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Centene Corporation Stock Price

NYSE:CNC Community·US$31.8b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 144 Fair Values set on narratives written by author
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CNC Share Price Performance

US$65.23
35.61 (120.22%)
​
US$71.67
Fair Value
US$65.23
35.61 (120.22%)
9.0% undervalued intrinsic discount
US$71.67
Fair Value
Price US$65.23
AnalystConsensusTarget US$71.67
AnalystHighTarget US$80.00
gerruizd US$95.24
Tue, 25 Aug 26
Fair ValueUS$71.67
Share Pricen/a

CNC Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$71.67 9.0% undervalued intrinsic discount

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

0users have liked this narrative
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53users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$80 18.5% undervalued intrinsic discount

Medicare And Medicaid Expansion Will Unlock Long-Term Healthcare Potential

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0users have commented on this narrative
10users have followed this narrative
GE
gerruizd's
Fair Value
·
Fair Value US$95.24 31.5% undervalued intrinsic discount

La tesis es que el castigo fue exagerado y los márgenes pueden recuperarse en 2026.

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
CNC logo
Centene
31.5% undervalued intrinsic discount

La tesis es que el castigo fue exagerado y los márgenes pueden recuperarse en 2026.

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GE
gerruizd
Published 10 Jul 2025
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CNC logo
Centene
9.0% undervalued intrinsic discount

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

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 25 Aug
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CNC logo
Centene
15.8% overvalued intrinsic discount

Rising Regulatory Pressure And Contracting Medicaid Will Squeeze Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 11 Aug
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CNC logo
Centene
18.5% undervalued intrinsic discount

Medicare And Medicaid Expansion Will Unlock Long-Term Healthcare Potential

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AN
AnalystHighTarget
AnalystHighTarget
Updated 15 Jun
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Trending Discussion

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Recently Updated Narratives

GE
CNC logo

La tesis es que el castigo fue exagerado y los márgenes pueden recuperarse en 2026.

Fair Value: US$95.24 31.5% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
CNC logo

CNC: Medicaid Margin Recovery And Cost Actions Will Drive Balanced Future Earnings Profile

Fair Value: US$71.67 9.0% undervalued intrinsic discount
53 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystLowTarget
CNC logo

CNC: Medicaid Margin Recovery Delays Will Eventually Undercut Optimistic Post Q2 Repricing

Fair Value: US$56.35 15.8% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Undervalued with excellent balance sheet.

1 Risk
3 Rewards
View Full Analysis

Centene Corporation Key Details

US$180.3b

Revenue

US$159.7b

Cost of Revenue

US$20.6b

Gross Profit

US$25.7b

Other Expenses

-US$5.1b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Oct 27, 2026
-10.32
11.41%
-2.83%
71.1%
View Full Analysis

About CNC

Founded
1984
Employees
61100
CEO
Sarah London
WebsiteView website
www.centene.com

Centene Corporation operates as a managed care company that provides programs and services to under-insured families, and commercial organizations in the United States. It operates through four segments: Medicaid, Medicare, Commercial, and Other. The Medicaid segment offers the temporary assistance for needy families; medicaid expansion; aged, blind, or disabled; and children's health insurance programs, as well as long-term services and supports; foster care; and medicare-medicaid plans. This segment also provides healthcare products and services. The Medicare segment offers special needs and medicare supplement, and prescription drug plans. The Commercial segment provides health insurance marketplace product for individual and commercial group. The Other segment operates clinical healthcare and pharmacies, as well as offers vision and dental, behavioral health, and centralized services. It provides services through primary and specialty care physicians, hospitals, behavioral health practitioners, and ancillary providers. The company was founded in 1984 and is headquartered in Saint Louis, Missouri.

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