Molina Healthcare (MOH) has been generating significant attention from investors and analysts alike, due to its promising growth potential, despite a Medicaid cut. The company has seen multiple adjustments in its price target by Barclays, yet the bank maintains a hold recommendation on the MOH stock. Notably, the company has reported YoY revenue increase to US$40,650 million, along with strong full-year growth, despite some dips in its Q4 earnings. Reflecting this performance, Molina Healthcare is among top holdings for renowned investor Michael Burry. Moreover,
Molina Healthcare has reported better-than-expected sales for Q4, suggesting strong market resilience. In a bullish note, Morgan Stanley initiated coverage on Molina Healthcare with an overweight rating. Notably, the healthcare provider's
Q1 Earnings Call highlighted revenue beat driven by membership growth, and guidance reaffirmed despite potential rate and cost trends. Furthermore, Molina Healthcare's first quarter 2025 earnings beat expectations in terms of revenues, although EPS was in line with projections. The focus now shifts to its second quarter 2025 earnings. Amidst all the financial updates, Molina's ability to win contracts such as the Illinois contract, and successful acquisitions such as ConnectiCare's 140k-strong member base demonstrate its strategic market aptitude.
Molina Healthcare MOH News Analytics from Wed, 11 Sep 2024 07:00:00 GMT to Fri, 13 Jun 2025 13:55:02 GMT -
Rating 7
- Innovation 6
- Information 8
- Rumor -2