Health Care
Managed Health Care
4 companies under coverage.
Coverage
Managed Health Care
Equity Research
Centene Corp (CNC)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $116, +81% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
Elevance Health Inc (ELV)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $669, +73% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
UnitedHealth Group Incorporated (UNH)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $728, +75% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
Humana Inc (HUM)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $386, -3% vs spot. It needs Gross Margin to surprise to the upside.