Clover Health Investments (CLOV) is poised for "strong" 2025 revenue guidance with the outlook for the medical loss ratio "less clear," UBS Securities said Monday in a report.
In Q4 results set for Thursday, "the focus will be on how the company's newfound growth will translate for MLR" and adjusted earnings before interest, taxes, depreciation and amortization, UBS said.
Growth for 2025 "was noted to have come largely from switchers, which should provide for improved economics" relative to new to Medicare Advantage members," UBS said.
The "relatively positive" Advance Medicare Advantage notice for 2026 may boost revenue in 2026, leaving the company on an "upward trajectory," the report said.
UBS raised its price target on Clover Health to $4.50 from $4 and maintained its neutral rating.
Price: 4.23, Change: -0.18, Percent Change: -3.98
免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。