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GoHealth Navigates Medicare Shift as Revenue Drops 71% in Q3

GoHealth reports 71% revenue decline in Q3 2025 amid Medicare Advantage challenges. Stonegate Capital Partners updates coverage with $10.89 price target as company focuses on retention.

This development matters because GoHealth's performance reflects broader challenges in the Medicare Advantage sector that could affect millions of Americans' healthcare choices and costs. As one of the largest health insurance marketplaces, GoHealth's strategic pullback from certain Medicare Advantage plans signals potential reductions in consumer options and increased competition among remaining providers. The company's focus on margin integrity over volume growth may lead to higher premiums or reduced benefits for consumers, while their diversification into GoHealth Protect indicates a shift toward supplemental coverage products. For investors, the valuation analysis provides crucial insight into how financial markets are pricing healthcare intermediaries amid regulatory changes and evolving consumer preferences in the post-ACA landscape.