These 2 Medical Stocks Could Beat Earnings: Why They Should Be on Your Radar
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Is Humana (HUM) a Great Value Stock Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Humana: Margin Over Volume Signals A Buy
I maintain a Buy rating on Humana due to robust revenue growth and expanding margins, driven by strong demand in core markets. Management's guidance for the next quarter remains optimistic, supported by new product launches and recent customer wins. Valuation remains attractive relative to peers, with the stock trading at a discount despite superior earnings momentum and free cash flow generation.
Humana, the second-biggest Medicare insurer, has told congressional staffers that it will support moves that would curtail billing practices worth billions in extra payments to the industry
The changes would limit how insurers add patient diagnoses that trigger lucrative extra payments.
The Trade War Isn't Dead, But Neither Is This Blue-Chip Opportunity
Despite trade war risks, the US economy remains resilient, fueled by robust AI-driven tech spending and strong consumer demand among the wealthy. Market valuations appear high, but growth-adjusted metrics show the S&P is only moderately (15%) overvalued, with strong earnings growth expected to continue. Due to temporary setbacks from Medicare rating downgrades, Humana faces a rare 58% bear-market drop, offering investors a potential extraordinary return during the next five years.
Top Stock Movers Now: Enphase Energy, Humana, Coinbase, and More
U.S. equities edged higher at midday as the market considered the impact of the Republican tax and spending bill that passed by the narrowest of margins this morning. The Nasdaq, Dow Jones Industrial Average, and S&P 500 all rose.
Humana, UnitedHealth Stocks Fall. It's All About a Medicare Crackdown.
CMS will begin to audit all eligible MA contracts every payment year, the federal agency said Wednesday.
Humana's Q1 Earnings Beat Estimates on CenterWell Segment Strength
HUM's first-quarter results reflect higher primary care revenues and a well-performing Medicare stand-alone PDP business, partly offset by elevated operating costs.
Humana Cost Cuts, Medicare Advantage Moves Boost Results
Humana (HUM) shares edged higher when the health insurer reported better-than-expected results as it lowered costs and pulled out of certain Medicare Advantage plans.
Humana (HUM) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Humana (HUM) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Humana, Inc. (HUM) Q1 2025 Earnings Call Transcript
Humana, Inc. (NYSE:HUM ) Q1 2025 - Earnings Conference Call April 30, 2025 8:00 AM ET Company Participants Lisa Stoner - VP, IR James Rechtin - President, CEO & Director Celeste Mellet - CFO George Renaudin - President, Insurance Conference Call Participants Sarah James - Cantor Fitzgerald Ben Hendrix - RBC Capital Markets Justin Lake - Wolfe Research Andrew Mok - Barclays Stephen Baxter - Wells Fargo AJ Rice - UBS Joshua Raskin - Nephron Research Joanna Gajuk - Bank of America Lance Wilkes - Bernstein Erin Wright - Morgan Stanley Lisa Gill - JPMorgan Michael Hall - Baird David Windley - Jefferies George Hill - Deutsche Bank Anne Hines - Mizuho Operator Good day, and thank you for standing by. Welcome to Humana's First Quarter 2025 Earnings Call.
Humana's exit of some ‘unprofitable' Medicare plans helps fuel a big profit beat
While Humana affirmed its full-year profit outlook, which can be viewed as a positive in the current uncertain economic environment, quarterly revenue came up a bit shy, and the earnings outlook for the current quarter was below Wall Street projections.
