UNH Share Price Performance
US$290.00
-171.52 (-37.16%)
26.1% undervalued intrinsic discount
US$392.24
Fair Value
Price US$290.00
AnalystConsensusTarget US$392.24
DanielGC US$395.00
AnalystLowTarget US$284.09
Fair ValueUS$392.24
Share Pricen/a
UnitedHealth Group Incorporated Stock Price
- 7 Narratives written by author
- 4 Comments on narratives written by author
- 1504 Fair Values set on narratives written by author
UNH Community Narratives
AN
Fair Value US$392.24 26.1% undervalued intrinsic discount
Analyst Views Mixed as UnitedHealth Group Price Target Rises Amid Improved Outlook and Ongoing Challenges
11users have liked this narrative
1users have commented on this narrative
597users have followed this narrative
DA
Fair Value US$395 26.6% undervalued intrinsic discount
UnitedHealth Group's Future Revenue Grows by 3.59%: What Will It Mean?
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6users have followed this narrative
AN
Fair Value US$284.09 2.1% overvalued intrinsic discount
Medicare Scrutiny Will Deepen Margin Compression In Managed Care
2users have liked this narrative
0users have commented on this narrative
21users have followed this narrative
UnitedHealth Group's Future Revenue Grows by 3.59%: What Will It Mean?
UnitedHealth (UNH): A Data Giant Hidden in an Insurer's Crisis Investment Narrative – February 2026 Price Target (12m): $395.00 (+35% upside) Rating: Strong Buy (Contrarian) 1. The Core Thesis: The "Optum" Mispricing The market is currently valuing UnitedHealth through the narrow lens of a traditional insurer struggling with Medicare Advantage (MA) rate cuts and CMS regulatory headwinds for 2027.Read more
491
users have viewed this narrative1users have liked this narrative
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DA
US$395
26.6% undervalued intrinsic discount
DanielGC's Fair Value
Revenue
13.91% p.a.
Profit Margin
2.69%
Future PE
22.03x
Price in 2031
US$550.98
UNH stands out as a very low-risk investment.
Valuation: UnitedHealth Group’s new CEO, Stephen Hemsley, has reaffirmed confidence in the company’s ability to return to its long-term earnings growth target of 13%–16% by 2026. Despite recent headwinds—including elevated Medicare Advantage costs, a major cyberattack, and leadership transitions—Hemsley emphasized that these challenges are manageable and well within the company’s capacity to address.Read more
115
users have viewed this narrative1users have liked this narrative
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5users have followed this narrative
Profit margins at UNH are expected to climb by 4.042% suggesting robust financial health
UnitedHealth: Margins Poised for Growth UnitedHealth Group (NYSE: UNH) continues to demonstrate financial strength and operational efficiency, with profit margins projected to rise by 4.042% in the coming period. This anticipated expansion highlights the company’s robust business fundamentals and disciplined cost management strategy.Read more
13
users have viewed this narrative0users have liked this narrative
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1users have followed this narrative
LE
US$525
44.8% undervalued intrinsic discount
Legendary's Fair Value
Revenue
14.81% p.a.
Profit Margin
4.04%
Future PE
17.59x
Price in 2030
US$726.97
UNH: Valuations Seem Lofty for this Managed Healthcare Giant
Catalysts Products and Services: In 2021, products contributed $34.4 billion in revenues, while services brought in $24.6 billion. Approximately 79% of UnitedHealth Group’s revenue is generated from premiums.Read more
950
users have viewed this narrative4users have liked this narrative
1users have commented on this narrative
69users have followed this narrative
WA
US$486.86
40.4% undervalued intrinsic discount
WallStreetWontons's Fair Value
Revenue
9.81% p.a.
Profit Margin
4.05%
Future PE
25x
Price in 2026
US$537.61
Aging Population And AI Will Revolutionize Healthcare
Key Takeaways Structural margin gains driven by AI, operational integration, and health tech adoption will likely surpass competitor performance and analyst expectations. Demographic trends and value-based care strengthen recurring revenue streams, solidify market leadership, and expand long-term growth in Medicare and chronic care services.Read more
378
users have viewed this narrative0users have liked this narrative
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54users have followed this narrative
AN
US$440
34.1% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
5.36% p.a.
Profit Margin
4.4%
Future PE
21.49x
Price in 2029
US$538.32
Medicare Scrutiny Will Deepen Margin Compression In Managed Care
Key Takeaways Government scrutiny, regulatory interventions, and policy headwinds are likely to reduce margins and profitability across UnitedHealth's core business segments. Rising medical costs, intensifying competition, and operational challenges threaten revenue growth, expose structural weaknesses, and endanger long-term earnings potential.Read more
615
users have viewed this narrative2users have liked this narrative
0users have commented on this narrative
21users have followed this narrative
AN
US$284.09
2.1% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
1.49% p.a.
Profit Margin
4.09%
Future PE
16.28x
Price in 2029
US$347.59
Analyst Views Mixed as UnitedHealth Group Price Target Rises Amid Improved Outlook and Ongoing Challenges
Key Takeaways Strategic investments in technology and value-based programs aim to stabilize revenues and improve operational efficiency and margins. Adjustments in Medicare strategies and focus on predictive care models may optimize future earnings and healthcare outcomes.Read more
3.8k
users have viewed this narrative11users have liked this narrative
1users have commented on this narrative
597users have followed this narrative
AN
US$392.24
26.1% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
4.53% p.a.
Profit Margin
4.16%
Future PE
20.42x
Price in 2029
US$479.52
Trending Discussion
Recently Updated Narratives
DA
UnitedHealth Group's Future Revenue Grows by 3.59%: What Will It Mean?
Fair Value: US$395 26.6% undervalued intrinsic discount
6 followersusers have followed this narrative
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MR
UNH stands out as a very low-risk investment.
Fair Value: US$625 53.6% undervalued intrinsic discount
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LE
Profit margins at UNH are expected to climb by 4.042% suggesting robust financial health
Fair Value: US$525 44.8% undervalued intrinsic discount
1 followerusers have followed this narrative
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Snowflake Analysis
UnitedHealth Group Incorporated Key Details
About UNH
- Founded
- 1974
- Employees
- 400000
- CEO
- WebsiteView website
UnitedHealth Group Incorporated operates as a health care company in the United States and internationally. The company operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized employers, small businesses, and individuals; health care coverage, and health and well-being services to individuals age 50 and older; Medicaid plans, children’s health insurance and health care programs; and health care benefits products and services to state programs caring for the economically disadvantaged, medically underserved, and those without the benefit of employer-funded health care coverage. The Optum Health segment provides care delivery, care management, wellness and consumer engagement, and health financial services patients, consumers, care delivery systems, providers, employers, payers, and public-sector entities. The Optum Insight segment offers software and information products, advisory consulting arrangements, and managed services outsourcing contracts to hospital systems, physicians, health plans, governments, life sciences companies, and other organizations. The Optum Rx segment provides pharmacy care services and programs, including retail network contracting, home delivery, specialty and community health pharmacy services, infusion, and purchasing and clinical capabilities, as well as develops programs in the areas of step therapy, formulary management, drug adherence, and disease and drug therapy management. UnitedHealth Group Incorporated was founded in 1974 and is based in Eden Prairie, Minnesota.
