Centene (CNC) Could Be 2% Undervalued After Ambetter Expands 2027 Marketplace Plans

Simply Wall St.10-25 17:36

Centene (CNC) is back in focus after its Ambetter Health unit outlined 2027 Marketplace plans that widen county coverage and add condition-specific options for members managing chronic diseases with ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2678808041?lang=en_US&edition=fundamental","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/26273-card/1788946064034","is_english":true,"pubTime":"2026-10-25 17:36","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2678808041","market":"sg","top_or_hot":-1,"title":"Centene (CNC) Could Be 2% Undervalued After Ambetter Expands 2027 Marketplace Plans","media":"Simply Wall St.","content":"<div>\n<p>Centene (CNC) is back in focus after its Ambetter Health unit outlined 2027 Marketplace plans that widen county coverage and add condition-specific options for members managing chronic diseases with ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/healthcare/nyse-cnc/centene/news/centene-cnc-could-be-2-undervalued-after-ambetter-expands-20\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Centene (CNC) Could Be 2% Undervalued After Ambetter Expands 2027 Marketplace Plans</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCentene (CNC) Could Be 2% Undervalued After Ambetter Expands 2027 Marketplace Plans\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-25 17:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/healthcare/nyse-cnc/centene/news/centene-cnc-could-be-2-undervalued-after-ambetter-expands-20><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Centene (CNC) is back in focus after its Ambetter Health unit outlined 2027 Marketplace plans that widen county coverage and add condition-specific options for members managing chronic diseases with ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/healthcare/nyse-cnc/centene/news/centene-cnc-could-be-2-undervalued-after-ambetter-expands-20\">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":"CNCG","symbol_name":"2倍做多CNC ETF-Leverage Shares","start_time":0,"source_url":"https://simplywall.st/stocks/us/healthcare/nyse-cnc/centene/news/centene-cnc-could-be-2-undervalued-after-ambetter-expands-20","article_id":"2678808041","we_media_id":null,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/26273-card/1788946064034"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/healthcare/nyse-cnc/centene/news/centene-cnc-could-be-2-undervalued-after-ambetter-expands-20","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2678808041","pubTimestamp":1792920980,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Centene (CNC) is back in focus after its Ambetter Health unit outlined 2027 Marketplace plans that widen county coverage and add condition-specific options for members managing chronic diseases with targeted $0 copay benefits.\nAgainst that backdrop, Centene’s recent Ambetter moves land at a time when momentum in the shares has been strong. The 30-day share price return is 13.51% and the year-to-date share price gain is 67.95%, while the 1-year total shareholder return of 105.96% contrasts...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"CNCG":"2倍做多CNC ETF-Leverage Shares","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","BK4588":"碎股","BK4154":"管理型保健护理","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4585":"ETF&股票定投概念","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","CNC":"康西哥","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","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC"},"translate_title":"Ambetter 扩大 2027 年市场计划后，Centene (CNC) 的估值可能被低估 2%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CNC":1.5,"CNCG":0.6},"content_text":"Centene (CNC) is back in focus after its Ambetter Health unit outlined 2027 Marketplace plans that widen county coverage and add condition-specific options for members managing chronic diseases with targeted $0 copay benefits. Against that backdrop, Centene’s recent Ambetter moves land at a time when momentum in the shares has been strong. The 30-day share price return is 13.51% and the year-to-date share price gain is 67.95%, while the 1-year total shareholder return of 105.96% contrasts with a far flatter 3-year and 5-year record. This suggests sentiment has shifted sharply in the past year. Capitalize on the momentum around Centene's Ambetter expansion by scanning a curated 34 healthcare AI stocks that are also working to reshape access, care delivery, and member outcomes in healthcare.\nCentene’s share price has sprinted ahead while the gap between today’s US$70.17 level, analyst targets and intrinsic value estimates stays wide. So where does a fair valuation really line up after this Ambetter driven surge? AdvertisementMost Popular Narrative: 2% Undervalued Centene’s most followed narrative anchors fair value at $71.78, only slightly above the latest $70.17 close. This keeps the recent Ambetter driven surge within the bounds of that long term earnings story.  Centene's effort to restore Medicaid margins, supported by a 2026 composite rate yield outlook of roughly 5% and a targeted full year Medicaid HBR of about 93.5%, continues to point to earnings power that some investors may not yet fully reflect in valuation, with potential impact on segment net margins. Recovery in the Marketplace business, with 2026 pretax margin guidance updated to a 4.5% to 5% range, helped by confirmation of higher acuity Silver membership and about US$180 million of favorable 2025 risk adjustment true ups, positions this line as a higher margin contributor to future revenue and consolidated earnings.  See why 59 investors see Centene as 2% undervalued. Result: Fair Value of $71.78 (UNDERVALUED) Still, the Centene story could change quickly if policy shifts affect Medicaid funding or if Marketplace tax credit support fades and membership weakens. Find out about the key risks to this Centene narrative. Next Steps With sentiment clearly split between fresh optimism and lingering caution, act while the data is front of mind and weigh both sides for yourself using the 3 key rewards and 1 important warning sign. Looking for more investment ideas beyond Centene? If Centene has sharpened your focus, keep that energy working for you by lining up a few more watchlist candidates that match your style and risk tolerance.  Target resilient compounding potential by reviewing a 30 resilient stocks with low risk scores, which filters for businesses with sturdier balance sheets and calmer price swings than the broader market. Spot potential value opportunities early by scanning a 21 high quality undiscovered gems, packed with under-followed stocks that still show solid fundamentals and room for market attention. Prioritise financial strength first by running through a list of solid balance sheet and fundamentals (24 results), so you are not relying on hope when the next rough patch arrives.  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.New: 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. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.52.0","shortVersion":"4.52.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2678808041","isCrawlerRequest":true}