May. 28 at 9:20 AM
$EVH Let's remember that at this point, Evolent has only finalized two internal agreements with existing companies, and these two agreements have brought numbers like 4.5 million new members and
$200 million in additional revenue by Q3 2026. Evolent will certainly have had new customers on its hands at the beginning of the year, and during Q2 2026, I expect many agreements, at least four, and between
$300 and
$350 million in revenue starting next year.
Evolent technically has a world of customers to open up; it must announce
$1 billion in new revenue each year if it wants to show profits and the path to concrete revenue reduction. It's no coincidence that Evolent Health itself has stated that it expects a major change during 2027 and 2028. If Evolent wants to see profits, it will inevitably have to sign
$1.2–
$1.5 billion in new deals and surprise everyone. Not easy, but I'd say more than possible!
