MO MOH Molina Healthcare, Inc. Loading... : Bullish and Bearish Analyst Opinions

Burry added to Molina Healthcare at $198 to restore it to a full top-tier position, citing long-term conviction and a potentially favorable political season for the company.

Multiple analyst firms cut price targets on a wide range of stocks including Amazon, Tesla.

JPMorgan raises its price target on Molina Healthcare to 220 dollars from 191 dollars.

Molina Healthcare reported lower profit and revenue due to declining membership.

Author mentions being carried by memory and holding DAL and MOH as hedges but does not state.

The tweet criticizes Michael Burry's stock picks by showing their poor performance but does not.

Ozark sarcastically suggests OSCR and MOH would be best based on flawed logic.

The tweet expresses a bullish outlook on Molina Healthcare and Oscar Health.

MOH and OSCR are rising despite negative news context.

The author anticipates a Democratic midterm victory will lead to increased healthcare spending.

The user is expressing a desire to buy more shares of Molina Healthcare and Oscar Health.

The author anticipates a market rally for healthcare and clean energy stocks following.

Molin is being deleted from S&P 500 and moving to the S&P Small Cap index in today's rebalance.

"We saw evidence that in Minneapolis there were Somali primarily illegal immigrants who were defrauding a Medicaid program that was meant to go to autistic children... they were claiming that their kids were actually autistic even though they weren't." The VP also states the task force will "stop the payments" to states with fraud and use "law enforcement options." A massive, high-profile federal crackdown on Medicaid fraud, with the threat of withholding payments, will create significant headline, regulatory, and reimbursement risk for Medicaid-focused managed care organizations (MCOs). States like Minnesota and California will be under intense scrutiny, potentially leading to audits, recoupments, and tighter enrollment/eligibility controls, which could pressure revenues and margins for companies with high Medicaid exposure. This is an AVOID recommendation due to increased regulatory and headline risk that could negatively impact sentiment and fundamentals for Medicaid-centric health insurers. The crackdown may be less effective or slower than promised. The focus may narrow to specific fraudulent providers rather than the managed care companies themselves.

Molina Healthcare is expected to outperform due to potential recessionary conditions.

Announces index removal for Molina Healthcare, no directional view or commentary provided.

Schneider explicitly highlights the "extension of the premium tax subsidies" as a priority, warning that without it, "millions of families are seeing their insurance increase by $1,500 a month." These subsidies (enhanced ACA tax credits) are direct revenue drivers for Managed Care Organizations (MCOs) focused on the exchange market. Schneider's push indicates that Democrats will make extending these credits a non-negotiable condition in budget talks. If extended, enrollment numbers for Centene, Molina, and others remain robust; if they lapse, churn increases and revenue drops. LONG. The political pressure to avoid an $18k/year cost spike for voters is high, favoring an eventual extension which benefits ACA-heavy insurers. Republican opposition to "pandemic-era" subsidy extensions could lead to a lapse, crushing margins for exchange-focused insurers.

Management described the U.S. Oncology Network as having approximately 3,400 providers, and Prism Vision over 200 providers, but the 'Advancing Community Oncology' report and the Accelerate conference signal a competitive push into community-based care. — This expansion of community oncology and biopharma services strengthens McKesson's moat against payer-centric models and reinforces the shift of cancer care out of hospital systems.

Discloses largest portfolio position for new year

New long position initiated in portfolio

Initiates position expecting TrumpRX policy benefits.

High Medicaid exposure drives bullish insurer outlook.

MOH highlighted as profitable OSCR peer

Notes insurers tanked on OBBB risks.