GAAP net income fell 52% to $38 million, so the headline beat matters less than the margin pressure behind it. Molina reaffirmed full-year adjusted EPS of at least $5.25, and CEO Joseph Zubretsky said 2027 rate updates may mark the beginning of the turn in Medicaid margins. Sellers moved first anyway.
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MOH Coverage
Molina to End Its Medicare Advantage Drug Plans on December 31. The Decision Was Announced in February. The Letter Telling Members Arrives in October
Molina told investors in February that a Medicare drug plan serving tens of thousands of members would cease to exist. The members found out in October. Here is what that eight-month silence…
The Greenblatt Magic Formula: How H&R Block, Molina, and Peabody Stack Up for Retirement Investors
Joel Greenblatt's Magic Formula flags Peabody Energy, Molina Healthcare, and H&R Block as cheap businesses worth owning, but cheap and high-quality still fails retirement investors if the income dries up when markets…
Michael Burry Called the 2008 Crash. Now He’s Shorting Nvidia to Buy This Boring Healthcare Stock.
Before Michael Burry shut down Scion Asset Management in late 2025 and pivoted to publishing a Substack newsletter warning of an “AI Bubble,” his final 13F filings reportedly disclosed put options against…
Michael Burry’s Latest Buys Include a 6.66% Yielding Pharma Giant and an Oil Stock Up 46% This Year. Here Is Why
Pfizer (NYSE:PFE | PFE Price Prediction) at $25.75, Molina Healthcare (NYSE:MOH) at $186.80, and Halliburton (NYSE:HAL) at $41.29 trade at defensive, cash-generative valuations. Michael Burry purchased these shares for their real earnings…
Will the New Medicare Rates Boost Finally Lift Molina Healthcare?
Molina Healthcare (NYSE:MOH | MOH Price Prediction) reports first-quarter 2026 results after the market closes today. After a brutal year that sent shares down 50.01% over the past 12 months, the question…
Billionaire Seth Klarman Is Buying These 2 Beaten-Down Stocks and 1 Long-Term Winner
Through the Baupost Group, Seth Klarman has built a reputation as one of the most disciplined value investors on Wall Street, often holding cash for long stretches before stepping in when opportunities…
UnitedHealth Price Target Raised to $337 by BofA After Medicare Advantage Rate Finalization
UnitedHealth Group (NYSE:UNH | UNH Price Prediction) stock got a meaningful vote of confidence from Bank of America on Tuesday, as analyst Kevin Fischbeck raised the firm’s price target to $337 from…
3 Interesting Buys Bill Nygren Made Last Quarter
Bill Nygren’s legendary Oakmark fund made some remarkable moves in the third quarter, to say the least. And in this piece, we’ll have a quick look at four of the names that…
2 Stocks Michael Burry Just Bought
Dr. Michael Burry of “The Big Short” fame shocked many, enraged some, and intrigued everyone when he pulled the curtain on Scion Asset Management’s latest moves. Undoubtedly, the big story was the…
‘Big Short’ Investor Michael Burry Is Betting Big Against the AI Revolution
Michael Burry is the billionaire investor famous for predicting the 2008 housing crash immortalized in the book and movie titled, “The Big Short.” While he doesn’t always short stocks — Burry’s Scion…
Is $20 a Fair Valuation for Oscar Health (OSCR) — or a Stretch Too Far?
Is OSCR in Good Health? Oscar Health (NYSE:OSCR) is a technology-driven health insurance company specializing in individual, family, and small group plans, primarily through Affordable Care Act (ACA) exchanges. Its platform leverages…
Michael Burry Predicted The Housing Market Crash and Just Sold His Portfolio and Shorted The Market Again
Michael Burry is a hedge fund manager renowned for founding Scion Capital and predicting the 2008 subprime mortgage crisis. His foresight, detailed in Michael Lewis’s The Big Short, which was made into…
No Big Short Here: Michael Burry Put 50% of His Money in These 3 Stocks
Michael Burry is best-known as the billionaire investor who correctly predicted the housing market crash in 2007 that was detailed in the book, The Big Short. It was subsequently made into a…
These 20 Congressmen Made the Biggest Stock Purchases in 2023
According to the 2012 STOCK Act, members of the United States Congress are allowed to buy and sell stocks as long as they follow some rules (like reporting each trade) and agree…
Tuesday’s Top Analyst Upgrades and Downgrades: AbbVie, Amazon, Comcast, GE, Micron, Nvidia, Salesforce, Zoom Video and More
Tuesday's top analyst upgrades and downgrades included AbbVie, Altice USA, Amazon.com, Comcast, General Electric, Kimco Realty, Micron Technology, Nvidia, Salesforce.com, StoneCo, Western Digital, Yamana Gold and Zoom Video Communications.