Bernstein analyst Lance Wilkes upgrades $Humana (HUM.US)$ to a buy rating, and adjusts the target price from $405 to $308.
According to TipRanks data, the analyst has a success rate of 71.7% and a total average return of 14.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Humana (HUM.US)$'s main analysts recently are as follows:
The assessment of Humana's financial outlook has seen a revision, with expectations for FY26 EPS being adjusted following the company's recent 8-K, which highlighted a decline in star ratings based on preliminary Medicare Advantage performance data. Nevertheless, the current valuation takes into account the company's mitigation initiatives planned for 2027, as well as the possible positive outcomes from pending appeals.
Despite Humana's capability to annually reprice its Medicare Advantage plans and the potential to enhance star ratings each year, the company's overall path to recovery is now perceived as overly complex. The timeline for regaining normalized margins could extend past 2027 unless there are effective appeals for star ratings.
The most significant factor for Humana is the Medicare Advantage stars appeal. While the company's third quarter performance is satisfactory, an unsuccessful appeal is being factored into forecasts, which suggests that even projected 2027 earnings per share may not surpass those of 2024.
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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聯博集團分析師Lance Wilkes上調$哈門那 (HUM.US)$至買入評級，並將目標價從405美元下調至308美元。
根據TipRanks數據顯示，該分析師近一年總勝率為71.7%，總平均回報率為14.3%。
此外，綜合報道，$哈門那 (HUM.US)$近期主要分析師觀點如下：
對Humana財務前景的評估進行了修訂，繼該公司最近的8k之後，對26財年每股收益的預期進行了調整，該指數突顯了根據Medicare Advantage的初步業績數據得出的星級評級下降。儘管如此，目前的估值考慮了該公司計劃於2027年採取的緩解舉措，以及未決上訴可能產生的積極結果。
儘管Humana有能力每年對其Medicare Advantage計劃進行重新定價，並且有可能每年提高星級評級，但該公司的整體復甦之路現在被認爲過於複雜。除非對星級評級提出有效呼籲，否則恢復正常利潤率的時間表可能會延至2027年以後。
對Humana來說，最重要的因素是Medicare Advantage明星的吸引力。儘管該公司第三季度的業績令人滿意，但預測中考慮了上訴失敗的因素，這表明即使是預計的2027年每股收益也可能無法超過2024年的水平。
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