Centene reports Q2 2025 results, hosts conference call at 8am ET.
ByAinvest
Tuesday, Jul 22, 2025 8:05 am ET1min read
CNC--
The withdrawal of Centene's 2025 earnings guidance in June, citing uncertainties surrounding enrollment and morbidity, has led to a 40% stock price collapse [4]. This decision was rooted in an actuarial analysis revealing a 72% membership base with higher-than-expected morbidity, resulting in a preliminary $1.8 billion reduction in risk adjustment revenue transfers and a $2.75 per share hit to adjusted diluted EPS [4].
Analysts have responded to these developments with caution. TD Cowen downgraded Centene from a "Buy" to a "Hold" and significantly lowered its price target from $73 to $33, citing uncertainties surrounding the health insurance exchange [2]. The average one-year price target from 16 analysts is $58.22, with a high estimate of $91.50 and a low estimate of $30.00 [2]. The consensus brokerage recommendation is currently "Hold," indicating a cautious outlook [2].
Centene's Q1 2025 results showed strong premium and service revenue of $42.5 billion, with adjusted diluted EPS of $2.90 and full-year 2025 expectations of greater than $7.25 [1]. However, the company faced challenges such as unexpected medical expenses, inadequate Medicaid rates, and potential policy changes that could impact future market dynamics [1].
Investors are advised to closely monitor Centene's Q2 2025 financial results and the subsequent conference call for further insights into the company's performance and future outlook.
References:
[1] https://investors.centene.com/
[2] https://www.gurufocus.com/news/2989328/centene-cnc-downgraded-by-analyst-with-reduced-price-target-cnc-stock-news
[3] https://www.marketscreener.com/news/centene-corporation-cnc-investors-who-lost-money-have-opportunity-to-lead-securities-fraud-lawsuit-ce7c5cdcd881f523
[4] https://www.ainvest.com/news/centene-earnings-uncertainty-cautionary-tale-investors-shifting-healthcare-landscape-2507/
• Centene to release Q2 2025 financial results at 6:00 a.m. ET on July 25. • Host conference call at 8:00 a.m. ET to review results. • Investors can dial 1-877-883-0383 or +1-412-902-6506 for the call. • A live webcast will be available at www.centene.com. • Replay available for 12 months after the call.
Centene Corporation (NYSE: CNC) is scheduled to release its Q2 2025 financial results at 6:00 a.m. ET on July 25, followed by a conference call at 8:00 a.m. ET to review the findings. Investors can dial 1-877-883-0383 or +1-412-902-6506 to participate in the call. A live webcast will be available at www.centene.com, with a replay available for 12 months after the call.The withdrawal of Centene's 2025 earnings guidance in June, citing uncertainties surrounding enrollment and morbidity, has led to a 40% stock price collapse [4]. This decision was rooted in an actuarial analysis revealing a 72% membership base with higher-than-expected morbidity, resulting in a preliminary $1.8 billion reduction in risk adjustment revenue transfers and a $2.75 per share hit to adjusted diluted EPS [4].
Analysts have responded to these developments with caution. TD Cowen downgraded Centene from a "Buy" to a "Hold" and significantly lowered its price target from $73 to $33, citing uncertainties surrounding the health insurance exchange [2]. The average one-year price target from 16 analysts is $58.22, with a high estimate of $91.50 and a low estimate of $30.00 [2]. The consensus brokerage recommendation is currently "Hold," indicating a cautious outlook [2].
Centene's Q1 2025 results showed strong premium and service revenue of $42.5 billion, with adjusted diluted EPS of $2.90 and full-year 2025 expectations of greater than $7.25 [1]. However, the company faced challenges such as unexpected medical expenses, inadequate Medicaid rates, and potential policy changes that could impact future market dynamics [1].
Investors are advised to closely monitor Centene's Q2 2025 financial results and the subsequent conference call for further insights into the company's performance and future outlook.
References:
[1] https://investors.centene.com/
[2] https://www.gurufocus.com/news/2989328/centene-cnc-downgraded-by-analyst-with-reduced-price-target-cnc-stock-news
[3] https://www.marketscreener.com/news/centene-corporation-cnc-investors-who-lost-money-have-opportunity-to-lead-securities-fraud-lawsuit-ce7c5cdcd881f523
[4] https://www.ainvest.com/news/centene-earnings-uncertainty-cautionary-tale-investors-shifting-healthcare-landscape-2507/
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