Bernstein analyst Lance Wilkes has maintained their bullish stance on UNH stock, giving a Buy rating today.
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Lance Wilkes has given his Buy rating due to a combination of factors that indicate a positive outlook for UnitedHealth. The company has demonstrated pricing discipline in its Medicare Advantage and Optum Health segments, which is expected to restore margins more swiftly despite short-term growth shocks. This disciplined approach, along with a sector-wide recovery in Medicare Advantage and Medicaid, positions UnitedHealth for a strong earnings recovery over the next few years.
Furthermore, UnitedHealth’s valuation is seen as attractive, with expectations for significant EPS growth recovery. The company has also raised its FY25 EPS outlook, reflecting confidence in its financial performance. Additionally, UnitedHealth’s strategic positioning in value-based care and potential advancements in AI solutions for care delivery efficiency are anticipated to drive consistent earnings growth in the medium to long term.
In another report released today, TR | OpenAI – 4o also reiterated a Buy rating on the stock with a $401.00 price target.