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MOH

Molina Healthcare

$63.24

-2.76 (-4.18%)

, CNC

Centene

$89.74

-4.84 (-5.12%)

10:39
09/19/17
09/19
10:39
09/19/17
10:39

Centene, Molina fall as new repeal and replace proposal possible

Shares of Medicaid exposed health insurers including Centene (CNC) and Molina (MOH) are lower in early trading on Tuesday, as a proposal known as "Graham-Cassidy" is gaining traction as the latest entry in the efforts to repeal Obamacare. Shares of Centene are down 6.3% to $88.66 while Molina is lower by over 55 to $62.50 in morning trading.

MOH

Molina Healthcare

$63.24

-2.76 (-4.18%)

CNC

Centene

$89.74

-4.84 (-5.12%)

  • 26

    Sep

  • 27

    Sep

  • 24

    Oct

MOH Molina Healthcare
$63.24

-2.76 (-4.18%)

07/25/17
LEER
07/25/17
NO CHANGE
Target $80
LEER
Outperform
Leerink remains bullish on Molina Healthcare after job cut announcement
Leerink analyst Ana Gupte continues to have "strong conviction" on Molina Healthcare and reiterates an Outperform rating and a $80 price target after the company's announcement from its interim CEO and CFO Joseph White on the elimination of 1,400 jobs, or 10% of its corporate and health plan workforce. The analyst estimates this could expand margins by over 50 bps or offer 50% net margin expansion and get the company by the end of September to the low end of the stated target of 1.5%-2% net margins.
08/17/17
MSCO
08/17/17
UPGRADE
MSCO
Overweight
Molina Healthcare upgraded to Overweight from Equal Weight at Morgan Stanley
08/17/17
PIPR
08/17/17
NO CHANGE
Target $70
PIPR
Overweight
Molina has sufficient cash without capital raise, says Piper Jaffray
Piper Jaffray analyst Sarah James believes concerns around Molina Healthcare's cash levels, which drove the stock down 5% in the last week, are overdone. After addressing the issue with management, James is "comfortable and confident" that Molina has sufficient cash to meet its needs and has excess reserves without needing an equity raise as feared by bears. The analyst views the shares as undervalued and keeps an Overweight rating on the name with a $70 price target.
08/17/17
08/17/17
UPGRADE
Target $68

Overweight
Molina Healthcare upgraded to Overweight from Underweight at Morgan Stanley
As previously reported, Morgan Stanley upgraded Molina Healthcare two notches to Overweight from Underweight and raised its price target to $68 from $65. Analyst Zack Sopcak sees a clear path to growth from a clear cost cutting plan and strategy, and favorable risk/reward following the 15% decline in shares since June. The analyst believes interim management's clear restructuring targets are achievable and limit share downside. Sopcak said Molina is on the "cusp" of being the next managed care organization to succeed on a turnaround after bottoming out in Q2.
CNC Centene
$89.74

-4.84 (-5.12%)

07/26/17
PIPR
07/26/17
NO CHANGE
Target $105
PIPR
Overweight
Piper says double down on Centene, ups target to $105
Piper Jaffray analyst Sarah James attributes yesterday's post-earnings pullback in shares of Centene to the macro backdrop and the company's spending bump that she believes fuels the bear concern that constant spending for growth pressures margins. The analyst "strongly" disagrees and believe this is when investors should double down on Centene shares. The company will see the greatest multiple expansion in the group and has the highest potential for earnings upside, James tells investors in a research note. She raised her price target for the shares to $105 from $85 and keeps an Overweight rating on the name.
09/13/17
MSCO
09/13/17
NO CHANGE
Target $94
MSCO
Overweight
Deal for Fidelis 'in Centene's wheelhouse,' says Morgan Stanley
Morgan Stanley analyst Zack Sopcak sees Fidelis Care as a strong fit, both culturally and in terms of business mix, for Centene, calling the acquisition a deal "in Centene's wheelhouse." The analyst, who views the downside to the deal as limited given what he sees as modest synergy targets, keeps an Overweight rating and $94 price target on Centene shares.
09/13/17
CANT
09/13/17
NO CHANGE
Target $107
CANT
Overweight
Centene price target raised to $107 from $100 at Cantor
Cantor Fitzgerald analyst Steven Halper raised his price target for Centene shares to $107 following the company's acquisition of Fidelis Care. The analyst views the acquisition positively, both from a strategic and financial perspective. He keeps an Overweight rating on Centene.
09/13/17
LEER
09/13/17
NO CHANGE
Target $90
LEER
Market Perform
Centene price target raised to $90 from $78 at Leerink
Leerink analyst Ana Gupte raised her price target for Centene to $90 from $78 as she is positive on it after the announcement of the Fidelis AMC acquisition. The analyst reiterates a Market Perform rating on the shares.

TODAY'S FREE FLY STORIES

STZ

Constellation Brands, also tag STZ.B

$213.64

3.19 (1.52%)

07:21
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Conference/Events
Constellation Brands, also tag STZ.B management to meet with SunTrust »

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    Oct

MSCC

Microsemi

$51.28

-0.16 (-0.31%)

, SNPS

Synopsys

$83.72

-0.35 (-0.42%)

07:21
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Conference/Events
California State University to hold a conference »

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MSCC

Microsemi

$51.28

-0.16 (-0.31%)

SNPS

Synopsys

$83.72

-0.35 (-0.42%)

INTC

Intel

$39.79

0.03 (0.08%)

INFO

IHS Markit

$43.76

-0.05 (-0.11%)

LSCC

Lattice Semiconductor

$5.50

-0.07 (-1.26%)

IFX

use symbol IFNNY

QUIK

QuickLogic

$1.60

-0.05 (-3.03%)

ARMH

Acquired by SoftBank

RMBS

Rambus

MENT

Mentor Graphics

AVGO

Broadcom

$242.62

-4.05 (-1.64%)

SIE

Sierra Health Services

SOI

Solaris Oilfield

$15.88

-0.1 (-0.63%)

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    Dec

GNRC

Generac

$50.49

-0.4 (-0.79%)

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  • 01

    Nov

ADP

ADP

$113.72

-0.86 (-0.75%)

07:19
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Periodicals
Ackman increases pressure on ADP over tech development, WSJ reports »

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  • 22

    Oct

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    Nov

PRKR

ParkerVision

$1.50

-0.06 (-3.85%)

07:19
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07:19
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GPRO

GoPro

$9.23

0.15 (1.65%)

07:19
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10/18
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07:19
Technical Analysis
Technical View: GoPro trades higher, analyst action »

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  • 01

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NAVI

Navient

$12.20

0.47 (4.01%)

07:17
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Navient sees adding over $1B of education refinance loans in FY17 »

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  • 18

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07:16
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Conference/Events
Commodity Futures Trading Commission Commissioners to speak at Expo »

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FGEN

FibroGen

$55.30

0.8 (1.47%)

, AZN

AstraZeneca

$34.78

0.13 (0.38%)

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Hot Stocks
FibroGen announces CFDA acceptance of roxadustat NDA »

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FGEN

FibroGen

$55.30

0.8 (1.47%)

AZN

AstraZeneca

$34.78

0.13 (0.38%)

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  • 23

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CMG

Chipotle

$329.30

8.91 (2.78%)

07:16
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10/18
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Technical Analysis
Technical View: Chipotle falls, analyst actions »

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  • 24

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UNH

UnitedHealth

$203.89

10.69 (5.53%)

, AMZN

Amazon.com

$1,009.13

2.79 (0.28%)

07:16
10/18/17
10/18
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07:16
Recommendations
UnitedHealth, Amazon.com analyst commentary  »

UnitedHealth price target…

UNH

UnitedHealth

$203.89

10.69 (5.53%)

AMZN

Amazon.com

$1,009.13

2.79 (0.28%)

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  • 18

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    Oct

  • 18

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AAN

Aaron's

$41.55

0.01 (0.02%)

07:15
10/18/17
10/18
07:15
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07:15
Initiation
Aaron's initiated  »

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  • 27

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BMTC

Bryn Mawr Bank

$44.50

-0.1 (-0.22%)

, FCF

First Commonwealth

$13.94

-0.26 (-1.83%)

07:13
10/18/17
10/18
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07:13
Conference/Events
FDIC to hold a committee meeting »

The FDIC's Advisory…

BMTC

Bryn Mawr Bank

$44.50

-0.1 (-0.22%)

FCF

First Commonwealth

$13.94

-0.26 (-1.83%)

ONB

Old National Bancorp

$18.40

-0.05 (-0.27%)

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  • 18

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  • 06

    Nov

HCC

Warrior Met Coal

$24.04

0.51 (2.17%)

07:13
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Downgrade
Warrior Met Coal rating change  »

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MOH

Molina Healthcare

$61.54

1.68 (2.81%)

, UNH

UnitedHealth

$203.89

10.69 (5.53%)

07:13
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10/18
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Periodicals
Health insurers prepare for enrollment drop amid ACA uncertainty, WSJ says »

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MOH

Molina Healthcare

$61.54

1.68 (2.81%)

UNH

UnitedHealth

$203.89

10.69 (5.53%)

CNC

Centene

$93.80

2.88 (3.17%)

WCG

WellCare

$174.03

6.11 (3.64%)

CI

Cigna

$187.20

2.21 (1.19%)

ANTM

Anthem

$187.26

3.5 (1.90%)

HNT

Health Net

HUM

Humana

$240.43

3.26 (1.37%)

AET

Aetna

$155.90

4.46 (2.95%)

EHTH

eHealth

$23.79

-0.61 (-2.50%)

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    Dec

IBM

IBM

$146.54

-0.29 (-0.20%)

07:12
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IBM analyst commentary  »

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  • 22

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NVO

Novo Nordisk

$49.31

-0.01 (-0.02%)

07:12
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Conference/Events
FDA Endocrinologic & Metabolic Drugs Advisory Committee to hold a meeting »

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  • 18

    Oct

TSLA

Tesla

$355.75

5.15 (1.47%)

07:11
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07:11
Periodicals
Tesla employees claim dismissals not performance related, CNBC reports »

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  • 06

    Nov

ATTU

Attunity

$6.90

0.12 (1.77%)

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  • 16

    Nov

MYGN

Myriad Genetics

$35.84

-0.26 (-0.72%)

07:10
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  • 30

    Nov

MAIN

Main Street

$40.07

-0.1 (-0.25%)

07:09
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Main Street announces semi-annual supplemental cash dividend of 27.5c per share »

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  • 03

    Nov

JNJ

Johnson & Johnson

$140.79

4.67 (3.43%)

07:09
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Johnson & Johnson analyst commentary  »

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IONS

Ionis Pharmaceuticals

$63.85

2.7 (4.42%)

07:09
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Ionis collaborates with Seventh Sense Biosystems in blood collection device »

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  • 18

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LRCX

Lam Research

$194.55

2.19 (1.14%)

07:08
10/18/17
10/18
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07:08
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Lam Research analyst commentary  »

Lam Research price target…

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IMRN

Immuron

$5.03

0.1 (2.03%)

07:06
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07:06
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Immuron initiated  »

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