Humana Has A 'Positive 6-Month Catalyst Path,' Says Bullish Analyst
Humana Has A 'Positive 6-Month Catalyst Path,' Says Bullish Analyst
Humana Inc (NYSE:HUM) recently inked an in-network deal with the University of Alabama at Birmingham's (UAB) Health System to provide Medicare Advantage members in the state greater access to care.
Humana公司（NYSE：HUM）最近與阿拉巴馬大學伯明翰分校（UAB）的健康系統簽署了互惠協議，爲該州的醫療保險會員提供更廣泛的醫療服務。
The leadership of the new CEO, Jim Rechtin, who is joining on July 1, could accelerate the company's turnaround, according to Piper Sandler.
據派傑投資公司稱，即將於7月1日上任的新CEO吉姆·雷奇廷的領導力可能加速該公司的轉型進程。
The Humana Analyst: Jessica Tassan initiated coverage of Humana with an Overweight rating and price target of $392.
Humana分析師：傑西卡·塔桑（Jessica Tassan）發起對Humana的覆蓋，評級爲Overweight，並制定了392美元的價格目標。
The Humana Thesis: The company's turnaround is "well underway," and earnings are likely to trough this year, Tassan said in the initiation note.
Humana分析師稱：公司的轉型“已經在積極推進中”，今年的收益可能將見底，塔桑在初始報告中表示。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
Humana has a "positive 6-month catalyst path," starting with the raising of its 2024 adjusted earnings guidance as early as during the second-quarter earnings call, she stated.
該公司在未來6個月的重要催化劑路徑上，從第二季度業績會開始上調其2024年調整後的收益指引，她說。
"We believe the company's purpose-built healthcare delivery and services infrastructure should improve outcomes and bend the cost curve through center-based, at-home and pharmacy care over time," the analyst wrote.
分析師寫道：“我們相信公司專爲醫療服務業打造的交付與服務基礎設施將通過基於中心的、居家和藥房的護理持續改善結果並曲線扭轉成本。”
"In public appearances since the 1Q24 print, HUM management has stated that inpatient admissions are trending in line with expectations but that unit costs could be favorable," she further said.
她進一步表示：“自1Q24公佈以來，在公開露面時，HUM管理層已經表示，住院收入趨勢與預期相符，但單位成本可能是有利的。”
HUM Price Action: Shares of Humana had risen by 1.30% to $360.42 at the time of publication on Wednesday.
HUM價格走勢：週三發表時，Humana股票上漲1.30％，至360.42美元。
Photo: T. Schneider via Shutterstock
照片：T. Schneider通過shutterstock
譯文內容由第三人軟體翻譯。