TD Cowen analyst Ryan Langston initiates coverage on $UnitedHealth (UNH.US)$ with a buy rating, and sets the target price at $609.
According to TipRanks data, the analyst has a success rate of 63.6% and a total average return of 5.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $UnitedHealth (UNH.US)$'s main analysts recently are as follows:
The early indication of UnitedHealth's FY25 EPS being approximately $30 at the high-end was viewed as a more conservative estimate than previous practices, which appears to be influencing the stock's performance. However, it is considered 'a low bar' that the company should be able to surpass with relative ease.
Following the recent sell-off of UnitedHealth's stock influenced by guidance figures that fell short of expectations, there is a belief that the company stands in a more favorable position compared to its competitors, with potential for growth through increased market share. Despite the Medicare Advantage industry encountering challenges with rates and reimbursements, UnitedHealth's Medicare Advantage business remains profitable, allowing for a strategic response to these pressures. After the release of UnitedHealth's third-quarter report, there has been a slight reduction in earnings per share estimates and an adjustment in the valuation multiple applied to these revised estimates.
The analyst has revised the earnings per share forecast for FY25 down by $1.11 to $29.70 and for FY26 by $1.14 to $33.20, in light of the continued 'elevated' Medicare coding intensity, even after the resumption of prior authorization, along with Medicaid acuity challenges. However, these issues are expected to be 'transitory'.
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TD Cowen分析师Ryan Langston首予$联合健康 (UNH.US)$买入评级，目标价609美元。
根据TipRanks数据显示，该分析师近一年总胜率为63.6%，总平均回报率为5.8%。
此外，综合报道，$联合健康 (UNH.US)$近期主要分析师观点如下：
UnitedHealth25财年高端每股收益约为30美元的早期迹象被认为是比以前的做法更为保守的估计，这似乎影响了该股的表现。但是，它被认为是公司应该能够相对轻松地超越的 “低门槛”。
在最近受低于预期的指导数据影响下，UnitedHealth的股票遭到抛售，此后，人们认为，与竞争对手相比，该公司处于更有利的地位，并有可能通过增加市场份额实现增长。尽管Medicare Advantage行业在费率和报销方面遇到了挑战，但UnitedHealth的Medicare Advantage业务仍然盈利，因此可以对这些压力做出战略性回应。UnitedHealth第三季度报告发布后，每股收益估计值略有下降，适用于这些修订估计值的估值倍数也有所调整。
该分析师将25财年的每股收益预测下调了1.11美元，至29.70美元，将26财年的每股收益预测下调了1.14美元，至33.20美元，这是因为即使在恢复事先授权之后，医疗保险编码强度仍在继续 “升高”，以及医疗补助敏锐度方面的挑战。但是，这些问题预计将是 “暂时的”。
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分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
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