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.
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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.
Centene shares plummet as it withdraws full-year guidance
Centene Corp (NYSE:CNC) shares fell almost 40% after the healthcare company withdrew its full-year 2025 financial guidance due to weak growth and higher-than-expected costs in its Affordable Care Act (ACA) marketplace business. Based on a preliminary analysis from the independent actuarial firm Wakely, Centene anticipates a $1.8 billion shortfall in risk adjustment revenue for 2025, which translates to a $2.75 per share reduction in adjusted earnings.
Centene Pulls 2025 Guidance as Marketplace Growth Falters
CNC pulls its 2025 forecast after a $1.8B risk adjustment shortfall. Also, weak Marketplace growth shakes investor confidence.
Is Centene (CNC) Stock Undervalued 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.
5 Low Price-to-Book Value Stocks to Buy in July for Solid Returns
The P/B ratio helps to identify low-priced stocks with high growth prospects. CNC, CVS, ODP, STNE and PSFE are some such stocks.
