NASDAQ$CLOV

Clover Health Investments Corp. · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Clover Health reported FY2025 total revenue of $1.9B (+40%) with adjusted EBITDA of $22M.

Full-year total revenues were $1.9 billion (+40%) with Medicare Advantage membership of 113,803 (+38%). GAAP net loss was $86 million; adjusted EBITDA was $22 million and adjusted net income $20 million. 2026 guidance targets GAAP net income of $0–$20 million on revenue of $2.81B–$2.92B.

  • FY revenue $1.9B (+40%).
  • MA membership +38%.
  • Adj. EBITDA $22M in FY25.
  • 2026 guide: first GAAP net income year.
  • Clover Assistant drives cohort economics.

Headline financials

Total Revenue

$1.9B

Previous: $1.8B+5.6%
EPS (adj)

-$0.10

Previous: $0.01-1100.0%
Net Income

-$86M

Previous: $70M-222.9%
Operating Income

-$49.3M

Previous: -$21.4K-229846.8%
Gross Profit

$74.2M

No prior period

Revenue & EPS history

Clover Health · Revenue · Quarterly

$1.9B

Q4 2025+5.6%vs Q4 2024
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Clover Health · $301M total across 1 segment · Q3 2023

  • Insurance Revenue
    $301M+12.4%

Forward guidance

FY26 revenue $2.81B–$2.92B; GAAP net income $0–$20M.

Tailwinds

  • Adjusted EBITDA profitability while scaling membership.
  • Improving medical cost trends.

Headwinds

  • GAAP losses until 2026 guide midpoint.
  • Medicare rate and risk adjustment sensitivity.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-0.1%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+5.7%

Avg return

30 days after

46%

11 / 24 earnings

Positive

+20.9%

Q1 2024

Best reaction

-15.4%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+11.0%+26.3%+36.3%
Q4 2025-3.2%+0.5%-18.6%
Q3 2025-15.4%-26.1%-26.7%
Q1 2025+11.9%+3.6%-8.8%
Q4 2024-4.1%-7.5%-13.3%
Q3 2024-15.0%-22.9%-22.2%
Q2 2024+9.6%+11.4%+71.6%
Q1 2024+20.9%+13.9%+52.8%
Q4 2023+2.2%+1.1%-9.8%
Q3 2023-15.2%-17.2%-13.0%
Q2 2023+10.3%+19.0%+4.0%
Q1 2023+4.7%+11.2%+10.1%
Q4 2022-2.2%-5.2%-28.3%
Q3 2022-5.8%+11.7%-13.1%
Q2 2022-14.4%+1.2%-23.6%
Q1 2022-11.9%-3.0%-5.2%
Q4 2021+20.1%+33.3%+72.5%
Q3 2021-4.3%-9.0%-40.9%
Q2 2021+7.1%+1.0%+2.1%
Q1 2021-6.7%-7.2%+73.4%
Q2 2020+2.6%+4.3%+37.0%
Q4 2020-3.8%-16.6%-19.6%
Q3 2020+0.3%+0.7%+9.1%
Q4 2019-0.1%-0.2%+10.2%
Q1 2020
Q3 2019
Q2 2019
Q1 2019

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