Here’s What Wall Street Thinks About Humana Inc (HUM)

Core Viewpoint - Humana Inc. (NYSE:HUM) is considered a strong investment opportunity despite recent challenges, with Wall Street showing optimism ahead of its upcoming earnings report [1][4]. Group 1: Earnings Expectations - Humana Inc. is expected to report quarterly revenue of approximately $32.08 billion for fiscal Q4 2025, with a negative GAAP EPS of $4.08 [1]. - Analysts have varying ratings, with Truist Financial maintaining a Hold rating and Bernstein issuing a Buy rating with a price target of $344 [2]. Group 2: Market Impact and Challenges - The Medicare Advantage Advance Notice is anticipated to significantly affect healthcare stocks, including Humana, as it sets benchmarks for insurers [3]. - Recent proposals from the Trump administration for a smaller-than-expected increase in Medicare Advantage rates have led to a decline in Humana's share price by over 24%, nearing its 52-week lows [4]. Group 3: Company Overview - Humana Inc. is a leading health insurance and well-being company, focusing on Medicare Advantage plans, Medicaid services, and specialty insurance products for individuals and employer groups [4].