Shared on 05 Dec 25

Fair value Increased 1.34%

CNC: Marketplace And Medicaid Margin Normalization Will Offset Policy And Contract Headwinds

Analysts have modestly raised their price target on Centene to $39.94 from $39.41, citing improved profit margin visibility and expectations for continued EPS growth as Marketplace and Medicaid margins recover, despite lingering near-term Medicaid pressures. Analyst Commentary Street research on Centene has become more polarized, with several bullish analysts lifting price targets into the mid 40s on the back of Q3 outperformance and clearer earnings visibility, while a cohort of more cautious voices highlight lingering Medicaid and Star rating risks that could constrain valuation multiple expansion.

Shared on 21 Nov 25

Fair value Decreased 0.89%

CNC: Margin Recovery In Medicaid And Marketplace Will Drive 2026 Earnings Upside

Centene's analyst price target has increased by $5.59 to $45.00, as analysts expect margin recovery in the Marketplace and Medicaid segments to drive accelerated earnings growth, despite ongoing near-term pressures. Analyst Commentary Recent research coverage of Centene highlights a mix of positive and negative outlooks, with analyst views divided over the company’s near- and medium-term trajectory.

Shared on 06 Nov 25

Fair value Increased 10%

CNC: Medicaid Margin Stability And 26% ACA Premium Hike Will Shape 2026 Prospects

Centene’s analyst price target has been raised from $36 to approximately $39.76 per share. Analysts cite improving Medicaid profitability and stronger earnings guidance as key drivers for the upward revision.

Shared on 22 Oct 25

Fair value Increased 3.97%

Centene's analyst fair value target has been increased from $34.63 to $36.00. Analysts highlight improving margin visibility and constructive EPS guidance updates as key factors supporting the upward revision.

Shared on 08 Oct 25

Fair value Increased 2.03%

Centene's analyst price target increased from $33.94 to $34.63, as analysts cited stable EPS guidance, anticipated Medicaid margin improvement, and a constructive outlook for Marketplace rates as supporting factors for the revision. Analyst Commentary Recent analyst research on Centene reflects a full spectrum of perspectives, as experts weigh strong execution signals against ongoing uncertainties in the managed care and healthcare exchange landscape.

Shared on 19 Sep 25

Fair value Increased 1.12%

Centene's modest price target increase reflects mixed analyst sentiment, with optimism around reaffirmed FY25 EPS guidance and Medicaid margin improvements tempered by concerns over ongoing Medicaid and marketplace pressures, regulatory risks, and reduced long-term earnings visibility, resulting in a slight upward revision of fair value to $33.94. Analyst Commentary Bullish analysts cite reaffirmation of FY25 adjusted EPS guidance and constructive commentary on Medicaid margin improvement, ACA Marketplace rate refiling, and Stars performance as supporting recent price target raises.

Shared on 04 Sep 25

Fair value Decreased 2.89%

Centene’s analyst price target remains at $34.56 as ongoing macro and regulatory uncertainty, elevated Medicaid cost trends, and withdrawn 2025 EPS guidance have driven increased caution and reduced forward earnings visibility. Analyst Commentary Persistent macro uncertainty and regulatory volatility in the healthcare exchange (ACA Marketplace) and Medicaid markets are driving cautious outlooks, especially due to potential disenrollment, risk pool degradation, and rate/trend volatility stemming from legislative changes and the expiration of enhanced APTCs. Centene’s withdrawal of FY2025 EPS guidance, prompted by incorrect Marketplace risk-adjustment assumptions and elevated Medicaid cost trends, has resulted in significant downward revisions to earnings estimates for the next three years.

Shared on 07 May 25

Fair value Decreased 56%

Shared on 30 Apr 25

Fair value Decreased 5.04%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 0.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 28%

AnalystConsensusTarget has decreased future PE multiple from 12.5x to 10.6x.

Analysts Lift Centene Price Target on Margin Recovery but Warn of Lasting Sector Headwinds

CNC: Marketplace And Medicaid Margin Normalization Will Offset Policy And Contract Headwinds

CNC: Margin Recovery In Medicaid And Marketplace Will Drive 2026 Earnings Upside

CNC: Medicaid Margin Stability And 26% ACA Premium Hike Will Shape 2026 Prospects

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