Core Viewpoint - Centene has withdrawn its 2025 guidance due to lower-than-expected market growth in over 20 states, impacting its risk adjustment revenue expectations significantly [2][3]. Group 1: Market Analysis - An independent actuarial firm's analysis indicated that the overall market growth in 22 states where Centene operates is lower than anticipated, with morbidity levels being significantly higher than the company's previous assumptions [3]. - The analysis covers 22 of the 29 states where Centene sells individual coverage, representing approximately 72% of the company's marketplace membership [3]. Group 2: Financial Impact - Centene's preliminary analysis suggests a reduction in its full-year net risk adjustment revenue transfer expectation by about $1.8 billion, which translates to an adjusted diluted EPS impact of approximately $2.75 [4]. - The estimate is based on paid claims data through April 30, 2025, and includes projections for the remaining eight months of the year [4]. Group 3: Enrollment Trends - Centene's enrollment in Obamacare increased by 29% to 5.6 million members in the first quarter of the year, up from 4.3 million a year ago, despite a decrease of over 330,000 enrollees in Medicaid coverage [4]. Group 4: Legislative Context - The announcement coincides with the U.S. Senate passing a budget bill that could lead to 11 million Americans losing health insurance coverage, primarily affecting those enrolled in Obamacare and Medicaid, which Centene administers [5]. Group 5: Future Reporting - Centene is currently closing its second quarter and analyzing data, with plans to report its second quarter 2025 results and provide further insights on July 25 [6].

Core Viewpoint - Centene Corporation has withdrawn its previous 2025 GAAP and adjusted diluted earnings per share (EPS) guidance due to lower-than-expected market growth and higher morbidity rates in the Health Insurance Marketplace [1][3]. Group 1: Financial Guidance and Market Analysis - The company analyzed 2025 Marketplace data from Wakely, covering 22 of its 29 states, which represents approximately 72% of its Marketplace membership [2]. - The preliminary analysis indicates a reduction in the full year net risk adjustment revenue transfer expectation by approximately $1.8 billion, leading to an adjusted diluted EPS impact of about $2.75 [4]. - The company anticipates further reductions in net risk adjustment revenue transfer expectations for the remaining seven states based on observed morbidity trends [5]. Group 2: Future Pricing and Market Strategy - Centene has begun the process of refiling 2026 Marketplace rates to reflect a higher projected baseline of Marketplace morbidity than previously expected [6]. - The company expects to implement corrective pricing actions for 2026 in states representing a substantial majority of its Marketplace membership [6]. Group 3: Medicaid and Medicare Performance - The Medicaid business has seen a step-up in medical cost trends, particularly in behavioral health, home health, and high-cost drugs, with expectations for a higher Medicaid Health Benefits Ratio (HBR) in Q2 2025 compared to Q1 2025 [8]. - The Medicare Advantage and Medicare Prescription Drug Plan businesses are performing better than expected in Q2 2025, contributing positively to the company's overall financial performance [9]. Group 4: Upcoming Reporting - The company is in the process of closing Q2 2025 and will report results and provide additional insights on July 25, 2025 [10].

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.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are undervalued, leaving ...

Key Takeaways UnitedHealth Group Incorporated (UNH) was recently dropped from several Russell growth-style indices including the Russell Top 200 Growth, Russell 1000 Growth, and Russell 3000 Growth, effective June 30, 2025, according to Simply Wall St. The decision reflects both a sharp decline in UNH's stock price and a shift away from traditional growth metrics. Earlier, Mizuho had warned that UnitedHealth's surging volatility and deep market value erosion might even jeopardize its place in the Dow Jones ...

NEW YORK, June 30, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Elevance Health, Inc. (NYSE: ELV) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in Elevance you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/elevance-health-inc. Investors have until July 11, 2025, to ask the Court to be appointed t ...

BLOOMFIELD, Conn., June 30, 2025 /PRNewswire/ -- The Cigna Group Foundation, the philanthropic arm of The Cigna Group (NYSE: CI), today announced its second round of grant recipients supporting youth mental health. As part of this grant program, The Cigna Group Foundation has allocated $9 million to nonprofit organizations over three years to positively impact the youth mental health crisis."Our kids and teens across the United States continue to struggle with mental health issues in the post-pandemic world ...

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Elevance Health, Inc. common stock during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1][2]. Group 1: Class Action Details - The Class Period for the Elevance Health, Inc. common stock is from April 18, 2024, to October 16, 2024 [1]. - Investors may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1]. - A lead plaintiff must file a motion with the Court by July 11, 2025, to represent other class members in the litigation [2]. Group 2: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company at the time [3]. - The firm was ranked No. 1 by ISS Securities Class Action Services for the number of securities class action settlements in 2017 and has consistently ranked in the top 4 since 2013 [3]. - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering significant amounts for clients [3]. Group 3: Case Allegations - The lawsuit alleges that Elevance Health, Inc. made false or misleading statements regarding the Medicaid redetermination process and its impact on financial guidance [4]. - It is claimed that the acuity and utilization of Medicaid members increased significantly, contrary to the company's assurances to investors [4]. - The misrepresentation of the Medicaid situation led to investor damages when the true details became public [4].

Core Insights - Artificial intelligence (AI) has significant potential to transform various sectors within the healthcare industry, particularly in drug discovery and clinical trials [2] - UnitedHealth Group is identified as a potential growth opportunity due to its intersection with AI technology, despite facing challenges in 2025 [3][7] Group 1: UnitedHealth Group's Current Challenges - UnitedHealth Group has faced a challenging year in 2025, with a significant drop in stock price by 40%, making it the poorest-performing stock in the Dow Jones Industrial Average [5][7] - The company revised its financial guidance, indicating a lower-than-expected earnings outlook due to higher utilization rates in its Medicare Advantage program and reduced reimbursements in its pharmacy benefits management platform [5][7] Group 2: AI's Potential Impact on UnitedHealth Group - AI can enhance forecasting accuracy by training models on claims data, which can be integrated into electronic health records (EHR) to predict utilization trends more effectively [9] - Predictive models built using AI can assess patient risk profiles in greater detail, potentially improving reimbursement forecasts for UnitedHealth's Optum business [10] - Natural language processing (NLP) can create scenario models to simulate business impacts based on regulatory changes, aiding in strategic planning during political uncertainty [11] Group 3: Future Outlook for UnitedHealth Group - Despite current operational challenges, management believes the company can improve its position by 2026 [14] - The stock is currently trading near a five-year low, suggesting it may be undervalued, and patient investors could see rewards as the company adapts to AI advancements [12][16]

Core Viewpoint - A lawsuit has been filed against Elevance Health, Inc. and certain senior executives for potential violations of federal securities laws, specifically related to the management of Medicaid benefits during the COVID-19 pandemic [1][2]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Southern District of Indiana, captioned Miller v. Elevance Health, Inc., et al., No. 25-cv-0092 [2]. - Investors who purchased Elevance common stock are encouraged to seek additional information and may request to be appointed to lead the case by July 11, 2025 [2]. Group 2: Background on Medicaid Management - Elevance provides health insurance plans, including contracts with states to administer Medicaid benefits [3]. - The federal government paused the review of Medicaid eligibility during COVID-19, which resumed in 2023, leading to increased scrutiny of Medicaid members [3]. Group 3: Allegations of Misrepresentation - Elevance allegedly misrepresented its monitoring of cost trends associated with the Medicaid redetermination process and the sufficiency of negotiated rates to address patient risk profiles [4]. - The redetermination process reportedly caused a significant increase in the acuity and utilization of Elevance's Medicaid members, which was not reflected in the company's financial guidance for 2024 [5]. Group 4: Stock Performance and Financial Impact - Following Elevance's announcement on July 17, 2024, regarding increased Medicaid utilization, the stock price fell by $32.21, or nearly 6%, from $553.14 to $520.93 per share [6]. - On October 17, 2024, Elevance reported Q3 2024 results, missing EPS expectations by $1.33, or 13.7%, due to elevated medical costs in its Medicaid business, resulting in a stock price decline of $52.61, or nearly 11%, from $496.96 to $444.35 per share [7].

The stock market is in an odd place. Tech valuations, from a historical standpoint, look stretched to the breaking point.Want proof? The average price-to-earnings (P/E) ratio of the "Magnificent Seven" currently stands at an eye-popping 55.5. Still, there are several compelling bargains in today's market.Here is an overview of two incredible growth stocks I'd buy right now. The insurtech revolution nobody's watchingOscar Health (OSCR 6.72%) is doing something remarkable in the stodgy health insurance indust ...