
Molina Healthcare (MOH) Stock Forecast & Price Target
Molina Healthcare (MOH) Analyst Ratings
Bulls say
Molina Healthcare has demonstrated robust performance in its Medicare segment, with membership and revenue surpassing expectations, alongside a Medicare Medical Care Ratio (MCR) of 90.0% that reflects increased utilization in acute care populations. Despite facing pressures in its Medicaid business, the company's MCR of 91.3% still indicates resilience compared to historical trends, with specific challenges attributed to higher utilization among both new and renewing members. Additionally, the Marketplace segment showed unprecedented utilization growth, with an impressive MCR of 85.4% and significant quarterly increases, suggesting a strengthening position in a competitive landscape.
Bears say
Molina Healthcare's outlook for 2025 and 2026 has deteriorated significantly, driven by worsening marketplace trends and increasing medical cost pressures across its business segments. The company's second-quarter results prompted a downward revision of its fiscal year guidance, with adjusted EPS estimates for 2025 and 2026 now projected at $19.02 and $18.74, respectively, while earlier guidance suggested a minimum of $19.00. Additionally, over-reliance on Medicaid contracts in just four states, which cover more than half of its enrollees, presents heightened vulnerability to regulatory and economic changes in those markets.
This aggregate rating is based on analysts' research of Molina Healthcare and is not a guaranteed prediction by Public.com or investment advice.
Molina Healthcare (MOH) Analyst Forecast & Price Prediction
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