Centene Corporation (CNC)
Analysts Estimate Centene (CNC) to Report a Decline in Earnings: What to Look Out for
Centene (CNC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Centene: Buy Signals Emerge After Capitulation-Like Sell-Off
Centene's stock plunged after withdrawing 2025 guidance due to higher medical costs, but the selloff appears to be a capitulation event. The stock is deeply oversold, trading at just 10x reduced 2025 earnings, with a strong balance sheet and potential for a sharp rebound in 2026-2027. Challenges include Medicaid cuts and higher-risk policyholders, but corrective pricing actions and sector defensiveness in a recession offer upside.
Centene Stock Down 40% — May Slide On $1 Trillion Medicaid Cuts
The Big Beautiful Bill Act cuts $1 trillion from Medicaid from which Centene gets 58% of its revenue. After plunging 40% will the stock drop more?
Healthcare Hit Again: Molina Cuts Guidance, Echoing Centene and UNH
MOH slashes 2025 EPS outlook by more than 10%, citing rising medical costs and echoing warnings from CNC and UnitedHealth.
Centene's Punishment Overly Done - Contrarian Buy At A Deep Discount
CNC has been deeply punished for the suspended FY2025 adj EPS guidance, after supposedly reiterating the prior numbers in the FQ1'25 earnings call. It is apparent that the higher medical care activities have impacted the healthcare providers'/ insurance's bottom-lines, worsened by the headwinds arising from One Big Beautiful Bill. Even so, the worst may already be baked into CNC's overly discounted valuations / stock prices, with the normalization likely to trigger rich upside potentials to its current BV of $56.11.
Why Centene Stock Dropped 40% — And Whether It's a Buy Now
For healthcare stock Centene NYSE: CNC, July 2 was indisputably disastrous. Shares closed down by over 40% that day, resulting in the firm losing over $11 billion in market capitalization.
Molina Healthcare Trims Fiscal-Year Guidance Days After Centene Withdraws Its Outlook
The insurer says earnings pressure is expected to continue into the second half of the year.
Here's the Medicaid stock 4 Congress members suspiciously dumped before funding cuts
Centene Corporation (NYSE: CNC) suffered a historic collapse on July 2, plunging nearly 40% after withdrawing its full-year guidance.
Centene's 40% Crash: Generational Buy Or Value Trap?
Centene's 40% drop after pulling 2025 guidance is driven by rising medical costs and margin pressure, but the sell-off appears overdone. Historical patterns show that similar sell-offs in 2016 and 2020 were followed by recoveries as premiums were adjusted upward. Valuation is now highly attractive, with Price/Cash Flow below 8, making CNC stock a compelling buy despite sector volatility.
Jim Cramer on what is behind Centene's 40% drop
'Mad Money' host Jim Cramer dissects Centene's massive plummet following earnings.
S&P 500 Gains and Losses Today: Centene Pulls Guidance, Health Insurance Stocks Fall
Major U.S. equities indexes finished Wednesday mixed as President Donald Trump announced that the U.S. has reached a trade deal with Vietnam.
Centene Tells United Healthcare To Hold Its Beer
Centene's stock plunged after slashing 2025 EPS guidance due to higher-than-expected morbidity and lower market growth in key states. The company's previous bullish guidance failed to materialize. Despite the sharp drop, Centene trades at historically low price-to-sales multiples and investment grade status, making valuation attractive for risk-tolerant investors.
