** Elevance Health ELV.N on Wednesday forecast full-year profit below Wall Street estimates, signaling elevated medical costs will continue to weigh on insurers
MEDICAID 'SWING FACTORS'
** UBS ("buy", PT: $400) says it expects Medicaid trough this year and it remains confident on MA even with challenging advance notice
** J.P.Morgan ("overweight"; PT: $394) acknowledged there are some swing factors in 2027 around Medicaid work requirements, but found commentary on line of sight for 2027 to be positive
** Truist Securities ("buy"; PT: $400.00) says company is well-positioned to continue to drive improvement and it sees plenty of embedded earnings opportunity
** Leerink Partners ("market perform"; PT:$357) says 2027 could prove to be challenged environment for Medicare advantage once again if final payment rates doesn't come in better
(Reporting by Gnaneshwar Rajan in Bengaluru)
((Gnaneshwar.Rajan@thomsonreuters.com;))
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