News

If you own CVS Health (CVS), the primary focus shifts from 2026 execution toward potential headwind variables heading into 2027. Management raised its 2026 earnings outlook on its fiscal Q2 2026 call in August. It also gave an early read on 2027, a quarter sooner than usual. One warning in that read came with no number. Over the past three months, the shares lost 15.2%, while the S&P 500 gained 5.0%. What is the 2027 problem CVS would not put a number on.

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

By Exec Edge Editorial Staff Health insurance premiums have climbed for years. Deductibles have climbed right along with them. Yet a growing number of American households are choosing neither, opting instead for a decades-old alternative, which is not health insurance, built around monthly contributions and community values. “People are clearly paying high premiums now,” Liberty […] The post Liberty HealthShare’s Dorsey Morrow Makes the Financial Case for Healthsharing on Becker’s Healthcare Pod

UnitedHealth Group (UNH) stock has risen about 40% since late March 2026, against close to 19% for the S&P 500. Read cold, that looks like a recovery nobody could have timed. It was not hidden. The company had said plainly, months before the shares turned, that it would give up members to rebuild margin.

UnitedHealth (UNH) has turned its profits around. Operating earnings rose 55% in the second quarter of 2026, and management raised its full-year adjusted earnings guide to $19.50 to $20 a share. Revenue, though, has nearly stopped growing. So the rest of the recovery rests on something the company only partly controls: the medical bills of the people it insures.

CI is expanding AI across care coordination and specialty pharmacy as it seeks to manage elevated healthcare costs and improve access.

UnitedHealth's repair job is going to plan almost everywhere. The exception is the cost of its commercial health plans, where medical costs are running modestly above the 11% the company had been expecting. Medicare costs are coming in below what it planned for 2026, and Medicaid cost trend is in line, though management expects Medicaid margins to stay pressured for 2026. That cost divergence is what a holder should watch.

Cigna Group (CI) continues to draw attention after its recent close at US$288.90, with investors weighing modest return figures across the past week, month, and past 3 months against the insurer's broader long term track record. Recent trading has been more mixed for Cigna Group, with the share price slipping 0.4% on the day but still posting a 4.7% 7 day gain and a 3.5% year to date share price return. The 1 year total shareholder return of 0.4% and 5 year total shareholder return of 56.7%...

The health care giant showered its owners with cash, yet the stock spent years in the slow lane. Here’s the accounting of what that trade-off actually delivered.

CVS is benefiting from pharmacy growth, AI investments and a discounted valuation, but reimbursement pressure and regulatory scrutiny remain key risks.

BrightSpring Health Services' Specialty and Infusion sales rose 30%, backed by LDD growth, new launches and expansion into rare therapies.

UnitedHealth (UNH) runs the best operating margin of the three managed care companies in its peer group, and the slowest revenue growth of the three. It also carries a significant valuation premium over its peer, Cigna, trading at more than double its earnings multiple.

UnitedHealth (UNH) stock has gained about 41% since early March, and at roughly $400 a share the market has already paid for a recovery. The easy reading is that the turnaround is finished. It is not. One half got better over those six months, the other got worse, and the price reflects the good half.

The market has crowned this healthcare giant the winner of its group, but a look at the underlying business raises the question of whether the celebration started too soon.

Cigna Healthcare recently introduced an industry-first connected benefits experience that links medical and supplemental health coverage to simplify access to cash benefits for unexpected health events, with Medical with Smart Coverage slated to begin offering supplemental cash of up to US$7,000 per covered event from January 2027 for eligible mid-sized employer plans. This move directly addresses widespread gaps in Americans’ financial readiness for medical shocks and the underuse of...

CI has underperformed the broader market over the past year, despite analysts remaining moderately bullish on its future prospects.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

Consensus knocks a quarter off the health insurer's earnings multiple over two years, part of it measurement, and almost none of it from selling more coverage.

Its market-shock drawdowns have been ordinary in depth, and some of its longest waits back to the old high came after falls the index barely noticed.

The healthcare giant sent a fortune back to its owners, but the market yawned. Here’s the real accounting of what that cash bought, and what it didn't.

CI's Smart Coverage links medical and supplemental benefits, offering up to $7,000 and automated claims for costly health events.

Cigna has been treading water for the past six months, recording a small loss of 3.5% while holding steady at $278.80. The stock also fell short of the S&P 500’s 10.8% gain during that period.

UnitedHealth, The Cigna, Humana, Centene and Molina have been highlighted in this Industry Outlook article.

Medicare's improvement is real but not a turn in cost trend, while commercial costs keep running higher and the margin fix there has slipped again.

An aging U.S. population, digital transformation, a diversified membership mix and strategic M&A are likely to drive the performance of the Zacks Medical-HMO industry players. UNH, CI, HUM, CNC and MOH are poised to benefit from favorable industry prospects.

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

Cigna Group stock reacts to TestMu Conference spotlight on AI and reliability Cigna Group (CI) is in focus after the company scheduled a presentation at the 5th TestMu Conference on August 19, 2026, featuring AI and automation engineering lead Nagarjun Adikesavan. The event highlights Cigna Group’s emphasis on quality and reliability in AI driven systems, which matters for investors who are watching how large health insurers apply automation to complex pharmacy and medical benefit...

Cigna Group stock has delivered a 44.4% gain over the past five years, yet the broader valuation checks still suggest the shares screen as undervalued at the recent price of US$277.51. With shorter term returns weaker, investors are left weighing a mixed share price history against a still supportive valuation read. Over five years, Cigna Group has returned 44.4%, which points to solid long term wealth creation despite more recent share price softness. Expectations for the company to keep...

The healthcare giant is wrestling with costs in one part of its business, and the stock's recent dip has investors wondering if this is the moment to step in.

Mark Cuban says AI will never replace radiologists, and his reasoning has nothing to do with capability. The real disruption, he argues, targets a different layer of medicine entirely, one worth hundreds of billions in enterprise value at some of the biggest names in healthcare.