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Margin troughs and targeted improvements create a clearer path to earnings upside; MA plan expansions and favorable CMS ratings support enrollment and pricing power, likely lifting UNH sentiment and multiple expansion near-term.
What happened, with direct paths to the underlying reporting
UnitedHealth forecasts its core Medicaid margins will trough in 2026 and improve in 2027, with target levels by 2028, signaling a meaningful earnings inflection. CMS star ratings for UnitedHealth’s MA plans support near-term sentiment, while 2027 MA plans with $0 premiums and tighter networks may expand access and enrollment, potentially boosting longer-term cash flow.
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