Q
Quant'AbondanceL'abondance, quantifiée.

Actualités

Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

24,258 signal articles · 45 in last 24h · 115,255 total before filter · latest 1h ago
45last 24h
1803last 7d
299● bullish (7d)
171● bearish (7d)
205publishers
AllMacro322Earnings851M&A104Regulatory25Product16Analyst25
✕ clear all filtersticker: MOHSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Why Elevance Earnings Gave Health Insurance Stocks A Cold; UNH Up Next
Investor's Business Daily31d agoneutral
Why Elevance Earnings Gave Health Insurance Stocks A Cold; UNH Up Next

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.

Elevance Is Overcoming Medicare Advantage Hurdles. Earnings Could Show It.
Barrons.com32d agobearish
Elevance Is Overcoming Medicare Advantage Hurdles. Earnings Could Show It.

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.

Index Shift Toward Value Might Change The Case For Investing In Molina Healthcare (MOH)
Simply Wall St.39d agoneutral
Index Shift Toward Value Might Change The Case For Investing In Molina Healthcare (MOH)

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...

1 Surging  Stock on Our Watchlist and 2 That Underwhelm
StockStory40d agoneutral
1 Surging Stock on Our Watchlist and 2 That Underwhelm

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.

Is Molina Healthcare (MOH) Stock Undervalued Right Now?
Zacks45d agoneutral
Is Molina Healthcare (MOH) Stock Undervalued Right Now?

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.

2 Healthcare Stocks with Competitive Advantages and 1 Facing Challenges
StockStory47d agoneutral
2 Healthcare Stocks with Competitive Advantages and 1 Facing Challenges

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.

Michael Burry Called the 2008 Crash. Now He’s Shorting Nvidia to Buy This Boring Healthcare Stock.
24/7 Wall St.58d agoneutral
Michael Burry Called the 2008 Crash. Now He’s Shorting Nvidia to Buy This Boring Healthcare Stock.

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

2 Reasons to Watch MOH and 1 to Stay Cautious
StockStory59d agoneutral
2 Reasons to Watch MOH and 1 to Stay Cautious

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.

The Medicare Crisis for Insurers Is Over. The Easy Gains Are Too.
The Wall Street Journal59d agoneutral
The Medicare Crisis for Insurers Is Over. The Easy Gains Are Too.

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.

Is Molina Healthcare (MOH) a Great Value Stock Right Now?
Zacks61d agoneutral
Is Molina Healthcare (MOH) a Great Value Stock Right Now?

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) Stock After Illinois Contract Win And Upgrade Is The Valuation Discount Real
Simply Wall St.62d agobullish
Molina Healthcare (MOH) Stock After Illinois Contract Win And Upgrade Is The Valuation Discount Real

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...

Mizuho Raises its Price Target on Molina Healthcare (MOH)
Insider Monkey63d agoneutral
Mizuho Raises its Price Target on Molina Healthcare (MOH)

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 […]

Is Molina Healthcare (MOH) The Best Healthcare Stock to Buy Now?
Insider Monkey66d agobullish
Is Molina Healthcare (MOH) The Best Healthcare Stock to Buy Now?

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 […]

Is Molina Healthcare’s (MOH) ESOP Share Issuance Quietly Reframing Its Defensive Managed-Care Story?
Simply Wall St.70d agoneutral
Is Molina Healthcare’s (MOH) ESOP Share Issuance Quietly Reframing Its Defensive Managed-Care Story?

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...