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:
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.
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TD Cowen分析師Ryan Langston維持$聯合健康 (UNH.US)$買入評級，維持目標價609美元。
根據TipRanks數據顯示，該分析師近一年總勝率為63.6%，總平均回報率為5.8%。
此外，綜合報道，$聯合健康 (UNH.US)$近期主要分析師觀點如下：
UnitedHealth關於其2025財年每股收益的早期信號表明，上限約爲30美元，與之前的趨勢相比，這一立場更爲謹慎，顯然對該股產生了影響。儘管如此，一位分析師在業績後的簡報會上表示，這被視爲公司應該能夠相對輕鬆地超越的 「低門檻」。
UnitedHealth最近在2025年指引下拋售股票，但未達到預期，這引起了人們對其相對於競爭對手的比較優勢的關注，預期收益將來自市場份額的增長。儘管Medicare Advantage行業面臨費率和報銷壓力，但由於其併購板塊的盈利能力，UnitedHealth被認爲有能力應對這些挑戰。在公司發佈第三季度報告後，每股收益預測略有下降，同時適用於這些修訂估算的倍數也有所下降。
該公司在公佈第三季度業績後更新了模型，現在將重點放在即將到來的12月4日投資者日上，以便更清楚地了解2025年每股收益的預測、Medicare Advantage的入學趨勢，以及對醫療補助費率環境的進一步見解。
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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。
