Reassessing Centene (CNC) Valuation After ACA Subsidy Uncertainty and Legal Scrutiny on 2025 Outlook

Simply Wall St.01:18

Centene (CNC) is back in the spotlight after a sharp selloff tied to two pressure points: fresh doubts over Affordable Care Act subsidies and new legal scrutiny of its withdrawn 2025 outlook. See our ...

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See our ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/healthcare/nyse-cnc/centene/news/reassessing-centene-cnc-valuation-after-aca-subsidy-uncertai\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2362541513.USD","symbol_name":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/healthcare/nyse-cnc/centene/news/reassessing-centene-cnc-valuation-after-aca-subsidy-uncertai","article_id":"2593430217","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/26273-main-header/1756252774034"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/healthcare/nyse-cnc/centene/news/reassessing-centene-cnc-valuation-after-aca-subsidy-uncertai","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2593430217","pubTimestamp":1766423882,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Centene (CNC) is back in the spotlight after a sharp selloff tied to two pressure points: fresh doubts over Affordable Care Act subsidies and new legal scrutiny of its withdrawn 2025 outlook.\nSee our latest analysis for Centene.\nThat backdrop helps explain why, despite a solid 90 day share price return of 19.14% from a recent low, Centene’s year to date share price return of negative 35.51% and three year total shareholder return of negative 52.20% show momentum has been fragile rather than...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","IE00B19Z6F94.USD":"Legg Mason Royce - US Smaller Companies A Acc USD","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","CNC":"康西哥","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","BK4585":"ETF&股票定投概念","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","IE0034390439.USD":"FTGF ROYCE US SMALLER COMPANIES \"A\" (USD) D","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","BK4129":"建筑与工程","ACA":"Arcosa Inc","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4588":"碎股","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4154":"管理型保健护理","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC"},"translate_title":"ACA补贴不确定性和2025年前景法律审查后重新评估Centene(CNC)估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ACA":1.5,"CNC":1.5},"content_text":"Centene (CNC) is back in the spotlight after a sharp selloff tied to two pressure points: fresh doubts over Affordable Care Act subsidies and new legal scrutiny of its withdrawn 2025 outlook. See our latest analysis for Centene. That backdrop helps explain why, despite a solid 90 day share price return of 19.14% from a recent low, Centene’s year to date share price return of negative 35.51% and three year total shareholder return of negative 52.20% show momentum has been fragile rather than firmly rebuilt. If the volatility around Centene has you reassessing your healthcare exposure, this could be a good moment to explore other healthcare stocks that might better balance risk and opportunity. With the stock trading near analysts’ fair value, but at a steep discount to some intrinsic models despite shaky earnings and legal overhangs, is Centene now a contrarian buying opportunity, or is the market rightly pricing in weaker growth ahead? Most Popular Narrative: 2.3% Undervalued With Centene last closing at $39.02 versus a narrative fair value of $39.94, the prevailing view sees modest upside anchored in improving profitability.  The analysts have a consensus price target of $33.562 for Centene based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $70.0, and the most bearish reporting a price target of just $24.0.  Read the complete narrative. Want to see what kind of revenue path, margin reset and earnings power justify this fair value, even with that wide target spread? The full narrative reveals the detailed playbook behind those assumptions. Result: Fair Value of $39.94 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, policy uncertainty around ACA subsidies and rising specialty drug costs could pressure margins and undermine the modest upside implied in today’s fair value. Find out about the key risks to this Centene narrative.  Build Your Own Centene Narrative If you see the story differently or want to stress test the assumptions with your own numbers, you can build a custom view in minutes: Do it your way. A great starting point for your Centene research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? Before you move on, consider using the Simply Wall Street Screener to uncover focused stock ideas that suit your strategy.  Explore income potential by reviewing these 12 dividend stocks with yields > 3% that can strengthen your portfolio with reliable cash returns. Position yourself for growth by targeting these 24 AI penny stocks at the intersection of innovation and scalable business models. Sharpen your value strategy by filtering for these 903 undervalued stocks based on cash flows that the market may be overlooking right now.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.The New Payments ETF Is Live on NASDAQ:Money is moving to real-time rails, and a newly listed ETF now gives investors direct exposure. Fast settlement. Institutional custody. Simple access.Explore how this launch could reshape portfoliosSponsored ContentNew: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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