Centene Corporation (CNC): David Einhorn Is Bullish on This Managed Care Firm [Yahoo! Finance]
Centene Corporation (CNC)
Last centene corporation earnings: 4/28 06:00 am
Check Earnings Report
US:NYSE Investor Relations:
centene.com/investors.html
Company Research
Source: Yahoo! Finance
Centene Corporation (NYSE:CNC) recently posted Q1 2026 results that significantly cleared the high bar set by institutional expectations. The company delivered an Adjusted EPS of $3.37 on $49.94 billion in revenue, far exceeding analyst estimates. Management increased the 2026 full-year adjusted EPS guidance floor to greater than $3.40. Hedge funds view this as a signal that the company has finally moved past the Medicaid redetermination headwinds that plagued the sector in 2024–2025. While competitors like UnitedHealth and Humana have struggled with rising medical utilization, Centene has demonstrated better cost-containment in core niches. Photo by George Morina on Pexels The Health Benefits Ratio of Centene Corporation (NYSE:CNC) improved to 87.3% in Q1 2026. Despite lower overall Medicaid membership, Centene achieved 8% revenue growth in this segment through rate increases and state-directed payments. Hedge funds like the defensive nature of these government contracts during
Show less
Read more
Impact Snapshot
Event Time:
CNC
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
CNC alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
CNC alerts
High impacting Centene Corporation news events
Weekly update
A roundup of the hottest topics
CNC
News
- Centene (CNC) had its price target raised by Jefferies Financial Group Inc. from $39.00 to $48.00. They now have a "hold" rating on the stock.MarketBeat
- Centene (CNC) had its price target raised by UBS Group AG from $42.00 to $55.00. They now have a "neutral" rating on the stock.MarketBeat
- Centene (CNC) had its price target raised by Truist Financial Corporation from $49.00 to $58.00. They now have a "buy" rating on the stock.MarketBeat
- Centene (CNC) had its "outperform" rating reaffirmed by Oppenheimer Holdings, Inc..MarketBeat
- Centene (CNC) had its "sell" rating reaffirmed by The Goldman Sachs Group, Inc..MarketBeat
CNC
Earnings
- 4/28/26 - Beat
CNC
Sec Filings
- 4/29/26 - Form SCHEDULE
- 4/28/26 - Form 8-K
- 4/28/26 - Form 10-Q
- CNC's page on the SEC website