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Stock impact report

Mizuho Updates Centene (CNC) Valuation as Physician Survey Suggests Cooling Healthcare Utilization [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
for Centene from $40 to $47 while maintaining a Neutral rating. This sentiment was posted as part of the firm's broader Q4 2025 preview for the healthcare facilities and managed care sector. The firm's recent physician survey suggested that healthcare utilization growth decelerated sequentially, even when accounting for easier year-over-year comparisons. This cooling growth may indicate that the utilization trend is currently peaking, providing a cautious backdrop for the firm's updated valuation. On January 7, Wells Fargo increased its price target for Centene to $43 from $35 with an Equal Weight rating while expressing a preference for Medicare Advantage within the managed care sector. The firm noted high uncertainty regarding Medicaid and Exchanges and warned of a more challenging environment for hospitals in 2026 as post-COVID tailwinds diminish and legislative risks increase. A medical technician holding the instruments in her hands A day before that, Bernstein analyst Lanc Show less Read more
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