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Fly News Breaks for January 14, 2019
UNH, TDOC
Jan 14, 2019 | 08:09 EDT
As reported previously, Baird analyst Matthew Gillmor upgraded Teladoc (TDOC) to Outperform from Neutral. The analyst believes it remains an attractive secular growth story as plan sponsors are reconfiguring benefit designs for "virtual first" healthcare. He also believes its valuation is looking more attractive and the Street estimates appear achievable. Gillmor also believes the company is working on a contract with UnitedHealth (UNH) to serve a large patient population within the latter, which would be a positive catalyst. Gillmor has an $80 price target on Teladoc shares.
News For TDOC;UNH From the Last 2 Days
UNH
Mar 28, 2024 | 15:22 EDT
What has Wall Street been buzzing about this week? Here are the top 5 Bu-y calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of March 25-28. Find all top-rated... To see the rest of the story go to thefly.com. See Story Here
UNH
Mar 28, 2024 | 06:51 EDT
BofA downgraded Molina Healthcare (MOH) to Underperform from Neutral with a $439 price target. The firm, which is concerned that Molina and the Medicaid industry more broadly are likely to face rate pressure after a period of elevated margins, sees a less attractive risk/reward for Molina compared to other insurers the firm covers, the analyst tells investors. Molina is now trading roughly at parity with the firm's top pick in the space, UnitedHealth (UNH), compared to a 22% discount that had been seen over the last five years, helping to underscore the firm's view that "sentiment for Medicaid is nearing a top just at a time when Medicare is reaching a bottom," the analyst added.