EVOLENT HEALTH A DL-,01

Evolent Health reported adjusted EPS of $0.02 (expectation: -$0.01) and revenue of $652.5 million versus a consensus of $597.5 million; the stock rose 27.3% in premarket trading. The performance-suite segment grew quarter‑over‑quarter by 50% thanks to the start of the partnership with Highmark. The company raised its 2026 revenue guidance to $2.6–2.7 billion and expects revenue growth of more than 25% for 2027 as well as adjusted EBITDA on average of at least $150 million. » Altro su de.investing.com

Evolent Health reported Q1 2026 revenue of 496.2 Mio. USD, missing the consensus of 534 Mio. USD, but beat expected EPS with a loss of 0.02 USD. The Medical Expense Ratio deteriorated sharply to 93.3%, while adjusted EBITDA was 22.1 Mio. USD. Net debt increased to 791.9 Mio. USD and the net debt/adjusted EBITDA ratio climbed to 5.8x. Management reaffirmed the full-year outlook (revenue 2.4–2.6 Mrd. USD, adjusted EBITDA 110–140 Mio. USD) and will rely on pricing improvements and cost discipline to restore margins. » Altro su de.investing.com

At the Oppenheimer conference, CFO Mario Ramos outlined Evolent Health’s priorities: Aetna implementations are complete, and Highmark remains on schedule for May 1. The company expects sequential EBITDA improvements, targets margins of 7% to 10% for Enhanced Performance Suite contracts, and projects roughly $20 million EBITDA in each of Q1/Q2 2026, with a possible increase of $10–50 million in H2 and a Q4 run rate of about $150 million. Focus areas include deleveraging via asset sales and operational improvements, early use of AI in the back office, and a conservative “best view” because of new risk-based customers; acquisitions are currently expected to be limited. » Altro su de.investing.com

Analysts trimmed price targets for Evolent Health—Citi to $6 and Citizens to $10—while maintaining positive ratings despite lowered 2026–27 margin and EBITDA assumptions. The company faces potential erosion in Affordable Care Act membership but is pivoting to expand its specialty care offerings (oncology, cardiology) to improve profitability. Evolent recently sold Evolent Care Partners to Privia Health Group to focus on core operations and reduce debt, and fourth-quarter results are expected to clarify execution of the strategic shift. » Altro su finance.yahoo.com

Evolent Health completed the sale of its Accountable Care Organization business to Privia Health, receiving $100 million in cash at closing and up to $13 million contingent on 2025 MSSP performance. Management said the divestiture sharpens focus on specialty condition management and was used to reduce debt and boost annual cash flow by about $7 million. Piper Sandler cut its price target on Evolent from $18 to $6 but kept an Overweight rating, citing near-term revenue pressure from expected ACA Marketplace and Medicaid enrollment declines and forecasting earnings recovery in 2027. » Altro su finance.yahoo.com