
Molina Healthcare (MOH) Stock Forecast & Price Target
Molina Healthcare (MOH) Analyst Ratings
Bulls say
Molina Healthcare Inc showcases a robust performance with a notable increase in Marketplace utilization, resulting in a 10.2% quarter-over-quarter growth in Medical Loss Ratio (MLR), reaching 95.6% in the third quarter of 2025. Additionally, the Medicare Advantage (MA) segment witnessed a significant enhancement of 360 basis points in MLR to 93.6%, projecting a positive trend for future margins. With over half of the company's enrollees derived from Medicaid contracts in key states, the potential for improved margins and recovery within Medicaid rates presents a strong foundation for continued growth and profitability.
Bears say
Molina Healthcare Inc. has reported a significant earnings per share (EPS) miss for the fourth quarter, coming in $3 below expectations at a loss of $2.75, with two-thirds of this shortfall attributed to Medicaid retroactive items and the remaining one-third resulting from trend pressures. The company is anticipating margin compression in its Medicaid segment, projecting a decrease in margins to 1.2% in 2026, which is notably lower than competitors such as UnitedHealth Group and Elevance Health. Furthermore, the outlook indicates a forecasted annual decline in Medicaid membership of 2.6%, compounded by pressures in both Medicaid and Marketplace segments, which have led to lowered EPS estimates for 2026 and 2027 to $5.04 and $7.66, respectively.
This aggregate rating is based on analysts' research of Molina Healthcare and is not a guaranteed prediction by Public.com or investment advice.
Molina Healthcare (MOH) Analyst Forecast & Price Prediction
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