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 $30 at the high-end, which represents a more conservative stance than previous practices, seems to be affecting the stock's performance. Nonetheless, this is perceived as 'a low bar' that the company is expected to surpass with ease.
Following UnitedHealth's stock selloff due to the less optimistic 2025 guidance, there is a focus on the company's favorable position compared to its competitors and the anticipated benefits from market share growth. Despite pressures on rates and reimbursement in the Medicare Advantage industry, UnitedHealth is well-equipped to handle these challenges, as its Medicare Advantage business remains profitable. Post the company's Q3 report, earnings per share estimates have been adjusted alongside a revised valuation multiple.
Following UnitedHealth's Q3 outcomes, expectations for the company's future earnings have been tempered. The forecast for FY25 EPS has been reduced to reflect ongoing heightened Medicare coding intensity, despite the resumption of prior authorization. Additionally, challenges due to Medicaid acuity are anticipated, but these are expected to be short-lived.
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汇丰银行分析师Sidharth Sahoo下调$联合健康 (UNH.US)$至持有评级，并将目标价从580美元上调至595美元。
根据TipRanks数据显示，该分析师近一年总胜率为42.9%，总平均回报率为3.5%。
此外，综合报道，$联合健康 (UNH.US)$近期主要分析师观点如下：
早期迹象表明，UnitedHealth25财年高端每股收益约为30美元，这代表了比以前的做法更为保守的立场，这似乎影响了该股的表现。尽管如此，这仍被视为公司有望轻松超越的 “低门槛”。
由于2025年指引不那么乐观，UnitedHealth遭到股票抛售，此后，人们关注的是该公司与竞争对手相比的有利地位以及市场份额增长的预期收益。尽管Medicare Advantage行业面临费率和报销压力，但UnitedHealth有能力应对这些挑战，因为其Medicare Advantage业务仍然盈利。发布公司第三季度报告后，每股收益估计值与修订后的估值倍数一起进行了调整。
继UnitedHealth公布第三季度业绩之后，对公司未来收益的预期有所减弱。尽管恢复了事先授权，但对25财年每股收益的预测已下调，以反映医疗保险编码强度的持续提高。此外，由于医疗补助的敏锐性，预计会面临挑战，但这些挑战预计将是短暂的。
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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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