GoHealth Inc Class A (GOCO)

GoHealth has experienced several notable events impacting its stock price in the past six months. The company reported its Q3 2025 earnings on November 13, 2025, posting an EPS of -$11.80, which was a significant miss compared to analysts' expectations of -$2.02. Prior to this, Q2 2025 earnings were reported on August 7, 2025, with an EPS of -$5.10. The company is expected to announce its Q4 2025 earnings on February 26, 2026. Analysts have adjusted their outlooks, with RBC Capital lowering GoHealth's price target to $5 from $12, and William Blair downgrading GoHealth to Market Perform from Outperform in December 2025, citing persistent market headwinds. In December 2025, GoHealth also filed to sell 9.57 million shares of Class A common stock for holders. Over the past year, GoHealth's stock price has seen a substantial decline of approximately 87.28%, with a 52-week range between $2.05 and $21.00. As of late January 2026, the share price was $2.14, down from $16.01 on January 29, 2025.

Demand for GoHealth's products and services, particularly Medicare plans, exhibits seasonality. The Annual Enrollment Period (AEP) in the fourth quarter is a key period for Medicare enrollment. The market dynamics observed during AEP in Q4 typically continue for the subsequent four quarters, indicating a cyclical nature in the demand for their core Medicare offerings.

GoHealth, Inc., based in Chicago, operates a digital health insurance marketplace, focusing on Medicare plans. The company uses technology and machine-learning to help consumers find suitable health insurance plans. Its major products include Medicare Advantage, Medicare Supplement, and prescription drug plans, which constitute approximately 94% of its revenue. Additionally, GoHealth offers individual and family health insurance plans, as well as ancillary products such as dental and vision coverage, and partner marketing services.

GoHealth serves consumers across all 50 states in the United States. The company maintains offices in both the U.S. and Slovakia, supported by over 2,200 employees and licensed insurance agents.

GoHealth generally maintains a positive brand reputation, evidenced by a customer rating of 4.8 out of 5 based on over 42,000 reviews. The company emphasizes providing personalized guidance to help consumers find suitable plans and supports them throughout their insurance journey. In the past year, GoHealth has focused on operational efficiency, customer retention, and value creation in the Medicare marketplace. The company has also highlighted its investment in technology innovations like Plan GPT and Plan Fit to optimize enrollment and reduce member churn. While there haven't been specific negative events directly impacting its brand reputation in the past year, the significant decline in stock price and analyst downgrades could indirectly influence public perception.

Approximately 48.03% of GoHealth's stock is owned by Institutional Investors, 12.84% by Insiders, and 39.13% by Public Companies and Individual Investors. Major institutional shareholders include Centerbridge Partners, L.P., Public Sector Pension Investment Board, Redwood Capital Management, LLC, BlackRock, Inc., Vanguard Group Inc, CI Private Wealth, LLC, Geode Capital Management, Llc, and State Street Corp.