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MOH

Molina Healthcare

$118.77

-1.285 (-1.07%)

20:31
09/11/19
09/11
20:31
09/11/19
20:31

Molina Healthcare initiated with a Buy at Deutsche Bank

Deutsche Bank analyst George Hill initiated Molina Healthcare with a Buy rating and a price target of $145 as part of a broader research note on Healthcare Technology & Services. The analyst says the company is well positioned to grow market share in Medicaid as well as improving its earnings, and could be a consolidation target in the wave of industry M&A.

MOH Molina Healthcare
$118.77

-1.285 (-1.07%)

06/25/19
SBSH
06/25/19
NO CHANGE
SBSH
Molina, Centene have most at stake from Texas Medicaid awards, says Citi
Citi analyst Ralph Giacobbe noted that Texas' "highly anticipated" STAR+PLUS contract for the states' higher acuity Medicaid members is expected to be awarded this Friday, June 28. Among the incumbents in the state, Molina (MOH) and Centene (CNC) have the most at stake, as their respective STAR+PLUS earnings contribute about 7% and 2%, respectively, of his and consensus estimates, Giacobbe tells investors. He estimates that the other incumbents - Anthem (ANTM), Cigna (CI) and UnitedHealth (UNH) - have 1% or less of their earnings at stake, adding that investor expectations are for the incumbents to largely retain business.
06/03/19
BMOC
06/03/19
UPGRADE
Target $200
BMOC
Outperform
Molina Healthcare upgraded to Outperform from Market Perform at BMO Capital
BMO Capital analyst Matt Borsch upgraded Molina Healthcare to Outperform from Market Perform and raised his price target for the shares to $200 from $154. The analyst says the company's 2019 annual investor day gave him higher confidence in the sustainability of its turnaround and better visibility on a "strong" multi-year growth outlook. Molina again emphasized cost efficiency as the key factor in Medicaid Managed Care, and made a "compelling case" for its retention of current contracts affording the opportunity to expand in those markets with further penetration, Borsch tells investors in a research note.
05/31/19
05/31/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Canada Goose (GOOS) upgraded to Buy from Neutral at Goldman Sach with analyst Alexandra Walvis saying she believes the company's fundamentals are "still strong" and the weakness in Q4 was driven in part by strategic changes. 2. Kraft Heinz (KHC) upgraded to Neutral from Underweight at Piper Jaffray with analyst Michael Lavery saying he believes the risks appear to be reflected in the stock's current valuation. 3. Molina Healthcare (MOH) upgraded to Outperform from Market Perform at Wells Fargo with analyst Peter Costa saying management highlighted the long-term sustainability of margins and growth at analyst day, which he thinks should be attainable if Molina can avoid losing ground in upcoming contract rebids. 4. Uber (UBER) upgraded to Overweight from Neutral at Atlantic Equities with analyst James Cordwell saying the ridehailing competitive environment is becoming "increasingly benign" while Uber shares have become more attractively valued. 5. Century Communities (CCS) upgraded to Outperform from Neutral at Wedbush with analyst Jay McCanless saying that based on the firm's recent management meetings, he estimates 85% of the company's collective business is targeted to affordable price points suggesting the company should be well positioned to meet that demand. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
05/31/19
WELS
05/31/19
UPGRADE
Target $177
WELS
Outperform
Molina Healthcare upgraded to Outperform from Market Perform at Wells Fargo
Wells Fargo analyst Peter Costa upgraded Molina Healthcare to Outperform from Market Perform and raised his price target to $177 from $139 following the company's analyst day, saying management management highlighted the long-term sustainability of margins and growth which Costa thinks should be attainable if Molina can avoid losing ground in upcoming contract rebids, including Texas, and if it can push its in-market growth strategy at the expense of its managed care competitors. While some found the high margin guidance to be a concern, Costa tells investors in a research note that he believes the low new business win guidance of $1.5B-2.B over 3-5 years to be supportive of the long-term Medicaid after-tax margin guide of 2.8%-3.2%.

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Tesla

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AT

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$2.54

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Sea Limited

$32.25

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PSMT

PriceSmart

$72.04

11.75 (19.49%)

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AMZN

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$1,786.50

-7.14 (-0.40%)

, IPHI

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$60.78

-2.71 (-4.27%)

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  • 23

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KHC

Kraft Heinz

$28.01

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$28.01

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SPOT

Spotify

$121.52

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  • 23

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AMD

AMD

$30.62

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$NSD

NASDAQ Market Internals

$0.00

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$NYE

NYSE Market Internals

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NVO

Novo Nordisk

$53.06

0.11 (0.21%)

13:05
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Options
Novo Nordisk call volume above normal and directionally bullish »

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IPHI

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HUYA

Huya

$27.43

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NLY

Annaly Capital

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Annaly Capital call volume above normal and directionally bullish »

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