| CNC |
Report |
Adj. EPS (2Q26) |
BEAT |
pred ~$1.35 vs. cons $1.13 |
MEDIUM |
| CNC |
Report |
Medicaid HBR (2Q26) |
IN-LINE |
pred ~93.5% vs. cons 93.96% |
MEDIUM |
| CNC |
Report |
Commercial/Marketplace HBR (2Q26) |
BEAT |
pred ~80.5% vs. cons 82.5% |
MEDIUM |
| CNC |
Guide |
Adj. EPS floor (FY 2026) |
BETTER |
guide ~>$3.70 vs. cons $3.53 |
MEDIUM |
| CNC |
Guide |
HBR range (FY 2026) |
UNCHANGED |
guide 90.9%-91.7% vs. cons 90.97% midpoint |
HIGH |
| CNC |
Guide |
Marketplace qualitative (FY 2026) |
BETTER |
guide pretax margin toward ~4% vs. embedded ~3% |
MEDIUM |
| CNC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| CNC |
Return |
5-day cumulative residual |
+3.0% (STABILIZE) |
STABILIZE — archetype A follow-through compressed by elevated +29% pre-print run; initial pop partially fades as profit-taking offsets estimate revision tailwind |
MEDIUM |