HSBC analyst Sidharth Sahoo downgrades $UnitedHealth (UNH.US)$ to a hold rating, and adjusts the target price from $580 to $595.
According to TipRanks data, the analyst has a success rate of 42.9% and a total average return of 3.5% 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 $30 at the high-end, which represents a more conservative stance than previous practices, seems to be affecting the stock's performance. Nonetheless, this is perceived as 'a low bar' that the company is expected to surpass with ease.
Following UnitedHealth's stock selloff due to the less optimistic 2025 guidance, there is a focus on the company's favorable position compared to its competitors and the anticipated benefits from market share growth. Despite pressures on rates and reimbursement in the Medicare Advantage industry, UnitedHealth is well-equipped to handle these challenges, as its Medicare Advantage business remains profitable. Post the company's Q3 report, earnings per share estimates have been adjusted alongside a revised valuation multiple.
Following UnitedHealth's Q3 outcomes, expectations for the company's future earnings have been tempered. The forecast for FY25 EPS has been reduced to reflect ongoing heightened Medicare coding intensity, despite the resumption of prior authorization. Additionally, challenges due to Medicaid acuity are anticipated, but these are expected to be short-lived.
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匯豐銀行分析師Sidharth Sahoo下調$聯合健康 (UNH.US)$至持有評級，並將目標價從580美元上調至595美元。
根據TipRanks數據顯示，該分析師近一年總勝率為42.9%，總平均回報率為3.5%。
此外，綜合報道，$聯合健康 (UNH.US)$近期主要分析師觀點如下：
早期跡象表明，UnitedHealth25財年高端每股收益約爲30美元，這代表了比以前的做法更爲保守的立場，這似乎影響了該股的表現。儘管如此，這仍被視爲公司有望輕鬆超越的 「低門檻」。
由於2025年指引不那麼樂觀，UnitedHealth遭到股票拋售，此後，人們關注的是該公司與競爭對手相比的有利地位以及市場份額增長的預期收益。儘管Medicare Advantage行業面臨費率和報銷壓力，但UnitedHealth有能力應對這些挑戰，因爲其Medicare Advantage業務仍然盈利。發佈公司第三季度報告後，每股收益估計值與修訂後的估值倍數一起進行了調整。
繼UnitedHealth公佈第三季度業績之後，對公司未來收益的預期有所減弱。儘管恢復了事先授權，但對25財年每股收益的預測已下調，以反映醫療保險編碼強度的持續提高。此外，由於醫療補助的敏銳性，預計會面臨挑戰，但這些挑戰預計將是短暫的。
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