GoHealth's Story Changing: Analysts Reset Expectations Amid Market Volatility

GoHealth's price target remains at 7.7, but recent updates reflect a change in analysts' expectations. The focus is on cash discipline, tighter growth ambitions, and the impact of new carrier relationships and enrollment trends. Bullish analysts see management's focus on profitability and member retention as prudent, while bearish analysts point to topline weakness, market headwinds, and uncertainty around generating sustainable positive cash flow.