Centene (CNC) News Today

Centene Corporation (NYSE: CNC) is seeing mixed trading activity following a series of analyst revisions, reaffirmed guidance and operational updates. Investors are reacting to upgraded price targets, steady forecasts and peer-comparison data.

• Positive Sentiment: Barclays raised its CNC price target to $35 (from $33) with an “equal weight” rating, implying a 2.6% upside.Benzinga
• Positive Sentiment: Truist Financial lifted its target to $39 (from $35) and initiated a “buy” rating, suggesting 14.4% upside.Benzinga
• Positive Sentiment: CNC shares jumped 12% after CEO Sarah London highlighted stronger-than-expected Medicaid results and slightly better Medicare Advantage quality ratings.Proactive Investors
• Positive Sentiment: The company reaffirmed its 2026 EPS guidance, sparking a surge in call-option volume (up 55%).TipRanks
• Positive Sentiment: Q2 revenue rose 22% year-over-year, beating estimates, while management maintained a $1.75 EPS forecast despite rising medical costs.Benzinga
• Positive Sentiment: Shares rose after reaffirmed profit forecasts and steady Medicare ratings.MSN
• Positive Sentiment: Unusually large call-option trading—52,097 contracts—signals bullish positioning.
• Neutral Sentiment: Presentation at Deutsche Bank Healthcare Summit offered detailed outlooks but no major new catalysts.Sohu
• Neutral Sentiment: Analysis highlights temporary headwinds offset by steady guidance, keeping FY forecasts unchanged.Seeking Alpha
• Neutral Sentiment: Broader market gains on Fed rate-cut expectations have supported CNC along with peers.Investopedia
• Neutral Sentiment: Multiple outlets explain today’s rally but cite no fresh catalysts.MSN
• Negative Sentiment: Over the past year, Centene underperformed the broader healthcare sector, and analysts remain cautious on its long-term outlook.Barchart