Latest news with #AlignmentHealthcare
Business Insider
7 days ago
- Business
- Business Insider
Analysts Offer Insights on Healthcare Companies: Guardant Health (GH), AnaptysBio (ANAB) and Alignment Healthcare (ALHC)
There's a lot to be optimistic about in the Healthcare sector as 3 analysts just weighed in on Guardant Health (GH – Research Report), AnaptysBio (ANAB – Research Report) and Alignment Healthcare (ALHC – Research Report) with bullish sentiments. Protect Your Portfolio Against Market Uncertainty Guardant Health (GH) In a report released today, David Westenberg from Piper Sandler maintained a Buy rating on Guardant Health, with a price target of $60.00. The company's shares closed last Monday at $44.05. According to Westenberg is a 3-star analyst with an average return of 3.1% and a 44.4% success rate. Westenberg covers the Healthcare sector, focusing on stocks such as Adaptive Biotechnologies, Elanco Animal Health, and Pacific Biosciences. Currently, the analyst consensus on Guardant Health is a Strong Buy with an average price target of $59.26, which is a 29.4% upside from current levels. In a report issued on April 22, Leerink Partners also maintained a Buy rating on the stock. AnaptysBio (ANAB) In a report released today, Yasmeen Rahimi from Piper Sandler maintained a Buy rating on AnaptysBio, with a price target of $57.00. The company's shares closed last Monday at $20.73. According to Rahimi is a 1-star analyst with an average return of -1.0% and a 34.8% success rate. Rahimi covers the Healthcare sector, focusing on stocks such as Structure Therapeutics, Inc. Sponsored ADR, NewAmsterdam Pharma Company, and Praxis Precision Medicines. The word on The Street in general, suggests a Strong Buy analyst consensus rating for AnaptysBio with a $45.57 average price target, which is a 120.2% upside from current levels. In a report issued on April 22, Wells Fargo also maintained a Buy rating on the stock with a $51.00 price target. Alignment Healthcare (ALHC) In a report released today, Jessica Tassan from Piper Sandler maintained a Buy rating on Alignment Healthcare, with a price target of $21.00. The company's shares closed last Monday at $15.48. According to Tassan 's ranking currently consits of 0 on a 0-5 ranking scale, with an average return of -5.8% and a 39.2% success rate. Tassan covers the Healthcare sector, focusing on stocks such as Privia Health Group, Health Catalyst, and Evolent Health. Currently, the analyst consensus on Alignment Healthcare is a Moderate Buy with an average price target of $18.35, implying a 18.6% upside from current levels. In a report issued on May 2, TD Cowen also maintained a Buy rating on the stock with a $17.00 price target.
Yahoo
21-05-2025
- Business
- Yahoo
Alignment Healthcare to Present at William Blair 45th Annual Growth Stock Conference
ORANGE, Calif., May 21, 2025 (GLOBE NEWSWIRE) -- Alignment Healthcare, Inc. (NASDAQ: ALHC), today announced that it will present at the William Blair 45th Annual Growth Stock Conference on Wednesday, June 4, at 2 p.m. CDT. A webcast and replay of the presentations will be available on Alignment's investor relations website at About Alignment HealthcareAlignment Health is championing a new path in senior care that empowers members to age well and live their most vibrant lives. A consumer brand name of Alignment Healthcare (NASDAQ: ALHC), Alignment Health's mission-focused team makes high-quality, low-cost care a reality for its Medicare Advantage members every day. Based in California, the company partners with nationally recognized and trusted local providers to deliver coordinated care, powered by its customized care model, 24/7 concierge care team and purpose-built technology, AVA®. As it expands its offerings and grows its national footprint, Alignment upholds its core values of leading with a serving heart and putting the senior first. For more information, visit Investor ContactHarrison Zhuohzhuo@ Media ContactPriya ShahmPR, Inc. for Alignment Healthcarealignment@ in to access your portfolio
Yahoo
16-05-2025
- Business
- Yahoo
ALHC Q1 Earnings Call: Membership Growth and Margin Expansion Drive Upbeat Outlook
Health insurance company Alignment Healthcare (NASDAQ:ALHC) announced better-than-expected revenue in Q1 CY2025, with sales up 47.5% year on year to $926.9 million. The company expects next quarter's revenue to be around $957.5 million, close to analysts' estimates. Its non-GAAP profit of $0.05 per share was significantly above analysts' consensus estimates. Is now the time to buy ALHC? Find out in our full research report (it's free). Revenue: $926.9 million vs analyst estimates of $888.1 million (47.5% year-on-year growth, 4.4% beat) Adjusted EPS: $0.05 vs analyst estimates of -$0.07 (significant beat) Adjusted EBITDA: $20.18 million vs analyst estimates of $4.4 million (2.2% margin, significant beat) The company lifted its revenue guidance for the full year to $3.79 billion at the midpoint from $3.75 billion, a 1.2% increase EBITDA guidance for the full year is $49 million at the midpoint, above analyst estimates of $47.1 million Operating Margin: -0.6%, up from -6.5% in the same quarter last year Free Cash Flow was $8.36 million, up from -$17.36 million in the same quarter last year Customers: 217,500, up from 189,100 in the previous quarter Market Capitalization: $2.95 billion Alignment Healthcare began 2025 with a notable increase in membership and year-over-year revenue, propelled by its ability to manage medical costs and scale its clinical care model. CEO John Kao credited the company's approach to serving seniors, particularly through care coordination for complex and dually eligible populations, as key to its success. Kao emphasized, "Our model combines the product control and data visibility of a health plan, clinical insights of a modern technology platform, medical management expertise of a care delivery organization and member experience of a consumer-first company." Looking forward, management raised full-year revenue and profit guidance, citing strong enrollment momentum and favorable industry dynamics. CFO Thomas Freeman highlighted the company's operational leverage and prudent approach to medical and pharmacy cost trends. He noted that Alignment plans to channel some early-year gains into member engagement and provider partnerships, aiming to build a durable growth platform as the Medicare Advantage landscape continues to evolve. Alignment Healthcare's management attributed the first quarter's growth to robust membership gains and strong execution in medical cost management. The following insights emerged from their remarks: Membership Expansion: The company grew membership by approximately 32%, with significant gains both in California and ex-California markets. Management pointed to the scalability of its clinical model and care coordination capabilities as core drivers. Clinical Model Scaling: The scaling of the AVA (Alignment's technology-enabled care model) enabled improved identification and engagement of high-risk seniors. This allowed for proactive care management, especially for dually eligible and chronically ill members, which management believes sets Alignment apart. Medical Cost Control: Alignment reported better-than-expected improvement in its medical benefit ratio (MBR), highlighting effective inpatient utilization management and favorable prior-year reserve releases. Management noted that these trends supported margin expansion despite rapid top-line growth. Strategic Technology Investment: Ongoing advances in the AVA platform are targeted at automating member experience and optimizing care outcomes. Management described a focus on efficacy and adoption rates of AVA modules, with plans to double down on those delivering measurable value. Leadership Transition: The company announced the transition of its long-serving CFO Thomas Freeman to a strategic advisor role, with Jim Head, a veteran healthcare finance executive, stepping in as the new CFO. Management framed this as a step to support Alignment's next phase of growth and scaling. Management outlined a constructive outlook for 2025, driven by membership growth, operational efficiencies, and continued investments in technology and partnerships. The main themes shaping guidance are: Provider Collaboration Focus: Management plans to deepen long-term partnerships with providers, especially to better serve high-need seniors. These collaborations are expected to support both growth and cost control efforts. Technology and Data Leverage: Continued investment in the AVA platform aims to advance clinical quality and member experience, with the goal of automating and personalizing care at scale. Management believes this will further distinguish Alignment in a competitive Medicare Advantage market. Regulatory and Competitive Factors: Management highlighted the impact of new Medicare Advantage payment rates and risk model changes, noting that Alignment's high plan quality ratings and efficient cost structure position it to benefit relative to some competitors. However, they acknowledged ongoing uncertainties regarding policy changes and market behavior. Ryan Daniels (William Blair): Asked about plans for expanding provider partnerships and possibly offering technology solutions externally. Management indicated that, while expansion is underway, any move into external enablement will be approached cautiously and only if it is sustainable. Michael Ha (Baird): Inquired about the drivers behind medical loss ratio outperformance and the potential pull-forward of earnings from Part D changes. Management clarified that Part D timing was a minor factor and that broader utilization trends and reserves management were more significant. Jessica Tassan (Piper Sandler): Queried about competitive changes in California and how Alignment will prepare its salesforce for increased rivalry. Management said it feels well-positioned due to partnership strengths and does not view smaller competitors as a long-term threat. Whit Mayo (Leerink Partners): Sought clarity on Alignment's risk adjustment revenue processes for new members and visibility on reimbursement. Management explained its conservative approach, booking revenue based on actual payments to avoid surprises. Joanna Gajuk (Bank of America): Asked if further Medicare Advantage rate changes could be a headwind or opportunity for market share. Management stated that its business model is designed to adapt to either environment, emphasizing focus on cost and quality. In the coming quarters, the StockStory team will be monitoring (1) the scalability of Alignment's AVA technology platform in new and existing markets, (2) the company's ability to sustain membership growth while preserving or improving margins, and (3) further developments in provider partnerships and regulatory policy changes affecting Medicare Advantage. Execution on these priorities will be central to evaluating Alignment's trajectory. Alignment Healthcare currently trades at a forward EV-to-EBITDA ratio of 51.8×. Should you load up, cash out, or stay put? Find out in our free research report. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today. 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Yahoo
11-05-2025
- Business
- Yahoo
Is Alignment Healthcare (ALHC) the Best Performing Healthcare Stock to Buy Now?
We recently published a list of . In this article, we are going to take a look at where Alignment Healthcare, Inc. (NASDAQ:ALHC) stands against other best performing healthcare stocks to buy now. On April 15, CNBC reported that President Trump's healthcare-focused executive order brought in a win for the sector. Trump directed his health department to collaborate with Congress to revamp a law allowing Medicare to negotiate prescription drug prices. The announcement seeks to bring a change that the pharmaceutical company has lobbied for. Since the negotiation process is included in legislation, Trump's executive order cannot implement the change itself. However, it directs Secretary of Health and Human Services Robert F. Kennedy Jr. to join hands with Congress and change it. CNBC reported that drug makers have been working to delay the eligibility timeline for small-molecule drugs to be available for price negotiations by four years. This typically includes pills and most medications. This goes hand in hand with the 13-year wait until more complex biotech drugs are eligible for Medicare price negotiations. Trump's wide-ranging executive order also focuses on slashing healthcare costs. It comes a day after the administration instituted a national security report on the pharma industry. CNBC called the report 'a precursor to sector-specific tariffs.' READ ALSO: Recession Resistant Investing: 10 Best Grocery Stocks To Buy Now and 11 Most Promising Future Stocks According to Hedge Funds. Medicare's negotiating powers have been a subject of contention, as drug makers have opined that they would suppress innovation and have rallied against the time frame for negotiation eligibility for most drugs. The law now allows the government to negotiate prices for drugs with no competition, which includes complex biotech or biologic medications after 13 years on the market, but 9 years for their administration as capsules and pills. Although they did not provide specifics, White House officials told reporters that other changes to the negotiation process would yield more savings than those attained during the first round under the Biden administration. While the Biden administration negotiated price cuts as steep as 79% for the first ten most expensive drugs to the Medicare program, the Trump administration would negotiate prices for the following 15 medications. This includes Pfizer's cancer drugs Ibrance and Xtandi, as well as Novo Nordisk's blockbuster diabetes and weight-loss treatments Ozempic and Wegovy. We used Finviz to screen healthcare stocks and selected the best performers based on their year-to-date (YTD) performance, as of May 9, 2025. We also included the number of hedge fund holders for each stock as of Q4 2024. We sourced the hedge fund sentiment data from Insider Monkey's database. The list is sorted in ascending order of year-to-date performance. Why do we care about what hedge funds do? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (). A doctor holding a clipboard talking to an elderly patient in a Medicare Advantage healthcare facility. YTD Performance: 34.40% Number of Hedge Fund Holders: 29 Alignment Healthcare, Inc. (NASDAQ:ALHC) offers a consumer-centric platform for delivering personalized healthcare solutions through its Medicare Advantage plans. The company also offers health options via its Alignment Health Plan. It ranks 11th on our list of the best-performing healthcare stocks to buy now. In a report issued on May 1, Whit Mayo from Leerink Partners reiterated a Buy rating on Alignment Healthcare, Inc. (NASDAQ:ALHC) and set a price target of $20.00. The company's positive financials in its latest earnings report have led to bullish investor sentiment, with revenue undergoing a notable 47.5% increase to $926.9 million in fiscal Q1 2025. Alignment Healthcare, Inc. (NASDAQ:ALHC) also reported a 31.7% increase in Medicare Advantage membership, totaling around 217,500 members in the same quarter. Supported by robust enrollment growth and clinical performance, the company surpassed its high-end guidance on key performance indicators, raising the midpoint of its 2025 guidance. Alignment Healthcare, Inc. (NASDAQ:ALHC) expects adjusted EBITDA between $10 million and $18 million in fiscal Q2 2025. Overall, ALHC ranks 11th on our list of the best performing healthcare stocks to buy now. While we acknowledge the potential for ALHC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than ALHC but trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
11-05-2025
- Business
- Yahoo
Is Alignment Healthcare (ALHC) the Best Performing Healthcare Stock to Buy Now?
We recently published a list of . In this article, we are going to take a look at where Alignment Healthcare, Inc. (NASDAQ:ALHC) stands against other best performing healthcare stocks to buy now. On April 15, CNBC reported that President Trump's healthcare-focused executive order brought in a win for the sector. Trump directed his health department to collaborate with Congress to revamp a law allowing Medicare to negotiate prescription drug prices. The announcement seeks to bring a change that the pharmaceutical company has lobbied for. Since the negotiation process is included in legislation, Trump's executive order cannot implement the change itself. However, it directs Secretary of Health and Human Services Robert F. Kennedy Jr. to join hands with Congress and change it. CNBC reported that drug makers have been working to delay the eligibility timeline for small-molecule drugs to be available for price negotiations by four years. This typically includes pills and most medications. This goes hand in hand with the 13-year wait until more complex biotech drugs are eligible for Medicare price negotiations. Trump's wide-ranging executive order also focuses on slashing healthcare costs. It comes a day after the administration instituted a national security report on the pharma industry. CNBC called the report 'a precursor to sector-specific tariffs.' READ ALSO: Recession Resistant Investing: 10 Best Grocery Stocks To Buy Now and 11 Most Promising Future Stocks According to Hedge Funds. Medicare's negotiating powers have been a subject of contention, as drug makers have opined that they would suppress innovation and have rallied against the time frame for negotiation eligibility for most drugs. The law now allows the government to negotiate prices for drugs with no competition, which includes complex biotech or biologic medications after 13 years on the market, but 9 years for their administration as capsules and pills. Although they did not provide specifics, White House officials told reporters that other changes to the negotiation process would yield more savings than those attained during the first round under the Biden administration. While the Biden administration negotiated price cuts as steep as 79% for the first ten most expensive drugs to the Medicare program, the Trump administration would negotiate prices for the following 15 medications. This includes Pfizer's cancer drugs Ibrance and Xtandi, as well as Novo Nordisk's blockbuster diabetes and weight-loss treatments Ozempic and Wegovy. We used Finviz to screen healthcare stocks and selected the best performers based on their year-to-date (YTD) performance, as of May 9, 2025. We also included the number of hedge fund holders for each stock as of Q4 2024. We sourced the hedge fund sentiment data from Insider Monkey's database. The list is sorted in ascending order of year-to-date performance. Why do we care about what hedge funds do? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (). A doctor holding a clipboard talking to an elderly patient in a Medicare Advantage healthcare facility. YTD Performance: 34.40% Number of Hedge Fund Holders: 29 Alignment Healthcare, Inc. (NASDAQ:ALHC) offers a consumer-centric platform for delivering personalized healthcare solutions through its Medicare Advantage plans. The company also offers health options via its Alignment Health Plan. It ranks 11th on our list of the best-performing healthcare stocks to buy now. In a report issued on May 1, Whit Mayo from Leerink Partners reiterated a Buy rating on Alignment Healthcare, Inc. (NASDAQ:ALHC) and set a price target of $20.00. The company's positive financials in its latest earnings report have led to bullish investor sentiment, with revenue undergoing a notable 47.5% increase to $926.9 million in fiscal Q1 2025. Alignment Healthcare, Inc. (NASDAQ:ALHC) also reported a 31.7% increase in Medicare Advantage membership, totaling around 217,500 members in the same quarter. Supported by robust enrollment growth and clinical performance, the company surpassed its high-end guidance on key performance indicators, raising the midpoint of its 2025 guidance. Alignment Healthcare, Inc. (NASDAQ:ALHC) expects adjusted EBITDA between $10 million and $18 million in fiscal Q2 2025. Overall, ALHC ranks 11th on our list of the best performing healthcare stocks to buy now. While we acknowledge the potential for ALHC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than ALHC but trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
