Media analysis
Media · post-earnings takeaway
The Payer Record · EHTH · Q2 2026
eHealth Q2 2026 — the filed record
Why the Results ChangedExact source language · this is not analyst valuation logic
Media analysis
Media · post-earnings takeaway
“The company expects further year-over-year declines in Q3 revenue and enrollment due to even greater marketing spend reductions.”
Media analysis
Media · post-earnings takeaway
“The model drives higher retention, higher ancillary cross-sell rates, and more favorable cash flow timing from ancillary products, all contributing to a stronger cash flow profile.”
Management
Management · earnings release
Derrick Duke · earnings statement
“Second quarter results were in line to slightly above our expectations and reflect the deliberate choices we made going into 2026.”
Target Changes — Why Not AvailableAction is public · model logic is not
Analyst action
Reported action · explanation unavailable
Deutsche Bank Maintains EHealth(EHTH.US) With Hold Rating, Cuts Target Price to $2
Why the target changed: not public. The linked report does not provide the analyst’s revised forecasts, valuation multiple, or assumptions. The results and guidance above may have informed the action, but the public record does not establish that connection.
Sourced Takeaways5 takeaways · every bullet sourced
- Revenue was $33.6M; versus $60.8M a year earlier; FY guide $405.0M–$445.0M.Filed8-K 2026-08-04 · EX-99.1
- Net income was ($23.6M); versus ($17.4M) a year earlier; FY guide $8.0M–$25.0M.Filed8-K 2026-08-04 · EX-99.1
- Adjusted EBITDA was ($21.8M); versus ($14.1M) a year earlier; FY guide $55.0M–$75.0M.Filed8-K 2026-08-04 · EX-99.1
- Operating cash flow was ($5.0M); versus ($41.2M) a year earlier; FY guide ($10.0M)–$12.0M.Filed8-K 2026-08-04 · EX-99.1
- Diluted EPS (GAAP) was ($1.18); versus ($0.98) a year earlier.Filed8-K 2026-08-04 · EX-99.1
The NumbersReported · published precision · every figure sourced
| Metric | Q2 2026 | Prior yr | YoY | FY Guide |
|---|---|---|---|---|
| Revenue | $33.6M | $60.8M | — | $405.0M–$445.0M |
| Net income | ($23.6M) | ($17.4M) | — | $8.0M–$25.0M |
| Adjusted EBITDA | ($21.8M) | ($14.1M) | — | $55.0M–$75.0M |
| Operating cash flow | ($5.0M) | ($41.2M) | — | ($10.0M)–$12.0M |
| Diluted EPS (GAAP) | ($1.18) | ($0.98) | — | — |
CMS ROWS ARE GROUND TRUTH, INDEPENDENT OF COMPANY REPORTING · PRECISION PER BRAND SPEC
The DocumentsEverything this record is built from
The filing every figure on this page is read from.
8-K 2026-08-04 · EX-99.1