Could Cigna's (CI) AI Imaging Expansion Reflect a Deeper Bet on Integrated Healthcare Innovation?

• Cleerly announced in late September 2025 that Cigna will begin covering Cleerly LABS Advanced Plaque Analysis for more than 16 million members starting October 1, 2025, joining major insurers such as UnitedHealthcare and EviCore in extending access to AI-powered coronary imaging for cardiovascular care.
• This move brings coverage of AI-QCT and coronary plaque analysis technologies to over 61 million Americans, signaling a rapid industry shift toward adopting artificial intelligence for enhanced diagnostic accuracy and more informed healthcare decisions.
• We'll now examine how Cigna's embrace of AI-powered cardiovascular imaging may influence its investment narrative focused on innovation and integrated care.

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Cigna Group Investment Narrative Recap

To be a Cigna shareholder, you need to believe in its ability to maintain profitable growth by capturing demand for integrated care and specialty services, while successfully navigating industry disruption. The recent move to cover AI-powered plaque analysis reinforces Cigna’s innovation narrative, but does not materially change the short-term catalyst, which remains ongoing earnings growth through high-margin Evernorth businesses, nor does it alter the main risk around potential regulatory changes to PBM operations.

Among recent announcements, Cigna’s significant share buybacks stand out as most relevant, reflecting management’s confidence in future earnings, which is closely tied to the drivers and risks highlighted by the AI imaging coverage decision. These actions provide support for earnings per share growth but do not eliminate the ongoing regulatory uncertainties around pharmacy benefit management reform.

Yet, investors should be aware that disruptive regulation affecting PBM margins remains a risk that could...

Read the full narrative on Cigna Group (it's free!)

Cigna Group's narrative projects $299.7 billion in revenue and $7.8 billion in earnings by 2028. This requires 4.6% yearly revenue growth and a $2.8 billion increase in earnings from $5.0 billion today.

Uncover how Cigna Group's forecasts yield a $369.13 fair value, a 19% upside to its current price.

Exploring Other Perspectives

Ten fair value estimates from the Simply Wall St Community range from US$275 to US$1,162, reflecting strong differences in expected upside. With ongoing regulatory scrutiny over Cigna’s PBM leadership, now is a good time to compare your view with others and explore the full debate.

Explore 10 other fair value estimates on Cigna Group - why the stock might be worth over 3x more than the current price!

Build Your Own Cigna Group Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Cigna Group research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Cigna Group research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Cigna Group's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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