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CNC

Centene

$133.39

-7.945 (-5.62%)

14:16
10/23/18
10/23
14:16
10/23/18
14:16

Centene should be bought on confusion over implied Q4 view, says Piper Jaffray

Piper Jaffray analyst Sarah James believes Centene's 7% drop following its earnings report may be related to confusion regarding its implied Q4 and run rate earnings based on comments made during the company's associated call. However, after speaking with management "in great detail," she is more confident that current guidance reflects "measured conservatism," which may leave upside to the consensus view on both Q4 and 2019. The analyst, who sees the potential for Centene to win $2B-$3B in North Carolina and to take share in a redistribution of up to $1B-$2B in contracts in Texas, keeps an Overweight rating on the shares and recommends adding to positions amid the weakness.

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CNC Centene
$133.39

-7.945 (-5.62%)

09/19/18
MUFG
09/19/18
INITIATION
Target $170
MUFG
Overweight
Centene initiated with an Overweight at MUFG
MUFG analyst Jason Twizell started Centene with an Overweight rating and $170 price target. The analyst sees an attractive risk/reward profile given the stock's discount to peers. He believes Centene's "significant" Medicaid and Medicare growth opportunities make the discount unwarranted.
09/28/18
OPCO
09/28/18
NO CHANGE
Target $89
OPCO
Outperform
Teladoc price target raised to $89 from $68 at Oppenheimer
Oppenheimer analyst Mohan Naidu reiterated an Outperform rating on Teledoc and raised his price target to $89 from $68 following the company's analyst day, which highlighted its new deal flow, including relationships with Centene (CNC) and Exxon (XOM), and a very strong pipeline. The recent CMS telehealth proposal makes Medicare a 2020 tailwind, Naidu tells investors in a research note, and says he has gained confidence that Teladoc's competitive barriers include its broad platform and its network of physicians that quickly matches supply and demand.
10/02/18
OPCO
10/02/18
NO CHANGE
Target $158
OPCO
Outperform
Centene price target raised to $158 from $146 at Oppenheimer
Oppenheimer analyst Michael Wiederhorn raised his price target for Centene to $158 from $146 given the company's continued bullish prospects. The analyst believes the company remains well-positioned due to stable cost-trend and the potential for growth in the coming years, particularly in the Medicare and Exchange businesses. Furthermore, the recent integration of the Fidelis deal remains on track, and the additional accretion/synergies should drive incremental earnings growth in 2019 and beyond, he contends. Wiederhorn reiterates an Outperform rating on the shares.
10/03/18
LEER
10/03/18
NO CHANGE
LEER
Upcoming midterm elections to act as key catalyst driving healthcare, says Leerink
Leerink analyst Ana Gupte expects the upcoming midterm elections to act as a key catalyst driving healthcare. This midterm has the potential for even more impact given the 2020 Presidential election could even lead to a Democratic supermajority, she contends. Gupte sees the most upside opportunity in Managed Medicaid stocks, such as Centene (CNC) and Molina Healthcare (MOH), and for Facilities names like HCA Healthcare (HCA) with a Blue Wave increasing Red state Medicaid expansions. Medicare Advantage with Humana (HUM) as the flagship name is her contrarian election pick. The analyst recommends buying Diversified MCOs with captive PBMs like UnitedHealth (UNH)/Optum [OP], Anthem (ANTM)/Ingenio Rx, and Cigna (CI)/Express Scripts (ESRX) under all scenarios.

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$NSD

NASDAQ Market Internals

$0.00

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$NYE

NYSE Market Internals

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NOG

Northern Oil and Gas

$2.47

0.01 (0.41%)

13:10
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SPX

S&P 500

$0.00

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$282.92

0.46 (0.16%)

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SKX

Skechers

$33.10

-0.01 (-0.03%)

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13:05
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General news
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S&P 500

$0.00

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13:03
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Periodicals
Markets drop after Bloomberg report on China walking back some trade offers 

Reference Link

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WSM

Williams-Sonoma

$57.42

1.01 (1.79%)

12:55
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Williams Sonoma put volume heavy and directionally bearish »

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ZNGA

Zynga

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SPY

SPDR S&P 500 ETF Trust

$283.90

1.44 (0.51%)

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12:50
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SPWR

SunPower

$6.70

0.27 (4.20%)

12:45
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SunPower call volume above normal and directionally bullish »

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SHOP

Shopify

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IBKC

Iberiabank

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NTDOY

Nintendo

$0.00

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, MSFT

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EA

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CCOEY

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PBR

Petrobras

$17.49

0.38 (2.22%)

12:25
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Petrobras call volume above normal and directionally bullish »

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