CLOV

Clover Health demonstrates robust membership and revenue growth, turning GAAP profitable with improving cohort economics and operating leverage. CLOV maintains a Strong Buy rating, supported by raised 2026 guidance, a confirmed 5-star PPO rating, and a compelling risk-reward profile versus sector peers. Valuation remains attractive at a significant discount to sector medians on forward EV/sales and price-to-sales, despite rapid adjusted EBITDA growth and maturing cohorts.

Clover Health Investments, Corp. (CLOV) Q3 2026 Earnings Call Transcript

Business Highlights: Strong third quarter performance brings year-to-date GAAP Net Income to $62 million alongside 49% year-over-year Medicare Advantage membership growth Improved Full Year 2026 guidance across all metrics 2027 AEP tracking well, with significant growth due to strong product positioning in core markets Clover's flagship PPO, representing ~98% of current membership, received a 5 Star rating for Payment Year 2028 Financial Results: Third quarter 2026 GAAP Net Income of $6 million, an improvement of $31 million year-over-year Third quarter 2026 Medicare Advantage membership of 158,907, up 45% year-over-year, and Total revenues of $759 million, up 53% year-over-year Third quarter 2026 Consolidated Gross Profit of $130 million, up 77% year-over-year, and Adjusted EBITDA of $16 million, up $14 million year-over-year Improved Full Year 2026 Guidance: Average Medicare Advantage membership of 157,000 - 158,000, representing 47% growth year-over-year at the midpoint Total revenues between $2.97 billion and $3.00 billion, representing 55% growth year-over-year at the midpoint GAAP Net Income between $25 million and $35 million Consolidated Gross Profit between $540 million and $555 million, representing 54% growth year-over-year at the midpoint Adjusted EBITDA profitability between $75 million and $85 million WILMINGTON, Del., Nov. 04, 2026 (GLOBE NEWSWIRE) -- Clover Health Investments, Corp. (Nasdaq: CLOV) (“Clover,” “Clover Health” or the “Company”), today reported financial results for the third quarter 2026.

WILMINGTON, Del., Oct. 26, 2026 (GLOBE NEWSWIRE) -- Clover Health Investments, Corp. (Nasdaq: CLOV) (“Clover,” “Clover Health” or the “Company”), today announced that its Interim Chief Financial Officer, Clay Thornton, will present at the 2026 UBS Global Healthcare Conference on Monday, November 9, 2026, at 12:30 p.m.

WILMINGTON, Del., Oct. 19, 2026 (GLOBE NEWSWIRE) -- Clover Health Investments, Corp. (Nasdaq: CLOV) (“Clover Health” or “Clover”), a physician enablement technology company committed to bringing access to great healthcare to everyone on Medicare, today announced that it earned top distinctions across New Jersey, Georgia, and South Carolina in U.S. News & World Report's 2027 Best Insurance Companies for Medicare Advantage (“MA”) ratings.

WILMINGTON, Del., Oct. 07, 2026 (GLOBE NEWSWIRE) -- Clover Health Investments, Corp. (Nasdaq: CLOV) (“Clover,” “Clover Health” or the “Company”), today announced that it will release its financial results after the market closes on Wednesday, November 4, 2026.

WILMINGTON, Del., Oct. 01, 2026 (GLOBE NEWSWIRE) -- Clover Health Investments, Corp. (Nasdaq: CLOV) (“Clover,” “Clover Health” or the “Company”), a physician enablement technology company committed to bringing access to great healthcare to everyone on Medicare, today announced its 2027 Medicare Advantage (MA) plan offerings, with a continued focus on PPO choice, affordable access to preventive care and meaningful member value.

WILMINGTON, Del., Sept. 24, 2026 (GLOBE NEWSWIRE) -- Clover Health Investments, Corp. (Nasdaq: CLOV) (“Clover,” “Clover Health” or the “Company”) today announced the appointments of former U.S. Senator Robert Torricelli and Dr. Brian J.

Clover Health Investments NASDAQ: CLOV is positioning its Medicare Advantage business to benefit from industry pricing discipline, member retention and the maturation of member cohorts, Interim Chief Financial Officer Clay Thornton said at Jefferies' Healthcare Services and Technology Conference in Nashville.

WILMINGTON, Del., Aug. 31, 2026 (GLOBE NEWSWIRE) -- Clover Health Investments, Corp. (Nasdaq: CLOV) (“Clover,” “Clover Health” or the “Company”), today announced its participation in the following investor conferences: Interim Chief Financial Officer, Clay Thornton, will present at the 2026 Jefferies Healthcare Services and Technology Conference on Tuesday, September 15, 2026, at 1:40 p.m.