GoHealth Q3 revenue misses estimates on reduced Medicare Advantage volume

Overview

• GoHealth Q3 2025 revenue declines 71% yr/yr, missing analyst expectations

• Adjusted EBITDA for Q3 misses estimates, reflecting strategic pullback in Medicare Advantage

• Company focuses on retention and quality amid changing Medicare market dynamics

Outlook

• Company secured superpriority term loan facility to enable strategic flexibility

Result Drivers

• MEDICARE ADVANTAGE PULLBACK - Co reduced Medicare Advantage volume to align with health plans' focus on renewal stability and member quality

• RETENTION-FIRST STRATEGY - Co focused on confirming members' current plans to protect member quality and durability

• STRATEGIC FLEXIBILITY - Co secured a superpriority term loan and refreshed its Board to enable integration opportunities

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the multiline insurance & brokers peer group is "buy"

• Wall Street's median 12-month price target for Gohealth Inc is $20.00, about 82.8% above its November 12 closing price of $3.44

Press Release: ID:nGNX20r5C7

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)