Gohealth

GOCO · NASDAQ

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GOCO analyst rating

HoldConsensus of 3 analysts over the last 12 months. 33% rate it a buy.

Strong buy0
Buy1
Hold2
Underperform0
Sell0

12-month price target · 4 analysts

Average $5.86

Low: $1.51
High: $10.50

Upgrades and downgrades

The latest rating actions, newest first

GOCO analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
RBC Capital	Nov 26, 2025	Maintains	Sector Perform	$12.00 → $5.00	57%
Freedom Broker	Nov 20, 2025	Maintains	Buy	$22.00 → $4.50	45%
William Blair	Nov 19, 2025	Downgrade	Outperform → Market Perform	—	67%

The case for and against

Updated Nov 7, 2025

Bull case

GoHealth Inc. has demonstrated strong financial performance with a 40.2% year-over-year increase in total submissions, reaching 303,000, which exceeded prior estimates and was primarily driven by a significant 64% growth in captive Medicare submissions despite only a 24% growth in agent headcount. The company's 1Q25 revenue also reflected a robust 19.1% year-over-year growth, totaling $221 million, surpassing both estimates and consensus predictions. Additionally, the stabilization of membership persistency and lifetime value (LTV) over the past two years indicates a favorable trend in customer retention and overall financial health within the industry.

Bear case

GoHealth Inc. experienced a significant decline in revenue per sale, decreasing by 15.4% to $724, primarily attributed to a shift in the business mix from non-agency to agency submissions, which may affect profitability. While the company reported a notable year-over-year improvement in adjusted EBITDA for 1Q25 at $42.1 million, exceeding estimates, the rising challenges related to persistency headwinds could lead to negative tail revenues and a reduction in cash flow from commissions. Furthermore, the analysis indicates a potential downside valuation of $3, reflecting anticipated adjusted EBITDA approximately 25% lower than base estimates, alongside a significant adjustment to the company's earnings multiple.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.