
Centene (CNC) Stock Forecast & Price Target
Centene (CNC) Analyst Ratings
Bulls say
Centene's positive outlook is bolstered by a significant improvement in Medicaid Health Benefit Ratio (HBR), which rose to 93.4%, reflecting an approximately 150 basis points sequential improvement and suggesting enhanced operational efficiency. The company's membership in 3.5+ Star plans has increased to 60%, indicating a strong performance in Medicare, while its Medicare membership numbers were in line with expectations, demonstrating stability in its core offerings. Additionally, the anticipated composite rate improvement of around 5.5% for significant cohorts and management's positive visibility into substantial annualized premium revenue contribute to a favorable financial outlook for Centene.
Bears say
Centene's stock outlook is negatively impacted by the anticipated decline in its portfolio's low-cost Silver positions, dropping from 55% in 2025 to 42% in 2026, which could lead to revenue pressures. The company also faces a consolidated pre-tax earnings impact of approximately $2.4 billion for FY25 due to risk adjustment figures coming in lower than previously expected, signaling potential weakness in their financial performance. Additionally, rising concerns about deteriorating marketplace risk scores and ongoing challenges related to Medicaid margins further compound the negative outlook for Centene's future financial stability.
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
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