Molina Healthcare, Inc. (NYSE:MOH ) Q2 2025 Earnings Conference Call July 24, 2025 8:00 AM ET Company Participants Jeffrey Geyer - Head of Investor Relations Joseph Michael Zubretsky - President, CEO & Director Mark Lowell Keim - Senior EVP, CFO & Treasurer Conference Call Participants Albert J. William Rice - UBS Investment Bank, Research Division Andrew Mok - Barclays Bank PLC, Research Division Erin Elizabeth Wilson Wright - Morgan Stanley, Research Division George Robert Hill - Deutsche Bank AG, Research Division Hua Ha - Robert W.
MOH's Q2 earnings lag estimates as rising medical care costs offset gains from premiums and rate hikes.
The headline numbers for Molina (MOH) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Molina (MOH) came out with quarterly earnings of $5.48 per share, missing the Zacks Consensus Estimate of $5.5 per share. This compares to earnings of $5.86 per share a year ago.
Evaluate the expected performance of Molina (MOH) for the quarter ended June 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
MOH's Q2 revenues are set to rise nearly 10%, but rising costs cloud its profit outlook.
Molina (MOH) 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.
The heavy selling pressure might have exhausted for Molina (MOH) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
Molina Healthcare draws investor interest with strong earnings growth, contract wins and premium revenue momentum despite rising costs.
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.
Molina (MOH) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.
The DCF model implemented in this article suggests that Molina Healthcare is undervalued by 34.66%. Between 2020 and 2024, a period in which the total enrollment in Medicaid experienced a slight decline, the revenues of Molina Healthcare increased by 109.29%. The U.S. Government expects to cut the Medicaid budget by $880 billion in the following ten years.