Mar. 11 at 11:53 PM
$EVH 🔥
This valuation is honestly ridiculous.
EVH is trading at just
$3.02 with a tiny
$337M market cap…
…while guiding
$2.4–2.6 BILLION in revenue for 2026 (+30% growth) and
$110–140M adjusted EBITDA.
Oncology is ramping hard toward 65% of the mix, backed by
$900M in new Performance Suite contracts already signed and coming online in H2.
This is a legitimate
$2.5 billion revenue company trading at under 0.5x EV/Sales.
The market completely overreacted to temporary H1 margin pressure from new contract onboarding and one non-cash impairment.
Simple execution on what they’ve already guided should close this massive disconnect fast.
One of the most ridiculously undervalued setups in the entire market right now.
This is EASILY a
$10-12 stock if they simply follow through with projections this year