TD Cowen analyst Ryan Langston maintains $UnitedHealth (UNH.US)$ with a buy rating, and maintains 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 signal from UnitedHealth regarding its fiscal year 2025 earnings per share, suggesting approximately $30 at the upper end, represents a more cautious stance compared to previous tendencies and has evidently impacted the stock. Nonetheless, it is perceived as a 'low bar' that the company should be able to surpass with relative ease, according to an analyst in a post-earnings briefing.
The recent sell-off in UnitedHealth's stock following guidance for 2025 that didn't meet expectations has drawn attention to its comparative advantages over competitors, with anticipated benefits arising from market share growth. Despite pressures on rates and reimbursements within the Medicare Advantage industry, UnitedHealth is considered well-equipped to handle these challenges due to the profitability of its MA segment. Post the company's Q3 report, earnings per share forecasts have been modestly reduced, alongside a decrease in the multiple applied to these revised estimates.
The firm has updated its model post the third-quarter results, and is now focusing on the upcoming Investor Day on December 4th for a clearer perspective on the 2025 EPS forecast, Medicare Advantage enrollment trends, and further insights into the Medicaid rate environment.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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TD Cowen分析师Ryan Langston维持$联合健康 (UNH.US)$买入评级，维持目标价609美元。
根据TipRanks数据显示，该分析师近一年总胜率为63.6%，总平均回报率为5.8%。
此外，综合报道，$联合健康 (UNH.US)$近期主要分析师观点如下：
UnitedHealth关于其2025财年每股收益的早期信号表明，上限约为30美元，与之前的趋势相比，这一立场更为谨慎，显然对该股产生了影响。尽管如此，一位分析师在财报后的简报会上表示，这被视为公司应该能够相对轻松地超越的 “低门槛”。
UnitedHealth最近在2025年指引下抛售股票，但未达到预期，这引起了人们对其相对于竞争对手的比较优势的关注，预期收益将来自市场份额的增长。尽管Medicare Advantage行业面临费率和报销压力，但由于其并购板块的盈利能力，UnitedHealth被认为有能力应对这些挑战。在公司发布第三季度报告后，每股收益预测略有下降，同时适用于这些修订估算的倍数也有所下降。
该公司在公布第三季度业绩后更新了模型，现在将重点放在即将到来的12月4日投资者日上，以便更清楚地了解2025年每股收益的预测、Medicare Advantage的入学趋势，以及对医疗补助费率环境的进一步见解。
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TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
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。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
