
Centene (CNC) Stock Forecast & Price Target
Centene (CNC) Analyst Ratings
Bulls say
Centene's positive outlook is supported by a notable improvement in its Medicaid Health Benefit Ratio (HBR), which reached 93.4%, marking a year-over-year increase and reflecting successful operational enhancements. The company has improved its Medicare members in 3.5+ Star plans to 60%, indicating better quality performance metrics that could lead to favorable reimbursement rates. Additionally, the anticipated composite rate improvement of approximately 5.5%, along with strong growth in both Medicare and Medicare Part D memberships, underlines Centene's robust position within the government-sponsored healthcare segment.
Bears say
Centene's outlook is negatively impacted by a significant anticipated drop in its portfolio of low-cost Silver positions, declining from 55% in 2025 to 42% by 2026, which may affect revenue stability. Furthermore, the company's guidance for fiscal year 2025 includes a notable pre-tax earnings impact of approximately $2.4 billion due to risk adjustment concerns, indicating weaker financial performance than previously expected. The consistent pressures on Medicaid margin utilization, potential deterioration of marketplace risk scores, and unexpected vulnerabilities in the Medicare Part D business contribute to the overall uncertainty regarding Centene’s financial health.
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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