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AI, In-Home Visits, Medicaid And CenterWell Will Improve Care Delivery

Published
06 Aug 24
Updated
05 Sep 25
AnalystConsensusTarget's Fair Value
US$298.95
13.0% undervalued intrinsic discount
10 Sep
US$260.17
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1Y
-6.9%
7D
0.7%

Author's Valuation

US$298.9513.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on05 Sep 25
Fair value Increased 2.02%

Humana’s modestly higher fair value reflects improving investor sentiment, positive management commentary on future plan positioning, raised earnings guidance, and incremental legislative benefits, offset by some caution around interest rates and policy uncertainty, resulting in the consensus analyst price target rising slightly from $293.05 to $294.86. Analyst Commentary Improved investor sentiment and sector group valuations suggest estimates may have bottomed, with upcoming catalysts including government budget deals, Medicare Advantage and ACA pricing, and star ratings for future plans.

Shared on07 May 25
Fair value Decreased 6.32%

Shared on30 Apr 25
Fair value Decreased 0.12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Increased 3.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 0.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 2.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 1.05%

AnalystConsensusTarget has increased revenue growth from 2.9% to 5.1%.