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Fly News Breaks for February 20, 2020
UNH, MOH, HUM, CVS, CNC, ANTM
Feb 20, 2020 | 13:17 EDT
Stephens analyst Scott Fidel points out that Managed Care Organization stocks had bounced after the Iowa caucus, but he notes that it "was a rough initial showing" for Michael Bloomberg in his first Democratic debate. He will be looking at the near-term price action in MCO stocks "to reveal how much of the uplift in share strength since Iowa related to market sentiment that Bloomberg's prospects were accelerating." While he contends that a second term for Donald Trump would be a "best-case scenario" for MCO stocks, Fidel also argues that a nomination of Bernie Sanders "creates Black Swan risk that would not be so starkly present" with Bloomberg. MCO stocks Anthem (ANTM), Centene (CNC), CVS Health (CVS), Humana (HUM), Molina Healthcare (MOH) and UnitedHealth (UNH) are all lower in early afternoon trading amid a broader market selloff.
News For ANTM;CNC;CVS;HUM;MOH;UNH From the Last 2 Days
UNH
Apr 14, 2021 | 14:00 EDT
Notable companies reporting before tomorrow's open, with earnings consensus, include UnitedHealth (UNH), consensus $4.37... Bank of America (BAC), consensus 66c... PepsiCo (PEP), consensus $1.12... Citigroup (C), consensus $2.60... BlackRock (BLK), consensus $7.75... U.S. Bancorp (USB), consensus 96c... Truist Financial (TFC), consensus $1.11... Delta Air Lines (DAL), consensus ($2.92).
UNH
Apr 14, 2021 | 08:56 EDT
Truist analyst David MacDonald raised the firm's price target on UnitedHealth to $450 from $420 and keeps a Buy rating on the shares as part of a broader research note on Healthcare Services. The analyst says he is bullish on the group, forecasting a strong Q1 across much of the sector as COVID-19 headwinds dissipate. MacDonald adds that free cash flow for the group should remain robust amid an attractive reopening and a rebound in economy, with accelerating flight to quality set to further "tip the field in favor of scaled, high quality, well capitalized providers".
CVS
Apr 14, 2021 | 08:54 EDT
Truist analyst David MacDonald raised the firm's price target on CVS Health to $88 from $80 and keeps a Buy rating on the shares as part of a broader research note on Healthcare Services. The analyst says he is bullish on the group, forecasting a strong Q1 across much of the sector as COVID-19 headwinds dissipate. MacDonald adds that free cash flow for the group should remain robust amid an attractive reopening and a rebound in economy, with accelerating flight to quality set to further "tip the field in favor of scaled, high quality, well capitalized providers".