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Centene (CNC) Could Be 6% Undervalued Following Renewed Interest In Earnings And ICHRA Growth
Simply Wall St.1d 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...

Why Centene (CNC) Is Up 8.4% After Raising 2026 Guidance and Redeeming 2027 Notes - And What's Next
Simply Wall St.44d agoneutral
Why Centene (CNC) Is Up 8.4% After Raising 2026 Guidance and Redeeming 2027 Notes - And What's Next

Centene Corporation recently reported past second-quarter 2026 results showing revenue of US$53,579 million and net income of US$1,091 million, while also announcing a partial US$500 million redemption of its 4.25% Notes due 2027 and leadership changes on its board. The company’s raised full-year 2026 revenue and earnings guidance, alongside institutional investor focus on Medicaid margin recovery, has sharpened attention on its managed care profitability trajectory. Now we’ll examine how...

Centene Corp. (CNC) Surged on Earnings Beat and Improved Outlook
Insider Monkey46d agobullish
Centene Corp. (CNC) Surged on Earnings Beat and Improved Outlook

Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Hotchkis & Wiley Mid-Cap Value Fund.” A copy of the letter can be downloaded here. Equity markets posted strong returns in the second quarter of 2026, with the Russell Midcap Index rising 13.8% and the Russell Midcap Value Index returning 13.4%, […]

Centene (CNC) Could Be 3% Undervalued After Strong Q2 Earnings And Higher Outlook
Simply Wall St.51d agoneutral
Centene (CNC) Could Be 3% Undervalued After Strong Q2 Earnings And Higher Outlook

Centene (CNC) is back in the spotlight after its second quarter 2026 update, which combined strong earnings and a higher full year profit outlook with a sharp year over year membership decline. See our latest analysis for Centene. At a share price of US$61.82, Centene has given investors a 47.97% year to date share price return and a very large 139.71% 1 year total shareholder return, even though the share price has recently pulled back after the Q2 earnings and guidance update. If Centene's...

Centene Q2 Earnings Call Highlights
MarketBeat53d agoneutral
Centene Q2 Earnings Call Highlights

Centene (NYSE:CNC) raised its full-year 2026 adjusted earnings outlook after reporting second-quarter results that exceeded its prior expectations, supported by Marketplace risk-adjustment developments, stronger Medicare performance and continued progress on Medicaid rates. The company reported adj

Centene Raises Full-Year Outlook After Strong Second-Quarter Earnings Beat
InvestorsHub53d agobullish
Centene Raises Full-Year Outlook After Strong Second-Quarter Earnings Beat

Centene Corporation (NYSE:CNC) reported better-than-expected second-quarter results on Tuesday, delivering earnings and revenue that comfortably exceeded Wall Street forecasts as improved performance across its Medicare and Commercial businesses supported a stronger full-year outlook. Shares of the health insurer rose 3.

Centene (CNC) Stock Sees Modest Fair Value Lift As Analysts Back Earnings Recovery
Simply Wall St.65d agoneutral
Centene (CNC) Stock Sees Modest Fair Value Lift As Analysts Back Earnings Recovery

Centene’s updated price target framework now reflects a fair value revision from US$61.83 to US$63.78, a modest uplift that has caught investor attention. Research commentary links this shift to a more constructive view on Centene’s earnings power, supported by trends in exchanges, Medicare Advantage, and early signs of Medicaid margin recovery, while still pointing out execution and policy risks. As you read on, you will see how this evolving analyst narrative may matter for your own view of...

UNH Stock Flashes Buy Signal On Massive Earnings Beat
Investor's Business Daily65d agobullish
UNH Stock Flashes Buy Signal On Massive Earnings Beat

UnitedHealth Group crushed Q2 earnings forecasts amid lower-than-expected benefit costs and gave a big boost to its full-year outlook. Humana, Centene and CVS Health all got a sizable lift from the warm reception for UnitedHealth's earnings report.

Why Elevance Earnings Gave Health Insurance Stocks A Cold; UNH Up Next
Investor's Business Daily66d agoneutral
Why Elevance Earnings Gave Health Insurance Stocks A Cold; UNH Up Next

Elevance Health topped Q2 earnings estimates Wednesday, despite falling medical membership, but profit was boosted by one-time "below-the-line" factors and the full-year outlook was underwhelming. ELV stock tumbled, making it among the S&P 500's early laggards. Molina Healthcare, another S&P 500 managed care stock, joined Elevance among the biggest laggards performers in pre-market trading.

Elevance Is Overcoming Medicare Advantage Hurdles. Earnings Could Show It.
Barrons.com67d agobearish
Elevance Is Overcoming Medicare Advantage Hurdles. Earnings Could Show It.

Elevance Health is breaking the Medicare Advantage curse, and the insurer’s earnings could show it on Wednesday. Health insurer stocks have rallied this year after a tough run of rising medical costs that hampered earnings in 2024 and 2025. The results come just a day ahead of the monster of the industry, UnitedHealth Group Wall Street will be watching to see if these two companies can keep the momentum going.

Elevance and UnitedHealth Earnings Are Next Test for Hot Health Insurer Stocks
Barrons.com68d agoneutral
Elevance and UnitedHealth Earnings Are Next Test for Hot Health Insurer Stocks

After a rocky start to the year, health insurer stocks have roared back. The insurers are trying to end a difficult cycle that began about three years ago, when healthcare use, and the costs to cover it, accelerated postpandemic. The fund’s top 10 holdings encompass six health insurers, three of which— UnitedHealth Group Aetna parent CVS Health and Elevance Health —comprise more than 40% of the fund.