Analyst Whit Mayo from Leerink Partners maintained a Buy rating on UnitedHealth (UNH – Research Report) and decreased the price target to $355.00 from $520.00.
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Whit Mayo has given his Buy rating due to a combination of factors despite the recent challenges faced by UnitedHealth. The company has experienced a significant drop in market capitalization, but Mayo maintains an optimistic outlook, suggesting that UnitedHealth can address its Medicare Advantage margins through strategic bidding. Although there are uncertainties regarding revenue headwinds leading into 2026, Mayo believes in the company’s potential to navigate these challenges over a multi-year period.
Furthermore, UnitedHealth’s growth in the Dual-Eligible Special Needs Plans (D-SNP) segment, with membership increasing significantly, indicates a strong market position. Despite the lowered earnings estimates and price target, Mayo’s confidence is rooted in the company’s ability to potentially reestablish its earnings per share guidance in the near term. This potential for recovery, combined with strategic adjustments, underpins the Buy rating.
Mayo covers the Healthcare sector, focusing on stocks such as Pediatrix Medical Group, UnitedHealth, and Ardent Health Partners, Inc.. According to TipRanks, Mayo has an average return of 2.9% and a 49.62% success rate on recommended stocks.
In another report released yesterday, Robert W. Baird also maintained a Buy rating on the stock with a $356.00 price target.