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smart-health: Archive

Zacks Equity Research

Can Centene's Medicare Advantage Strategy Unlock Better Margins?

CNC is set to reshape its Medicare Advantage business around dual-eligible members and a simpler footprint to drive margin recovery.

CNCPositive Net Change UNHNegative Net Change ELVPositive Net Change

Rajshree Sipani

Can UnitedHealth's AI Strategy Strengthen Optum Insight's Growth?

UNH is investing nearly $1.5B in AI to expand Optum Insight's software offerings, boost efficiency and unlock new growth opportunities.

UNHNegative Net Change HUMPositive Net Change CNCPositive Net Change

Piyali Saha Sikdar

Here's Why Teladoc's Integrated Care Business Deserves More Attention

TDOC's Integrated Care is driving profitability as chronic care gains traction, potentially making it the company's key earnings driver.

TDOCPositive Net Change HIMSPositive Net Change OMDANegative Net Change

Rajshree Sipani

Is UnitedHealth Finally Turning the Corner After a Tough 2025?

UNH is showing signs of recovery as medical costs improve, Optum gains momentum and 2026 earnings guidance rises.

UNHNegative Net Change HUMPositive Net Change ELVPositive Net Change

Zacks Equity Research

The Case for Holding MetLife Stock: What Investors Need to Know

MET's diversified portfolio, strong cash generation and global growth support premium gains, while investment income volatility remains a key risk.

METPositive Net Change THGPositive Net Change HIPONegative Net Change SLDEPositive Net Change