NYSE:MOHHealthcare
Molina Healthcare (MOH) Is Down 28.3% After Weak 2026 Guidance And Cost Pressures - Has The Bull Case Changed?
Molina Healthcare recently reported a fourth-quarter 2025 loss and sharply weaker 2026 profit guidance, citing elevated medical costs, retroactive Medicaid adjustments, and plans to exit its underperforming Medicare Advantage Part D product in 2027.
Alongside a US$93 million non-cash impairment and a covenant amendment that temporarily relaxes its minimum interest coverage ratio, these developments have raised fresh questions about the resilience of Molina’s business model under sustained...