Greenlight Capital's David Einhorn pitched two investment ideas Tuesday at the Sohn Investment Conference that he says are undervalued beneficiaries of the artificial-intelligence boom: Centene: The managed-care company can use AI to speed up manually repetitive processes such as claims processing, Einhorn said.
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The Wall Street Journal91d agoneutral
Hedge-Fund Manager David Einhorn Likes These Low-Key AI PlaysInvesting.com104d agobullish
Analysts upgrade Elevance, Centene shares as Medicaid margins expected to recoverInvesting.com -- Bank of America upgraded Elevance Health and gave Centene Corporation a double upgrade on Wednesday amid growing confidence that Medicaid margins are nearing a trough and are set to recover over the next several years.
GuruFocus.com104d agobullish
Centene Corp (CNC) Q1 2026 Earnings Call Highlights: Strong EPS Performance and Upgraded OutlookCentene Corp (CNC) surpasses expectations with robust Q1 results, raising its full-year EPS outlook amid strategic Medicaid and Medicare advancements.