Piper Sandler on Alignment Healthcare Inc (ALHC): 'Buyers on 4Q25 Beat'

March 2, 2026 8:17 AM EST
Get Alerts ALHC Hot Sheet
Price: $13.96 +3.71%

Rating Summary:
    13 Buy, 2 Hold, 0 Sell

Rating Trend: = Flat

Today's Overall Ratings:
    Up: 13 | Down: 14 | New: 11
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Piper Sandler analyst Jessica Tassan reiterated an Overweight rating and $30.00 price target on Alignment Healthcare Inc (NASDAQ: ALHC).

The analyst commented: "Model Produces Superior, Durable Growth and Profitability; Buyers on 4Q25 Beat; ALHC reported a very large 4Q25 MBR and adjusted EBITDA beat last night, AMC. At 87.7%, the midpoint of CY26 MBR guidance is down ~(10 bps) vs. CY25 reported excluding risk adjustment sweep benefit. This guidance reflects v28, D/SNP membership mix shift and the persistence of high CY25 trend. We consider it characteristically conservative and believe ALHC will execute 20-40+ bps favorable vs. initial CY26 MBR guide. In a market shaped by federal policy, enforcement and ratemaking activity; ALHC has established a unique, scalable model that generates superior, durable growth and profitability. This is not a call on the market, this is a call on ALHC. Reiterate OW, $30 PT."

For an analyst ratings summary and ratings history on Alignment Healthcare Inc click here. For more ratings news on Alignment Healthcare Inc click here.

Shares of Alignment Healthcare Inc closed at $19.22 yesterday.



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