
Evolent Health (EVH) Stock Forecast & Price Target
Evolent Health (EVH) Analyst Ratings
Bulls say
Evolent Health Inc. is well-positioned for significant growth due to its ability to expand service offerings and secure valuable contracts, with expectations of the Aetna contract potentially generating over $2 billion in annual revenue. The company maintains a strong revenue growth trajectory, surpassing its mid-teens growth target, bolstered by a robust pipeline and a record momentum for new contracts, which indicates continued demand for its specialty-focused value-based care services. Additionally, Evolent's contracts now include adaptive pricing mechanisms linked to disease prevalence, reinforcing its financial sustainability and alignment with ongoing market trends favoring value-based payment models.
Bears say
Evolent Health Inc is facing significant revenue challenges, with projections indicating a substantial decline in non-enhanced revenue from approximately $285 million in 2025 to about $170 million in 2026 due to shifts in their service mix. Additionally, the company anticipates a decrease in membership across key programs, with potential declines in Exchange membership leading to expected EBITDA reductions in the range of $134 to $144 million, factoring in only limited benefits from AI-related efficiency initiatives. Lastly, declines in higher-margin Exchange enrollment and a projected 5% decrease in Medicaid membership could further negatively impact EBITDA by approximately $8 million to $15 million, raising concerns about the company's overall financial stability moving forward.
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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