Brand Strength Demonstrated: eHealth's performance during the Annual Enrollment Period (AEP) was outstanding, with CEO Derrick Duke highlighting that the company's brand strength and best-in-class telesales team attracted high-intent traffic, driving enrollment and revenue growth, thereby solidifying its market position.
Profitability Exceeds Expectations: While revenue remained within expected ranges, eHealth outperformed on profitability, showcasing its strong execution focus and operational agility, which is likely to have a positive impact on future financial performance.
Guidance Range Adjustment: eHealth revised its guidance for the fiscal year 2025, expecting net adjustment revenue to be between $40 million and $45 million, up from the previous range of $40 million to $43 million, reflecting the company's optimistic outlook on market demand.
Enhanced Market Competitiveness: By strategically shifting from third-party marketing to more profitable direct channels, eHealth not only improved customer acquisition efficiency but also strengthened its competitive edge in the fiercely competitive online health insurance market.
EHTH
$5.08+Infinity%1D
Analyst Views on EHTH
Wall Street analysts forecast EHTH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EHTH is 9.00 USD with a low forecast of 8.00 USD and a high forecast of 10.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
Wall Street analysts forecast EHTH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EHTH is 9.00 USD with a low forecast of 8.00 USD and a high forecast of 10.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
3 Hold
0 Sell
Hold
Current: 4.190
Low
8.00
Averages
9.00
High
10.00
Current: 4.190
Low
8.00
Averages
9.00
High
10.00
RBC Capital
Ben Hendrix
Sector Perform
downgrade
$10 -> $9
2025-11-25
Reason
RBC Capital
Ben Hendrix
Price Target
$10 -> $9
2025-11-25
downgrade
Sector Perform
Reason
RBC Capital analyst Ben Hendrix lowered the firm's price target on eHealth to $9 from $10 and keeps a Sector Perform rating on the shares. The annual enrollment period is tracking in line with internal expectations, supported by strong consumer demand on the platform and early signs of a more favorable competitive environment, the analyst tells investors in a research note.
Deutsche Bank
Hold
downgrade
$10 -> $8
2025-11-11
Reason
Deutsche Bank
Price Target
$10 -> $8
2025-11-11
downgrade
Hold
Reason
Deutsche Bank lowered the firm's price target on eHealth to $8 from $10 and keeps a Hold rating on the shares.
UBS
Neutral
downgrade
$7
2025-05-08
Reason
UBS
Price Target
$7
2025-05-08
downgrade
Neutral
Reason
About EHTH
eHealth, Inc. is an independent licensed insurance agency and advisor. It is a private health insurance marketplace with a technology and service platform that provides consumer engagement, education and health insurance enrollment solutions. Its segments include Medicare and Employer and Individual (E&I). The Medicare segment markets Medicare-related health insurance plans and, to a lesser extent, ancillary products such as dental and vision insurance and hospital indemnity plans, to its Medicare-eligible consumers. Its Medicare ecommerce platform can be accessed through its Websites www.eHealthMedicare.com and www.GoMedigap.com, along with its telephonic enrollment capabilities. The E&I segment markets individual and family health insurance plans, along with employer plans, which include small business health insurance plans and individual coverage health reimbursement arrangements. It also markets a variety of ancillary products, including short-term, dental and vision plans.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
