
GoHealth, Inc. (GOCO) Stock Forecast & Price Target
GoHealth, Inc. (GOCO) Analyst Ratings
Bulls say
GoHealth Inc. has demonstrated strong financial growth, with total submissions increasing by 40.2% year-over-year, reaching 303,000, surpassing estimates due to a significant 64% growth in captive Medicare submissions. The company's revenue for the first quarter of 2025 increased by 19.1% year-over-year to $221 million, exceeding both estimates and consensus figures. Additionally, the stabilization of membership persistency and lifetime value (LTV) amidst a rationalized industry marketing spend suggests a more sustainable growth trajectory for GoHealth's operations.
Bears say
GoHealth Inc. has experienced a notable decline in revenue per sale, which decreased by 15.4% to $724, primarily attributed to a mix shift from non-agency to agency submissions. Despite reporting an adjusted EBITDA of $42.1 million for Q1 2025, reflecting a 56.4% year-over-year improvement, concerns remain regarding persistency headwinds, which could lead to negative tail-revenue and lower cash received from commissions. Additionally, the company's valuation may face downward pressure, with estimates suggesting adjusted EBITDA could be approximately 25% lower than the base case scenario, potentially compressing its valuation multiple to around 6.0x.
This aggregate rating is based on analysts' research of GoHealth, Inc. and is not a guaranteed prediction by Public.com or investment advice.
GoHealth, Inc. (GOCO) Analyst Forecast & Price Prediction
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