CLOVER HEALTH INVESTMENTS, CORP. /DE — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Clover Health reported Q2 2026 GAAP net income of $28M (vs. $-10.6M YoY loss), with Medicare Advantage membership of 157,309 (up 48% YoY) and total revenues of $743.2M (up 56% YoY). The company raised full-year 2026 guidance: revenues to $2.92–3.00B (prior $2.81–2.92B), Adjusted EBITDA to $70–85M (prior $50–70M), and GAAP net income to $20–35M (prior $0–20M). Average membership guidance now 156,000–158,000 (prior 154,000–158,000), with Adjusted EBITDA up 139% YoY in Q2 to $41M.
Why this rating
Strong profitability turnaround, 48% membership growth, and raised guidance across all metrics show operational momentum. Revenue run-rate ~$3B annualized is 2.7x company market cap, indicating scale. Positive GAAP earnings inflection material for previously unprofitable company. Meaningful for trajectory but not transformational at this lifecycle stage.
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