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Posted by
Two Blokes May 11 -
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Stock
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Clover reported impressive Q1 earnings with robust topline growth and improving profitability metrics thanks to a 30% YoY increase in its member base. Clover could see $95 million in additional revenues in FY 2026 without any member growth as a result of CMS increasing MA payouts by 5.1%. With Clover set to be eligible for a 5% quality bonus in 2026 thanks to its 4-star rating, I expect it to reach GAAP profitability in FY 2026.