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Centene (CNC) Could Be 6% Undervalued Following Renewed Interest In Earnings And ICHRA Growth
Simply Wall St.21h 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?
Zacks1d 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
Trefis3d 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 Daily3d 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%.

Should You Buy UNH Stock Because Its Cash Runs Ahead Of Its Profit?
Trefis4d agobullish
Should You Buy UNH Stock Because Its Cash Runs Ahead Of Its Profit?

UnitedHealth (UNH) has spent the past year repairing margins rather than chasing growth. The shares rebounded well ahead of any actual margin recovery: up about 38% over the past six months, though down about 6% over the past three, and still behind the S&P 500 over the past twelve months, 12.2% for the stock against 18.6% for the index. What argues for owning them now shows up in cash running ahead of reported profit.

Is Humana Stock Outperforming the Dow?
Barchart10d agobullish
Is Humana Stock Outperforming the Dow?

Humana has outperformed the broader Dow Jones index over the past year. Moreover, Wall Street analysts remain moderately optimistic about its prospects.

3 Value Stocks with Questionable Fundamentals
StockStory10d agoneutral
3 Value Stocks with Questionable Fundamentals

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.