CNC Maintained by UBS -- Price Target Raised to $61.00
UBS analyst A.J. Rice has maintained a Neutral rating on Centene (CNC) and raised its price target from $55.00 to $61.00, indicating a positive outlook for the stock. GuruFocus calculates Centene's GF Value™ at $84.03, suggesting the stock is undervalued by 30.3%. The company holds a GF Score™ of 67/100, reflecting strong profitability and financial stability despite challenges in rapid revenue growth.
Analysts Are Bullish on Top Healthcare Stocks: Belite Bio, Inc. ADR (BLTE), Centene (CNC)
Bank of America Securities analysts have issued bullish ratings on several healthcare stocks, including Belite Bio, Inc. ADR (BLTE) and Centene (CNC). Tazeen Ahmad maintained a Buy rating on Belite Bio, Inc. ADR with a consensus price target indicating a significant upside. Kevin Fischbeck also maintained a Buy rating on Centene, and Michael Ryskin reiterated a Buy rating on West Pharmaceutical Services, highlighting potential upsides for these companies.
Centene stock (US15133V1035): Bank of America lifts target as managed-care outlook shifts
Bank of America has raised its price target for Centene (US15133V1035) and reiterated a Buy rating, citing an improved outlook for the U.S. managed-care sector, particularly in Medicaid and Medicare. Centene focuses on managing health benefits for government programs, making it a bellwether for U.S. health policy trends. The company's performance is tied to membership volumes, government-negotiated rates, and its ability to manage medical costs, with its scale and diversified services offering a competitive advantage.
Centene stock (US15133V1035): Bank of America lifts target as managed-care outlook improves
Bank of America has raised its price target for Centene (US15133V1035) from $60 to $72, maintaining a Buy rating due to an improved outlook for the managed-care sector. The upgrade reflects optimism about Centene's earnings potential, particularly in US public health programs, and anticipated normalization of Medicaid margins. The company, which specializes in government-sponsored health insurance like Medicaid and Medicare Advantage, remains a key focus for US investors despite ongoing policy and execution risks.
Glenview Capital sells 3.75M CVS shares, keeps it a top-3 holding
Glenview Capital has rebalanced its investment in CVS Health, selling 3.75 million shares after an 80% total return since May 2024. Despite this reduction for diversification, CVS remains one of Glenview's top three holdings, and the firm expresses strong confidence in its near, medium, and long-term outlook. The rebalancing followed healthy Q1 results and increased annual guidance for CVS.
Centene Corp. stock (US15133V1035): Mizuho lifts target as investors weigh managed-care outlook
Mizuho has increased its price target for Centene Corp. (US15133V1035) to $58 from $50, while maintaining a Neutral rating. The managed-care provider remains a focus for investors due to its significant exposure to government-sponsored healthcare programs like Medicaid, Medicare, and ACA exchanges. The article highlights Centene's core business model, revenue drivers, and the key risks associated with policy changes and regulatory uncertainties in the US healthcare landscape.
How New Medicaid and Medicare Leadership at Centene (CNC) Has Changed Its Investment Story
Centene recently appointed Daniel Finke as Group President of Medicaid and Marketplace and Michael Carson as Group President of Medicare and Specialty, signaling an effort to enhance operational efficiency. While these changes are likely incremental, they aim to solidify margins in government and specialty businesses amidst policy and cost pressures. Centene has reiterated its 2026 revenue guidance of US$187.5 billion to US$191.5 billion and GAAP diluted EPS above US$2.37, with the new leadership's execution being key to improving its margin profile.
Private payer rates outpaced Medicare's by 47%: KFF
A new KFF analysis reveals that private payer rates for hospital care increased 47% faster than Medicare rates between April 2019 and April 2026, with private payer prices rising 30% compared to Medicare's 21%. This widening gap is attributed to factors like hospital consolidation and shifts in bargaining power. Lawmakers and policymakers are scrutinizing hospitals over rising costs, proposing measures like stronger antitrust enforcement and price transparency, while hospitals argue that increasing costs of care and insufficient Medicare reimbursement justify their pricing.
MOH News | MOLINA HEALTHCARE INC (NYSE:MOH)
This article provides recent news and analysis for Molina Healthcare Inc. (NYSE:MOH), compiling various reports from ChartMill and Zacks. The reports cover topics such as membership changes, stock performance post-earnings, and assessments of whether the stock is undervalued or a good choice for a bottom fisher.
Centene Corp. stock outperforms competitors despite losses on the day
Centene Corp.'s stock (CNC) fell 1.47% to $58.28 on Wednesday, despite a positive trading session for the broader market, with the S&P 500 and Dow Jones Industrial Average both rising. Despite the daily loss, Centene Corp. still outperformed some of its competitors and closed 5.44% shy of its 52-week high.
CNC Maintained by Mizuho -- Price Target Raised to $58
Mizuho analyst Ann Hynes has maintained a Neutral rating on Centene Corp (CNC) but raised the price target from $50 to $58, reflecting a positive outlook despite the healthcare sector's inherent risks. GuruFocus assesses CNC as significantly undervalued with a GF Value™ of $84.06 against its current price of $59.15, indicating a 29.6% margin of safety, while its GF Score™ of 71/100 points to solid overall performance. Investors are advised to consider the mixed signals of analyst caution and market undervaluation, alongside the company's strong profitability and valuation, but slower growth within the government-sponsored healthcare plans market.
UnitedHealth Group Incorporated stock (US91324P1021): Q1 numbers, Medicare pressure and what’s nex
UnitedHealth Group (UNH) remains a focused healthcare stock due to its latest quarterly report and the ongoing impact of the Change Healthcare cyberattack. The company reported revenue growth but also higher medical cost trends in Q1 2026. This article explores UnitedHealth’s business model, key revenue drivers, industry trends, and competitive position, highlighting its importance for US investors despite regulatory and operational challenges.
This CH Robinson Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday
A Benzinga article details five significant analyst upgrades for Wednesday. Key upgrades include SM Energy by Raymond James, Rubrik Inc by Oppenheimer, C.H. Robinson Worldwide Inc by Jefferies, and both Elevance Health Inc and Centene Corp by Deutsche Bank, with each receiving a raised price target. The article highlights how these Wall Street analysts are changing their outlook on these top names, encouraging investors to review the complete list of analyst rating changes on their dedicated page.
Centene Corp. stock (US15133V1035): Q1 2026 earnings highlight medical cost trends
Centene Corp. reported strong financial results for Q1 2026, with revenue of approximately $46.3 billion and adjusted diluted earnings per share of $2.90. The company's core business revolves around government-sponsored healthcare programs in the US, including Medicaid and Medicare Advantage, and investors are closely scrutinizing medical cost trends and margins within these segments. Centene's focus on managing utilization and negotiating provider contracts is crucial for maintaining profitability in the managed care market.
Centene Corp. stock (US15133V1035): Q1 2026 earnings highlight scale and cost focus
Centene Corp. reported strong Q1 2026 results with roughly $46.3 billion in revenue and adjusted diluted EPS of $2.90, significantly beating analyst consensus. The health insurer's performance highlights its scale in US government-sponsored healthcare programs, with particular focus from investors on medical cost trends and margins. The article details Centene's business model, revenue drivers, recent earnings, stock performance, and why it's a key stock for US investors tracking healthcare sector dynamics.
Centene Corp. stock outperforms competitors on strong trading day
Centene Corp. (CNC) saw its stock rise by 1.58% to $59.15 on Tuesday, despite a negative trading day for the broader market. The S&P 500 Index and Dow Jones Industrial Average both fell, yet Centene's performance broke a four-day losing streak for the company.
UnitedHealth Under the Microscope After Berkshire Pulls the Plug
Berkshire Hathaway has sold its entire stake in UnitedHealth Group, causing UNH shares to drop 2%. This exit, part of a broader portfolio re-shuffle under Berkshire's new CEO Greg Abel, has raised questions, although some see it as profit-taking rather than a fundamental issue with the company. Key concerns like elevated medical costs and regulatory scrutiny that Berkshire initially overlooked still persist, even as UnitedHealth's stock performance has improved year-to-date.
Centene Corp. stock (US15133V1035): first-quarter 2026 results put medical costs and margins in focu
Centene Corp. reported first-quarter 2026 results with $46.3 billion in revenue and $2.90 adjusted diluted EPS, placing focus on medical costs, membership trends, and margins in the managed care sector. Investors are scrutinizing the impact of Medicaid redeterminations and Medicare margins. The company's performance provides insights into broader trends in government-sponsored healthcare and is influenced by policy decisions and regulatory changes.
The 'corporate takeover' of physician practices accelerates: study
A new report by Avalere Health for the Physicians Advocacy Institute reveals a significant acceleration in the corporate acquisition of physician practices, with over four in five U.S. physicians employed by hospitals, health systems, or corporate entities by the end of 2025. This trend, termed a "corporate takeover," has reduced the number of physicians in physician-owned settings to just 18% and is impacting clinical autonomy and patient care. While consolidation offers some physicians better work-life balance and higher pay, it raises concerns about corporate interference in medical decision-making and the long-term viability of independent practices.
Most older Americans say low digital literacy harms health
A CVS Health study revealed that 58% of Medicare-eligible older Americans believe low digital literacy negatively impacts their health management, with 85% struggling to navigate digital health platforms. However, 86% are open to using these tools, and 71% desire more engagement. CVS Health is addressing this gap through a $20 billion technology investment focused on intuitive tools, personalized care paths, and community-based education to improve accessibility and support for this growing, complex population.
DLH Holdings Corp stock (US23330X1028): contracts and earnings keep government services specialist in focus
DLH Holdings Corp remains a key player in US government services, driven by recent federal contract wins and solid quarterly results. The company specializes in health, human services, and defense programs, aligning its growth with US federal spending priorities. Investors are focused on DLH's order backlog and margin trends to gauge its future performance and its role in structural themes like aging veteran populations and digital transformation of government services.
Bessemer Group Inc. Sells 4,178 Shares of Elevance Health, Inc. $ELV
Bessemer Group Inc. reduced its stake in Elevance Health (NYSE:ELV) by 2.8% in the fourth quarter of 2025, selling 4,178 shares but still holding 143,194 shares valued at $50.2 million. Institutional ownership of Elevance Health remains high at 89.24%, with several other major funds increasing their positions significantly. Elevance Health surpassed Q4 earnings expectations with $12.58 EPS and $49.49 billion in revenue, leading analysts to maintain a "Moderate Buy" rating with an average target price of $384.58.
Analysts Are Bullish on Top Technology Stocks: Zeta Global Holdings Corp (ZETA), Infineon Technologies AG (IFNNF)
This article highlights bullish analyst ratings for Zeta Global Holdings Corp (ZETA) and Infineon Technologies AG (IFNNF). Needham analyst Scott Berg maintained a Buy rating on ZETA with a $25.00 price target, and Goldman Sachs analyst Alexander Duval reiterated a Buy rating on IFNNF with a EUR75.00 price target. The consensus for both stocks is a Strong Buy, with significant upside potential.
Allworth Financial LP Purchases 1,112 Shares of The Goldman Sachs Group, Inc. $GS
Allworth Financial LP increased its stake in The Goldman Sachs Group, Inc. by 12.3% in the fourth quarter, bringing its total holdings to 10,171 shares valued at $8.94 million. The news follows strong quarterly results for Goldman Sachs, with the company beating EPS and revenue estimates and announcing a $4.50 quarterly dividend. Analysts currently rate the stock as a "Hold" with a consensus target price of $942.24, despite some insider selling activity.
Centene Corporation (CNC) Announces Key Executive Appointments a
This article from GuruFocus.com announces key executive appointments at Centene Corporation (CNC). The executive changes are expected to impact the company's leadership and strategic direction. Further details regarding the specific appointments and their implications would be found in the full article content.
Centene stock (US15133V1035): Earnings, Medicaid dynamics and outlook for US healthcare investors
Centene Corp. (US15133V1035) has released its latest quarterly results and affirmed its 2025 guidance, navigating the financial impacts of Medicaid redeterminations and changes in Medicare Advantage. The company's business model relies on managing government-sponsored healthcare programs, primarily Medicaid, Medicare Advantage, and ACA marketplace plans, focusing on scale and data-driven cost management. Its profitability is sensitive to regulatory changes, state budget cycles, and demographic trends, making it a key stock for investors interested in the US healthcare sector.
Alignment Health Plan Recognized as One of Four Medicare Advantage Prescription Drug Plans in the U.S. for 2026 Excellence in Quality
Alignment Healthcare has been recognized by the Pharmacy Quality Alliance (PQA) for excellence in quality for its Medicare Advantage prescription drug (MAPD) plan, one of only four such plans nationally to receive the 2026 Excellence in Quality Award. This marks the seventh time Alignment has received this award, highlighting its commitment to medication safety, adherence, and personalized care for seniors. The recognition is based on achieving a 5-star rating across five specific PQA medication measures, reinforcing the company's efforts to improve health outcomes for its members.
CVS Pharmacy: America's Leading Retail Pharmacy Network
CVS Pharmacy, a core part of CVS Health Corp., is highlighted as America's leading retail pharmacy network, offering prescription drugs, over-the-counter products, and clinical services across over 9,000 U.S. locations. The article details its operational model, impact on consumers and the industry through accessibility and cost-efficiency, and its market position amidst global pharmaceutical trends. It services millions annually, plays a crucial role in public health initiatives, and drives efficiencies in pharmacy benefit management.
DarioHealth Corp. (NASDAQ:DRIO) Q1 2026 Earnings Call Transcript
DarioHealth Corp. (NASDAQ:DRIO) reported its Q1 2026 earnings, demonstrating sequential revenue growth and reduced operating expenses. The company emphasized the expansion of its channel ecosystem, operationalization of 2025 signed accounts, and a strategic shift towards care delivery, leveraging its DarioIQ AI engine and proprietary clinical data. DarioHealth highlighted its growing pipeline, deepening partnerships, and a move towards outcomes-based and claims-based models to capture a larger share of healthcare spend.
Centene Corp stock (US15133V1035): 6% surge to $59.31
Centene Corp (US15133V1035) shares surged 6.0% to $59.31 on May 12, 2026, amid a recovery in the healthcare sector, particularly in managed care. The company, a leading provider of health insurance and services primarily through government-sponsored programs, saw its stock rise, reflecting ongoing stabilization despite industry pressures from rising medical costs and regulatory changes. This movement highlights Centene's strong competitive position as the largest Medicaid provider by membership.
Lockheed Martin declares $3.45 per share quarterly dividend
Lockheed Martin (NYSE: LMT) has announced a second-quarter 2026 dividend of $3.45 per share, continuing its 23-year streak of dividend increases and 43 years of payments. The dividend, payable on June 26, 2026, reflects the company's consistent capital allocation practices despite first-quarter earnings and revenue falling short of analyst expectations. The company is actively involved in defense technology advancements, including new missile defense systems and F-16 sales to Peru.
Centene Corp stock (US15133V1035): Shares surge 6% to $59.31
Centene Corp (US15133V1035) stock surged 6% on May 12, 2026, closing at $59.31, driven by an ongoing recovery in the health insurance sector. The managed care organization, a leading player in government-sponsored healthcare programs like Medicaid and Medicare, demonstrates resilience for US investors. Its strong market position and focus on these critical segments make it a significant healthcare equity despite sector volatility.
Centene Corp stock (US15133V1035): 6% surge to $59.31 on May 12
Centene Corp shares surged 6.0% to $59.31 on May 12, 2026, amidst a recovery in the healthcare sector. The company, a leading managed healthcare enterprise focused on government-sponsored programs like Medicaid and Medicare, experienced this significant price movement despite competitive pressures and utilization trends. Centene's exposure to the US healthcare system and stable government enrollments make it relevant for investors seeking defensive growth.
DarioHealth Reports Q1 2026 Results: Full Earnings Call Transcript
DarioHealth reported Q1 2026 revenue of $5.6 million, marking its second consecutive quarter of sequential growth, driven by channel partners and direct-to-consumer sales. The company expanded its channel partnerships, now reaching approximately 175 million covered lives, and is moving towards care delivery models by leveraging its clinical evidence and AI capabilities. DarioHealth also highlighted a strong commercial pipeline of $127 million and anticipates significant revenue acceleration in the second half of 2026 as previously signed large accounts come online.
A Look at Centene Corp (CNC) After 6.0% Gain -- GF Value $84.31 vs Price $59.31
Centene Corp (CNC) shares rose 6.0%, reaching $59.31, and are considered significantly undervalued according to GuruFocus's GF Value™ of $84.31. The stock has a GF Score™ of 74/100, indicating above-average quality, with strong profitability but lower growth and valuation ranks. Despite the undervaluation, there have been no insider transactions in the last three months, suggesting a neutral outlook from insiders.
Centene Corp. stock outperforms competitors on strong trading day
Centene Corp. (CNC) stock saw a positive trading day, outperforming its competitors. The stock closed at $78.07, marking a 1.25% gain, while the S&P 500 also rose.
Aclarion director Scott Breidbart acquires $18,011 in stock
Aclarion director Scott Breidbart purchased 5,664 shares of the company's common stock for $18,011 on May 12, 2026, increasing his direct holdings. This insider transaction occurred despite a 54% stock decline over six months, with InvestingPro suggesting the company may be undervalued. Aclarion recently reported a 196% Q1 2026 scan volume increase for its Nociscan platform, authorized a $2.5 million share repurchase, and secured a U.S. patent for its AI-based platform.
Is Centene Corporation (CNC) One of the Best Healthcare Stocks to Buy for the Long Term?
Centene Corporation (CNC) is presented as a strong long-term healthcare stock. TD Cowen recently increased its price target to $48 for CNC, following the company's Q1 2026 results which exceeded expectations. Centene also raised its full-year EPS guidance and reported significant revenue growth, driven by premium and membership increases in its various healthcare segments.
MSCI on MSCI equity indexes May 2026 index review: all changes will be implemented as of close of May 29, 2026
MSCI announced the results of its May 2026 index review for its equity indexes, stating that all changes will be implemented at the close of May 29, 2026. For the MSCI ACWI index, 49 securities will be added and 101 will be deleted. Additionally, there will be specific changes to MSCI Frontier Markets, MSCI Global All Cap Indexes, and MSCI Global Investable Market Indexes.
Acadia Healthcare, Centene long picks by Greenlight's Einhorn at Sohn conf (ACHC:NASDAQ)
Greenlight's David Einhorn pitched Acadia Healthcare (ACHC) and Centene (CNC) as long ideas at the Sohn Investment conference. He also recommended Fluor Corp. (FLR) as a long at the same charity event.
Seahawks legends join 300 Washington teens to talk mental health
Centene's Coordinated Care partnered with the Seattle Seahawks to host the third annual Strong Youth Strong Communities youth mental health summit, gathering over 300 Washington students. The event, held at Lumen Field, featured Seahawks legends and other athletes to discuss connection, resiliency, and reducing mental health stigma. Coordinated Care, a major health insurance carrier in Washington, emphasized its commitment to whole-person care and addressing social factors affecting health.
10 Health Care Stocks Whale Activity In Today's Session
This article identifies "whale activity" in ten healthcare stocks during today's trading session, based on an options activity scanner. It details significant call and put option trades for companies like Hims & Hers Health Inc (HIMS), Replimune Group Inc (REPL), uniQure NV (QURE), and others, including various strike prices, expiration dates, and sentiment. The information is provided to help traders identify potential large-scale trading opportunities indicated by unusual options volume.
Centene Corp. stock outperforms competitors on strong trading day
Centene Corp. (CNC) saw its stock rise by 5.23% to $59.31 on Tuesday. This gain occurred during a mixed trading session where the Dow Jones Industrial Average increased, but the S&P 500 Index declined. This marked the third consecutive day of gains for Centene Corp.'s stock, outperforming many competitors.
Netflix vs Disney: Only One Is a Winner of The Streaming War
This article compares the Q1 FY26 performance of Netflix and the fiscal Q2 FY26 performance of Disney, highlighting their differing strategies in the streaming war. Netflix is focusing on a leaner, software-style operation with a successful ad-supported tier, while Disney is broadening its portfolio through parks, IP-driven streaming, and strategic acquisitions. The author suggests leaning towards Disney due to its streaming profitability milestone and record parks revenue, despite Netflix's cleaner business model.
Evercore ISI initiates Benitec BioPharma stock coverage at outperform
Evercore ISI has initiated coverage on Benitec BioPharma (NASDAQ:BNTC) with an outperform rating and a $25.00 price target, citing the company's lead program, BB-301, for oculopharyngeal muscular dystrophy. The firm highlighted the unmet medical need, positive clinical results, and strong financial position as factors contributing to an attractive entry point for investors. Upcoming catalysts include an additional clinical update and a planned FDA meeting in 2026.
Centene Corp stock (US15133V1035): Q1 2026 earnings show $3.11 GAAP EPS
Centene Corp announced its fiscal first-quarter 2026 earnings on April 28, reporting GAAP diluted earnings per share of $3.11. The managed care provider's shares traded around $34 on NYSE as of late October 2025. This report provides an overview of the company's business model, key revenue drivers, and competitive position within the US managed care sector.
10 Best Healthcare Stocks to Buy for the Long Term
This article identifies Halozyme Therapeutics, Inc. (NASDAQ:HALO) as one of the best healthcare stocks for long-term investment, noting its recent collaboration with GSK for its ENHANZE® drug delivery technology in oncology. The collaboration involves upfront payments, future milestones, and royalties for Halozyme, while H.C. Wainwright recently raised Halozyme's price target to $95. Halozyme is recognized for its biopharmaceutical technology platform developing drug-device combination products that enhance patient comfort and adherence.
10 Best Healthcare Stocks to Buy for the Long Term
This article identifies ADMA Biologics Inc. (NASDAQ:ADMA) as one of the best healthcare stocks for long-term investment, noting its strong performance in Asceniv revenue despite an overall flat Q1 2026. Canaccord reiterated a Buy rating on ADMA, adjusting its price target to $18 from $21. The company's adjusted net income and EBITDA also showed significant year-over-year growth.
10 Best Healthcare Stocks to Buy for the Long Term
This article identifies Harmony Biosciences Holdings, Inc. (NASDAQ: HRMY) as one of the best healthcare stocks for long-term investment. The company reported strong Q1 2026 financial results with significant year-over-year revenue growth, projecting over $1 billion in net revenues for the full year. Harmony Biosciences also recently received FDA approval for a pediatric cataplexy indication for its product WAKIX and is actively defending its intellectual property.
Centene Corp. stock (US15133V1035): Analysts lift price targets amid Medicaid headwinds and margin recovery hopes
Analysts have increased price targets for Centene Corp. (US15133V1035) due to improved profit margin visibility and expected earnings growth, despite ongoing pressures from Medicaid and elevated short interest. The company, a major player in government-sponsored health programs, is navigating a complex regulatory environment and intense competition. While offering exposure to the managed care sector's growth, its stock remains sensitive to policy changes and appeals to investors comfortable with high policy and regulatory risk.
