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CNC News11 articles
Medicare Part D Subsidy Phaseout Poses Enrollment Risks for Standalone Plans
Centene (CNC) is most exposed to Medicare Part D subsidy phaseout, with 90% of its drug plan members in standalone plans. The end of the $3.6B demo could trigger enrollment shifts.
Medicare Part D Subsidy Phaseout Widens Insurer Pricing Gap
CMS plans to end temporary Part D assistance after 2026, with 2027 bids up 23.7%. Insurers like Centene face enrollment risk as pricing gaps widen.
Molina Healthcare Shares Tumble as First-Half EPS Covers 73.5% of 2026 Floor
Molina Healthcare shares fell 9.4% after hours despite an earnings beat, as first-half adjusted EPS of $3.86 covers 73.5% of the 2026 floor, leaving a $1.39 gap to the full-year floor.
Alignment Healthcare Stock Plunges 16.7% on Whistleblower Suit Alleging Expense Misreporting
Alignment Healthcare shares dropped 16.7% on July 8, 2026, following a whistleblower lawsuit from a former executive alleging expense misreporting. The company denies the claims and vows to defend itself.
Alignment Healthcare Surges 25% on Raised 2026 Guidance, Strong Q1
Alignment Healthcare stock surged 25% after raising its 2026 guidance and reporting strong Q1 earnings, driven by disciplined growth and stable utilization trends.
Oscar Health Jumps 15% on Wells Fargo Upgrade Citing Better Exchange Outlook
Oscar Health shares surged 15.5% to $23.68 after Wells Fargo upgraded the stock to Equal Weight, citing improved 2026 exchange trends but limited visibility beyond this year.
Humana Shares Slide Despite Q1 Earnings Beat as Medicare Advantage Challenges Persist
Humana beat Q1 profit estimates but shares fell over 6% premarket as it kept its 2026 outlook unchanged and cut GAAP guidance, citing Medicare Star Ratings headwinds.
UnitedHealth, Health Insurers Rally on Centene Profit Outlook Boost
UnitedHealth Group shares rose about 4% Tuesday after Centene lifted its profit outlook, fueling hopes that medical-cost pressures are easing for major insurers.
Centene Lifts 2026 Forecast After Q1 Earnings Beat on Medical Costs
Centene raised its 2026 profit outlook after Q1 earnings beat estimates, citing better medical cost management. Shares jumped over 6%.
Oil Jitters Test AI Rally: Nvidia, GM, Hilton in Focus
U.S. stock futures edged lower Tuesday as oil prices stayed elevated due to the U.S.-Iran standoff. Nvidia hit a record high, while GM and Hilton raised outlooks.
UnitedHealth Rebounds 3% as Managed Care Sector Weighs Diverging Cost Outlooks
UnitedHealth shares rose 3% to $276.65 Friday, recovering after Molina Healthcare's weak 2026 forecast pressured the sector. Investors now await Humana's results and a key Medicare Advantage rate decision.