Clover Health Investments Expects First Full Year of GAAP Net Income in 2026

Clover Health Investments reported a 53% YoY increase in Medicare Advantage membership to 153,000 members for the 2026 plan year, supported by high member retention and quality scores. The company projects its first full year of GAAP net income profitability in 2026, driven by improved cohort economics, AI-enabled clinical tools, and higher Star Ratings. The sharp membership expansion reinforces Clover's key near-term catalyst of a turn to profitability but also sharpens the risk of elevated utilization or policy changes squeezing margins.