
Centene (CNC) Stock Forecast & Price Target
Centene (CNC) Analyst Ratings
Bulls say
Centene's improved medical loss ratio (MLR) of 93.4% in 3Q25 reflects a year-over-year enhancement and a sequential increase of approximately 150 basis points, indicating better cost management in its Medicaid segment, which comprises 64% of its membership. The company anticipates a composite rate improvement of around 5.5%, with notable visibility into half of the 1/1 rates, bolstering expectations for revenue consistency. Additionally, the growth in 3.5+ Star plans, reaching 60% membership, suggests strengthened quality performance metrics that may enhance competitive positioning and revenue opportunities.
Bears say
Centene's reliance on government-sponsored healthcare plans, particularly in the Medicaid sector, subjects it to significant risks associated with adverse regulatory changes and escalating utilization rates. The company anticipates a decrease in its high-cost Silver positions, indicating potential challenges in maintaining profitability as competition in the marketplace increases. Additionally, factors such as deteriorating risk scores and pressures on Medicaid margins contribute to a negative outlook for Centene's financial performance moving forward.
This aggregate rating is based on analysts' research of Centene and is not a guaranteed prediction by Public.com or investment advice.
Centene (CNC) Analyst Forecast & Price Prediction
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