Mar. 16 at 10:46 PM
$EVH Evolent will have to demonstrate its ability to sign significant deals in the next two quarters, as it typically takes nine to twelve months to see the fruits of a new deal.
Assuming
$300 million in new deals in two quarters, Evolent would bring a strong wind of positivity, but it will have to demonstrate its ability to grow gross margins and EBITDA.
The 2026 figures are ridiculous, but what I really think is that there are no excuses for 2027. From
$110-
$150 million in EBITDA to at least
$270 million in EBITDA, 2027 must be the minimum!
Only good luck to all long term investors. With good news and with a lot of new deals, we should expect finally a huge increase of the price stock in the coming 12/15 months!!