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healthcare: Archive

Rajshree Sipani

UNH vs. ELV: Which Managed Care Stock Has the Edge Today?

Elevance Health is edging past UnitedHealth as Carelon's growth, strategic exits and a cheaper valuation shape a stronger near-term setup.

UNHPositive Net Change ELVNegative Net Change

Urmimala Biswas

The Longevity Shift: Healthcare REITs to Benefit From Global Aging

WELL, VTR, CTRE and OHI are tapping the longevity economy as aging populations drive rising demand for senior housing, skilled nursing and long-term care real estate.

VTRPositive Net Change OHIPositive Net Change CTREPositive Net Change WELLPositive Net Change

Urmimala Biswas

Tempus AI Revenue Jumps 85% as Pricing Catalysts Line Up

Tempus AI's Q3 revenue surged as oncology and hereditary testing led the way, margins improved, and pricing tailwinds and regulatory milestones took shape.

TXGNegative Net Change DOCSNegative Net Change TEMNegative Net Change

Urmimala Biswas

Tempus AI Near $75 Target? Valuation, Upside and Risks

Tempus AI's rally meets a $75 target. Here's how valuation, catalysts, risks, and key numbers set up the risk-reward into 2026.

TXGNegative Net Change DOCSNegative Net Change TEMNegative Net Change

Urmimala Biswas

Is Tempus AI Stock a Buy Now or a Hold After a Big 2025 Run?

Tempus AI rallies in 2025, but a Hold rank and mixed style scores argue for patience until pricing, FDA, and MRD milestones firm up.

IQVNegative Net Change GHNegative Net Change TEMNegative Net Change

Urmimala Biswas

Tempus AI: Data Flywheel and MRD Expansion Reshape the Outlook

Tempus AI's data engine, MRD buildout and ADLT milestones set the stage for faster growth while profitability metrics turn the corner.

ILMNNegative Net Change GHNegative Net Change TEMNegative Net Change

Urmimala Biswas

Tempus AI: Revenue Mix and 2026 Growth Outlook Explained

Tempus AI's balanced genomics and data engine is scaling fast as profitability metrics improve and 2026 revenue targets approach the billion-plus mark.

EXASNegative Net Change GHNegative Net Change TEMNegative Net Change

Kaibalya Pravo Dey

Is UnitedHealth's Valuation Dip & Divestment Diet a Real Buy Window?

UNH trades below its five-year median P/E as it navigates margin pressure, membership declines and strategic divestments.

UNHPositive Net Change HUMPositive Net Change ELVNegative Net Change

Rajshree Sipani

Battle of Benefits: Will UNH Deliver the Bigger Dose or CVS? (Revised)

CVS's rising margins, stronger guidance and sharper valuation edge make it stand out in the UNH vs. CVS upside debate.

UNHPositive Net Change CVSPositive Net Change

Rajshree Sipani

Battle of Benefits: Will UNH Deliver the Bigger Dose or CVH?

CVS's rising margins, stronger guidance and sharper valuation edge make it stand out in the UNH vs. CVS upside debate.

UNHPositive Net Change CVSPositive Net Change