Barclays raised the firm’s price target on Humana (HUM) to $326 from $310 and keeps an Equal Weight rating on the shares. The analyst revised estimates following a “bearish” 2025 final rate notice for Medicare Advantage. However, the firm senses a “growing investor appetite to take advantage of the current turmoil” over the next 6-9 months and believes that UnitedHealth (UNH) is best positioned to outperform over the near- and intermediate-term.
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