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Molina Healthcare, Inc. Stock Price

NYSE:MOH Community·US$10.6b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 143 Fair Values set on narratives written by author
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MOH Share Price Performance

US$204.23
28.12 (15.97%)
​
US$209.12
Fair Value
US$204.23
28.12 (15.97%)
2.3% undervalued intrinsic discount
US$209.12
Fair Value
Price US$204.23
AnalystConsensusTarget US$209.12
WallStreetWontons US$411.65
AnalystHighTarget US$266.00

MOH Community Narratives

Fair Value
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Fair Value US$209.12 2.3% undervalued intrinsic discount

MOH: Margin Recovery Will Rely On Navigating Medicaid Headwinds And ACA Premium Hikes

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63users have followed this narrative
Fair Value
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Fair Value US$411.65 50.4% undervalued intrinsic discount

MOH: Expanding Government Contracts in Medicare Makes for Moderate Growth But with Certain Risks such as Medicaid rediterminations

2users have liked this narrative
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11users have followed this narrative
Fair Value
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Fair Value US$266 23.2% undervalued intrinsic discount

Aging Population And Telehealth Will Drive Medicaid Expansion

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3users have followed this narrative
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Molina Healthcare
50.4% undervalued intrinsic discount

MOH: Expanding Government Contracts in Medicare Makes for Moderate Growth But with Certain Risks such as Medicaid rediterminations

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Published 14 Dec 2023
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Molina Healthcare
2.3% undervalued intrinsic discount

MOH: Margin Recovery Will Rely On Navigating Medicaid Headwinds And ACA Premium Hikes

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Updated 12 Aug
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Molina Healthcare
23.2% undervalued intrinsic discount

Aging Population And Telehealth Will Drive Medicaid Expansion

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Updated 27 Aug
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Molina Healthcare
38.9% overvalued intrinsic discount

Rising Healthcare Costs And Policy Risks Will Erode Margins

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Updated 29 Jul
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Trending Discussion

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Updated Narratives

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MOH: Expanding Government Contracts in Medicare Makes for Moderate Growth But with Certain Risks such as Medicaid rediterminations

Fair Value: US$411.65 50.4% undervalued intrinsic discount
11 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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MOH: Medicaid Margin Recovery And Funding Clarity Will Drive 2026 Upside

Fair Value: US$266 23.2% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
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MOH: Medicaid And Exchange Headwinds Will Temper Benefits From Policy Stability

Fair Value: US$209.12 2.3% undervalued intrinsic discount
63 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Undervalued with moderate growth potential.

0 Risks
3 Rewards
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Molina Healthcare, Inc. Key Details

US$42.5b

Revenue

US$38.9b

Cost of Revenue

US$3.6b

Gross Profit

US$3.6b

Other Expenses

-US$7.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Oct 21, 2026
-0.13
8.43%
-0.016%
90.4%
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About MOH

Founded
1980
Employees
19000
CEO
Joseph Zubretsky
WebsiteView website
www.molinahealthcare.com

Molina Healthcare, Inc. provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through the state insurance marketplaces in the United States. It operates through Medicaid, Medicare, Marketplace, and Other segments. The company was founded in 1980 and is headquartered in Long Beach, California.

Recent MOH News & Updates

Narrative Update • Aug 27

MOH: Medicaid Margin Recovery And Funding Clarity Will Drive 2026 Upside

Molina Healthcare's updated analyst price target has shifted to $266 from $286 as analysts weigh tighter Medicaid and exchange assumptions against modestly firmer forward earnings estimates and slightly higher projected profitability. Analyst Commentary Recent research on Molina Healthcare points to a mixed but generally constructive backdrop, with price targets moving in both directions as analysts reassess Medicaid, Medicare and exchange exposure against updated earnings expectations.

Recent updates

No updates

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