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ELV: Margin Recovery Will Drive Upside Despite ACA Headwinds And Premium Increases

Published
18 Jul 24
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
-24.2%
7D
-6.7%

Author's Valuation

US$389.1618.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Increased 3.76%

Elevance Health's analyst price target has increased by approximately $14 to $389. Analysts cite firmer profit margin expectations, even though the managed care sector continues to face challenges to revenue growth.

Shared on 17 Oct 25

Fair value Increased 3.78%

AI-Enabled Analytics And Value-Based Care Will Ensure Future Stability

Analysts have raised their price target for Elevance Health by approximately $14 to $375. This reflects increased earnings visibility and expectations for a sector rotation into healthcare, despite ongoing margin pressures in certain business lines.

Shared on 03 Oct 25

Fair value Decreased 2.44%

AI-Enabled Analytics And Value-Based Care Will Ensure Future Stability

Analysts have reduced their average price target for Elevance Health by $9 to $361. They primarily cite persistent Medicaid challenges, mixed earnings commentary, and a more uncertain cost environment as key drivers of the revision.

Shared on 04 Sep 25

Fair value Increased 0.54%

AI-Enabled Analytics And Value-Based Care Will Ensure Future Stability

Following disappointing Q2 results and a significant EPS guidance cut for 2025, analysts remain cautious on Elevance Health due to earnings uncertainty and operational risks—despite some offsetting segmental strengths and longer-term positives—resulting in an unchanged consensus price target of $368.44. Analyst Commentary Bearish analysts lowered price targets following Elevance Health’s Q2 report, citing a larger-than-expected EPS guidance cut for 2025, lingering questions about the true earnings floor, and persistent volatility in cost trends.

Shared on 07 May 25

Fair value Decreased 27%

AI-Enabled Analytics And Value-Based Care Will Ensure Future Stability

Shared on 30 Apr 25

Fair value Decreased 1.15%

Integrated Value-Based Care Will Improve Medicare Advantage Delivery

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 2.25%

Integrated Value-Based Care Will Improve Medicare Advantage Delivery

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 1.20%

Integrated Value-Based Care Will Improve Medicare Advantage Delivery

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.31%

Integrated Value-Based Care Will Improve Medicare Advantage Delivery

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 5.04%

Integrated Value-Based Care Will Improve Medicare Advantage Delivery

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Integrated Value-Based Care Will Improve Medicare Advantage Delivery

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Integrated Value-Based Care Will Improve Medicare Advantage Delivery

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 1.24%

Integrated Value-Based Care Will Improve Medicare Advantage Delivery

AnalystConsensusTarget made no meaningful changes to valuation assumptions.