eHealth, Inc.

NasdaqGS:EHTH Voorraadrapport

Marktkapitalisatie: US$63.4m

eHealth Beheer

Beheer criteriumcontroles 2/4

De CEO eHealth is Derrick Duke, benoemd in Sep2025, heeft een ambtstermijn van minder dan een jaar. De totale jaarlijkse vergoeding van { bedraagt $ 3.26M, bestaande uit 8.9% salaris en 91.1% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 1.57% van de aandelen van het bedrijf, ter waarde $ 995.46K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.3 jaar en 4.9 jaar.

Belangrijke informatie

Derrick Duke

Algemeen directeur

US$3.3m

Totale compensatie

Percentage CEO-salaris8.91%
Dienstverband CEOless than a year
Eigendom CEO1.6%
Management gemiddelde ambtstermijn3.3yrs
Gemiddelde ambtstermijn bestuur4.9yrs

Recente managementupdates

Recent updates

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

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

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

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

EHTH: Conservative 2026 Revenue Guide Will Support Margin Focused Turnaround

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

EHTH: Higher 2025 Earnings Guidance Will Support Margin Focused Turnaround

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

EHTH: Higher 2025 Earnings Guidance Will Support Future Performance

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

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

Feb 10
Market Cool On eHealth, Inc.'s (NASDAQ:EHTH) Revenues Pushing Shares 48% Lower

EHTH: Enrollment Strength And Softer Competition Will Support Future Performance

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

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

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

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

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

EHTH: Strengthening Enrollment Trends Will Support Future Margin Expansion Potential

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

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

Dec 19
Further Upside For eHealth, Inc. (NASDAQ:EHTH) Shares Could Introduce Price Risks After 35% Bounce

EHTH: Improving Enrollment Dynamics Will Support Future Upside Potential

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

EHTH: Future Enrollment Trends Will Support Further Upside Potential

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

EHTH: Future Profit Margins Will Drive Upside Despite Consumer Confusion

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

eHealth: Undervalued And Gaining Momentum After Q3 Earnings Beat

Nov 08

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

Oct 28
eHealth, Inc. (NASDAQ:EHTH) Held Back By Insufficient Growth Even After Shares Climb 34%

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

Sep 03
eHealth, Inc. (NASDAQ:EHTH) Surges 26% Yet Its Low P/S Is No Reason For Excitement

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

Aug 09
The eHealth, Inc. (NASDAQ:EHTH) Second-Quarter Results Are Out And Analysts Have Published New Forecasts

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

May 15
eHealth, Inc.'s (NASDAQ:EHTH) 26% Dip In Price Shows Sentiment Is Matching Revenues
User avatar

Medicare Focus And AI Projects Will Improve Operations

Revenue and earnings growth driven by increased Medicare submissions, marketing investments, and enhanced enrollment margins.

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

Mar 16
Benign Growth For eHealth, Inc. (NASDAQ:EHTH) Underpins Stock's 30% Plummet

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

Feb 26

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

Dec 23
Market Might Still Lack Some Conviction On eHealth, Inc. (NASDAQ:EHTH) Even After 66% Share Price Boost

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

Dec 17

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

Nov 08
A Piece Of The Puzzle Missing From eHealth, Inc.'s (NASDAQ:EHTH) 31% Share Price Climb

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

Aug 30
Positive Sentiment Still Eludes eHealth, Inc. (NASDAQ:EHTH) Following 25% Share Price Slump

We Think Some Shareholders May Hesitate To Increase eHealth, Inc.'s (NASDAQ:EHTH) CEO Compensation

Jun 06
We Think Some Shareholders May Hesitate To Increase eHealth, Inc.'s (NASDAQ:EHTH) CEO Compensation

Analyse CEO-vergoeding

Hoe is Derrick Duke's beloning veranderd ten opzichte van eHealth's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Dec 31 2025US$3mUS$291k

-US$10m

Compensatie versus markt: De totale vergoeding ($USD 3.26M ) Derrick } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 623.53K ).

Compensatie versus inkomsten: Er zijn onvoldoende gegevens om de beloning van Derrick te vergelijken met de prestaties van het bedrijf.


CEO

Derrick Duke (58 yo)

less than a year
Tenure
US$3,262,665
Compensatie

Mr. Derrick Anthony Duke, C.F.A., serves as Chief Executive Officer and Director of eHealth, Inc. since September 18, 2025. He was President & Director of Magellan Behavioral Health of New Jersey, LLC from...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Derrick Duke
CEO & Directorless than a yearUS$3.26m1.57%
$ 995.5k
John Dolan
Senior VP & CFO1.8yrsUS$1.23m0.89%
$ 561.5k
Michelle Barbeau
Senior VP & Chief Revenue Officer2.3yrsUS$1.92m0.44%
$ 277.8k
Kate Sidorovich
Senior Vice President of Investor Relations & Corporate Development18.3yrsgeen gegevensgeen gegevens
Gavin Galimi
Senior VP3.9yrsUS$1.42m0.46%
$ 291.4k
Lara Sasken
Senior VP & Chief Communications Officer3.3yrsgeen gegevensgeen gegevens
Bob Rees
Senior VP and Chief Sales & Carrier Officer2.3yrsgeen gegevensgeen gegevens
Jana Brown
Senior VP & Chief Human Resources Officer3.6yrsgeen gegevensgeen gegevens
Ketan Babaria
Senior VP3.3yrsgeen gegevensgeen gegevens
Eli Newbrun-Mintz
Senior Investor Relations Managerno datageen gegevensgeen gegevens
3.3yrs
Gemiddelde duur
54yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van EHTH wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.3 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Derrick Duke
CEO & Directorless than a yearUS$3.26m1.57%
$ 995.5k
Dale Wolf
Independent Director6.8yrsUS$264.76k0.49%
$ 309.0k
Francis Soistman
Director4.5yrsUS$3.43m2.24%
$ 1.4m
Erin Russell
Independent Director4.8yrsUS$251.64k0.26%
$ 164.1k
Beth Brooke
Independent Chair of the Board6.8yrsUS$340.02k0.32%
$ 200.4k
Todd Arden
Independent Directorless than a yeargeen gegevensgeen gegevens
A. Hass
Independent Director5.2yrsUS$241.01k0.20%
$ 128.3k
Andrea Brimmer
Independent Director7.4yrsUS$241.64k0.19%
$ 118.0k
Cesar Soriano
Independent Director5yrsUS$231.64k0.24%
$ 154.3k
Prama Bhatt
Independent Director1.7yrsUS$242.87kgeen gegevens
4.9yrs
Gemiddelde duur
58.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van EHTH wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.9 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/03 01:12
Aandelenkoers aan het einde van de dag2026/05/01 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

eHealth, Inc. wordt gevolgd door 25 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Steven ValiquetteBarclays
Steven ValiquetteBarclays
Nathaniel SchindlerBofA Global Research