eHealth

eHealth reported Q2 revenue of $33.6m, essentially in line with the Wall Street forecast. Revenue fell 45% year-on-year due to reduced marketing spend and the transition to a lifetime advisory model; at the same time GAAP net loss widened to $23.6m and adjusted EBITDA loss to $21.8m. Operating cash flow improved markedly to minus $5m in the quarter and was plus $30.8m for the first six months. Management confirmed the full-year guidance, expects positive operating cash flow in the medium term, and plans further marketing reductions through Q3 with a focus on fourth-quarter activities for Medicare enrollments. » Plus sur de.investing.com

eHealth and Nexben are combining marketplace and administration technology to offer employers Individual Coverage Health Reimbursement Arrangements (ICHRA). The platform lets employers set fixed monthly contributions and allows employees to choose from plans offered by about 50 carriers, with online and phone enrollment through licensed agents. eHealth cites average savings of 17% versus group plans but reports negative free cash flow of $68.8 million. According to InvestingPro the stock appears undervalued after a 67% price decline, and analysts expect earnings per share of $1.10 for the year. » Plus sur de.investing.com

RBC cut eHealth's price target to $3 from $9 and kept a Sector Perform rating, citing weaker 2026 revenue expectations driven by conservative enrollment forecasts and reduced marketing from a major Medicare Advantage insurer. eHealth reported Q4 sales of $326.2 million, up 4% year‑over‑year, and full‑year revenue of $554 million, also up 4%. GAAP net income fell to $87.2 million due to a higher tax rate, while adjusted EBITDA rose 10% to $132.9 million. The company forecast 2026 revenue of $405–445 million and plans further efficiency and profitability initiatives. » Plus sur finance.yahoo.com