Insurer Stocks Soar After CMS Finalizes 2027 Medicare Payments
CMS boosts 2027 Medicare payments 2.5%, giving insurers $13B+, keeping plans stable and seniors’ benefits solid. Stocks jump.
/ 9 items
#MOH↓
Wells Fargo Slashes Molina Healthcare Rating and Price Target Amid Medicaid Cost Concerns
Wells Fargo has downgraded Molina Healthcare to Equal Weight and lowered its price target to $141, citing concerns over Medicaid-related risks, overly optimistic guidance, and recent weak results.
Molina Healthcare Plunges on Weak 2026 Profit Outlook
Molina Healthcare shares drop 29% after forecasting 2026 earnings at $5/share vs. Wall Street's $13.71 estimate, while exiting Medicare Part D amid rising medical costs.
Trump Administration Proposes Near-Flat Medicare Advantage Rates, Disappointing Insurers
Trump's CMS proposes minimal 0.09% Medicare payment increase for 2027, far below Wall Street's 4-6% expectations, while eliminating controversial billing practices.
Michael Burry Compares Molina Healthcare to Warren Buffett's Geico Investment
Big Short investor Michael Burry sees Molina Healthcare as today's Geico, calling it undervalued with strong fundamentals despite 43% stock decline in 2025.
Senate Fails to Save Obamacare Subsidies; Premiums Will Soar
Over 20 million Americans face sharply higher health insurance costs after the Senate rejected both Republican and Democratic plans to extend expiring Affordable Care Act tax credits.