Added to YB: 2026-03-25
Pitch date: 2026-03-22
MOH [neutral]
Molina Healthcare, Inc.
-4.02%
current return
Author Info
No bio for this author
Company Info
Molina Healthcare, Inc. provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through the state insurance marketplaces in the United States.
Market Cap
$7.2B
Pitch Price
$138.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.63
P/E
15.63
EV/Sales
0.16
Sector
Health Care Providers and Services
Category
turnaround
3 Lessons from 'Stock Master Maestros' + Watchlist Update - Molina Healthcare, Inc.
MOH (watchlist): -55% YoY, -61% below 52W high after catastrophic Q4 loss of $2.75/share. 2026 guide $5 EPS (half consensus) on surging Medicaid costs, CA premium adjustments, Medicare Advantage Part D woes (exiting 2027). Being removed from S&P 500 to SmallCap 600. Burry, Nygren, Klarman own; Burry sees M&A catalyst as distressed local health plans create acquisition pipeline. 'Generational buy' at $100.
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