US · Healthcare · Healthcare Plans
EPS came in at 0.17 against a street estimate of 0.13 — a beat of 30.8%.
Analysts rate Alignment Healthcare LLC a strong buy (12 buy, 2 hold, 0 sell out of 14) with an average price target of $13.31.
CONFIDENT ALHC delivered Q2 membership growth of 31% YoY to 294k members, revenue +32% to $1.3B, and achieved lowest MBR as public company at 86.3%. Raising FY26 guidance on strong execution; investing heavily in clinical ops and AI for 2027-28 expansion. Q2 2026 California mature market performing well; substantial growth in non-California markets over 2 years. Cohort maturation driving MBR improvement in ex-California states. No statutory filing disclosure provided by region. Analysts pressed on Q3 margin compression, suite benefit decline, and capital allocation philosophy. Management articulated disciplined trade-off: investing now to scale operations and achieve $55 target, while maintaining guidance guardrails. Deemphasized 80k metric disclosure to reduce noise. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.32% |
| Wellington Management Company LLP | 9.05% |
| FMR Inc | 6.71% |
| T. Rowe Price Investment Management,Inc. | 6.32% |
| Vanguard Portfolio Management, LLC | 5.63% |
| Amvescap Plc. | 5.00% |
| Bank of America Corp | 4.51% |
| Vanguard Capital Management, LLC | 3.93% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • CMS released its 2027 Medicare Advantage and Part D Star Ratings on October 8, 2026. • Alignment Healthcare expects its Californi | 2026-10-08 |
| Quarterly report · Q2 2026 ALIGNMENT HEALTHCARE, INC. - Q2 2026 SUMMARY HEADLINE NUMBERS • Total revenues (6 months): $2,570,830 thousand ($2.57 billion), up 32% vs. $1,942,22 | 2026-07-30 |
| Results announced · Q3 2026 ALIGNMENT HEALTHCARE INC. - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Revenue: $1,335.6 million, up 31.6% year-over-year • Medicare Advantag | 2026-07-30 |
| Shareholder vote results · Q2 2026 ALIGNMENT HEALTHCARE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held virtually on June 4, 2026 • 194,112,992 shares of c | 2026-06-09 |
| Charter / bylaws change · Q2 2026 ALIGNMENT HEALTHCARE, INC. - FORM 8-K SUMMARY OTHER NOTABLE POINTS • Filing Type & Date: Form 8-K current report filed May 12, 2026, reporting event | 2026-05-12 |
| Quarterly report · Q1 2026 ALIGNMENT HEALTHCARE, INC. – Q1 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total Revenues (Q1 2026): $1,235,197 thousand ($1.24 billion), | 2026-04-30 |
| Results announced · Q2 2026 ALIGNMENT HEALTHCARE Q1 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Total Revenue: $1,235.2 million, up 33.3% year-over-year • Medicare Advantage Memb | 2026-04-30 |
| Proxy statement · Q2 2026 ALIGNMENT HEALTHCARE, INC. – PROXY STATEMENT SUMMARY CEO TOTAL COMPENSATION & CHANGE • CEO (John Kao) 2025 total compensation: Not explicitly stated | 2026-04-24 |
Readable in the app.
| Announcement | Date |
|---|---|
| Company updates expected 2028 financial impact from lower Medicare Advantage Star Ratings CMS awarded Alignment Healthcare’s main California HMO contract (H3815) a 3.5-Star rating for 2027, down from 4.0 stars in 2026. This plan serves about 75% of Alignment’s members. The compan | 2026-10-08 |
| Q2 2026 results exceed guidance; raises full-year membership, revenue, profit outlook Alignment Healthcare, a Medicare Advantage health plan company, significantly exceeded expectations in Q2 2026. Key highlights: Total revenue reached $1.3 billion, up 31.6% year-over-year. M | 2026-07-30 |
| Raises midpoint of membership, revenue, adjusted gross profit and EBITDA guidance Alignment Healthcare reported strong Q1 2026 results with significant growth and improving profitability. The company grew Medicare Advantage membership 30.9% year-over-year to 284,800 membe | 2026-04-30 |
| Raises 2026 revenue and EBITDA guidance; beats full-year 2025 metrics Alignment Healthcare, a Medicare Advantage health plan company, exceeded expectations in 2025. The company delivered $3.95 billion in revenue, up 46% year-over-year, and beat guidance across | 2026-02-26 |
| 2026 membership outlook and profitability expectations updated Alignment Health announced strong membership growth and profitability expectations during investor meetings in January 2026. The company expects approximately 275,300 health plan members as | 2026-01-12 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.