CLOV

Clover Health (CLOV) has delivered strong growth, profitability, and improved guidance, supporting my continued Strong Buy rating. CLOV's Medicare Advantage membership grew 48% YoY, with revenue up 56% and gross profit up 54%, driven by cohort maturation and the Clover Assistant platform. Valuation remains attractive at a 78% discount to sector median EV/sales, with upside potential if per-member profitability and SaaS revenue trends persist.

Clover Health Investments NASDAQ: CLOV is positioning its Medicare Advantage model around earlier identification and treatment of chronic conditions, Interim Chief Financial Officer Clay Thornton said during a Canaccord Genuity conference presentation.

Business Highlights: Delivered strong second quarter 2026 GAAP Net Income alongside continued market-leading Medicare Advantage membership growth Improved Full Year 2026 guidance across all metrics Increasing confidence for 2027 outlook, supported by strong cohort development, continued clinical engagement, and the added flexibility of a 4.5 Star payment year Financial Results: Second quarter 2026 GAAP Net Income of $28 million, an improvement of $39 million year-over-year Second quarter 2026 Medicare Advantage membership of 157,309, up 48% year-over-year, and Total revenues of $743 million, up 56% year-over-year Second quarter 2026 Consolidated Gross Profit of $153 million, up 54% year-over-year, and Adjusted EBITDA of $41 million, up 139% year-over-year Improved Full Year 2026 Guidance: Average Medicare Advantage membership of 156,000 - 158,000, representing 47% growth year-over-year at the midpoint Total revenues between $2.92 billion and $3.00 billion, representing 54% growth year-over-year at the midpoint Consolidated Gross Profit between $525 million and $555 million, representing 52% growth year-over-year at the midpoint Adjusted EBITDA profitability between $70 million and $85 million GAAP Net Income between $20 million and $35 million WILMINGTON, Del., Aug. 05, 2026 (GLOBE NEWSWIRE) -- Clover Health Investments, Corp. (Nasdaq: CLOV) (“Clover,” “Clover Health” or the “Company”), today reported financial results for the second quarter 2026.

Clover Health (NASDAQ:CLOV) has spent years as a speculative bet on a technology-led Medicare Advantage model.

WILMINGTON, Del., July 22, 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 Canaccord Genuity 46th Annual Growth Conference on Tuesday, August 11, 2026, at 8:30 a.m.

Clover Health Investments said in a regulatory filing on Friday that it detected unusual login activity ​on some of its information systems on ‌July 4 and later found a hacker had gained access to three employee accounts through social engineering.

WILMINGTON, Del., July 09, 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, August 5, 2026.

SAN FRANCISCO, July 07, 2026 (GLOBE NEWSWIRE) -- Counterpart Health, Inc. (“Counterpart”), a wholly owned subsidiary of Clover Health Investments, Corp. (Nasdaq: CLOV) (“Clover” or “Clover Health”), and a leading AI-powered physician enablement platform, today released findings within the whitepaper  “Clinical Excellence in Continuity of Care: A Real-World Analysis of Counterpart Assistant's Role in Post-Hospitalization Follow-up.” The whitepaper examines the relationship between CA use by primary care physicians (“PCPs”) and performance on high-risk care transition outcomes, including two HEDIS®1 quality measures within Clover Health's Medicare Advantage population: Transitions of Care (“TRC”) and Follow-Up After Emergency Department Visit for People with Multiple High-Risk Chronic Conditions (“FMC”).

CEO Andrew Toy sold 313,476 shares of Common Stock for a transaction value of ~$1.67 million as of July 1, 2026. This transaction represented 3.16% of Toy's direct holdings, reducing direct ownership to 9,609,825 shares.

Clover Health Investments, Corp. (CLOV) Q1 2026 Earnings Call Transcript