
Centene (CNC) Stock Forecast & Price Target
Centene (CNC) Analyst Ratings
Bulls say
Centene’s positive outlook is supported by its large membership base of 22 million medical members, primarily focusing on Medicaid, individual exchanges, and Medicare, indicating a strong foothold in government-sponsored healthcare plans. Recent positive data regarding Medicare Advantage (MA) and Medicare Part D (PDP) suggests potential earnings boosts for the second quarter of 2025, enhancing confidence in the company’s future performance amidst market fluctuations. Furthermore, despite the withdrawal of 2025 guidance due to higher-than-expected acuity increases, Centene's strategic adjustments, including a conservative trend in Medicaid, can help mitigate potential pressures, reinforcing its resilience in the competitive healthcare landscape.
Bears say
Centene faces significant headwinds with anticipated risk adjustments projected to be $1.8 billion to $2.75 billion lower than previously guided, indicating misalignment in revenue expectations. Furthermore, the company is grappling with ongoing pressures in Medicaid margin utilization and potential declines in marketplace risk scores, which could have adverse implications moving into 2026. Additionally, a notable 530 basis points miss in marketplace medical loss ratios (MLR) in the first quarter of 2025 has heightened investor caution, reflecting ongoing financial performance challenges.
This aggregate rating is based on analysts' research of Centene and is not a guaranteed prediction by Public.com or investment advice.
Centene (CNC) Analyst Forecast & Price Prediction
Start investing in Centene (CNC)
Order type
Buy in
Order amount
Est. shares
0 shares