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Elevance Health topped Q2 earnings estimates Wednesday, despite falling medical membership, but profit was boosted by one-time "below-the-line" factors and the full-year outlook was underwhelming. ELV stock tumbled, making it among the S&P 500's early laggards. Molina Healthcare, another S&P 500 managed care stock, joined Elevance among the biggest laggards performers in pre-market trading.
Investing.com -- Elevance Health’s Health Benefits operating profit collapsed in the second quarter of 2026, igniting a broad premarket selloff across the managed-care sector even as the insurer’s headline earnings handily beat estimates and full-year guidance was lifted.
Elevance Health is breaking the Medicare Advantage curse, and the insurer’s earnings could show it on Wednesday. Health insurer stocks have rallied this year after a tough run of rising medical costs that hampered earnings in 2024 and 2025. The results come just a day ahead of the monster of the industry, UnitedHealth Group Wall Street will be watching to see if these two companies can keep the momentum going.
UnitedHealth faces Q2 pressure from membership declines, but medical cost management and long-term growth initiatives keep investors focused on July 16 results.
Centene secures a four-year Illinois Medicaid contract renewal, preserving a key membership base and reinforcing long-term revenue stability.
CNC is turning operational improvements into margin gains, with stronger cost controls and AI-driven tools supporting profitability. Can the momentum continue?
Alignment Healthcare is using AI automation, quality plans and complex-care growth to improve Medicare Advantage economics while cost and rule pressures remain.
Alignment Healthcare's improved profits, raised 2026 outlook and stronger cash flow support the bull case, but its big rally and richer valuation raise the buy bar.
In late June 2026, Molina Healthcare, Inc. (NYSE:MOH) was removed from several Russell growth and defensive indices while being added to the Russell 2500 Index and Russell 2500 Value Benchmark. This reshuffling marks a shift in how index providers classify Molina, highlighting a tilt toward smaller-cap, value-oriented healthcare exposure after a weaker quarter. We’ll now examine how Molina’s reclassification into value-oriented indices could influence its existing investment narrative and...
Alignment Healthcare's Medicare Advantage growth, quality ratings and automation gains are lifting profitability, but 2026 execution risks remain.
The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.
As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the health insurance providers industry, including Molina Healthcare (NYSE:MOH) and its peers.
Baird said the outcomes from the final 2025 healthcare exchange risk adjustment transfers support Centene’s prior Q4 commentary and align directionally with Oscar’s comments at a June investor conference.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Molina (MOH) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
From novel pharmaceuticals to telemedicine, most healthcare companies are on a mission to drive better patient outcomes. Players catalyzing medical advancements have benefited from elevated demand, and their momentum is only rising as the industry has posted a 12.4% gain over the past six months, beating the S&P 500 by 5.6 percentage points.
When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
Joel Greenblatt's Magic Formula flags Peabody Energy, Molina Healthcare, and H&R Block as cheap businesses worth owning, but cheap and high-quality still fails retirement investors if the income dries up when markets turn ugly.
Molina Healthcare (MOH) has a clear path to earnings growth through 2027, supported by the reversal
Before Michael Burry shut down Scion Asset Management in late 2025 and pivoted to publishing a Substack newsletter warning of an “AI Bubble,” his final 13F filings reportedly disclosed put options against NVIDIA (NASDAQ:NVDA) and Palantir (NASDAQ:PLTR) alongside a heavy rotation, around 51% of the disclosed portfolio, into health insurer Molina Healthcare. That is the documented record, a snapshot ... Michael Burry Called the 2008 Crash. Now He’s Shorting Nvidia to Buy This Boring Healthcare Sto
Over the past six months, Molina Healthcare has been a great trade, beating the S&P 500 by 10.8%. Its stock price has climbed to $200, representing a healthy 23.2% increase. This run-up might have investors contemplating their next move.
For the past few years, U.S. health insurers and their investors were hit from every direction. Patients flooded back to seek treatments after the pandemic, and Washington tightened the rules on Medicare Advantage. Medical costs are rising less than feared, the Trump administration has turned more generous, and the once-shunned sector is bouncing back.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Molina Healthcare (MOH) is back in focus after its Illinois subsidiary secured a HealthChoice Illinois Medicaid Managed Care contract, along with improving Q1 2026 margins and a recent upgrade from Bank of America that lifted investor interest. See our latest analysis for Molina Healthcare. The contract win, improving Q1 2026 margins and Bank of America upgrade have come alongside a 36.7% 90 day share price return, although the 1 year total shareholder return is down 32.8%. This suggests that...
Molina Healthcare, Inc. (NYSE:MOH) is one of the 7 Best Turnaround Stocks to Buy in 2026. On June 8, 2026, Mizuho raised the firm’s price target on Molina Healthcare, Inc. (NYSE:MOH) to $215 from $200 and maintained an Outperform rating on the shares. The firm said the managed care sector is entering a “more stable […]
Molina Healthcare secures an Illinois Medicaid managed care contract starting in 2027, reinforcing its position in a key market and supporting long-term growth.
HUM is cashing out its Gentiva stake for $900 million, completing a multiyear effort to sharpen focus on its core health insurance business.
We just covered Forget AI: Legendary Value Investor Seth Klarman Is Buying These 10 Value Stocks in 2026. Molina Healthcare (NYSE:MOH) ranks #8 (see Seth Klarman Is Buying These 5 Value Stocks in 2026). Baupost’s Stake: $84,460,000 Molina Healthcare (NYSE:MOH) is a managed care company focused on government-sponsored health programs — Medicaid, Medicare, and the […]
Molina Healthcare, Inc. previously filed a shelf registration for an employee stock ownership plan–related offering of 1,500,000 common shares, totaling about US$264.3 million. This ESOP-linked issuance highlights management’s focus on broadening employee ownership, which can better align workforce incentives with the company’s long-term performance goals. Against this backdrop of employee-focused capital raising, we’ll assess how Molina’s role as a defensive managed-care provider shapes its...