
Molina Healthcare (MOH) Stock Forecast & Price Target
Molina Healthcare (MOH) Analyst Ratings
Bulls say
Molina Healthcare Inc is experiencing positive momentum due to its expansion in the Medicaid sector, with contracts in 18 states poised to grow to 21 by 2024, contributing to its member base of 5.3 million across various programs. The company's strategic focus on higher utilization for long-term services, highlighted by its significant New Mexico contract estimated to generate $500 million in revenue, signals a robust growth opportunity. Furthermore, Molina's guidance for 2025 adjusted EPS at a minimum of $24.50 indicates a projected year-over-year growth of at least 8.2%, reflecting a solid financial outlook amidst an evolving market landscape.
Bears say
Molina Healthcare Inc. reported a fourth-quarter adjusted EPS of $5.05, which fell 14% short of market expectations, primarily due to a consolidated medical loss ratio (MLR) of 90.2%, reflecting an increase of 106 basis points year-over-year. The company's outlook is negatively impacted by potential risks associated with the expiration or reduction of Affordable Care Act (ACA) enhanced subsidies, which could significantly affect the profitability of its Marketplace segment. Additionally, elevated utilization levels in Medicare Advantage and other pressures on reimbursement contribute to ongoing MLR risks, casting doubt on Molina’s growth and profitability trajectory.
This aggregate rating is based on analysts' research of Molina Healthcare and is not a guaranteed prediction by Public.com or investment advice.
Molina Healthcare (MOH) Analyst Forecast & Price Prediction
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