Clover Health: Short-Term Pain Hides Its Long-Term Profitability Potential
While Clover Health's Q2 earnings showed continued member and revenue growth, it dropped 30% since then due to higher medical costs that impacted all MA plan providers. Clover Health still maintains industry-leading medical cost ratios despite the short-term cost headwinds, a testament to its tech-based business model. The implementation of negotiated drug prices in 2026, combined with the 5.06% MA payout increase by CMS and the 5% quality bonus, could help Clover offset the higher medical costs.
CLOV Q2 Earnings In Line, Stock Falls on Raised Insurance BER View
Clover Health's Q2 revenues rise 34%, but raised Insurance BER guidance and margin pressures cause shares to tumble post-earnings.
Clover Health Investments, Corp. (CLOV) Q2 2025 Earnings Call Transcript
Clover Health Investments, Corp. (NASDAQ:CLOV ) Q2 2025 Earnings Conference Call August 5, 2025 5:00 PM ET Company Participants Andrew Toy - Co-Founder, CEO & Director Peter J. Kuipers - Chief Financial Officer Ryan Schmidt - Corporate Participant Investor Relations Analyst - Corporate Participant Conference Call Participants John Granville Pinney - Canaccord Genuity Corp., Research Division Matthew Gregory Hewitt - Craig-Hallum Capital Group LLC, Research Division Operator Ladies and gentlemen, good afternoon, and welcome to the Clover Health Second Quarter 2025 Earnings Conference Call.
Clover Health Investments, Corp. (CLOV) Q2 Earnings Meet Estimates
Clover Health Investments, Corp. (CLOV) came out with quarterly earnings of $0.03 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.01 per share a year ago.
Clover Health Pre-Q2 Earnings Analysis: Buy, Sell or Hold the Stock?
CLOV's second-quarter results are likely to reflect strong Medicare Advantage membership growth and expansion and deeper integration of Clover Assistant.
All You Need to Know About Clover Health Investments (CLOV) Rating Upgrade to Strong Buy
Clover Health Investments (CLOV) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Clover Health: Stars Are Aligning For GAAP Profitability In FY 2026
Clover reported impressive Q1 earnings with robust topline growth and improving profitability metrics thanks to a 30% YoY increase in its member base. Clover could see $95 million in additional revenues in FY 2026 without any member growth as a result of CMS increasing MA payouts by 5.1%. With Clover set to be eligible for a 5% quality bonus in 2026 thanks to its 4-star rating, I expect it to reach GAAP profitability in FY 2026.
CLOV Stock Rises as Q1 Earnings Beat Estimates, Revenues Up Y/Y
Clover Health's first-quarter 2025 results continue to benefit from the strength of its strong member retention. A decline in operating loss bodes well.
Clover Health Investments, Corp. (CLOV) Surpasses Q1 Earnings Estimates
Clover Health Investments, Corp. (CLOV) came out with quarterly earnings of $0.05 per share, beating the Zacks Consensus Estimate of a loss of $0.07 per share. This compares to loss of $0.05 per share a year ago.
Watch These 3 MedTech Stocks for Q1 Earnings: Beat or Miss?
MedTech companies' quarterly results are likely to reflect strength in customer demand. Let's see how FMS, MASI and CLOV are placed ahead of their earnings releases.
Clover Health: Expected Margin Contraction Is A Prelude To Exponential Growth
Clover Health Investments' AI capabilities are a major driver for its topline and bottom-line improvements in FY 2024. Clover Health's MCR in Q4 represented a decline from Q3, unlike past years, and rivaled its Q2 MCR, a sign of the impact of its AI capabilities. While Clover expects its margins to contract in FY 2025, its increased investments this year set it up for a highly profitable future starting from FY 2026, in my opinion.
Missed the Hims & Hers Rally? Clover Health Could Be Next
Shares of Hims & Hers Health Inc. NYSE: HIMS have made a splash in recent weeks, reaching a new all-time high of just under $73 per share. However, a few days later, most of the upside moved right back, crashing down to as low as $36 per share.
