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

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CVS Stock Rises Near Buy Point On Hearty Earnings Checkup
Investor's Business Daily10d agobullish
CVS Stock Rises Near Buy Point On Hearty Earnings Checkup

CVS Health earnings surged past tepid forecasts after reporting its health benefit costs fell as a share of premiums. The pharmacy chain hiked its full-year outlook by a bit less than the Q2 beat. Analysts say that management's prudence in trying to grow its health benefits business let the company avoid the worst fallout from surprisingly strong medical care utilization.

Medicare Drug Plan Premiums Are About to Jump for 25 Million Seniors
Barrons.com17d agobullish
Medicare Drug Plan Premiums Are About to Jump for 25 Million Seniors

Medicare beneficiaries may face higher premiums next year for their Part D drug plans, as the federal government plans to end subsidies that helped mitigate price increases in the program. The Trump administration will not continue the subsidies beyond 2026, The Wall Street Journal reported. About 25 million Medicare recipients are enrolled in a stand-alone Part D plan for their drug coverage.

How Investors Are Reacting To UnitedHealth Group (UNH) Profit Beat, Outlook Hike and Ongoing Buybacks
Simply Wall St.17d agobullish
How Investors Are Reacting To UnitedHealth Group (UNH) Profit Beat, Outlook Hike and Ongoing Buybacks

UnitedHealth Group reported past second-quarter 2026 results with revenue of US$112.03 billion and net income of US$5.48 billion, alongside continued share repurchases. The earnings jump, profit outlook increase, and long-running buyback program highlight how cost controls and capital returns are shaping UnitedHealth’s business profile. We’ll now explore how UnitedHealth’s stronger-than-expected profit performance and higher full-year outlook might influence its longer-term investment...

UnitedHealth Group Incorporated (UNH) and Intuitive Surgical, Inc. (ISRG) Just Showed Why Beating Estimates Isn’t Enough
Insider Monkey19d agobullish
UnitedHealth Group Incorporated (UNH) and Intuitive Surgical, Inc. (ISRG) Just Showed Why Beating Estimates Isn’t Enough

Two big healthcare companies, UnitedHealth Group Incorporated (NYSE:UNH) and Intuitive Surgical, Inc. (NASDAQ:ISRG) reported earnings the same week in July. Both beat what Wall Street expected. One stock jumped as much as 8%. The other fell as much as 13%. The difference between them shows what actually moves a healthcare stock right now. UnitedHealth Group […]

Dow Rises 500 Points. It’s Not a Broad Rally.
Barrons.com25d agobullish
Dow Rises 500 Points. It’s Not a Broad Rally.

The Dow gained 500 points on Tuesday, but chip stocks were still running the show. The blue-chip index was up 0.9%, while the Nasdaq was up 1.4%. The S&P 500 was up 0.9%. Only half the Dow stocks were up on the day, but Caterpillar, UnitedHealth, and Goldman Sachs were all up 3% or more.