CNC Share Price Performance
US$38.46
-20.45 (-34.71%)
6.5% undervalued intrinsic discount
US$41.12
Fair Value
Price US$38.46
AnalystConsensusTarget US$41.12
AnalystLowTarget US$32.00
AnalystHighTarget US$62.81
Fair ValueUS$41.12
Share Pricen/a
Centene Corporation Stock Price
- 4 Narratives written by author
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- 119 Fair Values set on narratives written by author
CNC Community Narratives
AN
Fair Value US$41.12 6.5% undervalued intrinsic discount
Analysts Lift Centene Price Target on Margin Recovery but Warn of Lasting Sector Headwinds
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AN
Fair Value US$32 20.2% overvalued intrinsic discount
Rising Regulatory Pressure And Contracting Medicaid Will Squeeze Margins
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AN
Fair Value US$62.81 38.8% undervalued intrinsic discount
Medicare And Medicaid Expansion Will Unlock Long-Term Healthcare Potential
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La tesis es que el castigo fue exagerado y los márgenes pueden recuperarse en 2026.
Aseguradora líder en Medicaid y Obamacare; retiró su guía 2025 por costos médicos más altos y la acción cayó ~40 %. La tesis es que el castigo fue exagerado y los márgenes pueden recuperarse en 2026.Read more
4
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GE
US$95.24
59.6% undervalued intrinsic discount
gerruizd's Fair Value
Revenue
4% p.a.
Profit Margin
3%
Future PE
9x
Price in 2030
US$133.58
Rising Regulatory Pressure And Contracting Medicaid Will Squeeze Margins
Key Takeaways Intensifying regulatory scrutiny, demographic headwinds, and operational inefficiencies threaten Centene's profitability and margin stability in both Medicaid and Marketplace segments. Competitive pressures from technological disruption and dependence on government contracts raise risks of revenue attrition and long-term earnings volatility.Read more
75
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AN
US$32
20.2% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
3.55% p.a.
Profit Margin
1.16%
Future PE
8.77x
Price in 2029
US$39.57
Medicare And Medicaid Expansion Will Unlock Long-Term Healthcare Potential
Key Takeaways Accelerated margin rebound and profitability are possible through strong execution, digital transformation, and advanced care management, surpassing current analyst expectations. Dominance in government health programs and effective policy advocacy ensure continued revenue growth, coverage expansion, and earnings stability as populations age and chronic disease rises.Read more
79
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AN
US$62.81
38.8% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
5.69% p.a.
Profit Margin
1.51%
Future PE
12.4x
Price in 2029
US$77.38
Analysts Lift Centene Price Target on Margin Recovery but Warn of Lasting Sector Headwinds
Key Takeaways Medicaid business margin recovery and strong contract wins could enhance revenue growth and market share in government health programs. Improved Medicare Advantage outlook, alongside commercial segment growth, supports positive revenue and earnings prospects through operational efficiencies and increased membership.Read more
576
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AN
US$41.12
6.5% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
4.88% p.a.
Profit Margin
1.15%
Future PE
10.86x
Price in 2029
US$50.7
Trending Discussion
Recently Updated Narratives
GE
La tesis es que el castigo fue exagerado y los márgenes pueden recuperarse en 2026.
Fair Value: US$95.24 59.6% undervalued intrinsic discount
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AN
CNC: CMS Rate Pressure And Medicaid Uncertainty Will Restrain Future Earnings Recovery
Fair Value: US$32 20.2% overvalued intrinsic discount
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AN
CNC: Government Managed Care Policy Tailwinds Will Support Future Earnings Power
Fair Value: US$62.81 38.8% undervalued intrinsic discount
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Snowflake Analysis
Centene Corporation Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Apr 28, 2026
- -13.57
- 10.47%
- -3.79%
- 86.8%
About CNC
- Founded
- 1984
- Employees
- 61100
- CEO
- WebsiteView website
Centene Corporation operates as a healthcare enterprise that provides programs and services to under-insured and uninsured families, and commercial organizations in the United States. The company 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, small, and large group commercials. The Other segment operates clinical healthcare and pharmacies, as well as offers vision and dental, behavioral health, federal, and corporate management 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.
