Hot Picks: U.S. healthcare downturn is opening value opportunities, analyst says [BNN Bloomberg (Canada)]
Centene Corporation (CNC)
Last centene corporation earnings: 4/28 06:00 am
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US:NYSE Investor Relations:
centene.com/investors.html
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Source: BNN Bloomberg
Years of pressure on managed-care margins and a cyclical slowdown in clinical research have left several companies trading below their long-term earnings potential. BNN Bloomberg spoke with Alex Fitch, partner, portfolio manager and director of U.S. research at Harris Associates, who outlined where he sees mispriced value emerging and why he believes the sector is positioned for recovery. Key Takeaways A decade of underperformance has pushed several U.S. healthcare subsectors, especially managed care and clinical research, into value territory. Policy shifts and rising healthcare costs have pressured margins, leaving many insurers losing money in Medicaid and exchange markets. Centene and Molina are expected to benefit as pricing resets and competitors exit unprofitable segments, improving mid-cycle earnings potential. Molina's strong management and efficiency provide margin of safety, allowing it to remain profitable even in the sector's downturn. IQVIA and other CROs a
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News
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CNC
Earnings
- 10/29/25 - Beat
CNC
Sec Filings
- 12/5/25 - Form 4
- 12/4/25 - Form 144
- 12/3/25 - Form 144
- CNC's page on the SEC website