EVH

Evolent Health Inc (EVH) | Rumor.io

Evolent Health

EVH

Attention (50-day avg)0%

Attention rank (50-day avg)#3,201

Bullish sentiment (50-day avg)92%

Price to earnings ratio-0.72

Market capitalization412.7M

Earnings per share-4.49

Dividend yield (TTM)—

Revenue (annual)1.9B

Net income (annual)-534.5M

Social

What share of all stock conversation is about EVH?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% 0

Aug 6

Evolent Health, Inc. ($EVH) expects revenue growth of over 25% in 2027, with a midpoint of $2.3-2.4 billion, and Adjusted EBITDA of $150 million or above.
The company's 2027 revenue will be heavily weighted with brand-new, unoptimized patient cohorts, but management is deliberately setting a conservative floor to protect against macro Medicaid uncertainties.
Evolent's margin expansion is expected to come in 2028, as the company matures into optimized patient cohorts and recognizes high-margin shared savings, but this will take time to fully digest the billions in new contract revenue.

Generated by AI

Sentiment

Of the messages about EVH that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100% +8.16	76.65% -4.84
Bearish	—	—	0% -8.16	23.35% +4.84

Bullish· Aug 6

$EVH's Q2 results exceeded expectations, with revenue of $652.5M (32% sequential growth) and Adjusted EBITDA of $28.1M, beating guidance.
Evolent Health's management has a track record of conservatively guiding expectations, and the company is setting a floor for 2027 EBITDA at $150M+, which is intentionally conservative and will likely be exceeded.
The company's new Oncology Performance Suite expansion, launching in Dec 2026, will cover 1.5M lives and generate approximately $300M in annualized revenue, and as the new patient cohorts mature, the margin profile will step up significantly.

Bearish· Nov 8

EVH's 44% drop is excessive given a 10% earnings miss, typical of pharmaceutical companies with failed drugs.
EVH's Q3 report and lowered guidance led to a 34% post-market drop and a $0.55 earnings miss.
Multiple brokerages have cut their target prices for EVH, including Canaccord Genuity to $23, RBC to $20, and Stephens to $16.

Generated by AI

Topics

Of the messages about EVH that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	—	—	—	18.16%
Announcements	—	—	—	58.21%
Earnings	—	—	—	8.65%
Technical Analysis	—	—	—	11.53%
Controversies	—	—	—	0%
Macro	—	—	—	3.46%

Earnings· Nov 5

Evolent Health reported Q3 earnings of $220.31M in revenue, beating Estimize consensus by $1.04M.
The company's EPS of -$0.09 beat Estimize consensus by $0.07, despite GAAP EPS of -$0.30 missing consensus by $0.04.
Evolent Health's non-GAAP EPS of -$0.09 beat consensus by $0.03, while revenue of $220.14M beat by $2.24M.

Announcements· Dec 6

Evolent Health, Inc. (EVH) priced $350M senior notes.
Evolent Health, Inc. (EVH) announces pricing of $350.0 million of convertible senior notes due 2029 to pay down senior term loan.
Evolent Health, Inc. (EVH) uses proceeds from the offering to pay down its senior term loan.

Generated by AI

Community

Of the messages about EVH, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	—	87.5%	48.22%
Newcomers	—	—	12.5%	51.78%

Regulars· Aug 6

The regulars are focused on the potential for Evolent Health to increase its revenues and EBITDA in the coming years, with one post projecting a 25%+ revenue growth and $150M+ in Adjusted EBITDA for 2027.
The implementation J-Curve is a key factor in the regulars' discussion, as they acknowledge that launching new contracts can lead to a temporary increase in Medical Expense Ratio (MER) and profitability lag, but expect the margin profile to step up significantly as new cohorts mature.
The regulars are also discussing the company's liquidity and financial flexibility, with one post noting that Evolent has $178M+ in total available liquidity and is expected to generate positive operating cash flows, making bankruptcy risk "absolute zero".

Newcomers· Feb 25

Newcomers are focusing on the recent price movement of $EVH, with some calling it a "healthcare tech breakout" and others noting a potential entry point after a 5%+ drop pre-market.
Analysts are revising their ratings and price targets for EVH, with one analyst lowering their target from $10 to $6 and another calling for a "buy" rating.
The focus is on the momentum shift in play, with some users noting that the stock could extend its upward move in the near term and others calling it a "solid chance" for further growth.

Generated by AI

Evolent Health’s second quarter results drew a significant positive market reaction, reflecting outperformance versus Wall Street’s expectations on both revenue and profitability. Management pointed to the successful launch of the Highmark contract and robust customer renewals as key drivers. CEO Seth Blackley specifically highlighted that clinical engagement metrics for new partnerships, such as Aetna and Highmark, were trending above target, signaling strong execution in the company’s core val

1mo agoYahoo Finance

Evolent Health (EVH) Q2 2026 Earnings Call Transcript

Detailed price information for Evolent Health Inc Cl A Com (EVH-N) from The Globe and Mail including charting and trades.

1mo agoThe Globe and Mail

Evolent Health Q2 Earnings Review: Debt Is Distressing, But Business Is Booming (EVH)

1mo agoSeeking Alpha

Truist Financial Sticks to Their Hold Rating for Evolent Health (EVH)

Detailed price information for Evolent Health Inc Cl A Com (EVH-N) from The Globe and Mail including charting and trades.

1mo agoThe Globe and Mail

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Evolent Health Inc

Healthcare
Health Information Services

Evolent Health Inc Class A Common Stock represents ownership in Evolent Health, a healthcare services company focused on improving care for people with complex medical conditions. The company provides specialty care management, population health solutions, and administrative services that help health plans, physicians, and care organizations coordinate treatment and manage costs. Its offerings include oncology and cardiology care management, musculoskeletal support, pharmacy benefit and risk management, analytics, reporting, and technology-enabled workflow tools. Evolent also supports value-based care programs by helping clients align care delivery with outcomes and efficiency. Headquartered in Arlington, Virginia, Evolent Health serves the U.S. healthcare market through products and services designed to simplify care operations and improve clinical coordination across multiple stages of the patient journey.

Website

Location

1812 N. Moore Street

Arlington, VA, 22209

United States

Social

What share of all stock conversation is about EVH?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% 0

Aug 6

Evolent Health, Inc. ($EVH) expects revenue growth of over 25% in 2027, with a midpoint of $2.3-2.4 billion, and Adjusted EBITDA of $150 million or above.
The company's 2027 revenue will be heavily weighted with brand-new, unoptimized patient cohorts, but management is deliberately setting a conservative floor to protect against macro Medicaid uncertainties.
Evolent's margin expansion is expected to come in 2028, as the company matures into optimized patient cohorts and recognizes high-margin shared savings, but this will take time to fully digest the billions in new contract revenue.

Generated by AI

Sentiment

Of the messages about EVH that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100% +8.16	76.65% -4.84
Bearish	—	—	0% -8.16	23.35% +4.84

Bullish· Aug 6

$EVH's Q2 results exceeded expectations, with revenue of $652.5M (32% sequential growth) and Adjusted EBITDA of $28.1M, beating guidance.
Evolent Health's management has a track record of conservatively guiding expectations, and the company is setting a floor for 2027 EBITDA at $150M+, which is intentionally conservative and will likely be exceeded.
The company's new Oncology Performance Suite expansion, launching in Dec 2026, will cover 1.5M lives and generate approximately $300M in annualized revenue, and as the new patient cohorts mature, the margin profile will step up significantly.

Bearish· Nov 8

EVH's 44% drop is excessive given a 10% earnings miss, typical of pharmaceutical companies with failed drugs.
EVH's Q3 report and lowered guidance led to a 34% post-market drop and a $0.55 earnings miss.
Multiple brokerages have cut their target prices for EVH, including Canaccord Genuity to $23, RBC to $20, and Stephens to $16.

Generated by AI

Topics

Of the messages about EVH that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	—	—	—	18.16%
Announcements	—	—	—	58.21%
Earnings	—	—	—	8.65%
Technical Analysis	—	—	—	11.53%
Controversies	—	—	—	0%
Macro	—	—	—	3.46%

Earnings· Nov 5

Evolent Health reported Q3 earnings of $220.31M in revenue, beating Estimize consensus by $1.04M.
The company's EPS of -$0.09 beat Estimize consensus by $0.07, despite GAAP EPS of -$0.30 missing consensus by $0.04.
Evolent Health's non-GAAP EPS of -$0.09 beat consensus by $0.03, while revenue of $220.14M beat by $2.24M.

Announcements· Dec 6

Evolent Health, Inc. (EVH) priced $350M senior notes.
Evolent Health, Inc. (EVH) announces pricing of $350.0 million of convertible senior notes due 2029 to pay down senior term loan.
Evolent Health, Inc. (EVH) uses proceeds from the offering to pay down its senior term loan.

Generated by AI

Community

Of the messages about EVH, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	—	87.5%	48.22%
Newcomers	—	—	12.5%	51.78%

Regulars· Aug 6

The regulars are focused on the potential for Evolent Health to increase its revenues and EBITDA in the coming years, with one post projecting a 25%+ revenue growth and $150M+ in Adjusted EBITDA for 2027.
The implementation J-Curve is a key factor in the regulars' discussion, as they acknowledge that launching new contracts can lead to a temporary increase in Medical Expense Ratio (MER) and profitability lag, but expect the margin profile to step up significantly as new cohorts mature.
The regulars are also discussing the company's liquidity and financial flexibility, with one post noting that Evolent has $178M+ in total available liquidity and is expected to generate positive operating cash flows, making bankruptcy risk "absolute zero".

Newcomers· Feb 25

Newcomers are focusing on the recent price movement of $EVH, with some calling it a "healthcare tech breakout" and others noting a potential entry point after a 5%+ drop pre-market.
Analysts are revising their ratings and price targets for EVH, with one analyst lowering their target from $10 to $6 and another calling for a "buy" rating.
The focus is on the momentum shift in play, with some users noting that the stock could extend its upward move in the near term and others calling it a "solid chance" for further growth.

Generated by AI

Evolent Health

Social

Aug 6

Bullish· Aug 6

Bearish· Nov 8

Earnings· Nov 5

Announcements· Dec 6

Regulars· Aug 6

Newcomers· Feb 25

Evolent Health expands language services deal with TransPerfect

Q2 Healthcare Technology for Providers Earnings: Evolent Health (NYSE:EVH) Impresses

5 Must-Read Analyst Questions From Evolent Health’s Q2 Earnings Call

Evolent Health (EVH) Q2 2026 Earnings Call Transcript

Evolent Health Q2 Earnings Review: Debt Is Distressing, But Business Is Booming (EVH)

Truist Financial Sticks to Their Hold Rating for Evolent Health (EVH)

Also Discussed

Evolent Health Inc

Company Information

Location

Evolent Health expands language services deal with TransPerfect

Q2 Healthcare Technology for Providers Earnings: Evolent Health (NYSE:EVH) Impresses

5 Must-Read Analyst Questions From Evolent Health’s Q2 Earnings Call

Evolent Health (EVH) Q2 2026 Earnings Call Transcript

Evolent Health Q2 Earnings Review: Debt Is Distressing, But Business Is Booming (EVH)

Truist Financial Sticks to Their Hold Rating for Evolent Health (EVH)

Also Discussed

Social

Aug 6

Bullish· Aug 6

Bearish· Nov 8

Earnings· Nov 5

Announcements· Dec 6

Regulars· Aug 6

Newcomers· Feb 25