Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
CNC and BEN have surged 61.7% and 40.3%, respectively, year to date, while disciplined execution and attractive valuations support their outlook.
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.
In the health insurance arena, one company is both the undisputed leader and the most expensive ticket, forcing investors to decide if paying up for quality is a winning strategy.
CNC, DAR, GD, FCEL and CC stocks show how women-led companies are redefining growth with discipline, agility and results.
Oscar Health dived Thursday morning, despite reporting better-than-expected earnings and raising its full-year outlook. Oscar said it sees more tailwinds than headwinds based on what it knows. Shifts in the ACA Marketplace due to the surge in premiums related to the end of enhanced government subsidies have transformed the market.
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...
UnitedHealth's revenue held up; the operating margin on it did not, and closing that gap is the whole upside case.
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”. A copy of the Q2 2026 investor letter can be downloaded here. In the quarter, equity markets posted strong returns as resilient economic growth and robust corporate earnings supported investor sentiment, although AI-related companies continued to dominate market […]
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's remarkable run has earned investors handsome returns over the past year, yet Wall Street maintains moderately optimistic outlook on the stock.
Centene joins three other GARP picks with discounted PEG ratios and solid long-term growth potential. See what puts these stocks on the list.
MTD beats Q2 earnings estimates as strong China and emerging-market sales fuel growth, while the company raises its 2026 sales and earnings outlook.
UNH's diversified platform, AI expansion and Optum momentum strengthen its long-term outlook, making it the stronger managed care pick over CNC.
The lever behind UnitedHealth stock's climb was a Medicare Advantage repricing management had described months before the run began, and the hard part was believing a plan whose author had just been wrong.
Cigna delivers an earnings and revenue beat as Cigna Healthcare fuels growth, while the company raises its 2026 EPS outlook despite higher pharmacy costs.
TRV, NMR and CNC made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 30, 2026.
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.
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 stock has delivered a very strong 150.3% return over the past year, yet the latest valuation checks still point to the shares looking inexpensive relative to the fundamentals. Over the past 1 year, Centene is up 150.3%, which puts the recent pullback into context as a move within an already strong run. Recent profit improvement and stronger margin expectations can support the current valuation, while elevated medical costs and pricing pressure remain a key risk for how sustainable...
UNH's improving cost control, lower medical costs and higher 2026 outlook are boosting confidence as its profitability recovery gains traction.
Centene (CNC) delivered a stronger-than-expected Q2, but investor attention shifted to management's
CNC highlights margin recovery, stronger Marketplace results and raised 2026 EPS outlook as cost discipline supports profitability gains.
Moby summary of Centene Corporation's Q2 2026 earnings call
Centene (NYSE:CNC) reported a swing to profitability in Q2 2026 after a prior period of losses. The company highlighted strong performance in its Affordable Care Act marketplace business during the quarter. Centene raised its financial guidance for the year alongside the Q2 results. Kenneth A. Burdick plans to retire from the board, with experienced healthcare executive Paul J. Diaz joining as a new director. Centene enters this news cycle with its stock at $63.91 and a move up of 53.0%...
Shares of health coverage company Centene (NYSE:CNC) fell 5.1% in the morning session after a significant decline in membership appeared to overshadow an otherwise strong second-quarter earnings report where the company beat expectations and raised its full-year profit forecast. Centene's adjusted earnings per share of $2.51 and revenue of $53.58 billion both significantly surpassed analyst estimates. The health insurer also increased its full-year adjusted profit guidance to $4.80 per share at
Sarah London discusses margin expansion and dual-eligible Medicare focus.
Administration officials told the Wall Street Journal that the subsidy program that has helped suppress Medicare Part D prescription drug plan premiums will not be renewed for 2027.
Centene Corp (CNC) raises full-year EPS guidance amid robust performance, despite challenges in Medicaid membership and regulatory changes.