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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Humana Q2 Earnings Call Highlights
MarketBeat20d agoneutral
Humana Q2 Earnings Call Highlights

Humana (NYSE:HUM) said its 2026 performance is tracking in line with expectations, with management emphasizing planned Medicare Advantage margin expansion in 2027, progress in its Stars program and continued operating-cost reductions as key components of its path toward a sustainable pretax margin o

ENI Q2 Earnings Call Highlights
MarketBeat21d agoneutral
ENI Q2 Earnings Call Highlights

ENI (NYSE:E) reported sharply higher second-quarter and first-half results, citing upstream production growth, favorable market conditions and stronger contributions from its gas, low-carbon and refining-related businesses. Chief Executive Officer Claudio Descalzi said second-quarter pro forma EBIT

Humana Stock Stumbles After Earnings Underwhelm
The Wall Street Journal21d agobearish
Humana Stock Stumbles After Earnings Underwhelm

Humana’s shares dipped in morning trading after its results compared unfavorably with other insurers’ performance this quarter The Medicare-focused insurer modestly beat analysts’ profit projections, offered reassurance on medical cost trends and left guidance unchanged on an adjusted basis.

Medicare Drug Plan Premiums Are About to Jump for 25 Million Seniors
Barrons.com21d agobullish
Medicare Drug Plan Premiums Are About to Jump for 25 Million Seniors

Medicare beneficiaries may face higher premiums next year for their Part D drug plans, as the federal government plans to end subsidies that helped mitigate price increases in the program. The Trump administration will not continue the subsidies beyond 2026, The Wall Street Journal reported. About 25 million Medicare recipients are enrolled in a stand-alone Part D plan for their drug coverage.

How Investors Are Reacting To UnitedHealth Group (UNH) Profit Beat, Outlook Hike and Ongoing Buybacks
Simply Wall St.21d agobullish
How Investors Are Reacting To UnitedHealth Group (UNH) Profit Beat, Outlook Hike and Ongoing Buybacks

UnitedHealth Group reported past second-quarter 2026 results with revenue of US$112.03 billion and net income of US$5.48 billion, alongside continued share repurchases. The earnings jump, profit outlook increase, and long-running buyback program highlight how cost controls and capital returns are shaping UnitedHealth’s business profile. We’ll now explore how UnitedHealth’s stronger-than-expected profit performance and higher full-year outlook might influence its longer-term investment...

Why Prices Could Rise for Medicare Drug Plans Next Year
Barrons.com22d agoneutral
Why Prices Could Rise for Medicare Drug Plans Next Year

Medicare beneficiaries may face higher premiums next year for their Part D drug plans, as the federal government plans to end subsidies that helped mitigate price increases in the program. The Trump administration will not continue the subsidies beyond 2026, The Wall Street Journal reported. About 25 million Medicare recipients are enrolled in a stand-alone Part D plan for their drug coverage.

UnitedHealth Group Incorporated (UNH) and Intuitive Surgical, Inc. (ISRG) Just Showed Why Beating Estimates Isn’t Enough
Insider Monkey23d agobullish
UnitedHealth Group Incorporated (UNH) and Intuitive Surgical, Inc. (ISRG) Just Showed Why Beating Estimates Isn’t Enough

Two big healthcare companies, UnitedHealth Group Incorporated (NYSE:UNH) and Intuitive Surgical, Inc. (NASDAQ:ISRG) reported earnings the same week in July. Both beat what Wall Street expected. One stock jumped as much as 8%. The other fell as much as 13%. The difference between them shows what actually moves a healthcare stock right now. UnitedHealth Group […]

Where Does UnitedHealth Group (UNH) Valuation Sit After Its Second Quarter 2026 Results?
Simply Wall St.25d agoneutral
Where Does UnitedHealth Group (UNH) Valuation Sit After Its Second Quarter 2026 Results?

UnitedHealth Group (UNH) just released its second quarter 2026 results, giving investors fresh insight into how the healthcare giant is performing and what its latest capital returns and earnings figures might mean for the stock. See our latest analysis for UnitedHealth Group. UnitedHealth Group’s latest earnings and ongoing buybacks come as the stock consolidates after a strong run, with a 30-day share price return of 3.68% and a 90-day share price return of 18.55%. The 1-year total...

1 Healthcare Stock to Research Further and 2 We Avoid
StockStory26d agoneutral
1 Healthcare Stock to Research Further and 2 We Avoid

From novel pharmaceuticals to telemedicine, most healthcare companies are on a mission to drive better patient outcomes. Shareholders who bet on the industry have been rewarded lately as healthcare stocks have returned 9.7% over the past six months, topping the S&P 500 by 1.8 percentage points.

UnitedHealth’s earnings comeback hides a risk Wall Street can’t price
TheStreet27d agoneutral
UnitedHealth’s earnings comeback hides a risk Wall Street can’t price

UnitedHealth Group (UNH) just delivered the quarter battered shareholders have been waiting for. The health care company blew past Wall Street's profit prediction, increased its most widely monitored cost index, and boosted its full-year earnings outlook. The results seemed to vindicate investors ...