Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
eHealth, Inc. (EHTH)
NASDAQFinancialsInsurance - BrokersSnapshot 2026-11-04
$0.52-18.07%
Close 2026-11-05 · 1-day change
NASDAQFinancialsInsurance - BrokersSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.76 → 0.76 EPS · FY ending Dec 31, 2027 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for EHTH yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Achieve $30M fixed cost savings and $60M variable spend reduction in 2026 | A primary condition in eHealth, Inc.'s published investment case. The stated target is $30M fixed + $60M variable cost savings. | Under Pressure | cost savings fall short of $90M total in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk turnaround-style thesis, not a proven durable growth story. The signal has shifted from cautious to mixed, but the thesis remains on watch because recent financial performance is weak.
The valuation evidence points to EHTH being cheap versus peers, with a small premium indicated in the peer comparison and low model confidence. The expectations gap is slightly negative, suggesting the market’s assumptions may be ahead of what the evidence supports; the available data does not show a clear margin of safety.
Near term, earnings risk is elevated after consecutive misses, including reports in May and August, and guidance was reaffirmed as of August 4. In Q2, operating cash flow improved year over year and operating costs fell, while management kept its 2026 savings goals; full-year cash flow guidance still includes negative results. A legal or regulatory delisting notice dated October 16 adds a significant risk, though the supplied evidence gives no further detail.
The multi-year thesis depends on management turning stated fixed and variable cost reductions into lasting savings and improving cash flow. A guidance cut would weaken the near-term case, while continued earnings strength from sector bellwethers could support sector momentum; rate cuts are identified as a sector headwind in the evidence.
Over the next 1 to 3 years, EHTH’s case is a cost-and-cash-flow turnaround with meaningful execution, earnings, and listing risks. The evidence is mixed, and whether savings become durable while operating performance stabilizes remains unresolved. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in eHealth, Inc.'s published investment case. The stated target is operating margin around 1% (mid guidance). |
| Broken |
| operating margin remains below -10% in FY26 |
Operating margin: -81.8% FY2026-Q2; GAAP. Published target: operating margin around 1% (mid guidance). Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 2026-81.800036 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain revenue between $405M and $445M in FY26 | A primary condition in eHealth, Inc.'s published investment case. The stated target is >= $405M and <= $445M. | Intact | revenue falls below $405M or above $445M in FY26 | Revenue: $33.566M FY2026-Q2; GAAP. Published target: >= $405M and <= $445M. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 202633,566,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.82 → $0.76 · observed estimates
$0.45B → $0.43B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.82 | $447,345,920 | 3 / 4 |
| 2026-07-25 | $-0.65 | $447,346,060 | 4 / 5 |
| 2026-07-26 | $0.82 | $447,345,920 | 3 / 4 |
| 2026-07-27 | $-0.65 | $447,346,060 | 4 / 5 |
| 2026-07-28 | $-0.65 | $447,346,060 | 4 / 5 |
| 2026-07-29 | $-0.65 | $447,346,060 | 4 / 5 |
| 2026-07-30 | $-0.65 | $447,346,060 | 4 / 5 |
| 2026-07-31 | $0.82 | $447,345,920 | 3 / 4 |
| 2026-08-01 | $0.82 | $447,345,920 | 3 / 4 |
| 2026-08-02 | $-0.65 | $447,346,060 | 4 / 5 |
| 2026-08-03 | $-0.65 | $447,346,060 | 4 / 5 |
| 2026-08-04 | $0.82 | $447,345,920 | 3 / 4 |
| 2026-08-05 | $-0.65 | $447,346,060 | 4 / 5 |
| 2026-08-06 | $0.82 | $447,345,920 | 3 / 4 |
| 2026-08-07 | $0.80 | $436,894,180 | 3 / 4 |
| 2026-08-08 | $-0.98 | $436,894,180 | 3 / 5 |
| 2026-08-09 | $-0.98 | $436,894,180 | 3 / 5 |
| 2026-08-10 | $-0.98 | $436,894,180 | 3 / 5 |
| 2026-08-11 | $0.80 | $436,894,180 | 3 / 4 |
| 2026-08-12 | $0.80 | $436,894,180 | 3 / 4 |
| 2026-08-13 | $-0.98 | $436,894,180 | 3 / 5 |
| 2026-08-14 | $0.80 | $436,894,180 | 3 / 4 |
| 2026-08-15 | $0.80 | $436,894,180 | 2 / 4 |
| 2026-08-16 | $0.80 | $436,894,180 | 2 / 4 |
| 2026-08-17 | $0.80 | $436,894,180 | 2 / 4 |
| 2026-08-18 | $0.80 | $436,894,180 | 2 / 4 |
| 2026-08-19 | $0.80 | $436,894,180 | 2 / 4 |
| 2026-08-20 | $0.80 | $436,894,180 | 2 / 4 |
| 2026-08-21 | $0.80 | $436,894,180 | 2 / 4 |
| 2026-08-22 | $0.80 | $436,894,180 | 2 / 4 |
| 2026-08-23 | $0.43 | $434,367,725 | 2 / 4 |
| 2026-08-24 | $0.43 | $434,367,725 | 2 / 4 |
| 2026-08-25 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-08-26 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-08-27 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-08-28 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-08-29 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-08-30 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-08-31 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-01 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-02 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-03 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-04 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-05 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-06 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-07 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-08 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-09 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-10 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-11 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-12 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-13 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-14 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-15 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-16 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-17 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-18 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-19 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-20 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-21 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-22 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-23 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-24 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-25 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-26 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-27 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-28 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-29 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-09-30 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-10-01 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-10-02 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-10-03 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-10-04 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-10-05 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-10-06 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-10-07 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-10-08 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-10-09 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-10-10 | $0.76 | $435,254,180 | 2 / 4 |
| 2026-10-11 | $0.76 | $435,254,220 | 2 / 4 |
| 2026-10-12 | $0.76 | $435,254,220 | 2 / 4 |
| 2026-10-13 | $0.76 | $435,254,220 | 2 / 4 |
| 2026-10-14 | $0.76 | $435,254,220 | 2 / 3 |
| 2026-10-15 | $0.76 | $435,254,220 | 2 / 3 |
| 2026-10-16 | $0.76 | $435,254,220 | 1 / 3 |
| 2026-10-17 | $0.76 | $435,254,220 | 1 / 3 |
| 2026-10-18 | $0.76 | $435,254,220 | 1 / 3 |
| 2026-10-19 | $0.76 | $434,361,974 | 1 / 3 |
| 2026-10-20 | $0.76 | $434,361,974 | 1 / 3 |
| 2026-10-21 | $0.76 | $434,361,974 | 1 / 3 |
| 2026-10-22 | $0.76 | $434,361,974 | 1 / 3 |
| 2026-10-23 | $0.76 | $434,361,974 | 1 / 3 |
| 2026-10-24 | $0.76 | $434,361,974 | 1 / 3 |
| 2026-10-25 | $0.76 | $434,361,974 | 1 / 3 |
| 2026-10-26 | $0.76 | $434,361,974 | 1 / 3 |
| 2026-10-27 | $0.76 | $434,361,974 | 1 / 3 |
| 2026-10-28 | $0.76 | $434,361,974 | 1 / 3 |
| 2026-10-29 | $0.76 | $434,361,974 | 1 / 3 |
| 2026-10-30 | $0.76 | $434,361,974 | 1 / 3 |
| 2026-10-31 | $0.76 | $434,361,974 | 1 / 3 |
| 2026-11-01 | $0.76 | $434,361,974 | 1 / 3 |
| 2026-11-02 | $0.76 | $434,361,974 | 1 / 3 |
| 2026-11-03 | $0.76 | $434,361,974 | 1 / 3 |
| 2026-11-04 | $0.76 | $434,361,974 | 1 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 4 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.