Wall Street saw a strong rally on Monday, driven by renewed optimism over U.S.-China trade relations. A 90-day agreement between the two nations to reduce tariffs has rekindled hopes of easing global trade tensions. The United States will lower duties on Chinese imports from a steep 145% to 30%, while China has agreed to cut its retaliatory tariffs on American goods from 125% to 10%, signaling a shift from confrontation to cooperation.Markets responded positively, with the S&P 500 jumping 3.3% to settle at ...

Industry Overview - The healthcare industry has faced challenges in early 2025, including concerns over potential cuts to Medicare and Medicaid, as well as the impact of tariffs on supplies [1] - Despite these challenges, healthcare stocks have performed relatively well, with the Health Care Select Sector SPDR Fund (XLV) down less than 2% year-to-date, compared to the S&P 500's decline of nearly 3% [1] Company Analysis: Centene - Centene Corp. (CNC) has shown solid membership and revenue growth, primarily driven by its Medicaid services, which have helped it withstand market volatility [3][4] - For Q1 2025, Centene reported a 29% year-over-year increase in Marketplace membership and a 22% increase in Medicare membership, contributing to a 28% improvement in adjusted diluted earnings per share (EPS) and a 17% growth in premium and service revenue [4] - The company has reiterated its full-year guidance, indicating optimism for future performance [4] Company Analysis: Tenet Healthcare - Tenet Healthcare Corp. (THC) has received positive analyst ratings, with 13 Buy ratings and four Holds, following a strong Q1 2025 earnings report that exceeded EPS estimates by $1.25 per share, reflecting a year-over-year improvement of over 35% [6][7] - The company plans to invest $250 million annually in its Ambulatory segment and has opened six new centers in Q1 2025, which are expected to drive continued growth [8] - Tenet's share repurchase program and efforts to improve its balance sheet are anticipated to enhance shareholder value [8] Company Analysis: Encompass Health - Encompass Health Corp. (EHC) reported better-than-expected earnings, leading to increased price targets from analysts [10] - The company's shares have risen over 25% year-to-date, with expectations of 10% projected earnings growth in the near term [11]

Centene (CNC) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Since a ch ...

Core Insights - Oklahoma Complete Health is enhancing its SoonerSelect benefits to improve health outcomes and overall well-being for its members [1][2] Benefit Enhancements - Introduction of a $30 per month Diaper Club for members aged 0-1 whose parents are enrolled in the Start Smart for Your Baby program or care management, starting July 1 [2] - Expansion of prescription limits where certain essential medicines will not count towards the 6-prescription monthly limit, aiding members who require more medications [3] - Over-the-Counter benefits will now provide a $30 allowance per member per quarter, allowing members to purchase items like cold medicines and vitamins [4] - Transportation benefits have been upgraded to allow up to 4 family members to accompany members to doctor's appointments, along with providing up to 15 rides for other essential trips [5] Member Engagement and Impact - In its first year, Oklahoma Complete Health completed over 11,651 referrals for social drivers of health needs, assisted more than 2,500 members with Food Rx benefits, facilitated over 20,684 YMCA visits, and distributed more than $2.1 million in reward dollars for healthy activities [6] - Member testimonials highlight the positive impact of the services provided, emphasizing support in accessing resources and maintaining communication [7] Organizational Overview - Oklahoma Complete Health is a care management organization focused on serving Oklahomans with various health insurance solutions and is a subsidiary of Centene Corporation [8][9]

When considering valuation metrics, the price-to-earnings (P/E) ratio has always been the obvious choice as calculations based on earnings are easy and come in handy. However, in the case of companies that are incurring losses or are in an early cycle of development, generating meager or no profits, price-to-sales (P/S) is a good valuation metric to identify cheap stocks.Other than P/E and P/S, the price-to-book ratio (P/B ratio) is also an easy-to-use tool for zeroing in on low-priced stocks that have high ...

Centene (CNC) Q1 2025 Earnings Call April 25, 2025 03:39 PM ET Company Participants Jennifer Gilligan - Senior Vice President, Finance & Investor RelationsSarah London - CEOAndrew Asher - Executive VP & CFOA.J. Rice - Managing DirectorDave Windley - Managing DirectorAndrew Mok - DirectorLance Wilkes - Managing DirectorJohn Stansel - VP - Equity ResearchMichael Halloran - Associate Director of Research Conference Call Participants Joshua Raskin - Research AnalystJustin Lake - Analyst - Healthcare ServicesAnn ...

Centene Corporation (CNC) reported first-quarter 2025 adjusted earnings per share (EPS) of $2.90, which surpassed the Zacks Consensus Estimate by 22.9%. Moreover, the bottom line climbed 28% year over year. (See the Zacks Earnings Calendar to stay ahead of market-making news.)Revenues advanced 15.4% year over year to $46.6 billion. The top line beat the consensus mark by 7.2%.The quarterly results benefited on the back of solid premium growth fueled by expanding membership in the Prescription Drug Plan (PDP ...

Centene Corporation (NYSE:CNC) Q1 2025 Earnings Conference Call April 25, 2025 8:30 AM ET Company Participants Jennifer Gilligan - Senior Vice President, Finance and Investor Relations Sarah London - Chief Executive Officer Andrew Asher - Executive Vice President and Chief Financial Officer Conference Call Participants Josh Raskin - Nefron Research A.J. Rice - UBS Justin Lake - Wolfe Research Ann Hynes - Mizuho Securities Stephen Baxter - Wells Fargo David Windley - Jefferies Sarah James - Cantor Fitzgerald ...

Centene (CNC) reported $46.62 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 15.4%. EPS of $2.90 for the same period compares to $2.26 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $43.47 billion, representing a surprise of +7.24%. The company delivered an EPS surprise of +22.88%, with the consensus EPS estimate being $2.36.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

Centene (CNC) came out with quarterly earnings of $2.90 per share, beating the Zacks Consensus Estimate of $2.36 per share. This compares to earnings of $2.26 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 22.88%. A quarter ago, it was expected that this healthcare company would post earnings of $0.49 per share when it actually produced earnings of $0.80, delivering a surprise of 63.27%.Over the last four quarters, the compan ...