
Molina Healthcare (MOH) Stock Forecast & Price Target
Molina Healthcare (MOH) Analyst Ratings
Bulls say
Molina Healthcare has demonstrated significant growth in its Marketplace utilization, achieving a quarterly Medical Loss Ratio (MLR) of 95.6% in 3Q25, which grew by 10.2% quarter-over-quarter. Additionally, the company reported a notable 360 basis point increase in its Medicare MLR to 93.6% during the same period, indicating improvement in profitability trends. Furthermore, there are strong upside possibilities associated with a quicker recovery in Medicaid rates and the potential for new Medicaid contracts, supporting a positive long-term outlook for the company's financial performance.
Bears say
Molina Healthcare's fourth-quarter earnings per share (EPS) fell significantly short of expectations, reported at ($2.75), which raised concerns primarily due to Medicaid retroactive items and ongoing trend pressures. The company is projected to experience year-over-year margin compression in its Medicaid segment, expected to decline to 1.2% in 2026, contrasting unfavorably with peers like UnitedHealth Group and Elevance Health that are guiding less severe declines. Additionally, the anticipated drop in Medicaid membership by 2.6% and lowered EPS estimates for 2026 and 2027 to $5.04 and $7.66, respectively, indicate increasing financial vulnerabilities related to Medicaid and Marketplace pressures.
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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