other material
confidence high
sentiment positive
materiality 0.85
Clover Health reports 53% MA membership growth to 153k; expects first full-year GAAP net income profitability in 2026
CLOVER HEALTH INVESTMENTS, CORP. /DE
- Medicare Advantage membership grew 53% YoY to ~153,000 as of Jan 1, 2026, driven by disciplined core-market growth.
- Expects first-ever full-year GAAP net income profitability in 2026, citing improved cohort economics and SG&A leverage.
- Over 97% of members in flagship PPO plan ranked #1 nationally on core HEDIS quality measures for 2nd consecutive year.
- Over 95% returning member retention; favorable 2026 CMS rate update and 4.0 Stars rating for PPO plans.