
Evolent Health (EVH) Stock Forecast & Price Target
Evolent Health (EVH) Analyst Ratings
Bulls say
Evolent Health Inc. exhibits strong growth potential through its ability to cross-sell services and expand its risk-based products, with expectations for substantial long-term revenue growth driven by key contracts like the Aetna agreement, projected to exceed $2 billion annually. The company's substantial addressable market is emphasized by its ability to service a significant portion of the oncology sector, where it manages around 180,000 cancer cases annually amid over 2 million total cases, suggesting significant room for expansion. Additionally, a robust contract pipeline valued at $650 million and a consistent track record of exceeding revenue growth targets reinforce Evolent's position as a leader in specialty-focused value-based care, supported by favorable industry trends towards value-based payment models.
Bears say
Evolent Health Inc. is facing significant revenue challenges, with projections indicating a decline in non-enhanced revenue from approximately $285 million in 2025 to $170 million in 2026, largely due to expected drops in exchange and Medicaid membership. The company's forecast for 2026 EBITDA has been revised downward to a range of $134-$144 million, factoring in anticipated membership losses and only a modest benefit from AI-related efficiency initiatives. Additionally, Evolent's Q4 revenue outlook suggests a sequential decline of $8-$18 million, further highlighting the pressing concerns surrounding its profitability and financial stability.
This aggregate rating is based on analysts' research of Evolent Health and is not a guaranteed prediction by Public.com or investment advice.
Evolent Health (EVH) Analyst Forecast & Price Prediction
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