Added to YB: 2025-12-23
Pitch date: 2025-12-20
MOH [bullish]
Molina Healthcare, Inc.
+0.11%
current return
Author Info
@ArmsGarrett is a a research analyst and portfolio manager whoe stock pitches on Twitter. Follow on Twitter
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
$8.4B
Pitch Price
$163.50
Price Target
675.00 (+312%)
Dividend
N/A
EV/EBITDA
5.47
P/E
10.08
EV/Sales
0.19
Sector
Health Care Providers and Services
Category
value
2026 Stock pick: Long Molina Healthcare, Inc. - $MOH
MOH: Medicaid-focused HMO off 45% YTD despite remaining profitable while peers post losses. 250bps better MLR than industry, $16/share 2025 Medicaid EPS floor. Transitory margin pressure from post-COVID redeterminations reversing as contracts reset. 4.5% normalized margins = $30+ EPS vs current ~$160 price. 2028 target $675 (4.2x), 225% upside.
Read full article (3 min)