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The Bull Case For Centene (CNC) Could Change Following BofA’s Medicaid Margin Rebound Projections – Learn Why
Simply Wall St.125d agoneutral
The Bull Case For Centene (CNC) Could Change Following BofA’s Medicaid Margin Rebound Projections – Learn Why

Earlier this week, BofA Securities issued a report suggesting Centene’s earnings per share could be several times higher by 2029, primarily driven by improved Medicaid margins and a rebound in managed care profitability after recent pressure. The report also argues that Centene’s 2026 earnings guidance reflects only a fraction of its perceived potential, implying current expectations may underappreciate the scope for Medicaid margin recovery based on historical patterns. We’ll now examine...

3 Mid-Cap Stocks We Steer Clear Of
StockStory127d agoneutral
3 Mid-Cap Stocks We Steer Clear Of

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

Here Are Wednesday’s Top Wall Street Analyst Research Calls: BJ’s Wholesale Club, Centene, Cigna, Crown Castle, ETSY, Franco-Nevada, Humana, Ovintiv, X-Energy, and More
24/7 Wall St.127d agoneutral
Here Are Wednesday’s Top Wall Street Analyst Research Calls: BJ’s Wholesale Club, Centene, Cigna, Crown Castle, ETSY, Franco-Nevada, Humana, Ovintiv, X-Energy, and More

Pre-Market Stock Futures: Futures are trading higher on the heels of the third straight day of stock declines, and there is growing apprehension that yields will go even higher and that inflation may as well. All of the major indices finished Tuesday lower, and with Q1 earnings all but over and the incoming economic data ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: BJ’s Wholesale Club, Centene, Cigna, Crown Castle, ETSY, Franco-Nevada, Humana, Ovintiv, X-Energy, and More

A Look At Centene (CNC) Valuation After Strong Q1 Results And Higher 2026 Guidance
Simply Wall St.135d agoneutral
A Look At Centene (CNC) Valuation After Strong Q1 Results And Higher 2026 Guidance

Centene (CNC) is back in focus after reporting first quarter results showing higher revenue, net income, and earnings per share compared with a year earlier, along with raised 2026 revenue and GAAP diluted EPS guidance. See our latest analysis for Centene. The strong first quarter and raised 2026 guidance have coincided with a sharp shift in sentiment. A 59.01% 1 month share price return and a modest 0.58% 1 year total shareholder return suggest that momentum has recently picked up after a...

Hedge-Fund Manager David Einhorn Likes These Low-Key AI Plays
The Wall Street Journal135d agoneutral
Hedge-Fund Manager David Einhorn Likes These Low-Key AI Plays

Greenlight Capital's David Einhorn pitched two investment ideas Tuesday at the Sohn Investment Conference that he says are undervalued beneficiaries of the artificial-intelligence boom: Centene: The managed-care company can use AI to speed up manually repetitive processes such as claims processing, Einhorn said.

Tech-led stealth rally pushes markets to record highs
Yahoo Finance Video140d agobullishVIDEO
Tech-led stealth rally pushes markets to record highs

U.S. stocks (^DJI, ^GSPC, ^IXIC) have rallied over the past three weeks, fueled by strong earnings and optimism around a potential resolution to the U.S.-Iran conflict. Yahoo Finance’s Julie Hyman and Head of News Myles Udland break down the stealth rally and spotlight some of the top names leading the tech-driven surge, including Intel (INTC), Sandisk (SNDK), Micron (MU), Seagate (STX), and Arm (ARM).

Is It Time To Reconsider Centene (CNC) After Recent Share Price Surge?
Simply Wall St.140d agobullish
Is It Time To Reconsider Centene (CNC) After Recent Share Price Surge?

If you are wondering whether Centene stock is offering good value right now, it helps to first separate short term price swings from what the underlying business might be worth. Centene's share price closed at US$55.33, with returns of 2.5% over 7 days, 56.3% over 30 days and 32.4% year to date, set against a 12.1% decline over the past year and a 20.5% decline over five years. Recent coverage has focused on Centene's positioning in managed care and government backed health plans, as...