The managed care sector was sent into a tailspin on Friday as Molina Healthcare (NYSE: MOH) saw its market capitalization evaporate in a historic sell-off. Shares of the Long Beach-based insurer plummeted 28% to $127.16 after the company issued a 2026 earnings forecast that was not just a miss,
Health coverage company Centene (NYSE:CNC) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 21.9% year on year to $49.73 billion. On the other hand, the company’s full-year revenue guidance of $188.5 billion at the midpoint came in 2.1% below analysts’ estimates. Its non-GAAP loss of $1.19 per share was 2.5% above analysts’ consensus estimates.
Wall Street’s bearish price targets for the stocks in this article signal serious concerns.
Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.
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 17.4% over the past six months, topping the S&P 500 by 7.8 percentage points.
In a historic blow to the managed care sector, UnitedHealth Group (NYSE: UNH) saw its stock price plunge nearly 20% on Tuesday, marking its worst single-day performance in over three decades. The massive selloff, which erased approximately $80 billion in market value, was triggered by a surprisingly lean 2027 Advance
Shares of health coverage company Centene (NYSE:CNC)
fell 10.7% in the afternoon session after the Centers for Medicare & Medicaid Services (CMS) proposed a much lower-than-expected payment rate increase for 2027 Medicare Advantage plans.
Today’s Date: January 27, 2026 Introduction As the sun rises over the sprawling corporate campus in Minnetonka, UnitedHealth Group (NYSE: UNH) finds itself at a defining crossroads. Once the undisputed titan of the healthcare sector—a "compounder" par excellence—the company has navigated a gauntlet of challenges over the past 24 months, ranging from the historic 2024 [...]
Unprofitable companies face headwinds as they struggle to keep operating expenses under control.
Some may be investing heavily, but the majority fail to convert spending into sustainable growth.
As the clock ticks toward the 12:01 a.m. deadline on January 30, 2026, a familiar sense of dread has settled over Washington and Wall Street. Following a temporary funding measure that ended a historic 43-day partial government shutdown in late 2025, the United States is once again on
