Molina Healthcare, Inc. MOH

Zacks Investment Research 5 nov

Cigna Group reported Q3 2026 adjusted EPS of $7.98, beating estimates by 7%, with revenues growing 6.1% to $73.8B. Cigna Healthcare segment showed strong performance with 8.9% revenue growth and 14.9% operating income growth. The company raised its 2026 adjusted EPS outlook to at least $30.60 and Cigna Healthcare's operating income target to $4.6B. However, Evernorth Health Services missed revenue estimates and Pharmacy Benefit Services contributed less than expected.

The Motley Fool 29 oct

Molina Healthcare reaffirmed its full-year 2026 adjusted earnings guidance of at least $5.25 per share on its Q3 earnings call. The company is seeing state Medicaid reimbursement rates align with elevated care costs, signaling a potential trough in margins and the beginning of a multiyear recovery cycle. Management expects $4 per share in embedded earnings from contract backlogs in 2027, including a $6 billion Florida specialized children's health program, with state work requirement implementations showing moderate member attrition.

Zacks Investment Research 29 oct

Oscar Health is diversifying revenue streams beyond ACA insurance through Lucie, an enhanced direct enrollment platform targeting a $650+ billion marketplace, and CHOICE, which capitalizes on growing ICHRA adoption. While the company has gained 116.1% year-to-date, its stock trades at a premium valuation (P/E of 14.17 vs. industry average of 9.02) with consensus estimates showing projected revenue and earnings decreases for 2026-2027.

Zacks Investment Research 22 oct

Centene Corporation (CNC) is set to report Q3 2026 earnings on Oct. 27 with projected EPS of 7 cents and revenues of $47.06B, both declining year-over-year. While the company benefits from improving Medicaid margins and Marketplace profitability, it faces headwinds from shrinking commercial and Medicaid memberships. The stock has rallied 70.7% YTD but trades at elevated valuations relative to historical levels. Existing investors may hold positions while new investors should await better entry points.

Zacks Investment Research 21 oct

Molina Healthcare (MOH) reported Q3 2026 earnings of $0.89 per share, beating consensus estimates of $0.72, with revenues of $11.08 billion. Despite the earnings beat, the company received a Zacks Rank #4 (Sell) rating due to unfavorable estimate revision trends. The stock has outperformed the S&P 500 by 13.9% year-to-date, but analysts expect underperformance in the near term.