Mizuho Updates Centene (CNC) Valuation as Physician Survey Suggests Cooling Healthcare Utilization

2 hours ago 1

Maham Fatima

Sat, January 31, 2026 astatine 6:38 AM CST 2 min read

Centene Corporation (NYSE:CNC) is 1 of the most undervalued ample headdress stocks to put successful now. On January 9, Mizuho accrued its terms people for Centene from $40 to $47 portion maintaining a Neutral rating. This sentiment was posted arsenic portion of the firm’s broader Q4 2025 preview for the healthcare facilities and managed attraction sector. The firm’s caller doc survey suggested that healthcare utilization maturation decelerated sequentially, adjacent erstwhile accounting for easier year-over-year comparisons. This cooling maturation whitethorn bespeak that the utilization inclination is presently peaking, providing a cautious backdrop for the firm’s updated valuation.

On January 7, Wells Fargo accrued its terms people for Centene to $43 from $35 with an Equal Weight standing portion expressing a penchant for Medicare Advantage wrong the managed attraction sector. The steadfast noted precocious uncertainty regarding Medicaid and Exchanges and warned of a much challenging situation for hospitals successful 2026 arsenic post-COVID tailwinds diminish and legislative risks increase.

A aesculapian technician holding the instruments successful her hands

A time earlier that, Bernstein expert Lance Wilkes besides raised the firm’s terms people for Centene to $59 from $45 with an Outperform standing based connected the anticipation of a sector-wide turnaround successful authorities managed attraction starting successful 2026. While the steadfast anticipates a non-linear betterment with immoderate imaginable volatility, it views existent levels crossed each managed attraction enactment sectors arsenic charismatic introduction points for investors.

Centene Corporation (NYSE:CNC) operates arsenic a healthcare endeavor that provides programs and services to under-insured and uninsured families and commercialized organizations successful the US. The institution operates done 4 segments: Medicaid, Medicare, Commercial, and Other.

While we admit the imaginable of CNC arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double successful 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This nonfiction is primitively published at Insider Monkey.


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