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Humana升级，增长前景优于Evercore
2026-07-30 03:24
- Evercore ISI boosted Humana (HUM) to outperform from in line, citing future member growth and moving more members to higher-rated Medicare plans.
- In addition, the investment bank sees optimism that the insurer can regain 4 stars for its plans in 2027 (applicable to 2028 plan year), which could add $1B-$1.5B in operating profit in 2028 and ~$6-$9 EPS upside.
- "This benefit is not currently priced into the stock/Street estimates, and should continue to support earnings outperformance over the next few years," wrote analyst Elizabeth Anderson.
- Evercore boosted its price target to $480 from $430 (~23% upside based on July 28 close).
More on Humana
- Humana Inc. (HUM) Q2 2026 Earnings Call Transcript
- Humana: Q2 Earnings Must Catch Up With The Stock
- Humana: Perhaps The 'Buy The Dip' Thesis Was Right All Along (Rating Upgrade)
- Humana drops despite Q2 beat on unchanged outlook
- Humana targets 3% pretax margin in 2028 while planning 2027 MA exits impacting ~600,000 members
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