Q
QuantAbundanceAbundance, Quantified.

News

High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

30,427 signal articles · 131 in last 24h · 153,916 total before filter · latest 1h ago
131last 24h
863last 7d
142● bullish (7d)
99● bearish (7d)
214publishers
AllMacro206Earnings103M&A123Regulatory22Product21Analyst14
✕ clear all filtersticker: CNCSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
What Does Centene (CNC) Gain From Its Credentialing Push And Emergency Response?
Simply Wall St.11h agoneutral
What Does Centene (CNC) Gain From Its Credentialing Push And Emergency Response?

Centene (NYSE:CNC) joined CertifyOS in launching a national shared provider credentialing program designed to streamline verification for clinicians and health plans. Health Net, Centene's California subsidiary, expanded emergency support to members and providers affected by recent state weather and health emergencies. The joint rollout of the CertifyOS credentialing program and Health Net's expanded emergency aid signals operational and crisis-response moves that only tell part of Centene's...

Liberty HealthShare’s Dorsey Morrow Makes the Financial Case for Healthsharing on Becker’s Healthcare Podcast
Exec Edge1d agoneutral
Liberty HealthShare’s Dorsey Morrow Makes the Financial Case for Healthsharing on Becker’s Healthcare Podcast

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

Did UnitedHealth Name The Fix Before Its Stock Ran?
Trefis1d agoneutral
Did UnitedHealth Name The Fix Before Its Stock Ran?

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.

3 Reasons to Sell CNC and 1 Stock to Buy Instead
StockStory1d agoneutral
3 Reasons to Sell CNC and 1 Stock to Buy Instead

What a fantastic six months it’s been for Centene. Shares of the company have skyrocketed 94.3%, hitting $63.74. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Can UNH Stock Keep Growing Earnings While Its Sales Stall?
Trefis2d agoneutral
Can UNH Stock Keep Growing Earnings While Its Sales Stall?

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.

Centene Corp. (CNC) Soared 98.8% in Q2: What Drove the Massive Gain?
Insider Monkey3d agobullish
Centene Corp. (CNC) Soared 98.8% in Q2: What Drove the Massive Gain?

Kopernik Global Investors recently released its “Global All-Cap Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund faced a difficult investment environment in the second quarter of 2026, as momentum-driven markets and soaring semiconductor stocks sharply favored growth-oriented equities over the fund’s value-focused approach. Class I shares declined 6.60% […]

3 Large-Cap Stocks That Fall Short
StockStory3d agobearish
3 Large-Cap Stocks That Fall Short

Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.

Centene Reaffirms 2026 EPS Outlook as Medicaid Membership Decline Deepens
MarketBeat4d agoneutral
Centene Reaffirms 2026 EPS Outlook as Medicaid Membership Decline Deepens

Centene (NYSE:CNC) reaffirmed its 2026 adjusted diluted earnings-per-share guidance of more than $4.80 at the Deutsche Bank Healthcare Summit, with Chief Executive Officer Sarah London saying the company’s performance through the first two months of the third quarter was in line with expectations.

Centene (CNC) Could Be 6% Undervalued Following Renewed Interest In Earnings And ICHRA Growth
Simply Wall St.6d agoneutral
Centene (CNC) Could Be 6% Undervalued Following Renewed Interest In Earnings And ICHRA Growth

Centene (CNC) has moved back into focus after being highlighted for its earnings expectations, an attractive valuation profile, and exposure to growing ICHRA-driven individual coverage through its Ambetter Health Solutions business. Centene’s recent momentum has been hard to ignore, with a 90 day share price return of 9.96% feeding into a 60.60% year to date gain and a 1 year total shareholder return of 108.58%. This suggests investors are reassessing both its earnings profile and perceived...

Is Centene (CNC) Stock Undervalued Right Now?
Zacks6d agoneutral
Is Centene (CNC) Stock Undervalued Right Now?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

The One Cost Line UnitedHealth Stock Has Not Caught Up To Yet
Trefis8d agoneutral
The One Cost Line UnitedHealth Stock Has Not Caught Up To Yet

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.

Oscar Health Lowers Medical Cost Outlook. Here's The Caveat.
Investor's Business Daily8d agoneutral
Oscar Health Lowers Medical Cost Outlook. Here's The Caveat.

Oscar Health raised its full-year earnings outlook while lowering its expected medical costs to cover benefits for its nearly 3 million Affordable Care Act exchange members. Oscar, which made an aggressive play to gain ACA market share, has seen enrollment surge 47% from a year ago as of June 30, even as overall enrollment has plunged due to the expiration of enhanced premium subsidies. The ACA's No. 2 insurer by membership behind Centene said that it now expects its medical loss ratio, or benefit costs as a share of premiums, to be in the 81% to 82% range, down from the prior outlook of 81.5% to 82.5%.