Latest news with #MolinaHealthcare
Yahoo
15 hours ago
- Business
- Yahoo
Molina Healthcare (MOH) Reports Q2: Everything You Need To Know Ahead Of Earnings
Healthcare insurance company Molina Healthcare (NYSE:MOH) will be reporting earnings this Wednesday afternoon. Here's what investors should know. Molina Healthcare beat analysts' revenue expectations by 2.6% last quarter, reporting revenues of $11.15 billion, up 12.2% year on year. It was a satisfactory quarter for the company, with a decent beat of analysts' EPS estimates but customer base in line with analysts' estimates. It added 217,000 customers to reach a total of 5.75 million. Is Molina Healthcare a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Molina Healthcare's revenue to grow 10.8% year on year to $10.95 billion, slowing from the 18.7% increase it recorded in the same quarter last year. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Molina Healthcare has a history of exceeding Wall Street's expectations, beating revenue estimates every single time over the past two years by 3.2% on average. Looking at Molina Healthcare's peers in the healthcare providers & services segment, only Elevance Health has reported results so far. It beat analysts' revenue estimates by 3%, delivering year-on-year sales growth of 13.4%. The stock was down 19.7% on the results. Read our full analysis of Elevance Health's earnings results here. Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the healthcare providers & services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.1% on average over the last month. Molina Healthcare is down 39.5% during the same time. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
Yahoo
15-07-2025
- Business
- Yahoo
Does Molina Healthcare (MOH) Have a Long Runway for Growth?
Oakmark Funds, advised by Harris Associates, released its 'Oakmark Global Fund' second quarter 2025 investor letter. The fund underperformed its benchmark, the MSCI World Index (net), in the second quarter. The largest performance contributors were industrials and financials, at the sector level, while health care and energy detracted. In addition, you can check the top 5 holdings of the fund to know its best picks in 2025. In its second quarter 2025 investor letter, Oakmark Global Fund highlighted stocks such as Molina Healthcare, Inc. (NYSE:MOH). Molina Healthcare, Inc. (NYSE:MOH) offers managed healthcare services that operate through Medicaid, Medicare, Marketplace, and Other segments. The one-month return of Molina Healthcare, Inc. (NYSE:MOH) was -25.12%, and its shares lost 28.76% of their value over the last 52 weeks. On July 14, 2025, Molina Healthcare, Inc. (NYSE:MOH) stock closed at $218.95 per share with a market capitalization of $11.867 billion. Oakmark Global Fund stated the following regarding Molina Healthcare, Inc. (NYSE:MOH) in its second quarter 2025 investor letter: "Molina Healthcare, Inc. (NYSE:MOH) is a leading managed care company. The company is the fourth largest player in managed Medicaid and has consistently delivered industry-leading margins historically. In our view, this is thanks to Molina Healthcare's exceptional management team and culture of operational excellence. Moreover, we think Molina Healthcare has a long runway for growth given its small scale relative to peers and untapped opportunities in their Medicare and Marketplace business segments. Recently, the Medicaid industry has come under substantial pressure due to a challenging redetermination cycle and additional headwinds from legislation under the current administration. This provided the opportunity to, in our view, purchase shares in a best-in-class managed care company at depressed valuation on trough earnings." A doctor in scrubs shaking hands with a patient, representing the healthcare services provided to individuals and families. Molina Healthcare, Inc. (NYSE:MOH) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 38 hedge fund portfolios held Molina Healthcare, Inc. (NYSE:MOH) at the end of the first quarter, which was 48 in the previous quarter. While we acknowledge the potential of MOH 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. In another article, we covered Molina Healthcare, Inc. (NYSE:MOH) and shared the list of best growth stocks to buy with huge upside potential. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
12-07-2025
- Business
- Yahoo
Implied Volatility Surging for Molina Healthcare Stock Options
Investors in Molina Healthcare, Inc. MOH need to pay close attention to the stock based on moves in the options market lately. That is because the Sept. 19, 2025 $175 Call had some of the highest implied volatility of all equity options today. Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy. Clearly, options traders are pricing in a big move for Molina Healthcare shares, but what is the fundamental picture for the company? Currently, Molina Healthcare is a Zacks Rank #3 (Hold) in the Medical – HMOs industry that ranks in the Bottom 33% of our Zacks Industry Rank. Over the last 60 days, no analyst increased the earnings estimates for the current quarter, while two have dropped their estimates. The net effect has taken our Zacks Consensus Estimate for the current quarter from $6.12per share to $6.03 in that period. Given the way analysts feel about Molina Healthcare right now, this huge implied volatility could mean there's a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected. Check out the simple yet high-powered approach that Zacks Executive VP Kevin Matras has used to close recent double and triple-digit winners. In addition to impressive profit potential, these trades can actually reduce your risk. Click to see the trades now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Molina Healthcare, Inc (MOH) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
10-07-2025
- Business
- Yahoo
JP Morgan Reduces PT on Molina Healthcare (MOH) to $333 From $350, Keeps a Hold Rating
Molina Healthcare, Inc. (NYSE:MOH) is one of the 13 Cheap Healthcare Stocks with Huge Upside Potential. On July 7, JP Morgan analyst John Stansel maintained a neutral stance on Molina Healthcare, Inc. (NYSE:MOH), giving it a Hold rating while bringing the price target down to $333 from $350. The analyst based the rating on the company's outlook and recent financial performance. A doctor in scrubs shaking hands with a patient, representing the healthcare services provided to individuals and families. Stansel acknowledged that the company reported a preliminary fiscal Q2 adjusted EPS that was lower than expected lower than expected, primarily due to a rise in medical cost pressures across all business segments. This resulted in a drop in Molina Healthcare, Inc.'s (NYSE:MOH) 2025 EPS guidance, suggesting ongoing financial challenges. The analyst further supported the cautious outlook on Molina Healthcare, Inc. (NYSE:MOH) with the company's exposure to the ACA exchanges and Medicaid, both of which are undergoing cost pressure. However, Stansel also stated that while the company's management expects these pressures to continue into the second half of 2025, Molina Healthcare, Inc. (NYSE:MOH) maintains a stable long-term outlook. Molina Healthcare, Inc. (NYSE:MOH) provides healthcare services. Headquartered in Long Beach, CA, the company's operations are divided into the following segments: Medicaid, Medicare, Marketplace, and Other. While we acknowledge the potential of MOH 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: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. 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
Yahoo
10-07-2025
- Business
- Yahoo
Molina Healthcare (MOH) Announces Preliminary Results For Q2 2025
Molina Healthcare, Inc. (NYSE:MOH) is one of the On July 7, Molina Healthcare, Inc. (NYSE:MOH) announced its preliminary financial results for the fiscal second quarter of 2025 along with an update to its full-year EPS guidance. As per the latest update, Molina Healthcare, Inc. (NYSE:MOH) expects second quarter earnings around $5.50 per share, reflecting a modest decline from the previous expectation. The decline is due to the medical cost pressure across all three lines of business. Management noted that this pressure is expected to stay for the rest of the year. A doctor in scrubs shaking hands with a patient, representing the healthcare services provided to individuals and families. As a result, the company also adjusted its full-year 2025 earnings outlook. Molina Healthcare, Inc. (NYSE:MOH) now expects to earn between $21.50 and $22.50 per share for the year. This range is at the low end of its long-term targets. The company's CEO, Joseph Zubretsky, explained the situation, noting the short-term drop in earnings was due to a gap between how fast medical costs are rising and how quickly premium rates are adjusted. He called this a temporary issue and noted that the company's long-term outlook is unchanged, even with possible effects from new budget laws. Molina Healthcare, Inc. (NYSE:MOH) is a managed care company that provides health insurance and healthcare services mainly through government programs like Medicaid and Medicare. While we acknowledge the potential of MOH 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: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. 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
