Everything tagged "healthcare plans" across research, earnings, and macro.
3 articles
Centene just delivered a strong Q1 2026 beat-and-raise, with improving Medicaid and Medicare margins supporting a recovery thesis. The stock still looks inexpensive versus its earnings power, but execution on medical cost trend remains the key risk.
Elevance Health is a high-quality managed care franchise taking a deliberate earnings reset in 2026 to protect long-term margins. The stock looks reasonably valued versus its earnings power, with a path to stronger growth in 2027.
UnitedHealth is still a healthcare giant, but 2025 exposed a sharp margin reset driven by medical cost inflation and OptumHealth weakness. The stock looks like a Buy for medium-term investors if management can keep the 2026 repair on track.
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