
Molina Healthcare (MOH) Stock Forecast & Price Target
Molina Healthcare (MOH) Analyst Ratings
Bulls say
Molina Healthcare Inc. reported better-than-expected Medicare membership and revenue, with a managed care ratio (MCR) of 90.0% reflecting a sequential increase attributed to elevated utilization among acute populations. The Medicaid segment also showed a slight increase in MCR to 91.3%, influenced by higher utilization rates among new and renewing members, despite the pressures from other segments. Additionally, the Marketplace segment experienced record utilization growth, with MCR improving to 85.4%, indicating a positive trend in operational efficiency and revenue generation across the company's segments.
Bears say
Molina Healthcare's stock outlook has become increasingly negative due to a worsening trend in the Marketplace segment, as indicated by recent data showing a significant deterioration in usage patterns and rising medical costs across all business lines. The company's guidance for FY25 has been substantially lowered, with adjusted EPS estimates dropped to $19.02, down from previous expectations of no less than $19.00, and a bearish outlook for 2026 further complicates potential recovery. Additionally, the Medicaid segment, which constitutes the majority of Molina's revenue, is facing pressures that suggest a challenging environment characterized by accelerating cost issues and declining efficiencies, underscoring the risks associated with the company's financial position moving forward.
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
Start investing in Molina Healthcare (MOH)
Order type
Buy in
Order amount
Est. shares
0 shares