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healthcare: Archive

Zacks Equity Research

CVS Q2 Earnings Call Pairs Aetna Recovery With 2027 PBM Risks

CVS Health lifts its 2026 outlook on Aetna's recovery and retail strength while flagging 2027 pressure from 340B changes and Caremark membership declines.

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Rajshree Sipani

UnitedHealth vs. Centene: Which Managed Care Stock Is the Better Buy?

UNH's diversified platform, AI expansion and Optum momentum strengthen its long-term outlook, making it the stronger managed care pick over CNC.

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Kaibalya Pravo Dey

UnitedHealth's Cost-Control Story is Gaining Momentum: Time to Buy?

UNH's improving cost control, lower medical costs and higher 2026 outlook are boosting confidence as its profitability recovery gains traction.

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Mark Zinski

2 Microcaps With Gross Margin Catalysts

CSBR and CEPL have levers in place for Gross Margin improvement.

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Kaibalya Pravo Dey

Is Centene Stock a Smart Buy Ahead of Q2 Earnings? Key Estimates

CNC reports Q2 results July 28 as investors weigh improving profitability against membership declines and revenue pressure ahead of earnings.

CNCNegative Net Change HUMNegative Net Change MOHNegative Net Change

Zacks Equity Research

UnitedHealth Q2 Earnings Call Focuses on Reset and Durable Growth

UNH lifts its 2026 outlook as Medicare and Optum improve, while commercial cost pressures delay margin recovery and keep management focused on execution.

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Kaibalya Pravo Dey

Centene Stock Soars 66% YTD: Should Investors Chase the Rally?

CNC stock's 66% rally reflects improving margins, stronger cash flow and renewed earnings growth, but can the turnaround keep gaining momentum?

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Kaibalya Pravo Dey

Is UNH Stock Worth Buying Ahead of Q2 Earnings? Key Estimates to Watch

UnitedHealth faces Q2 pressure from membership declines, but medical cost management and long-term growth initiatives keep investors focused on July 16 results.

UNHNegative Net Change HUMNegative Net Change MOHNegative Net Change

Urmimala Biswas

Healthcare REITs in Focus as a Long-Term Bet on Aging Demographics

Healthcare REITs like Welltower are benefiting from aging demographics, rising senior housing demand and improving occupancy as new supply stays constrained.

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Rajshree Sipani

UnitedHealth vs. Humana: Which Healthcare Leader Is a Better Bet Now?

UNH's diversified platform, AI investments and stronger earnings outlook give it an edge over Medicare-focused rival HUM.

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