One Big Beautiful Bill Act: A Boon or Bane for Centene?
CNC faces both risk and reward from the One Big Beautiful Bill Act as Medicaid cuts collide with digital reform gains.
Centene Loses 57% YTD, Incurs Loss in Q2: How to Play the Stock
CNC plunges 57% YTD after its first quarterly loss in over a decade, with analysts slashing 2025 earnings outlook by 70%.
Centene's Bottom May Already Be Here - Risk Mitigation In Process
CNC has offered FY2025 adj EPS range at between $1.25 (-82.5% YoY) and $1.75 (-75.5% YoY), as medical costs rise drastically and higher morbidity sign-ups replace a healthier base. These have directly triggered the drastically lower consensus forward estimates, with the healthcare providers expected to report impacted, new normal profit margins. Despite so, readers must note that CNC is already engaging on risk mitigation while driving improved profitability through rate adjustments from 2026 onwards.
Centene's Worst Quarter In Years Could Be A Gift
Centene's Q2 results were ugly but better than feared, with losses largely expected and a visible path to recovery emerging. Management is aggressively addressing ACA and Medicaid margin pressures, with rate adjustments and reratings expected to restore profitability by 2026. Valuation remains highly attractive, trading at under 7x PE, offering potential for the stock to double as earnings rebound and multiples normalize.
Time To Buy Centene Stock?
Centene (NYSE:CNC) recently reported a surprise loss of $0.16 per share for Q2, significantly missing analyst expectations of $0.23 per share. This downturn is primarily attributed to a continued increase in medical costs for government-backed insurance plans, evidenced by a 540 basis point year-over-year surge in its health benefit ratio to 93% in Q2.
Centene Corporation (CNC) Q2 2025 Earnings Call Transcript
Centene Corporation (NYSE:CNC ) Q2 2025 Earnings Conference Call July 25, 2025 8:30 AM ET Company Participants a - Corporate Participant v - Corporate Participant Andrew Lynn Asher - Chief Financial Officer Jennifer Lynch Gilligan - Senior Vice President of Investor Relations Sarah M. London - CEO & Director Conference Call Participants Albert J.
Medical Expenses Erode Centene's Bottom Line in Rare Q2 Earnings Miss
CNC reports rare Q2 loss amid surging medical costs, lower investment and other income despite strong revenue growth.
Centene Stock Showing Signs of Life After Revenue Beat
Centene Corp (NYSE:CNC) stock is 3.9% higher to trade at $27.75 this morning, even after the managed healthcare company reported an adjusted second-quarter loss of 16 cents per share, steeper than the 11 cents per share projected.
Centene (CNC) Reports Q2 Loss, Tops Revenue Estimates
Centene (CNC) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of $0.68. This compares to earnings of $2.42 per share a year ago.
Centene Reports $253 Million Loss Amid Health Insurer Cost Struggles
Health insurer Centene reported a $253 million loss in its second quarter as the provider of government-subsidized benefits struggles to manage costs of its health plan members.
Centene reports a rare loss as medical costs surge, and the stock hits a decade low
Centene's stock extends its record monthly selloff after the health insurer reported a surprise quarterly loss as benefit payouts exceed expectations.
Centene Stock Plummets. The Health Insurer's Results Were Even Worse Than Feared.
The company reported a surprise quarterly loss, the latest blow for the embattled health insurance industry.
