Latest news with #AndrewMok
Yahoo
22-07-2025
- Business
- Yahoo
Analysts Trim Price Targets but See Long-Term Value in UnitedHealth (UNH)
UnitedHealth Group Inc. (NYSE:UNH) is one of the most oversold S&P 500 stocks so far in 2025. While the stock was down only marginally in 2024, it has declined substantially in 2025, placing it among the top three oversold stocks. The downturn primarily began with a weak quarterly result and a revision of guidance in April 2025, and was further exacerbated by the CEO's stepping down and the suspension of guidance in May. As the company approaches its Q2 2025 earnings results, guidance, and management's growth plan have come under renewed scrutiny. On July 9, Barclays analyst Andrew Mok revised his price target on the company, lowering it from $350 to $337 ahead of the company's Q2 earnings release scheduled for July 29. Despite the adjustment, he maintained a Buy rating on the stock. An older Medicare-eligible consumer smiling happily while receiving healthcare services at a clinic. The lower target reflects a reduction in Mok's earnings per share forecast for 2026. While he hasn't changed his positive view on the company's long-term potential, the revision suggests a more cautious stance on its earnings outlook over the next couple of years. In a similar move, Wolfe Research analyst Justin Lake had also lowered his price target for the shares to $330 from $363, while reiterating his Buy rating on July 10. Lake now pencils in a lower EPS due to headwinds in Medicaid and health insurance exchanges, as well as higher expenses to bring the company on track. UnitedHealth Group Inc. (NYSE:UNH) is a healthcare company that provides health insurance and healthcare solutions in the U.S. and globally under the UnitedHealthcare and Optum brands. While we acknowledge the potential of UNH as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: Harvard University Stock Portfolio: Top 10 Stock Picks and . Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
11-07-2025
- Business
- Business Insider
Barclays Cuts UnitedHealth Stock (UNH) Price Target as Q2 Earnings Loom
Barclays lowered the price target for UnitedHealth Group (UNH) stock to $337 from $350, ahead of the health insurance and managed care services provider's second-quarter earnings on July 29. While analyst Andrew Mok slashed the price target to reflect a lower EPS (earnings per share) estimate for 2026, he retained a Buy rating on UNH stock. Don't Miss TipRanks' Half-Year Sale Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Wall Street expects UnitedHealth to report EPS of $4.88 for Q2 2025, marking a more than 28% year-over-year decline. UNH stock has plunged 40% year-to-date, due to the Department of Justice's (DOJ) probe into the company's Medicare billing practices, rising medical costs, mainly in the Medicare Advantage (MA) segment, an abrupt CEO exit, and weak Q1 earnings. Barclays Lowers Price Target But Remains Bullish on UNH Stock Mok expects UnitedHealth to reinstate its 2025 EPS guidance in the $20 to $21 range, which reflects a 26% decline from the previous year. This outlook indicates MA margins in the range of 0.5% to 1.0%, which the analyst noted is in line with investor expectations. The analyst contends that while the market is seeking an achievable EPS guidance in the current scenario, he is looking for an 'aggressive 2026 MA bid/benefit commentary' that supports long-term EPS growth in the range of 13% to 16%, given the lower starting point. Mok believes that such guidance would outline a credible path back to EPS of more than $23 for 2026. Mok added that without strong guidance, investors will have to 'rely on multiple expansion for an attractive return,' which he believes is less compelling in the current cost trend environment. Given margin pressures and the ongoing headwinds, Mok lowered his 2025 and 2026 EPS estimates from $22.70 to $20.05 and from $25.02 to $23.02, respectively. While the analyst lowered his price forecast for UNH, he remains bullish and contends that the stock deserves a premium valuation compared to its diversified peers due to faster earnings growth from Optum and balanced exposure across MA, Medicaid, Commercial, and Individual Affordable Care Act (ACA). What Is the Stock Price Forecast for UNH Stock? Given the current challenges, Wall Street has a Moderate Buy consensus rating on UnitedHealth stock based on 18 Buys, eight Holds, and one Sell recommendation. The average UNH stock price target of $360.04 indicates about 19% upside potential from current levels.
Yahoo
28-05-2025
- Business
- Yahoo
Barclays Raises Privia Health (PRVA) PT to $24 on Strong Q1 Fee-for-Service Performance
On Tuesday, Barclays analyst Andrew Mok increased the price target on Privia Health Group Inc. (NASDAQ:PRVA) to $24 from $23, while maintaining an Equal Weight rating on the shares. This revision follows Privia Health's Q1 2025 report, which demonstrated steady progress with modest outperformance in its fee-for-service business. A physician leveraging innovative technology to enable their patient care decisions. In Q1, Privia Health reported a 12.8% year-over-year increase in Practice Collections and reached $798.6 million. This growth contributed to an overall 35.1% rise in Adjusted EBITDA to $26.9 million, and an expansion of the EBITDA margin by 4.6% year-over-year. The company also successfully managed its expenses and showcased a clear path to achieving 20% EBITDA growth by 2026. Privia Health's strategic expansion, which includes the entry into the Arizona market with a $95 million transaction for IMS, which is a large multi-specialty practice, is anticipated to be EBITDA positive by Q4 2025. This will further support the company's fee-for-service operations. Privia Health Group Inc. (NASDAQ:PRVA) operates as a national physician-enablement company and collaborates with physician practices, health plans, and health systems. It offers technology and population health tools to enhance workflows. While we acknowledge the potential of PRVA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than PRVA and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey.
