Notícias

Oscar Health's profit rebound faces a test as rising medical spending and a larger member base threaten second-half profitability.

Molina Healthcare's Medicaid recovery, Medicare duals growth and contract wins support a focused turnaround story, positioning it ahead of UnitedHealth.

Molina told investors in February that a Medicare drug plan serving tens of thousands of members would cease to exist. The members found out in October. Here is what that eight-month silence means for anyone still holding that plan card.

Centene's robust cash flow is helping cut debt, with a lower debt-to-capital ratio and added liquidity reshaping its balance sheet.

Molina Healthcare (MOH) drew fresh attention after recent trading left the stock around $197.80, with returns down 1.5% on the day and roughly 7.6% over the past week. That pullback comes after a year where Molina Healthcare’s share price return is up 10.8% year to date, yet the 1 year total shareholder return is a more modest 8.8% and the 3 year total shareholder return shows a 42.1% decline, which suggests that recent momentum is rebuilding from a weaker long term base. See how Molina...

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% […]

Burry Pulls the Trigger on Nvidia and Palantir Put Options as Market Risks Rise

The S&P 500 Index ($SPX ) (SPY ) is down -0.54% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.96%. E-mini S&P futures (ESU26 ) are down -0.50%, and September E-mini Nasdaq futures (NQU26...

Burry remains short Nvidia and Palantir and still holds 2027 puts on Palantir and QQQ.

As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the health insurance providers industry, including Molina Healthcare (NYSE:MOH) and its peers.

Healthcare companies are pushing the status quo by innovating in areas like drug development and digital health. Shareholders who bet on the industry have been rewarded lately as healthcare stocks have returned 25.1% over the past six months, topping the S&P 500 by 13.1 percentage points.

Oscar Health's membership jumps 46% to 2.96 million, but seasonal enrollment and medical utilization keep profitability in focus.

Oscar Health has surged 109% YTD as membership, revenue and expansion plans strengthen, though its price-to-book multiple tops the industry average.

The AI rally put Burry’s bearish stance under pressure as Palantir, CoreWeave, Oracle, Micron, Tesla, Nebius and Nvidia all climbed during August.

Humana (HUM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Centene (CNC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

MOH's contract wins, acquisitions and cash generation support growth, but elevated medical costs and valuation pose risks.

Molina Healthcare event puts focus on growth, profitability mix Molina Healthcare (MOH) drew fresh attention after a recent screen highlighted its 7.3% annual revenue growth alongside a reported net loss, prompting investors to reassess how its scale in Medicaid and Medicare shapes the stock’s risk reward profile. Molina Healthcare’s share price has gained 12.2% over the past 90 days and 11.9% year to date, while the 1 year total shareholder return of 14.2% contrasts with weaker 3 and 5 year...

Molina Healthcare stock presents an interesting setup for valuation focused investors, with a 38.1% share price decline over the past three years sitting alongside a high value score and an undervalued read on market multiples. The share price is down 38.1% over the past three years, which raises the question of whether recent weakness has already priced in many of the concerns around the business. Stronger confidence in long term Medicaid funding can support higher earnings expectations for...

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

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.

LULU shares have fallen more than 40% this year, leaving the stock well below its recent highs.

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

Molina (MOH) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for “Sycamore Mid Cap Value Equity Strategy”. A copy of the letter can be downloaded here. Sycamore Capital’s Mid Cap Value investment team focuses on a bottom-up approach to identify undervalued businesses with growth potential. In Q2 2026, the strategy […]

Burry Bets on Molina Healthcare's Long-Term Future Despite Near-Term Pressure

The investor made famous by The Big Short is doubling down on his bets against some of the biggest names in AI.

A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.

The “Big Short” investor is betting against AI-linked names while adding to his position in Molina Healthcare.

Older adults could be scrambling for new health coverage next year, especially in rural markets that have fewer insurance choices.