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Investing.com - Cantor Fitzgerald has reiterated its Overweight rating and $440.00 price target on UnitedHealth Group (NYSE:UNH), currently trading at $297.14, following the finalization of 2026 Marketplace rates in 15 states. According to InvestingPro analysis, UNH appears undervalued with strong financial health metrics.
The firm noted that the majority of finalized rates align with payor proposals, though they remain below the 30%+ increases initially hoped for in 2026. Cantor Fitzgerald maintains a cautious outlook on the 2026 marketplace environment despite signs of payor success in rate negotiations. UnitedHealth’s robust 20.23% revenue growth and GOOD financial health score of 2.98 suggest resilience amid market challenges.
The firm’s analysis of the first 15 finalized states indicates payors are receiving final rates within approximately 1% of their proposed rates. UnitedHealth specifically saw final rates about 10 basis points below what was proposed.
Some states showed less flexibility in rate approvals, with New York being particularly notable. In New York, UnitedHealth had proposed a 36.6% rate increase but received approval for only a 9.1% increase.
The marketplace environment faces uncertainty due to the CMS Marketplace Integrity & Affordability Final Rule and the scheduled expiration of premium-enhanced subsidies on December 31, 2025.
In other recent news, Cigna Corporation reported its second-quarter 2025 financial results, surpassing earnings expectations with an adjusted earnings per share of $7.20, compared to the forecasted $7.16. The company’s revenue also exceeded projections, reaching $67.2 billion against the expected $62.66 billion. Additionally, Cigna announced a $3.5 billion investment in Shields Health Solutions to expand its specialty pharmacy operations through its Evernorth division. This strategic move was highlighted by Bernstein SocGen Group, which maintained its Market Perform rating with a price target of $346.00.
Guggenheim adjusted its price target for Cigna to $350.00 from $388.00, citing sector pressures, though it kept a Buy rating on the stock. Despite a more than 12% decline in Cigna shares since its earnings release, the company reiterated its 2025 guidance. Cantor Fitzgerald reiterated its Overweight rating on Cigna, setting a price target of $365.00, following the company’s exit from an Illinois county. These developments reflect the ongoing strategic adjustments and market evaluations surrounding Cigna.
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