The Wall Street analysts released down the UNITEDHELHELHELTH (NYSE: U) after a loud week that witnessed the shares of the health care giant by 23 %.
It is worth noting that the stocks were shining a little after a wave of purchases from the outstanding interior that indicates confidence. In the pre -market trading on Monday, the stock rose by 4 % to $ 305.25, after winning 6 % in the previous session, which was closed at $ 291.91.
The sharp decline was operated through a series of setbacks, starting with the sudden resignation of CEO Andrew Weity on May 13, who was martyred in personal reasons, a step that shook investors.
A few days later, UnitedHealth commented her look at 2025, referring to the increasing medical costs in the Medicare Advantage sector (MA) and higher care activity expected.
Former CEO Stephen Hemsli intervened to replace intelligence, acknowledging the last disappointing performance of the company, but expresses optimism about its long -term growth capabilities.
More pressure came from May 15 Wall Street Journal A report revealed that the Ministry of Justice is a criminal investigation into the practices of united highhealth. The company, which denied receiving official notice from the investigation, described a “deeply irresponsible” report.
Analysts review the price of the United Nations share
David McDonald, a Trueist Securities analyst, reduced its target price from the United Nations share from $ 580 to $ 360, by 37.9 %, while maintaining the “purchase” classification. in Investor note On May 19, the company cited the outstanding directions of 2025, driving transmission, and the use of MA higher than expected as the main concerns, as well as the broader trends that affect the complex patient groups.
Truez also reviewed the EPS 2025 and 2026 expectations to 21.72 dollars (from $ 26.20) and $ 24.78 (from $ 29.32). Despite the challenges, the company is still positive, while emphasizing the long -term profit strength in UNITEDHELHELTH to support the “purchase” thesis.
At the same time, on the same date, TD Cowen Lower Buy to Hold shares from Buy to Hold, and reduced its target price from $ 520 to $ 308, i.e. 40.8 % reduction.
Analyst Ryan Langeston highlighted that V28 coding rules affect more than her peers such as Humana, with historical coding advantages and increasing regulatory pressure due to changes in the risk control factor model (RAF).
TD Cowen also referred to UNITEDHELHE conflicts to restore the target margins in the United Care and Care Healthcare sectors, which were doubled by the investigation of the Ministry of Justice and lack of efficiency in the operational cost.
The company expressed doubts about the feature of United Nations coding, indicating that it may be mainly weak, adding to cautious feelings.
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