EHTHeHealth, Inc.
The schedule
- Thu15Oct
The official start of AEP on October 15th serves as a primary liquidity event, accompanied by finalized carrier commission schedules.
- Tue8Dec
EHTH releases preliminary Medicare Advantage approved application counts following the close of the AEP on December 7th.
- Thu4Feb
Q3 results pair with forward guidance on expected AEP conversion rates and marketing cost per acquisition (CPA).
- Thu25Feb
Full-year 2026 results reveal the actual profitability of the Q4 AEP cohort, coupled with critical 2027 revenue and EBITDA guidance.
- Thu6May
Q1 results capture the conclusion of the Open Enrollment Period (OEP) and provide the first look at 90-day persistency rates for the new AEP cohort.
- Thu6May
Past
- Tue15Sep
Early channel checks and digital ad spend metrics emerge as EHTH ramps up its lead generation engine ahead of the critical Q4 Annual Enrollment Period.
- Thu6Aug
Actual outcome: Bear · $1.22 at outcome
eHealth reported a Q2 loss of $1.10 per share, which was significantly wider than the consensus estimate of a $0.52 loss, despite beating revenue expectations. The larger-than-expected loss during its seasonally weakest quarter highlighted ongoing profitability and cash burn struggles, driving the stock down 9.6% by the outcome date and continuing to decline well below the bear floor thereafter.
Q2 earnings will highlight the off-season cash burn trajectory and balance sheet health as EHTH navigates its seasonally weakest quarter.
- Wed1Jul
Actual outcome: Bear · $1.62 at outcome
CMS finalized mid-year policy guidelines that introduced stricter marketing compliance requirements and pressured Medicare Advantage commission structures for the upcoming 2027 Annual Enrollment Period. These regulatory headwinds raised concerns over eHealth's future revenue generation and customer acquisition costs, driving the stock lower as investors priced in a more challenging operating environment.
CMS finalizes mid-year policy guidelines affecting Medicare Advantage commission structures and marketing compliance for the upcoming 2027 AEP.
- Thu7May
Actual outcome: Bull · $1.85 at outcome
eHealth reported Q1 2026 results that topped revenue estimates, despite posting a wider-than-expected loss of $0.30 per share. The market looked past the bottom-line earnings miss, focusing instead on the top-line outperformance and the company's ongoing cash preservation efforts, which allowed the stock to maintain levels well above the $1.75 bull target.
Focus shifts to cash preservation and off-season operating expenses following the Q4 2025 guidance disappointment.
