1. BofA cites rising cost pressures for managed care organizations like CI. 2. Cigna's long-term potential could lead to 10-15% EPS growth after 2026. 3. CI is less exposed to government risks compared to peers. 4. Valuation is compressed, suggesting room for upward re-rating. 5. Managed care earnings show significant potential, yet near-term visibility is limited.
FAQ
Why Bullish?
Cigna's expected long-term EPS growth and reduced regulatory risks indicate positive outlook.
How important is it?
Earnings potential and reduced risks are critical for investor confidence in CI's future.
Why Long Term?
2026 reset is pivotal; long-term EPS growth potential expected, supported by solid market positioning.