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Centene beats Q3, lifts 2026 guidance; stock eyes new high

Oct 27, 2026, 12:29 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong beat on EPS and revenue alongside raised 2026 guidance signals improving fundamentals and potential multiple expansion, despite ongoing membership headwinds.

AI summary

What happened, with direct paths to the underlying reporting

Centene delivered a strong Q3 with adjusted EPS of $0.58 and revenue of $50.65B, topping estimates. The company raised 2026 guidance on earnings and sales, signaling improved profitability despite ongoing member declines. Key questions remain around Medicaid/M Marketplace membership headwinds and OB3 impacts into 2027, which could influence margins and cadence of any further upgrades.

Q3 adjusted EPS $0.58 vs $0.10 est; revenue $50.65B vs $47.11B est.
HBR at 92.7%; full-year Medicaid HBR target 93.5%.
Membership declined to 25.698M; Medicaid 11.895M, Marketplace 3.403M.
Guidance raised: 2026 adj EPS > $5.20; sales $196.50-200.50B.
Stock up 2.75% on the news; approaching 52-week high.

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