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TraderNorway 🇳🇴 @TraderNorway on x XXX followers
Created: 2025-07-23 20:58:10 UTC
$MOH had growth on premium services, experienced less margins due to more usage of health services (same as $CNC came out and warned about due to people "spending their contract worth" before the Medicaid expiring for illegal immigrants etc). This is what brought down EPS a bit. But they had growth in revenue.
The "spending" are all temporary since the ones who are not eligble for Medicaid are cut out. Which have already happened according to recent news, which means more healthy people with valid contracts are now in place.
Molina sticking to their revenue plans for premium and we did not get any surprises in terms of shocking costs for Medicaid and ACA changes. In fact they have already begun to reprise to counter any offset of costs.
I am bullish about Centene`s earnings on friday!
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Related Topics cnc moh eps $moh molina healthcare inc stocks healthcare $cnc