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 $33.20, in light of the continued 'elevated' Medicare coding intensity, even after the resumption of prior authorization, along with Medicaid acuity challenges. However, these issues are expected to be 'transitory'.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
TD Cowen分析師Ryan Langston首次給予$聯合健康 (UNH.US)$買入評級，目標價609美元。
根據TipRanks數據顯示，該分析師近一年總勝率為63.6%，總平均回報率為5.8%。
此外，綜合報道，$聯合健康 (UNH.US)$近期主要分析師觀點如下：
UnitedHealth25財年高端每股收益約爲30美元的早期跡象被認爲是比以前的做法更爲保守的估計，這似乎影響了該股的表現。但是，它被認爲是公司應該能夠相對輕鬆地超越的 「低門檻」。
在最近受低於預期的指導數據影響下，UnitedHealth的股票遭到拋售，此後，人們認爲，與競爭對手相比，該公司處於更有利的地位，並有可能通過增加市場份額實現增長。儘管Medicare Advantage行業在費率和報銷方面遇到了挑戰，但UnitedHealth的Medicare Advantage業務仍然盈利，因此可以對這些壓力做出戰略性回應。UnitedHealth第三季度報告發布後，每股收益估計值略有下降，適用於這些修訂估計值的估值倍數也有所調整。
該分析師將25財年的每股收益預測下調了1.11美元，至29.70美元，將26財年的每股收益預測下調了1.14美元，至33.20美元，這是因爲即使在恢復事先授權之後，醫療保險編碼強度仍在繼續 「升高」，以及醫療補助敏銳度方面的挑戰。但是，這些問題預計將是 「暫時的」。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
