GOCO Earnings

GOCO reported its FY2025Q3 earnings on 2025-11-13, showcasing a revenue of 34.00M against an estimate of 102.00M, resulting in a -66.6% surprise. The EPS was -0.19, surpassing the expected -2.06 by 90.78% . The stock experienced a -24.27% price change on the earnings day and a -31.98% change over the next five days, reflecting market reactions to the results.

Following GOCO's FY2025Q3 earnings announcement on 2025-11-13, the stock price moved by -24.27% on the day of the release. Over the subsequent five days, it saw a -31.98% change. Historically, GOCO's stock price tends to shift by an average of +16.13% in the 10 days leading up to earnings and -0.10% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate GOCO’s annual revenue to reach 89.00M, while the EPS is projected at -2.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -45.08% and EPS estimates Revise Upward by 10.78% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between GOCO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Downward by -45.08%, while EPS estimates moved Revise Upward by 10.78% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, GOCO's stock price typically moves by +16.13% in the 10 days before its earnings and -0.10% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of -2.00 and revenue of 89.00M.

The earnings call reflects a mixed sentiment. Positive aspects include strategic mergers, acquisitions, and a focus on technology and product diversification. However, concerns arise from the decision to pull back on new Medicare Advantage enrollments and management's lack of clarity on cash burn and sales ramp-up timelines. The Q&A section highlights a cautious approach towards growth and retention, aligning with broader industry trends. These factors balance each other out, resulting in a neutral overall sentiment.