Added to YB: 2026-08-25
Pitch date: 2026-08-22
MOH [bullish]
Molina Healthcare, Inc.
-0.97%
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
$10.4B
Pitch Price
$200.44
Price Target
360.00 (+80%)
Dividend
N/A
EV/EBITDA
23.39
P/E
-1.5K
EV/Sales
0.22
Sector
Health Care Providers and Services
Category
turnaround
Is Molina Healthcare Still Worth It? Inside a Lynch Style Turnaround
MOH: Burry-owned Medicaid managed care turnaround. Author long from $155, now ~$201 (+30%). Trades 38x depressed 2026 trough EPS ($5.25 guide), but ~26x normalized $7.75. 2027 EPS ~$10, 2029 target $25. Every 100bps MCR improvement = ~$5/share. COO bought $1M. Risk: 3 guidance cuts/12mo, political state rates, Marketplace weakness, $4B debt.
Read full article (21 min)