illinois, Eastern Division (the "Court") and Rule 23 of the Federal Rules of Civil Procedure, that (i) the above-captioned litigation (the "Litigation") has been preliminarily certified as a class action on behalf of a class of all Persons who purchased or otherwise acquired GoHealth Class A common stock between July 14, 2020, and January 10, 2021, inclusive (the "Class Period"), except for certain Persons excluded from the Class as defined in the full printed Notice of Pendency and Proposed Settlement of Class Action ("Notice"), which is available as described below; and (ii) Lead Plaintiffs and Defendants in the Litigation have reached an agreement to settle the Litigation for $29,250,000 in cash (the "Settlement"). If the Settlement is approved it will resolve all claims in the Litigation. Any capitalized terms used in this Summary Notice that are not otherwise defined herein shall have the meanings ascribed to them in the Stipulation of Settlement dated February 7, 2024 (the "Stipulation"), and the Notice. A hearing will be held on May 22, 2024, at 9:30 a.m., before the Honorable Jeremy C. Daniel, at the Everett McKinley Dirksen U.S. Courthouse, 219 South Dearborn Street, Chicago, Illinois 60604, for the purpose of determining: whether the proposed settlement of the claims in the Litigation for the sum of $29,250,000 in cash should be approved by the Court as fair, reasonable, and adequate; whether a Class should be certified for purposes of the Settlement; whether, thereafter, this Litigation should be dismissed with prejudice pursuant to the terms and conditions set in the Stipulation; whether the proposed Plan of Allocation is fair, reasonable, and adequate and therefore should be approved; and the reasonableness of the application of Lead Counsel for the payment of attorneys' fees and expenses incurred in connection with this Litigation together with the interest earned thereon (and any payment to the Lead Plaintiffs pursuant to the Private Securities Litigation Reform Act of 1995 in connection with their representation of the Class).New Risk • Mar 17New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$29m net loss in 2 years). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).Reported Earnings • Mar 15Full year 2023 earnings released: US$3.40 loss per share (vs US$17.72 loss in FY 2022)Full year 2023 results: US$3.40 loss per share (improved from US$17.72 loss in FY 2022). Revenue: US$734.7m (up 16% from FY 2022). Net loss: US$63.3m (loss narrowed 58% from FY 2022). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 60% per year, which means it is performing significantly worse than earnings.공시 • Feb 23GoHealth, Inc. to Report Q4, 2023 Results on Mar 14, 2024GoHealth, Inc. announced that they will report Q4, 2023 results on Mar 14, 2024Price Target Changed • Nov 24Price target increased by 43% to US$20.00Up from US$14.02, the current price target is provided by 1 analyst. New target price is 53% above last closing price of US$13.06. The company is forecast to post a net loss per share of US$3.97 next year compared to a net loss per share of US$17.72 last year.공시 • Oct 20GoHealth, Inc. to Report Q3, 2023 Results on Nov 09, 2023GoHealth, Inc. announced that they will report Q3, 2023 results on Nov 09, 2023공시 • Aug 26Group of buyers cancelled the acquisition of remaining stake in GoHealth, Inc. (NasdaqCM:GOCO).Group of buyers submitted a non-binding proposal to acquire remaining stake in GoHealth, Inc. (NasdaqCM:GOCO) for approximately $330 million on May 18, 2023. Buyers collectively own 77.6% of the issued and outstanding shares of GoHealth. Buyers proposed to acquire remaining shares in GoHealth for cash consideration of $20.00 per share or unit. Independent members of GoHealth's Board will review the proposal in due course. Centerbridge’s investment committee has approved the submission of this Proposal. Proposal is subject to the completion of confirmatory due diligence and the negotiation and execution of mutually acceptable definitive transaction documentation. Elizabeth Cooper and Michael Chao of Simpson Thacher & Bartlett LLP acted as legal advisors to Centerbridge Partners, L.P. Patrick Croke of Croke Fairchild Duarte & Beres LLC acted as legal advisor to Clinton P. Jones. Group of buyers cancelled the acquisition of remaining stake in GoHealth, Inc. (NasdaqCM:GOCO) on August 24, 2023.공시 • Aug 11GoHealth, Inc. Provides Earnings Guidance for the Year 2023GoHealth, Inc. provided earnings guidance for the year 2023. The Company updates its full year 2023 outlook and expects total net revenue of $800 - $850 million.Reported Earnings • Aug 10Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: US$3.17 loss per share (improved from US$5.28 loss in 2Q 2022). Revenue: US$142.8m (down 10.0% from 2Q 2022). Net loss: US$28.9m (loss narrowed 34% from 2Q 2022). Revenue exceeded analyst estimates by 23%. Earnings per share (EPS) missed analyst estimates by 41%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has fallen by 58% per year whereas the company’s share price has fallen by 57% per year.공시 • Jul 29GoHealth, Inc. to Report Q2, 2023 Results on Aug 10, 2023GoHealth, Inc. announced that they will report Q2, 2023 results on Aug 10, 2023Major Estimate Revision • Jul 13Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -US$4.08 to -US$4.77 per share. Revenue forecast unchanged at US$775.4m. Insurance industry in the US expected to see average net income growth of 32% next year. Consensus price target of US$14.02 unchanged from last update. Share price fell 7.1% to US$18.67 over the past week.공시 • Jun 08GoHealth, Inc. Announces Departure of Shane Cruz, the Current Chief Strategy Officer, Whose Employment Will Terminate as of June 30, 2023On June 6, 2023, GoHealth, Inc. announced the departure of Shane Cruz, the current Chief Strategy Officer, whose employment will terminate as of June 30, 2023. Mr. Cruz has served in various leadership roles at the Company for nearly 20 years and the Company is grateful for his service. The separation of employment will be pursuant to Mr. Cruz’s current Amended & Restated Employment Agreement dated as of August 1, 2022 (the “Employment Agreement”). Pursuant to the Employment Agreement, Mr. Cruz is entitled to (i) a continuation of base salary for a two (2) year period, (ii) a cash bonus for 2023 at 100% of the targeted bonus (provided, however, that if there is a change of control within 12 months of separation, such bonus shall be multiplied by two), (iii) acceleration of any unvested LLC profits interests granted to Mr. Cruz prior to the 2020 initial public offering, (iv) acceleration of any unvested equity awards issued by the Company that would have vested within the 24 month period beginning on the separation date had Mr. Cruz remained employed by the Company, and (v) up to 24 months of COBRA premium reimbursement. The separation benefits under the Employment Agreement are subject to the Mr. Cruz’s execution and non-revocation of a release of claims in favor of the Company and continued compliance with applicable restrictive covenants.Price Target Changed • Jun 01Price target increased by 31% to US$14.02Up from US$10.67, the current price target is an average from 3 analysts. New target price is 26% below last closing price of US$19.06. The company is forecast to post a net loss per share of US$4.08 next year compared to a net loss per share of US$17.72 last year.공시 • May 21Group of buyers submitted a non-binding proposal to acquire remaining stake in GoHealth, Inc. (NasdaqCM:GOCO) for approximately $330 million.Group of buyers submitted a non-binding proposal to acquire remaining stake in GoHealth, Inc. (NasdaqCM:GOCO) for approximately $330 million on May 18, 2023. Buyers collectively own 77.6% of the issued and outstanding shares of GoHealth. Buyers proposed to acquire remaining shares in GoHealth for cash consideration of $20.00 per share or unit. Independent members of GoHealth's Board will review the proposal in due course. Centerbridge’s investment committee has approved the submission of this Proposal. Proposal is subject to the completion of confirmatory due diligence and the negotiation and execution of mutually acceptable definitive transaction documentation. Elizabeth Cooper and Michael Chao of Simpson Thacher & Bartlett LLP acted as legal advisors to Centerbridge Partners, L.P. Patrick Croke of Croke Fairchild Duarte & Beres LLC acted as legal advisor to Clinton P. Jones.Recent Insider Transactions • May 20CEO & Director recently bought US$100k worth of stockOn the 15th of May, Vijay Kotte bought around 7k shares on-market at roughly US$13.78 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Vijay's only on-market trade for the last 12 months.Major Estimate Revision • May 15Consensus EPS estimates upgraded to US$3.74 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -US$5.19 to -US$3.74 per share. Revenue forecast steady at US$785.3m. Insurance industry in the US expected to see average net income growth of 36% next year. Consensus price target of US$11.17 unchanged from last update. Share price rose 9.5% to US$14.10 over the past week.분석 기사 • May 10GoHealth, Inc. (NASDAQ:GOCO) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?Shareholders will be ecstatic, with their stake up 44% over the past week following GoHealth, Inc. 's ( NASDAQ:GOCO...Reported Earnings • May 10First quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2023 results: US$1.02 loss per share (improved from US$1.74 loss in 1Q 2022). Revenue: US$183.2m (down 32% from 1Q 2022). Net loss: US$9.18m (loss narrowed 32% from 1Q 2022). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 36%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Insurance industry in the US.공시 • May 09GoHealth, Inc. Reiterates Earnings Guidance for the Year 2023GoHealth, Inc. reiterated earnings guidance for the year 2023. The company reiterates its full year 2023 outlook and expects total net revenue of $750 million to $850 million.Major Estimate Revision • Mar 23Consensus revenue estimates decrease by 15%, EPS upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from US$971.0m to US$830.0m. EPS estimate increased from -US$6.98 to -US$5.19 per share. Insurance industry in the US expected to see average net income growth of 32% next year. Consensus price target broadly unchanged at US$10.67. Share price fell 8.3% to US$15.13 over the past week.Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: US$17.61 loss per share (improved from US$26.80 loss in FY 2021). Revenue: US$631.7m (down 41% from FY 2021). Net loss: US$148.7m (loss narrowed 22% from FY 2021). Revenue missed analyst estimates by 31%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Insurance industry in the US.Major Estimate Revision • Feb 16Consensus EPS estimates fall by 34%The consensus outlook for fiscal year 2022 has been updated. 2022 expected loss increased from -US$3.07 to -US$4.12 per share. Revenue forecast of US$920.3m unchanged since last update. Insurance industry in the US expected to see average net income growth of 21% next year. Consensus price target of US$10.58 unchanged from last update. Share price rose 4.9% to US$17.41 over the past week.Major Estimate Revision • Jan 19Consensus EPS estimates fall by 37%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from US$931.4m to US$920.3m. Losses expected to increase from US$2.25 per share to US$3.07. Insurance industry in the US expected to see average net income growth of 14% next year. Consensus price target reaffirmed at US$10.58. Share price rose 8.1% to US$13.95 over the past week.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 GOCO 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: GOCO 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장GoHealth 배당 수익률 vs 시장GOCO의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (GOCO)n/a시장 하위 25% (US)1.4%시장 상위 25% (US)4.3%업계 평균 (Insurance)2.6%분석가 예측 (GOCO) (최대 3년)n/a주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 GOCO 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 GOCO 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 GOCO 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: GOCO 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YUS 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 16:46종가2026/05/21 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스GoHealth, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Steven ValiquetteBarclaysSteven ValiquetteBarclaysMichael ChernyBofA Global Research13명의 분석가 더 보기
공시 • May 19GoHealth, Inc. announced delayed 10-Q filingOn 05/18/2026, GoHealth, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
공시 • May 04GoHealth, Inc., Annual General Meeting, Jun 17, 2026GoHealth, Inc., Annual General Meeting, Jun 17, 2026.
내러티브 업데이트 • Apr 30GOCO: Lower P E And Improved Revenue Outlook Will Support ReturnsAnalysts have cut their 12 month price target for GoHealth by about $3, reflecting a reset in fair value assumptions along with updated views on revenue growth, margins and future P/E, following a recent downgrade highlighted in Street research. Analyst Commentary Bearish analysts are framing the latest downgrade as part of a broader reset in expectations for GoHealth, with the lower 12 month price target seen as a response to questions about how quickly the business can translate its model into consistent, scalable earnings.
내러티브 업데이트 • Apr 14GOCO: Lower Earnings Multiple Will Support Upside Despite Nasdaq Compliance RiskAnalysts cut their GoHealth price target from $7.70 to $4.70 as they factor in updated assumptions for revenue growth and margins, and incorporate the recent downgrade at Freedom Broker into their outlook. Analyst Commentary Bullish Takeaways Bullish analysts view the reset to a US$4.70 target as a cleaner entry point that better reflects current expectations for revenue growth and margins, which they see as more achievable under updated assumptions.
Reported Earnings • Apr 01Full year 2025 earnings released: US$19.87 loss per share (vs US$0.66 loss in FY 2024)Full year 2025 results: US$19.87 loss per share (further deteriorated from US$0.66 loss in FY 2024). Revenue: US$361.8m (down 55% from FY 2024). Net loss: US$257.1m (loss widened US$250.5m from FY 2024). Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 54% per year, which means it is significantly lagging earnings.
내러티브 업데이트 • Mar 31GOCO: Discount Rate Tweaks Will Support Upside Despite Nasdaq Compliance RiskAnalysts have nudged up their price target on GoHealth to $7.70, citing a slightly lower discount rate and modest tweaks to long term revenue growth, profit margin, and future P/E assumptions as key drivers of the change. What's in the News On March 18, 2026, GoHealth received a notice from Nasdaq that it is not in compliance with the minimum US$35 million market value of listed securities requirement under Listing Rule 5550(b)(2) (Nasdaq filing).
공시 • Mar 21GoHealth, Inc. Receives Non-Compliance Notice from NasdaqOn March 18, 2026, GoHealth, Inc. (the Company) received a written notice (the Notice) from the Listing Qualifications Department of The Nasdaq Stock Market LLC (Nasdaq) notifying the Company that it is not in compliance with Nasdaq Listing Rule 5550(b)(2), which requires listed companies on The Nasdaq Global Market to maintain a minimum market value of listed securities of $35 million (the MVLS Requirement). The Notice also indicates that the Company does not meet the alternative continued listing standards set forth in Nasdaq Listing Rules 5550(b)(1) and 5550(b)(3), which require listed companies to maintain stockholders' equity of at least $2.5 million or net income from continuing operations of $500,000 in the most recently completed fiscal year or in two of the three most recently completed fiscal years. The Notice has no immediate effect on the listing or trading of the Company's common stock, which will continue to trade on The Nasdaq Global Market under the symbol GOCO. In accordance with Nasdaq Listing Rule 5810(c)(3)(C), the Company has been provided a compliance period of 180 calendar days, or until September 14, 2026 (the Compliance Period), to regain compliance with the MVLS Requirement. If at any time during the Compliance Period the Company's market value of listed securities closes at $35 million or more for a minimum of 10 consecutive business days (unless Nasdaq exercises its discretion to require a longer period, but generally no more than 20 consecutive business days), Nasdaq will provide written confirmation that the Company has regained compliance. If the Company does not regain compliance during the Compliance Period, the Company expects that Nasdaq will provide written notice that the Company's securities are subject to delisting. At that time, the Company may appeal Nasdaq's determination to a Nasdaq Hearings Panel, which would stay any suspension or delisting action pending the conclusion of the hearing process. The Company is evaluating options to regain compliance with the MVLS Requirement however, there can be no assurance that the Company will be able to regain compliance with the applicable continued listing requirements.
내러티브 업데이트 • Mar 17GOCO: Stable Assumptions And Low Future P E Will Support ReturnsAnalysts have kept their GoHealth price target unchanged at $4.50. They point to only slight tweaks in revenue growth, profit margin and forward P/E assumptions that do not materially alter their overall view of the stock.
내러티브 업데이트 • Mar 03GOCO: Stronger Margins And Lower P E Will Support Future Cash FlowAnalysts have trimmed their price target on GoHealth to reflect slightly weaker revenue expectations, a modestly stronger profit margin, and a marginally lower forward P/E. This results in a small downward adjustment in their $ price outlook for the stock.
내러티브 업데이트 • Feb 17GOCO: Carrier Relationship Reset Will Support Future Cash Flow RecoveryAnalysts have sharply reduced GoHealth's target, with one firm lowering its price target to $5 from $12 after Q3 results came in below expectations because of topline weakness tied to a suspended relationship with a large carrier. Analyst Commentary Bearish analysts are recalibrating their expectations after Q3 results came in well below what they were looking for, and the cut in the price target to $5 from $12 signals a more cautious stance on the stock.
내러티브 업데이트 • Feb 03GOCO: Cash Burn Discipline And Carrier Reset Could Support Future UpsideAnalysts have cut their price targets on GoHealth, including a reduction to US$5 from US$12. They cited weaker than expected Q3 results tied to topline softness from a suspended carrier relationship, a pullback in new enrollment growth, and ongoing concerns about market headwinds and cash flow sustainability.
내러티브 업데이트 • Jan 20GOCO: Cash Discipline And Carrier Reset Will Support Future Cash FlowAnalysts have sharply reduced their GoHealth price targets, with one moving from US$12 to US$5. This reflects weaker Q3 results tied to a suspended carrier relationship, as well as concerns about ongoing market headwinds and cash flow visibility.
내러티브 업데이트 • Jan 06GOCO: Focus On Cash Burn Discipline And Carrier Reset Supporting Future StabilityNarrative Update on GoHealth Analysts have cut their 12 month price target for GoHealth to US$5.00 from US$12.00, reflecting weaker Q3 results tied to a suspended relationship with a large carrier, softer revenue and Medicare submissions, a pullback in new enrollment growth, and concerns around ongoing market headwinds and uncertainty about achieving sustainable positive cash flow. Analyst Commentary Recent research updates on GoHealth reflect a cautious reset of expectations following Q3 results that came in below prior estimates, with price targets and ratings adjusted to reflect execution risks and a more uncertain growth outlook.
New Risk • Dec 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$79m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$80m net loss in 2 years). Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (25% increase in shares outstanding). Market cap is less than US$100m (US$74.1m market cap).
내러티브 업데이트 • Dec 15GOCO: Cash Flow Improvements Will Outweigh Carrier Loss And Enrollment PullbackAnalysts have sharply reduced their price target on GoHealth from approximately $12.00 to about $5.00 per share. This reflects weaker than expected Q3 results, revenue headwinds from a suspended carrier relationship, and persistent concerns about the company's ability to deliver sustainable growth and cash flow in a challenging market.
내러티브 업데이트 • Dec 01GOCO: Focus On Profitability And Cash Burn Reduction Will Drive Future StabilityAnalysts have sharply reduced GoHealth's fair value estimate from $14 to $7.70 per share. They cite ongoing market headwinds, weaker-than-expected Q3 results, and challenges in revenue growth as key reasons for the downward revision.
New Risk • Nov 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$79m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$90m net loss in 2 years). Shareholders have been diluted in the past year (25% increase in shares outstanding). Market cap is less than US$100m (US$73.8m market cap).
Major Estimate Revision • Nov 21Consensus revenue estimates fall by 32%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$797.5m to US$539.8m. Forecast losses increased from -US$4.56 to -US$20.65 per share. Insurance industry in the US expected to see average net income growth of 9.7% next year. Consensus price target of US$10.50 unchanged from last update. Share price fell 12% to US$2.30 over the past week.
내러티브 업데이트 • Nov 17GOCO: Recent Credit Move Will Boost Flexibility Ahead of Enrollment PeriodAnalysts have revised GoHealth's fair value estimate downward from $17.20 to $14.00. This change is due to updated model assumptions and increased caution surrounding revenue growth following recent company results and financial transactions.
Price Target Changed • Nov 16Price target decreased by 24% to US$14.00Down from US$18.40, the current price target is an average from 5 analysts. New target price is 452% above last closing price of US$2.54. Stock is down 79% over the past year. The company is forecast to post a net loss per share of US$20.99 next year compared to a net loss per share of US$0.66 last year.
Reported Earnings • Nov 14Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: US$11.73 loss per share (down from US$0.58 profit in 3Q 2024). Revenue: US$34.2m (down 71% from 3Q 2024). Net loss: US$165.8m (down US$171.7m from profit in 3Q 2024). Revenue missed analyst estimates by 67%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
공시 • Nov 11GoHealth, Inc. to Report Q3, 2025 Results on Nov 13, 2025GoHealth, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 13, 2025
공시 • Oct 15Gohealth, Inc. Announces Continuing to Leverage Its Proprietary TechnologyGoHealth, Inc. announced continuing to leverage its proprietary technology to ensure ' peace of mind' for consumers navigating a complex and volatile market. GoHealth's PlanFit technology enables licensed insurance agents to offer comprehensive, personalized guidance and improve the plan comparison and shopping experience for the consumer. Across the Medicare industry, about 2 million Medicare Advantage beneficiaries are estimated to be affected by plan exits, while an additional 10 million are expected to face plan degradation. Beneficiaries could see shrink provider networks, reduced supplemental benefits, higher copays or fewer covered medications. The result is less choice and greater uncertainty heading into this year's Annual Enrollment Period. To help beneficiaries navigate this shifting and complex AEP, GoHealth offers proprietary solutions designed to bring clarity, efficiency and confidence to the consumer experience: PlanFit CheckUp: A seamless, annual review that comprehensively compares other available options to a consumer's current Medicare plan. A licensed GoHealth agent uses PlanFit technology to facilitate the CheckUp by searching for any plan updates and exploring whether there are better alternatives available, or confirming that a consumer's current plan is still the best fit. A PlanFit Save occurs when an agent advances a consumer to stick with their existing coverage because it's the best choice available. Last AEP, despite unprecedented market disruption, GoHealth helped close to 30,000 consumers confirm that their current plan was the best fit option. PlanGPT: GoHealth's AI-powered assistant streamlines the plan comparison process by retrieving key information from thousands of pages of plan documentation. Implementing this tool allows licensed insurance agents to provide more personalized guidance by answering detailed, nuanced questions for consumers in real time to help them make educated decisions when comparing benefits across multiple plans. In 2024, GoHealth's proprietary AI tools helped cut the average call time by 10 minutes. The Annual Enrollment Period runs from October 15 through December 7. GoHealth recommends Medicare beneficiaries to take a proactive, informed approach to this year's AEP by thinking SMART and seeking clear, trusted guidance from licensed professionals.
내러티브 업데이트 • Aug 25Financial Flexibility And M&A Will Unlock Medicare And Senior Health PotentialGoHealth’s price target has been revised downward to $18.40, primarily reflecting reduced expectations for both future earnings multiples and revenue growth. What's in the News GoHealth has formed a Transformation Committee with new board members to evaluate strategic opportunities, including acquisitions, securitizations, and capital structure options.
공시 • Aug 21Gohealth, Inc. Announces Board ChangesGoHealth, Inc. announced appointment of Mark Weinsten as a Class II director of the Board, effective immediately. Mr. Weinsten currently serves as a managing director in BRG Corporate Finance where, among other services, he develops business plans and restructuring strategies; evaluates and negotiates strategic transactions; and implements revenue and liquidity improvement programs. Mr. Weinsten will serve with a term expiring at the Company’s annual meeting of stockholders to be held in 2028 and until his successor is duly elected and qualified or his earlier death, disqualification, resignation or removal. the Board also appointed Bao Truong as a Class III director of the Board, effective immediately. Mr. Truong currently serves as a senior managing director of Centerbridge Partners, L.P. (“Centerbridge”) where he oversees investments in a range of sectors across the firm’s private equity and credit business. Mr. Truong will serve with a term expiring at the Company’s annual meeting of stockholders to be held in 2026, and until his successor is duly elected and qualified or his earlier death, disqualification, resignation or removal. Mr. Truong was appointed to the Transformation Committee of the Board, the Compensation Committee of the Board and the Nominating and Corporate Governance Committee of the Board. Jeremy W. Gelber and Abhiraj Modi, members of the Board, resigned from the Board.
Major Estimate Revision • Aug 19Consensus EPS estimates upgraded to US$4.42 loss, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$825.8m to US$804.8m. 2025 losses expected to reduce from -US$5.15 to -US$4.42 per share. Insurance industry in the US expected to see average net income growth of 13% next year. Consensus price target down from US$20.60 to US$18.40. Share price fell 5.5% to US$5.51 over the past week.
Reported Earnings • Aug 17Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$5.10 loss per share (further deteriorated from US$2.70 loss in 2Q 2024). Revenue: US$94.0m (down 11% from 2Q 2024). Net loss: US$55.2m (loss widened 105% from 2Q 2024). Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 100%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Board Change • Aug 17Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Abhi Modi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
내러티브 업데이트 • Aug 10Financial Flexibility And M&A Will Unlock Medicare And Senior Health PotentialDespite higher revenue growth forecasts, GoHealth’s future P/E multiple has dropped sharply, indicating reduced investor confidence in earnings quality or sustainability, leading to a lower consensus price target of $19.60. What's in the News GoHealth has formed a Transformation Committee to evaluate acquisitions, financial structure options, securitizations, and other strategic opportunities for value creation.
공시 • Aug 07GoHealth, Inc. to Report Q2, 2025 Results on Aug 07, 2025GoHealth, Inc. announced that they will report Q2, 2025 results on Aug 07, 2025
공시 • May 17GoHealth, Inc. announced delayed 10-Q filingOn 05/16/2025, GoHealth, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
Reported Earnings • May 14First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.42 loss per share (improved from US$1.04 loss in 1Q 2024). Revenue: US$221.0m (up 19% from 1Q 2024). Net loss: US$4.41m (loss narrowed 56% from 1Q 2024). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 56%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
New Risk • May 14New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 14% per year over the past 5 years. Minor Risks Currently unprofitable and not forecast to become profitable next year (US$13m net loss next year). Share price has been volatile over the past 3 months (12% average weekly change).
공시 • May 08GoHealth, Inc.’s Statement on Recent Allegations in the United States False Claims Act ComplaintGoHealth, Inc. firmly denies the allegations made by the Government in a lawsuit in which the company has been named as a defendant related to events that allegedly occurred between 2016 and 2021. We are disappointed that the Government is pursuing claims against a company that has at all times worked to advance the interests of the Medicare Advantage program and the Medicare beneficiaries it serves. GoHealth maintains that it complied with the laws that were specifically designed by Congress and HHS to address payments by Medicare Advantage carriers to the brokers that sell their plans. GoHealth denies that it received kickbacks, and similarly, it denies that it placed beneficiaries in suboptimal plans due to compensation from carriers or that it engaged in any form of discrimination. GoHealth has a history of being a leader in enrolling special needs beneficiaries. Over the last five years, the special needs population represented 17% of the Medicare Advantage population, whereas it represented 35% of GoHealth enrollees. In addition, through the years, GoHealth has differentiated itself in the industry by implementing programs designed to prioritize the beneficiaries’ needs. For example, GoHealth’s Low Income Subsidy (LIS) team focused on determining eligibility of beneficiaries for special government programs, such as the Medicare Savings Program and Medicare Part D Extra Help Program, helping eligible beneficiaries to enroll in those programs at no charge and with no financial benefit to GoHealth. GoHealth’s PlanFit program incentivizes its agents to conduct a proper plan review even when the agents determine and recommend beneficiaries stay in their current plan. GoHealth strives to lead the way in its industry to ensure Medicare beneficiaries are well served. We share its Government’s goal of ensuring the Medicare industry provides the best possible healthcare for eligible American citizens. GoHealth intends to vigorously defend itself and we will not be distracted from its purpose and mission to provide its customers with peace of mind in their healthcare decisions so they can focus on living their lives.
공시 • May 05GoHealth, Inc. to Report Q1, 2025 Results on May 13, 2025GoHealth, Inc. announced that they will report Q1, 2025 results on May 13, 2025
New Risk • May 03New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$91.5m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$11m net loss in 2 years). Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$91.5m market cap).
공시 • Apr 29GoHealth, Inc., Annual General Meeting, Jun 18, 2025GoHealth, Inc., Annual General Meeting, Jun 18, 2025.
새로운 내러티브 • Mar 31Medicare Engagement And Efficiency Will Drive Future Savings GoHealth's shift to Medicare engagement enhances consumer relations and boosts operational efficiency, lowering costs and improving margins.
Price Target Changed • Mar 19Price target increased by 24% to US$26.00Up from US$21.00, the current price target is an average from 4 analysts. New target price is 89% above last closing price of US$13.79. Stock is up 36% over the past year. The company is forecast to post a net loss per share of US$2.06 next year compared to a net loss per share of US$0.66 last year.
Major Estimate Revision • Mar 06Consensus estimates of losses per share improve by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$788.8m to US$863.8m. EPS estimate increased from -US$3.73 per share to -US$2.28 per share. Insurance industry in the US expected to see average net income growth of 8.4% next year. Consensus price target up from US$19.50 to US$21.00. Share price was steady at US$15.64 over the past week.
Price Target Changed • Mar 02Price target increased by 7.7% to US$21.00Up from US$19.50, the current price target is an average from 4 analysts. New target price is 45% above last closing price of US$14.49. Stock is up 13% over the past year. The company is forecast to post a net loss per share of US$2.28 next year compared to a net loss per share of US$0.29 last year.
Reported Earnings • Feb 27Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: US$0.29 loss per share (improved from US$7.19 loss in FY 2023). Revenue: US$798.9m (up 8.7% from FY 2023). Net loss: US$2.93m (loss narrowed 96% from FY 2023). Revenue exceeded analyst estimates by 8.5%. Earnings per share (EPS) also surpassed analyst estimates by 52%. Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공시 • Feb 14GoHealth, Inc. to Report Q4, 2024 Results on Feb 27, 2025GoHealth, Inc. announced that they will report Q4, 2024 results on Feb 27, 2025
New Risk • Dec 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$42m net loss in 2 years). Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (2.4% increase in shares outstanding).
New Risk • Dec 16New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$42m net loss in 2 years). Shareholders have been diluted in the past year (2.4% increase in shares outstanding).
New Risk • Nov 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$42m net loss in 2 years). Shareholders have been diluted in the past year (2.4% increase in shares outstanding).
Major Estimate Revision • Nov 14Consensus EPS estimates upgraded to US$1.31 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$5.23 to -US$1.31 per share. Revenue forecast steady at US$732.0m. Insurance industry in the US expected to see average net income growth of 9.9% next year. Consensus price target of US$17.67 unchanged from last update. Share price rose 5.4% to US$12.42 over the past week.
New Risk • Nov 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 5.9% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$40m net loss in 2 years). Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (2.9% increase in shares outstanding).
공시 • Oct 24GoHealth, Inc. to Report Q3, 2024 Results on Nov 07, 2024GoHealth, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024
New Risk • Oct 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$43m net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (2.7% increase in shares outstanding).
공시 • Oct 10GoHealth, Inc. Appoints Brendan Shanahan as Chief Financial Officer, Effective October 14, 2024GoHealth, Inc. announced the appointment of Brendan Shanahan as Chief Financial Officer (CFO), effective October 14, following a comprehensive search process. Mr. Shanahan, a seasoned executive with over 30 years of financial leadership experience and over 20 years of expertise in the Medicare Advantage space, will oversee GoHealth’s financial strategy and operations, contributing to the company’s profitable growth and innovation efforts. Mr. Shanahan, who was also a licensed insurance agent, will manage all financial aspects of GoHealth, including financial planning, analysis, reporting, investor relations, and capital structure optimization. Additionally, he will provide leadership in financial risk management, business analytics, budgeting, audit, and tax compliance, to ensure GoHealth achieves both its short- and long-term financial goals. Throughout his career, Mr. Shanahan has built high-performing finance teams, implemented systems to streamline financial operations, and played key roles in mergers and acquisitions. His leadership in financial strategy, including P&L oversight, cost containment, and capital management, has consistently delivered tangible results. Mr. Shanahan holds an MBA in Banking and Finance from Hofstra University and a Bachelor of Science in Business Administration from The Citadel. He is also a Certified Public Accountant (CPA) (inactive) and a Chartered Global Management Accountant. Katherine O'Halloran will remain as a key leader in the finance organization, continuing to serve as Chief Accounting Officer and reporting to the CFO.
공시 • Oct 02GoHealth, Inc. (NasdaqCM:GOCO) completed the acquisition of e-TeleQuote Insurance, Inc.GoHealth, Inc. (NasdaqCM:GOCO) entered into a purchase agreement to acquire e-TeleQuote Insurance, Inc. on August 30, 2024. Pursuant to which ETQ Holdings, LLC will subscribe for and acquire newly issued shares of ETQ’s common stock representing approximately 18.9% of ETQ’s outstanding common stock post-acquisition. Immediately following the effective time of the Closing, ETQ’s current parent company will irrevocably permanently surrender and relinquish all rights in ETQ without receipt of consideration. The expected completion of the transaction is September 30, 2024. GoHealth, Inc. (NasdaqCM:GOCO) completed the acquisition of e-TeleQuote Insurance, Inc. on September 30, 2024. GoHealth completed the purchase by investing $5 million for newly issued shares in e-TeleQuote. Concurrently, e-TeleQuote's previous owner relinquished its 81.1% ownership interest thereby relinquishing its rights in e-TeleQuote Insurance.
New Risk • Sep 16New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$43m net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (2.7% increase in shares outstanding).
New Risk • Sep 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$43m net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (2.7% increase in shares outstanding).
공시 • Sep 05GoHealth, Inc. (NasdaqCM:GOCO) entered into a purchase agreement to acquire e-TeleQuote Insurance, Inc.GoHealth, Inc. (NasdaqCM:GOCO) entered into a purchase agreement to acquire e-TeleQuote Insurance, Inc. on September 4, 2024. The expected completion of the transaction is September 30, 2024.
New Risk • Aug 26New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$43m net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (2.7% increase in shares outstanding).
Reported Earnings • Aug 09Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: US$2.61 loss per share (improved from US$3.27 loss in 2Q 2023). Revenue: US$105.9m (down 26% from 2Q 2023). Net loss: US$26.0m (loss narrowed 13% from 2Q 2023). Revenue missed analyst estimates by 25%. Earnings per share (EPS) also missed analyst estimates by 3.5%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 47% per year, which means it is significantly lagging earnings.
공시 • Aug 09GoHealth, Inc. Provides Earnings Guidance for the Full Year 2024GoHealth, Inc. provided earnings guidance for the full year 2024. The company expected various factors to influence the second half of the year and the company remain confident in performance expectations for 2024. The company anticipated growth in Submission volume and revenue.
New Risk • Aug 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$49m net loss next year). Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (2.9% increase in shares outstanding).
공시 • Jul 25GoHealth, Inc. to Report Q2, 2024 Results on Aug 08, 2024GoHealth, Inc. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 08, 2024
New Risk • Jul 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$49m net loss next year). Shareholders have been diluted in the past year (2.9% increase in shares outstanding).
Board Change • Jul 12Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Karoline Hilu was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공시 • Jul 10GoHealth, Inc. Announces Changes to Board of DirectorsGoHealth, Inc. announced changes to its Board of Directors. GoHealth welcomes Alan Wheatley, former President of Medicare at Humana, and Abhiraj Modi, Managing Director at Centerbridge Partners as its newest members of the Board, filling the open seats made available by the transitions of Joseph Flanagan and Christopher Litchford off of the board. Mr. Wheatley brings over thirty years of experience in the Medicare space, including over a decade at Humana as a senior executive. Mr. Modi has spent over a decade at Centerbridge focusing on financial services and healthcare investments.
New Risk • Jul 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$49m net loss next year). Shareholders have been diluted in the past year (2.9% increase in shares outstanding).
New Risk • Jun 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$49m net loss next year). Share price has been volatile over the past 3 months (10.0% average weekly change). Shareholders have been diluted in the past year (2.9% increase in shares outstanding).
New Risk • Jun 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.6m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$49m net loss next year). Market cap is less than US$100m (US$99.6m market cap).
공시 • Jun 06GoHealth, Inc. Announces Chief Financial Officer ChangesGoHealth, Inc. announced that its Board of Directors has appointed Katherine O’Halloran, age 53, Chief Accounting Officer, as interim Chief Financial Officer. Ms. O’Halloran’s appointment follows the resignation of Jason Schulz, Chief Financial Officer, effective immediately. Mr. Schulz’s resignation is for personal reasons and is in no way related to his performance, internal relationships, nor GoHealth’s business performance, financial reporting, or controls, where the company has invested in and built a high performing finance function. Mr. Schulz will continue to support the company with transition services through September 1, 2024 while the company conducts a search process to identify a permanent CFO. Ms. O’Halloran joined the company as Chief Accounting Officer in April 2023. From January 2022 until April 2023, she was the Chief Financial Officer at VanEnkevort Tug & Barge, Inc. Prior to VanEnkevort Tug & Barge, she spent the previous 16 years in various finance and accounting leadership roles at Great Lakes Dredge & Dock Corporation. Ms. O’Halloran holds a Bachelor’s degree in Accountancy from Northern Illinois University, has an MBA from St. Xavier University and is a Certified Public Accountant. Ms. O’Halloran does not have any family relationship with any director or executive officer of the Company, or any person nominated or chosen to become a director or executive officer of the Company, and there are no arrangements or understandings with any persons pursuant to which Ms. O’Halloran has been appointed to her position.
공시 • Jun 05GoHealth, Inc. Announces Resignation of Jason Schulz as TreasurerGoHealth, Inc. announced the resignation of Jason Schulz, Treasurer, effective immediately. Mr. Schulz’s resignation is for personal reasons and is in no way related to his performance, internal relationships, nor GoHealth’s business performance, financial reporting, or controls, where the company has invested in and built a high performing finance function. Mr. Schulz will continue to support the company with transition services through September 1, 2024 while the company conducts a search process to identify a permanent CFO.
Seeking Alpha • May 28GoHealth: Turning The Corner On Operating Cash FlowSummary GoHealth's shares have continued to drop despite positive developments, presenting an opportunity for investors to build a position over time. The company has shown positive operating cash flow for five consecutive quarters, reflecting a shift towards profitability and cost containment. Although GOCO previously needed to rely on debt funding, it is now deleveraging, and its focus on operating cash flow is a positive sign for investors. Read the full article on Seeking Alpha
Reported Earnings • May 09First quarter 2024 earnings released: US$0.95 loss per share (vs US$1.12 loss in 1Q 2023)First quarter 2024 results: US$0.95 loss per share (improved from US$1.12 loss in 1Q 2023). Revenue: US$185.6m (up 1.3% from 1Q 2023). Net loss: US$9.22m (loss narrowed 8.5% from 1Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 62% per year, which means it is performing significantly worse than earnings.
공시 • Apr 28GoHealth, Inc., Annual General Meeting, Jun 12, 2024GoHealth, Inc., Annual General Meeting, Jun 12, 2024, at 10:00 Eastern Daylight. Agenda: To elect Alexander Timm, David Fisher, and Vijay Kotte as Class I Directors to serve until the 2027Annual Meeting of Stockholders, and until their respective successors shall have been duly elected and qualified; To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024; To cast an advisory vote to approve the compensation of the Company's Named Executive Officers (Say-on-Pay Vote) and; To transact such other business as may properly come before the meeting; and to consider other matters.
공시 • Apr 20GoHealth, Inc. to Report Q1, 2024 Results on May 09, 2024GoHealth, Inc. announced that they will report Q1, 2024 results on May 09, 2024
Major Estimate Revision • Mar 21Consensus revenue estimates fall by 18%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$903.2m to US$738.1m. Forecast losses increased from -US$2.06 to -US$5.14 per share. Insurance industry in the US expected to see average net income growth of 23% next year. Consensus price target down from US$21.00 to US$17.50. Share price fell 8.8% to US$10.34 over the past week.
공시 • Mar 20Robbins Geller Rudman & Dowd LLP Announces a Notice of Pendency and Proposed Settlement of Class Action in the GoHealth, Inc. Securities LitigationRobbins Geller Rudman & Dowd LLP announced a Notice of Pendency and Proposed Settlement of Class Action in the GoHealth, Inc. Securities Litigation. Pursuant to an Order of the United States District Court for the Northern District of Illinois, Eastern Division (the "Court") and Rule 23 of the Federal Rules of Civil Procedure, that (i) the above-captioned litigation (the "Litigation") has been preliminarily certified as a class action on behalf of a class of all Persons who purchased or otherwise acquired GoHealth Class A common stock between July 14, 2020, and January 10, 2021, inclusive (the "Class Period"), except for certain Persons excluded from the Class as defined in the full printed Notice of Pendency and Proposed Settlement of Class Action ("Notice"), which is available as described below; and (ii) Lead Plaintiffs and Defendants in the Litigation have reached an agreement to settle the Litigation for $29,250,000 in cash (the "Settlement"). If the Settlement is approved it will resolve all claims in the Litigation. Any capitalized terms used in this Summary Notice that are not otherwise defined herein shall have the meanings ascribed to them in the Stipulation of Settlement dated February 7, 2024 (the "Stipulation"), and the Notice. A hearing will be held on May 22, 2024, at 9:30 a.m., before the Honorable Jeremy C. Daniel, at the Everett McKinley Dirksen U.S. Courthouse, 219 South Dearborn Street, Chicago, Illinois 60604, for the purpose of determining: whether the proposed settlement of the claims in the Litigation for the sum of $29,250,000 in cash should be approved by the Court as fair, reasonable, and adequate; whether a Class should be certified for purposes of the Settlement; whether, thereafter, this Litigation should be dismissed with prejudice pursuant to the terms and conditions set in the Stipulation; whether the proposed Plan of Allocation is fair, reasonable, and adequate and therefore should be approved; and the reasonableness of the application of Lead Counsel for the payment of attorneys' fees and expenses incurred in connection with this Litigation together with the interest earned thereon (and any payment to the Lead Plaintiffs pursuant to the Private Securities Litigation Reform Act of 1995 in connection with their representation of the Class).
New Risk • Mar 17New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$29m net loss in 2 years). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).
Reported Earnings • Mar 15Full year 2023 earnings released: US$3.40 loss per share (vs US$17.72 loss in FY 2022)Full year 2023 results: US$3.40 loss per share (improved from US$17.72 loss in FY 2022). Revenue: US$734.7m (up 16% from FY 2022). Net loss: US$63.3m (loss narrowed 58% from FY 2022). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 60% per year, which means it is performing significantly worse than earnings.
공시 • Feb 23GoHealth, Inc. to Report Q4, 2023 Results on Mar 14, 2024GoHealth, Inc. announced that they will report Q4, 2023 results on Mar 14, 2024
Price Target Changed • Nov 24Price target increased by 43% to US$20.00Up from US$14.02, the current price target is provided by 1 analyst. New target price is 53% above last closing price of US$13.06. The company is forecast to post a net loss per share of US$3.97 next year compared to a net loss per share of US$17.72 last year.
공시 • Oct 20GoHealth, Inc. to Report Q3, 2023 Results on Nov 09, 2023GoHealth, Inc. announced that they will report Q3, 2023 results on Nov 09, 2023
공시 • Aug 26Group of buyers cancelled the acquisition of remaining stake in GoHealth, Inc. (NasdaqCM:GOCO).Group of buyers submitted a non-binding proposal to acquire remaining stake in GoHealth, Inc. (NasdaqCM:GOCO) for approximately $330 million on May 18, 2023. Buyers collectively own 77.6% of the issued and outstanding shares of GoHealth. Buyers proposed to acquire remaining shares in GoHealth for cash consideration of $20.00 per share or unit. Independent members of GoHealth's Board will review the proposal in due course. Centerbridge’s investment committee has approved the submission of this Proposal. Proposal is subject to the completion of confirmatory due diligence and the negotiation and execution of mutually acceptable definitive transaction documentation. Elizabeth Cooper and Michael Chao of Simpson Thacher & Bartlett LLP acted as legal advisors to Centerbridge Partners, L.P. Patrick Croke of Croke Fairchild Duarte & Beres LLC acted as legal advisor to Clinton P. Jones. Group of buyers cancelled the acquisition of remaining stake in GoHealth, Inc. (NasdaqCM:GOCO) on August 24, 2023.
공시 • Aug 11GoHealth, Inc. Provides Earnings Guidance for the Year 2023GoHealth, Inc. provided earnings guidance for the year 2023. The Company updates its full year 2023 outlook and expects total net revenue of $800 - $850 million.
Reported Earnings • Aug 10Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: US$3.17 loss per share (improved from US$5.28 loss in 2Q 2022). Revenue: US$142.8m (down 10.0% from 2Q 2022). Net loss: US$28.9m (loss narrowed 34% from 2Q 2022). Revenue exceeded analyst estimates by 23%. Earnings per share (EPS) missed analyst estimates by 41%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has fallen by 58% per year whereas the company’s share price has fallen by 57% per year.
공시 • Jul 29GoHealth, Inc. to Report Q2, 2023 Results on Aug 10, 2023GoHealth, Inc. announced that they will report Q2, 2023 results on Aug 10, 2023
Major Estimate Revision • Jul 13Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -US$4.08 to -US$4.77 per share. Revenue forecast unchanged at US$775.4m. Insurance industry in the US expected to see average net income growth of 32% next year. Consensus price target of US$14.02 unchanged from last update. Share price fell 7.1% to US$18.67 over the past week.
공시 • Jun 08GoHealth, Inc. Announces Departure of Shane Cruz, the Current Chief Strategy Officer, Whose Employment Will Terminate as of June 30, 2023On June 6, 2023, GoHealth, Inc. announced the departure of Shane Cruz, the current Chief Strategy Officer, whose employment will terminate as of June 30, 2023. Mr. Cruz has served in various leadership roles at the Company for nearly 20 years and the Company is grateful for his service. The separation of employment will be pursuant to Mr. Cruz’s current Amended & Restated Employment Agreement dated as of August 1, 2022 (the “Employment Agreement”). Pursuant to the Employment Agreement, Mr. Cruz is entitled to (i) a continuation of base salary for a two (2) year period, (ii) a cash bonus for 2023 at 100% of the targeted bonus (provided, however, that if there is a change of control within 12 months of separation, such bonus shall be multiplied by two), (iii) acceleration of any unvested LLC profits interests granted to Mr. Cruz prior to the 2020 initial public offering, (iv) acceleration of any unvested equity awards issued by the Company that would have vested within the 24 month period beginning on the separation date had Mr. Cruz remained employed by the Company, and (v) up to 24 months of COBRA premium reimbursement. The separation benefits under the Employment Agreement are subject to the Mr. Cruz’s execution and non-revocation of a release of claims in favor of the Company and continued compliance with applicable restrictive covenants.
Price Target Changed • Jun 01Price target increased by 31% to US$14.02Up from US$10.67, the current price target is an average from 3 analysts. New target price is 26% below last closing price of US$19.06. The company is forecast to post a net loss per share of US$4.08 next year compared to a net loss per share of US$17.72 last year.
공시 • May 21Group of buyers submitted a non-binding proposal to acquire remaining stake in GoHealth, Inc. (NasdaqCM:GOCO) for approximately $330 million.Group of buyers submitted a non-binding proposal to acquire remaining stake in GoHealth, Inc. (NasdaqCM:GOCO) for approximately $330 million on May 18, 2023. Buyers collectively own 77.6% of the issued and outstanding shares of GoHealth. Buyers proposed to acquire remaining shares in GoHealth for cash consideration of $20.00 per share or unit. Independent members of GoHealth's Board will review the proposal in due course. Centerbridge’s investment committee has approved the submission of this Proposal. Proposal is subject to the completion of confirmatory due diligence and the negotiation and execution of mutually acceptable definitive transaction documentation. Elizabeth Cooper and Michael Chao of Simpson Thacher & Bartlett LLP acted as legal advisors to Centerbridge Partners, L.P. Patrick Croke of Croke Fairchild Duarte & Beres LLC acted as legal advisor to Clinton P. Jones.
Recent Insider Transactions • May 20CEO & Director recently bought US$100k worth of stockOn the 15th of May, Vijay Kotte bought around 7k shares on-market at roughly US$13.78 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Vijay's only on-market trade for the last 12 months.
Major Estimate Revision • May 15Consensus EPS estimates upgraded to US$3.74 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -US$5.19 to -US$3.74 per share. Revenue forecast steady at US$785.3m. Insurance industry in the US expected to see average net income growth of 36% next year. Consensus price target of US$11.17 unchanged from last update. Share price rose 9.5% to US$14.10 over the past week.
분석 기사 • May 10GoHealth, Inc. (NASDAQ:GOCO) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?Shareholders will be ecstatic, with their stake up 44% over the past week following GoHealth, Inc. 's ( NASDAQ:GOCO...
Reported Earnings • May 10First quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2023 results: US$1.02 loss per share (improved from US$1.74 loss in 1Q 2022). Revenue: US$183.2m (down 32% from 1Q 2022). Net loss: US$9.18m (loss narrowed 32% from 1Q 2022). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 36%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Insurance industry in the US.
공시 • May 09GoHealth, Inc. Reiterates Earnings Guidance for the Year 2023GoHealth, Inc. reiterated earnings guidance for the year 2023. The company reiterates its full year 2023 outlook and expects total net revenue of $750 million to $850 million.
Major Estimate Revision • Mar 23Consensus revenue estimates decrease by 15%, EPS upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from US$971.0m to US$830.0m. EPS estimate increased from -US$6.98 to -US$5.19 per share. Insurance industry in the US expected to see average net income growth of 32% next year. Consensus price target broadly unchanged at US$10.67. Share price fell 8.3% to US$15.13 over the past week.
Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: US$17.61 loss per share (improved from US$26.80 loss in FY 2021). Revenue: US$631.7m (down 41% from FY 2021). Net loss: US$148.7m (loss narrowed 22% from FY 2021). Revenue missed analyst estimates by 31%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Insurance industry in the US.
Major Estimate Revision • Feb 16Consensus EPS estimates fall by 34%The consensus outlook for fiscal year 2022 has been updated. 2022 expected loss increased from -US$3.07 to -US$4.12 per share. Revenue forecast of US$920.3m unchanged since last update. Insurance industry in the US expected to see average net income growth of 21% next year. Consensus price target of US$10.58 unchanged from last update. Share price rose 4.9% to US$17.41 over the past week.
Major Estimate Revision • Jan 19Consensus EPS estimates fall by 37%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from US$931.4m to US$920.3m. Losses expected to increase from US$2.25 per share to US$3.07. Insurance industry in the US expected to see average net income growth of 14% next year. Consensus price target reaffirmed at US$10.58. Share price rose 8.1% to US$13.95 over the past week.
