Reported Earnings • May 08
First quarter 2026 earnings: EPS and revenues exceed analyst expectations First quarter 2026 results: US$0.58 loss per share (further deteriorated from US$0.33 loss in 1Q 2025). Revenue: US$88.0m (down 22% from 1Q 2025). Net loss: US$18.1m (loss widened 82% from 1Q 2025). Revenue exceeded analyst estimates by 8.3%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Revenue is expected to decline by 5.6% p.a. on average during the next 3 years, while revenues in the Insurance industry in the US are expected to grow by 2.6%. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has fallen by 37% per year, which means it is significantly lagging earnings. Aankondiging • Apr 29
eHealth, Inc., Annual General Meeting, Jun 18, 2026 eHealth, Inc., Annual General Meeting, Jun 18, 2026. Aankondiging • Apr 23
eHealth, Inc. to Report Q1, 2026 Results on May 06, 2026 eHealth, Inc. announced that they will report Q1, 2026 results on May 06, 2026 Aankondiging • Apr 17
eHealth Announces Final Expense Life Insurance Plans eHealth had announced it now offers Final Expense life insurance plans, helping Americans and their families prepare for funeral and burial or cremation expenses. The new plans are part of eHealth's strategy to better meet the coverage and wellness needs of individuals and families, offering an expanded portfolio of plans, services and support to help consumers live healthier, more financially secure lives. A new eHealth survey of over 1,000 Americans aged 65 and older found many people are unprepared to cover end-of-life expenses. Key survey findings include: 69% underestimate the average cost of a funeral with viewing and cremation, while 35% underestimate the average cost of a funeral with burial. 62% plan to be cremated, while 23% prefer to be buried; 15% don't know or have no preference. 47% worry about burdening loved ones with the cost of a funeral and burial or cremation. Among survey respondents living on an income of less than $50,000 per year: 56% worry about burdening their loved ones with the cost of a funeral and burial or cremation. 33% have no insurance or money set aside to help cover these end-of-life expenses. EHealth's Final Expense plans are offered through Mutual of Omaha and available by phone, allowing licensed insurance agents to address coverage options as part of a broader, personalized financial protection discussion. The policies can provide tax-free funds for various purposes, including funeral and burial or cremation expenses, outstanding medical bills, travel costs, legal fees, or other related needs. Two types of Final Expense plans are available: Level Benefit Plans, offered to people ages 45 to 85, with coverage amounts ranging from $2,000 to $50,000. Graded Benefit Plans, offered to people ages 45 to 80, with coverage amounts ranging from $2,000 to $20,000. Applicants are not required to undergo a medical exam to qualify for coverage. Instead, eligibility is determined through responses to a limited set of health questions covering a lookback period of approximately two to four years. The plans are designed to be affordable and provide beneficiaries with quick access to guaranteed funds, helping reduce financial stress during a difficult time. The average cost of a funeral with a viewing and burial exceeds $8,000, while the average cost of a funeral with a viewing and cremation is more than $6,000. Specific plan availability may vary by state; some plans may not be available in Arkansas, Montana, New York, and North Carolina. Coverage and premiums may vary based on qualifying factors. Aankondiging • Apr 01
Andrea Brimmer to Step Down from Board of Directors of eHealth, Inc. on June 18, 2026 eHealth, Inc. announced that Andrea Brimmer will not stand for re-election to the Company's Board of Directors and will step down when her current term expires at the Company's next annual meeting of shareholders to be held on June 18, 2026. Ms. Brimmer will continue to serve as a member of the Board until the expiration of her term at the Company's upcoming annual meeting. New Risk • Mar 04
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 15% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings are forecast to decline by an average of 9.5% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$6.6m net loss in 3 years). Market cap is less than US$100m (US$38.1m market cap). Major Estimate Revision • Mar 04
Consensus revenue estimates fall by 21% The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$544.8m to US$428.3m. Forecast losses increased from -US$1.04 to -US$1.06 per share. Insurance industry in the US expected to see average net income growth of 7.5% next year. Consensus price target down from US$8.50 to US$3.75. Share price fell 10% to US$1.56 over the past week. Recent Insider Transactions • Mar 03
CEO & Director recently bought US$259k worth of stock On the 27th of February, Derrick Duke bought around 188k shares on-market at roughly US$1.38 per share. This transaction amounted to 63% 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 Derrick's only on-market trade for the last 12 months. Price Target Changed • Mar 01
Price target decreased by 56% to US$3.75 Down from US$8.50, the current price target is an average from 4 analysts. New target price is 188% above last closing price of US$1.30. Stock is down 85% over the past year. The company is forecast to post a net loss per share of US$1.06 next year compared to a net loss per share of US$0.34 last year. New Risk • Feb 27
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 3.9% 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 3.9% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$6.6m net loss in 3 years). Share price has been volatile over the past 3 months (15% average weekly change). Market cap is less than US$100m (US$40.9m market cap). Reported Earnings • Feb 26
Full year 2025 earnings: EPS and revenues exceed analyst expectations Full year 2025 results: US$0.34 loss per share (improved from US$1.19 loss in FY 2024). Revenue: US$554.0m (up 4.1% from FY 2024). Net loss: US$10.4m (loss narrowed 70% from FY 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 2.9%. Revenue is forecast to stay flat during the next 3 years compared to a 3.2% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 46% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Feb 25
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to US$1.89, the stock trades at a trailing P/E ratio of 43x. Average forward P/E is 10x in the Insurance industry in the US. Total loss to shareholders of 77% over the past three years. Valuation Update With 7 Day Price Move • Feb 11
Investor sentiment deteriorates as stock falls 25% After last week's 25% share price decline to US$1.98, the stock trades at a trailing P/E ratio of 45.1x. Average forward P/E is 10x in the Insurance industry in the US. Total loss to shareholders of 79% over the past three years. Aankondiging • Feb 10
eHealth, Inc. to Report Q4, 2025 Results on Feb 25, 2026 eHealth, Inc. announced that they will report Q4, 2025 results on Feb 25, 2026 New Risk • Jan 28
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: US$93.5m 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: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (US$93.5m market cap). Valuation Update With 7 Day Price Move • Jan 27
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to US$3.04, the stock trades at a trailing P/E ratio of 69.2x. Average forward P/E is 10x in the Insurance industry in the US. Total loss to shareholders of 63% over the past three years. Major Estimate Revision • Dec 21
Consensus EPS estimates upgraded to US$0.35 loss The consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.861 to -US$0.35 per share. Revenue forecast steady at US$546.0m. Insurance industry in the US expected to see average net income growth of 8.1% next year. Consensus price target of US$8.50 unchanged from last update. Share price fell 2.9% to US$4.37 over the past week. Aankondiging • Dec 18
eHealth, Inc. Revises Earnings Guidance for the Year Ending December 31, 2025 eHealth, Inc. revised earnings guidance for the year ending December 31, 2025. For the year ending December 31, 2025, the company expects total revenue is expected to be in the range of $540.0 million to $560.0 million, compared to the prior range of $525.0 million to $565.0 million. GAAP net income is expected to be in the range of $30 million to $45 million, compared to the prior range of $9.0 million to $30.0 million. Valuation Update With 7 Day Price Move • Nov 20
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to US$3.32, the stock trades at a trailing P/E ratio of 75.5x. Average forward P/E is 10x in the Insurance industry in the US. Total returns to shareholders of 11% over the past three years. Aankondiging • Nov 12
eHealth Advances its AI Strategy with Expanded Voice Agent Capabilities eHealth announced the expanded use of Alice, its AI-powered voice agent. Alice has expanded beyond its initial use for shopping and initial enrollment telephone support and is now assisting with post-enrollment and general service calls from Medicare Advantage beneficiaries, helping to efficiently address and resolve common inquiries such as: Application status: Alice provides customers with general information on their application status as provided by the health plan. Soon, she will also be able to look up specific details and inform callers exactly where their application is with the health plan in the process. ID card inquiries: Alice informs customers when they generally can expect to receive their insurance ID cards and, if necessary, directs them to contact their health plan for further assistance. Billing questions: Alice provides customers with direct billing contact phone numbers for their respective health plan, making it easier for individuals to access assistance when billing support is required. Do Not Call requests: Alice can initiate steps to remove customers from eHealth's call list upon request, ensuring their communication preferences are respected. eHealth's leadership in technology has defined the company since its founding. Today, eHealth has distinguished itself from other Medicare brokers by deploying leading AI technology at scale, continuing its commitment to improving the customer experience. The expansion of Alice marks another step forward in eHealth's mission to use technology to make healthcare simpler and more accessible for everyone. Alice already handles all after-hours Medicare Advantage inquiries and supports both initial enrollment assistance and service calls during business hours when agents are unavailable. In the future, eHealth plans to extend Alice's capabilities to assist individuals with shopping for other types of health insurance plans. For years, eHealth has leveraged AI and machine learning to match beneficiaries with the most suitable health plans based on their unique needs, including coverage requirements, physicians, and prescription drugs, from a broad catalog of leading national and regional insurers. To experience Alice in action, listen to this demo. Price Target Changed • Nov 12
Price target decreased by 7.9% to US$8.75 Down from US$9.50, the current price target is an average from 4 analysts. New target price is 111% above last closing price of US$4.14. Stock is down 22% over the past year. The company is forecast to post a net loss per share of US$0.90 next year compared to a net loss per share of US$1.19 last year. Reported Earnings • Nov 06
Third quarter 2025 earnings: EPS and revenues exceed analyst expectations Third quarter 2025 results: US$1.46 loss per share (improved from US$1.83 loss in 3Q 2024). Revenue: US$53.9m (down 7.8% from 3Q 2024). Net loss: US$44.6m (loss narrowed 17% from 3Q 2024). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 4.6% 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 increased by 68% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Aankondiging • Oct 31
eHealth, Inc. to Report Q3, 2025 Results on Nov 05, 2025 eHealth, Inc. announced that they will report Q3, 2025 results on Nov 05, 2025 Aankondiging • Oct 01
eHealth, Inc. Releases Findings from New Survey eHealth, Inc. released findings from a new survey showing most Medicare beneficiaries find it confusing to shop for a plan during the Annual Enrollment Period (AEP), with about one-third of Medicare Advantage enrollees largely unaware of significant changes expected for the coming year. The survey of more than 1,500 Medicare beneficiaries offers timely insights as millions of Americans will soon make coverage decisions during this year's AEP, which runs from Oct. 15 through Dec. 7, 2025. Key findings from eHealth's survey include: 75% of Medicare beneficiaries said choosing a Medicare plan is confusing. 51% of Medicare beneficiaries intend to review their coverage options this AEP, compared to 63% who said they did so last year. 36% of Medicare Advantage and Part D plan enrollees said they are unaware that significant cost and benefit changes are expected for 2026. 33% of Medicare beneficiaries agree they don't have a good understanding of how Medicare Advantage, Medicare Supplement, and Part D plans differ. 33% of Medicare beneficiaries incorrectly believe Medicare covers GLP-1 drugs for weight loss. 29% of Medicare beneficiaries are unaware that Medicare covers recommended vaccines with no out-of-pocket costs. Aankondiging • Sep 20
eHealth, Inc Announces Board and Committee Changes On September 17, 2025, Aaron Tolson notified the Board of Directors of eHealth, Inc. he is resigning from the Board, as well as from the Board’s compensation committee, nominating and corporate governance committee and government and regulatory affairs committee, effective immediately. Mr. Tolson was initially appointed to the Board as a designee of Echelon Health SPV, LP pursuant to the terms of the Investment Agreement, dated February 17, 2021, by and between the Company and H.I.G. The resignation of Mr. Tolson was not the result of any disagreement between Mr. Tolson and the Company. On September 17, 2025, the Board appointed Todd Arden as a member of the Board, effective immediately. Mr. Arden was appointed to the Board as a designee of H.I.G. pursuant to the Investment Agreement and to fill the vacancy created by Mr. Tolson’s resignation. Mr. Arden will serve as a Class I director, with a term expiring at the Company’s 2028 annual meeting of stockholders. Mr. Arden was also appointed to the Board’s Compensation Committee, Nominating Committee and Government and Regulatory Affairs Committee. On September 18, 2025, the Board increased the number of directors of the Company from nine to ten and appointed Derrick Duke to serve as a Class I director of the Board, effective immediately, with a term expiring at the Company’s 2028 annual meeting of stockholders. No arrangement or understanding exists between Derrick Duke and any other person pursuant to which he was appointed as a director. Price Target Changed • Aug 26
Price target decreased by 7.5% to US$9.25 Down from US$10.00, the current price target is an average from 4 analysts. New target price is 141% above last closing price of US$3.84. Stock is down 5.4% over the past year. The company is forecast to post a net loss per share of US$0.84 next year compared to a net loss per share of US$1.19 last year. Price Target Changed • Aug 07
Price target decreased by 11% to US$9.50 Down from US$10.63, the current price target is an average from 4 analysts. New target price is 158% above last closing price of US$3.68. Stock is down 9.6% over the past year. The company is forecast to post a net loss per share of US$1.02 next year compared to a net loss per share of US$1.19 last year. Reported Earnings • Aug 06
Second quarter 2025 earnings: EPS and revenues exceed analyst expectations Second quarter 2025 results: US$0.98 loss per share (improved from US$1.33 loss in 2Q 2024). Revenue: US$60.8m (down 7.7% from 2Q 2024). Net loss: US$29.8m (loss narrowed 24% from 2Q 2024). Revenue exceeded analyst estimates by 32%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. New Risk • Aug 03
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: US$97.3m 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 over next 2 years (US$17m net loss in 2 years). Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$97.3m market cap). Aankondiging • Jul 29
eHealth, Inc. Announces CEO Changes eHealth, Inc. announced that the Company's Board of Directors has appointed Derrick Duke as its next Chief Executive Officer. Duke will join eHealth on August 4, 2025, to begin the transition process before officially stepping into the CEO role and joining the Board of Directors on September 18th, 2025. He will succeed Fran Soistman, who, as previously announced, will retire from his role as CEO while continuing to serve on the Board. Soistman will remain with the Company as an executive advisor through December 31, 2025, to assist with the transition. Derrick Duke currently serves as CEO of Magellan Health, a leading national healthcare management organization and subsidiary of Centene Corporation. Previously, he held senior leadership roles at Magellan, including the dual roles of Chief Operating and Chief Financial Officer where he led the finance organization, business transformation initiatives, and behavioral health clinical services. Derrick Duke brings over 30 years of strategic leadership and financial expertise in the health insurance and managed care sectors. Most recently, he served as Chief Executive Officer at Magellan Health, a leading national healthcare management firm, where he led strategic growth and operational execution following a rapid rise through the C-suite – first as Chief Risk Officer in 2020, and then as Chief Operating and Financial Officer in early 2022.Before joining Magellan, Derrick spent nearly 16 years at Health Markets, one of the largest U.S. health insurance agencies, holding multiple senior roles including Chief Investment Officer, Chief Financial Officer, and Chief Operating Officer. He steered the company's finance, actuarial, IT, underwriting, compliance and customer service teams and helped lead the organization through its acquisition by UnitedHealth Group in 2019. Earlier in his career, Derrick was Executive Vice President and Chief Investment Officer at National Health Insurance (now part of Allstate Insurance), where he gained deep experience in investment strategy and insurer financial management. Derrick holds a bachelor's degree in finance from Hardin-Simmons University and an MBA from the University of Texas at Arlington. Aankondiging • Jul 24
eHealth, Inc. to Report Q2, 2025 Results on Aug 06, 2025 eHealth, Inc. announced that they will report Q2, 2025 results on Aug 06, 2025 Major Estimate Revision • May 14
Consensus EPS estimates upgraded to US$1.27 loss The consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$1.56 to -US$1.27 per share. Revenue forecast steady at US$531.4m. Insurance industry in the US expected to see average net income growth of 12% next year. Consensus price target down from US$10.63 to US$10.00. Share price fell 21% to US$4.53 over the past week. New Risk • May 12
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% 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 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). Reported Earnings • May 08
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First quarter 2025 results: EPS: US$0.077 (up from US$0.96 loss in 1Q 2024). Revenue: US$113.1m (up 22% from 1Q 2024). Net income: US$2.31m (up US$30.0m from 1Q 2024). Profit margin: 2.0% (up from net loss in 1Q 2024). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 3.0% 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 increased by 53% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings. Aankondiging • Apr 30
eHealth, Inc. Introduces AI Voice Agents to Enhance Customer Experience in Health Plan Selection eHealth, Inc. unveiled a new AI-based voice, non-licensed agent designed to streamline the health insurance plan selection process. This launch marks a significant milestone in eHealth's ongoing, multi-year strategy to leverage AI empathetically, enhancing the expertise of licensed insurance agents to provide an exceptional consumer experience. The AI-based voice agents started by handling incoming Medicare calls to eHealth during after-hours, reducing the wait time for consumers who may otherwise need to wait longer to speak with a human screener. The AI-powered voice agents can enhance the customer experience by initiating the customer intake process, gathering personal information, checking initial eligibility, and communicating necessary disclosures. Since launching as a pilot earlier in 2025, among callers served by the AI agents, the program has: Eliminated after-hours wait times and ensured a 100% answer rate. Nearly doubled the percentage of callers (18.5% compared to 34.5%) who expressed interest in purchasing a plan, as compared to human screeners. The AI-based agents have expanded from initially handling after-hours calls to now assisting with incoming Medicare calls during business hours on a pilot basis. In the future, the AI agents are expected to serve people calling eHealth shopping for other types of insurance plans. In addition, a recent eHealth survey of over 500 consumers found significant interest in the use of AI to improve the experience when calling customer service. Among the findings from the survey regarding customer service in general: 74% are willing to answer a few questions from an AI assistant if it means getting faster and better help later in the process. 56% agree that working with an AI assistant can provide them with faster, more accurate help. 66% said long hold times are the biggest frustration when calling customer service, followed by difficulty reaching a real person (59%) and poorly trained agents (42%). Key features of the new eHealth AI-based voice agents: Streamlined information gathering. Using a conversational approach, the AI-based voice agents gather key details, including personal information, initial eligibility, and plan preferences. By streamlining the process, the AI agents can eliminate wait times and reduce the effort required for callers to shop for health benefits, making the plan selection process more accessible for everyone. Enhanced accuracy and cost efficiency. Using advanced algorithms and voice-recognition technology, the AI agents help minimize errors and ensure callers are matched with an appropriate licensed insurance agent to then review appropriate plan options based on location, health care goals and budget. Compared to human screeners, the AI agents are more cost efficient. User-friendly and consistent service: The intuitive experience of the AI-based voice agents enables users to provide initial information more easily and start the plan selection experience, while expediting the process once the caller is connected to a live, licensed insurance agent. The AI agents are designed to answer all customer questions with empathy and patience, with feedback from callers emphasizing feelings of being respected and valued. Aankondiging • Apr 29
eHealth, Inc., Annual General Meeting, Jun 18, 2025 eHealth, Inc., Annual General Meeting, Jun 18, 2025. Aankondiging • Apr 24
eHealth, Inc. to Report Q1, 2025 Results on May 07, 2025 eHealth, Inc. announced that they will report Q1, 2025 results at 12:30 PM, US Eastern Standard Time on May 07, 2025 Major Estimate Revision • Mar 06
Consensus EPS estimates fall by 39% The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$1.12 to -US$1.56 per share. Revenue forecast unchanged at US$529.8m. Insurance industry in the US expected to see average net income growth of 8.4% next year. Consensus price target up from US$8.63 to US$10.63. Share price fell 6.7% to US$8.29 over the past week. Breakeven Date Change • Mar 02
No longer forecast to breakeven The 5 analysts covering eHealth no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$2.28m in 2026. New consensus forecast suggests the company will make a loss of US$16.6m in 2026. Aankondiging • Mar 01
Ehealth, Inc. Provides Earnings Guidance for the Full Year Ending December 31, 2025 eHealth, Inc. provided earnings guidance for the full year ending December 31, 2025. For the year, the company expects Total revenue is expected to be in the range of $510.0 million to $550.0 million. GAAP net income (loss) is expected to be in the range of $(10.0) million to $15.0 million. Reported Earnings • Feb 26
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full year 2024 results: US$1.19 loss per share (improved from US$2.37 loss in FY 2023). Revenue: US$532.4m (up 18% from FY 2023). Net loss: US$35.0m (loss narrowed 47% from FY 2023). Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 4.0% 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 40% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Aankondiging • Feb 13
eHealth, Inc. to Report Q4, 2024 Results on Feb 26, 2025 eHealth, Inc. announced that they will report Q4, 2024 results on Feb 26, 2025 Aankondiging • Jan 29
"Iris by eHealth" ICHRA Solution Makes Employer Health Benefits Affordable with Personalized Coverage for Employees eHealth, Inc. announced the launch of Iris by eHealth, an end-to-end Individual Coverage Health Reimbursement Account (ICHRA) solution for employers who want to support employee healthcare but struggle with the unpredictable costs of group health plans. Here's how Iris by eHealth works: The employer determines a flat monthly contribution to be made toward each employee's health coverage, Using eHealth's Iris platform, employees select their own plan from among top insurance companies in their area, By adding their preferred doctors and prescriptions, they can narrow down their choices to those best suited to their personal needs, eHealth's proven customer care team manages enrollments and provides direct support to employees, Once enrolled, the employer's monthly contribution funds some, or all, of the employee's health insurance premiums. There are no plan markups or hidden fees with Iris. eHealth's licensed agents are available nationwide by phone or chat to help employers and their employees find the coverage they need, with a free annual review of plan options. Major Estimate Revision • Jan 12
Consensus EPS estimates fall by 23%, revenue upgraded The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$498.0m to US$504.0m. Forecast EPS reduced from -US$1.14 to -US$1.40 per share. Insurance industry in the US expected to see average net income growth of 13% next year. Consensus price target up from US$7.38 to US$8.63. Share price rose 3.1% to US$9.85 over the past week. Breakeven Date Change • Dec 31
Forecast to breakeven in 2026 The 5 analysts covering eHealth expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 25% per year to 2025. The company is expected to make a profit of US$2.28m in 2026. Average annual earnings growth of 79% is required to achieve expected profit on schedule. Price Target Changed • Dec 19
Price target increased by 11% to US$7.38 Up from US$6.63, the current price target is an average from 4 analysts. New target price is 11% below last closing price of US$8.28. Stock is down 7.7% over the past year. The company is forecast to post a net loss per share of US$1.50 next year compared to a net loss per share of US$2.37 last year. Aankondiging • Dec 18
eHealth, Inc. Revises Earnings Guidance for the Full Year Ending December 31, 2024 eHealth, Inc. revised earnings guidance for the full year ending December 31, 2024. Total revenue is expected to be in the range of $500.0 million to $520.0 million compared to the prior range of $470.0 million to $495.0 million. GAAP net income (loss) is expected to be in the range of $(12.0) million to $3.0 million compared to the prior range of $(36.5) million to $(22.0) million. New Risk • Dec 17
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 14% 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 over next 2 years (US$13m net loss in 2 years). Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (4.5% increase in shares outstanding). Significant insider selling over the past 3 months (US$105k sold). Board Change • Dec 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Independent Director Prama Bhatt was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Price Target Changed • Nov 26
Price target decreased by 8.7% to US$7.00 Down from US$7.67, the current price target is an average from 3 analysts. New target price is 30% above last closing price of US$5.37. Stock is down 28% over the past year. The company is forecast to post a net loss per share of US$1.54 next year compared to a net loss per share of US$2.37 last year. Recent Insider Transactions • Nov 15
Independent Director recently sold US$105k worth of stock On the 11th of November, Dale Wolf sold around 20k shares on-market at roughly US$5.25 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$253k more than they sold in the last 12 months. Recent Insider Transactions Derivative • Nov 11
Independent Director notifies of intention to sell stock Dale Wolf intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of November. If the sale is conducted around the recent share price of US$5.43, it would amount to US$109k. Since June 2024, Dale has owned 139.73k shares directly. Company insiders have collectively bought US$358k more than they sold, via options and on-market transactions, in the last 12 months. Reported Earnings • Nov 07
Third quarter 2024 earnings: EPS misses analyst expectations Third quarter 2024 results: US$1.83 loss per share (further deteriorated from US$1.68 loss in 3Q 2023). Revenue: US$58.4m (down 9.7% from 3Q 2023). Net loss: US$53.9m (loss widened 14% from 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 8.3% 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 20% per year but the company’s share price has fallen by 43% per year, which means it is significantly lagging earnings. Aankondiging • Oct 23
eHealth, Inc. to Report Q3, 2024 Results on Nov 06, 2024 eHealth, Inc. announced that they will report Q3, 2024 results on Nov 06, 2024 Board Change • Sep 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. CEO & Director Fran Soistman was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Price Target Changed • Aug 14
Price target decreased by 17% to US$6.67 Down from US$8.00, the current price target is an average from 3 analysts. New target price is 65% above last closing price of US$4.04. Stock is down 52% over the past year. The company is forecast to post a net loss per share of US$1.52 next year compared to a net loss per share of US$2.37 last year. Major Estimate Revision • Aug 14
Consensus EPS estimates fall by 99%, revenue upgraded The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$468.5m to US$481.6m. Forecast EPS reduced from -US$0.76 to -US$1.52 per share. Insurance industry in the US expected to see average net income growth of 16% next year. Consensus price target down from US$8.00 to US$6.67. Share price rose 5.5% to US$4.04 over the past week. New Risk • Aug 11
New minor risk - Share price stability The 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 over next 2 years (US$15m net loss in 2 years). Share price has been volatile over the past 3 months (10.0% average weekly change). Shareholders have been diluted in the past year (4.7% increase in shares outstanding). Price Target Changed • Aug 08
Price target decreased by 8.0% to US$7.67 Down from US$8.33, the current price target is an average from 3 analysts. New target price is 88% above last closing price of US$4.07. Stock is down 54% over the past year. The company is forecast to post a net loss per share of US$0.88 next year compared to a net loss per share of US$2.37 last year. Aankondiging • Aug 07
eHealth, Inc. Announces Retirement of Fran Soistman as Chief Executive Officer eHealth, Inc. announced that Fran Soistman will retire from his role as Chief Executive Officer upon the appointment of a successor, which is expected to occur by or before the second quarter of 2025. Following his retirement as CEO, Mr. Soistman intends to remain a director on the Company's Board of Directors. Mr. Soistman will support the new CEO to ensure a seamless transition. The Board has commenced a search for Mr. Soistman's successor and has engaged Spencer Stuart, to identify and evaluate both internal and external candidates. Aankondiging • Jul 23
eHealth, Inc. to Report Q2, 2024 Results on Aug 07, 2024 eHealth, Inc. announced that they will report Q2, 2024 results on Aug 07, 2024 
