Alignment Healthcare Q4 revenue rises 44.4%, slightly beats estimates

Alignment Healthcare

26/02/2026 21:21

Overview

Senior healthcare provider's Q4 revenue slightly beat analyst expectations

Adjusted EBITDA for Q4 beat analyst expectations

Company raises health plan membership guidance and introduces 2026 revenue forecast

Outlook

Alignment Healthcare projects 2026 revenue of $5.14 bln to $5.19 bln

Company expects 2026 adjusted EBITDA between $133 mln and $163 mln

Alignment Healthcare anticipates Q1 2026 revenue between $1.205 bln and $1.225 bln

Result Drivers

CARE MODEL - Alignment Healthcare attributes revenue growth to its care model, which focuses on delivering more care to seniors, thereby lowering costs

MEMBERSHIP GROWTH - Health plan membership increased by 25% year-over-year, contributing to revenue growth

Company press release: ID:nGNX1Cyftg

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$1.01 bln
$1.003 bln (11 Analysts)
Q4 EPS
-$0.05
Q4 Net Income
-$11.006 mln
Q4 Adjusted EBITDA
Beat
$11.41 mln
-$4.007 mln (10 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the managed healthcare peer group is "buy"

Wall Street's median 12-month price target for Alignment Healthcare Inc is $25.00, about 24.2% above its February 25 closing price of $20.13

The stock recently traded at 212 times the next 12-month earnings vs. a P/E of 316 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)