UNH
UNH Stock Tracks Hot Monthly Streak: Wall Street Cheers Impressive Q2 And Sees Over 20% More Room To Run
Article Summary
BUY- UnitedHealth Group Inc. (NYSE: UNH) posted a strong Q2 earnings beat and raised its 2026 EPS forecast, with shares rising 1% on Friday and heading for a monthly gain of nearly 3%.
- Unitedhealth Group posted $6.38 EPS on $112.03 billion in revenue, beating expectations by 31%, while the medical care ratio improved to 86.7% from 89.4%.
- Goldman Sachs cited a material earnings beat, stronger Optum Health profitability, and larger-than-expected guidance increase, while UBS said the company was making good progress with more to go BofA raised its price target to $512 implying over 20% upside, while reiterating a 'Buy' rating, while Truist, Oppenheimer and KeyBanc each moved to $500 implying 17% upside.
- Morgan Stanley was even more bullish, lifting its targets to $529 implying 24% upside; RBC Capital remained positive but flagged investor concern around persistent commercial medical-cost pressure.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 6.5% | 25% | 35.0 ptsBelow Screener (6.5%) - Weak growth |
| EPS Growth Next 5Y ? | 16.6% | 25% | 50.0 ptsMeets Minimum (16.6%) - Passes screener |
| Target Price Upside ? | 13.1% | 20% | 50.0 ptsMeets Minimum (13.1%) - Target: $477.80 vs Current: $422.31 |
| Gross Margin % ? | — | 15% | 40.0 ptsNo Gross Margin Data |
| Drawdown from 52-Wk High ? | -8.5% | 15% | 20.0 ptsBarely a Dip (-8.5%) - Near recent highs |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About UNH
- UnitedHealth Group Incorporated operates as a health care company in the United States and internationally.
- It operates through four segments: Optum Health, Optum Insight, Optum Rx; and UnitedHealthcare.
- The Optum Health segment provides care delivery, care management, wellness and consumer engagement, and health financial services with patients, consumers, care delivery systems, providers, employers, payers, and public-sector entities.
- The Optum Insight segment offers software and information products, advisory consulting arrangements, and managed services outsourcing contracts to hospital systems, physicians, health plans, public entities, life sciences companies and other organizations.
- The Optum Rx segment provides pharmacy care services and programs, including retail network contracting, home delivery, specialty and community health pharmacy services, infusion, and purchasing and clinical capabilities, as well as develops programs in the areas of step therapy, formulary management, drug adherence, and disease and drug therapy management.
- The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized employers, small businesses, and individuals; Medicaid plans, including Temporary Assistance to Needy Families; Children's Health Insurance Programs; Dual SNPs; Long-Term Services and Supports; Aged, Blind and Disabled; and other federal, state, and community health care programs. and health care benefits products and services to state programs caring for the economically disadvantaged, medically underserved, and those without the benefit of employer-funded health care coverage.
- UnitedHealth Group Incorporated was founded in 1974 and is based in Eden Prairie, Minnesota.