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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...

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.

CNC's profitability is recovering, but rising margins face a key test as Medicaid membership declines and eligibility reviews continue.

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.

IQV's accelerating organic growth, robust R&DS bookings and expanding AI adoption are strengthening demand visibility and business momentum.

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%.

Stocks like THG, ACIW, BP and CNC are seeing price strength and have a high chance of carrying the momentum forward.

TFX, CNC, ENS, ROCK and FAF stand out among five low P/B stocks offering attractive value and promising growth prospects.

Centene (CNC) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

ADM, COCO, AMGN and CNC offer defensive exposure as inflation, oil prices and weak consumer sentiment fuel market volatility.

THC's shares are gaining on higher-acuity demand, strong commercial revenues and USPI's continued expansion.

AMGN, BHC, CDNA and CNC offer defensive healthcare plays as inflation climbs and the Fed readies for a possible rate hike.

CNC is set to reshape its Medicare Advantage business around dual-eligible members and a simpler footprint to drive margin recovery.

UnitedHealth (UNH) runs the best operating margin of the three managed care companies in its peer group, and the slowest revenue growth of the three. It also carries a significant valuation premium over its peer, Cigna, trading at more than double its earnings multiple.

UNH is investing nearly $1.5B in AI to expand Optum Insight's software offerings, boost efficiency and unlock new growth opportunities.

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.

Beazer Homes, Centene, HP, ChargePoint and Cracker Barrel stand out as broker-favored picks amid geopolitical tensions, inflation and market uncertainty.

As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the health insurance providers industry, including Centene (NYSE:CNC) and its peers.

Insurers spent the summer telling Wall Street exactly which Medicare Advantage plans are disappearing on December 31. Enrolled members get a letter in October, a closing enrollment window in December, and a rare legal protection most will never realize they have.

Investors target stocks that have been on a bullish run. Stocks like PRAA, CNC, BILL and PARR are seeing price strength, and the momentum is likely to continue.

UnitedHealth (UNH) stock has gained about 41% since early March, and at roughly $400 a share the market has already paid for a recovery. The easy reading is that the turnaround is finished. It is not. One half got better over those six months, the other got worse, and the price reflects the good half.

Rising employer healthcare costs could boost Marsh's consulting demand and create growth avenues for UnitedHealth and Centene through cost-control solutions.

Why Centene’s New CIO Matters For Investors Centene (CNC) has put technology in the spotlight with the appointment of Bradley Bolivar as Chief Information Officer, effective 31 August 2026, following Brian LeClaire’s planned retirement. For you as an investor, this move signals a clear intention to rely more on data, artificial intelligence and automation to support operations and financial stability. The market has treated the leadership change as a constructive step that fits with Centene’s...

Teladoc Health's growth is supported by chronic care, international expansion and Teladoc One, but BetterHelp weakness and losses temper the outlook.

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.

On August 31, Centene Corporation (NYSE:CNC) named Bradley Bolivar its new Chief Information Officer, taking over from Brian LeClaire, who plans to retire by the end of October 2026. Bolivar arrives with nearly three decades of technology leadership, most recently as CIO of Fannie Mae, where his portfolio spanned application development, infrastructure, cybersecurity, data and […]

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

CNC's Marketplace recovery is boosting profitability as better pricing, medical cost trends and risk dynamics reshape its earnings outlook.

Consensus knocks a quarter off the health insurer's earnings multiple over two years, part of it measurement, and almost none of it from selling more coverage.

Bradley Bolivar is taking the reins of Centene’s IT strategy as artificial intelligence drives a sea change for how insurers do business.