Centene Aktie News

Shares of Centene plunged after the company withdrew its 2025 guidance, driven by higher-than-expected market acuity on the ACA marketplaces and elevated Medicaid cost trends. Align Technology is a medical device company known for its Invisalign clear aligners used in orthodontics. Baxter is a health care company that provides essential products in renal care, medication delivery, advanced surg...

We aim to hold both high quality mid cap companies trading at bargains and deeply discounted businesses with a self-help catalyst. D.R. Horton's self-help strategy reduced the capital commitment to the business and increased returns on investments. Lam Research's new upcycle and clear market share gains helped drive strong recent performance in the shares.

UnitedHealth Group Incorporated and Centene Corporation remain heavily discounted after recent selloffs, but are poised for recovery ahead of Q3 earnings. Both UNH and CNC withdrew guidance in 2025 due to rising healthcare utilization and margin pressure, but recent signals suggest stabilization and improving outlooks. CMS's commitment to higher Medicare Advantage rates in 2026 and improving Me...

We purchased several new fund holdings across various sectors. Sempra has been shifting its strategic focus from its highly regulated California operations to its growing presence in Texas. Regeneron in our view has a strong balance sheet and a robust product pipeline.

Centene was hit harder than UnitedHealth Group or Elevance Health, as they turned unprofitable, losing $253 million last quarter. The company's strong financial track record and long-term goals convince me that they will eventually return to growth. The stock offers a compelling valuation, both on fundamental and technical grounds.

Centene Corporation faces high costs and near-term profitability challenges, but offers significant long-term upside if margins recover. CNC's Q3 earnings are expected to be volatile, with revenue likely beating estimates but bottom-line results remaining pressured by cost headwinds. The company can potentially restore profitability by adjusting premiums over time, though margin recovery is exp...

Centene moat shows cracks, yet valuation implies a full collapse. CNC's scale remains an asset, though it no longer guarantees stability. Efficiency gains have peaked, leaving limited room for.

US managed care insurers were trading down this week ahead of earnings season as the release of Medicare ratings and federal tax credit uncertainty appeared to weigh on stock prices. The S&P 500 and S&P Insurance Index similarly declined, falling 1.29% and 7.03%.