Added to YB: 2026-02-03
Pitch date: 2026-01-30
CNC [bullish]
Centene Corporation
+2.37%
current return
Author Info
UnlearningCFA is a self-taught corporate governance analyst sharing ideas in their newsletter. Sign up for the newsletter.
Company Info
Centene Corporation operates as a healthcare enterprise that provides programs and services to under-insured and uninsured families, and commercial organizations in the United States.
Market Cap
$21.3B
Pitch Price
$42.67
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.47
P/E
-4.06
EV/Sales
0.13
Sector
Health Care Providers and Services
Category
special_situation
Coiled Spring - Centene Corporation
CNC: Exec team received RSU/PSU grants Jan 26, earnings Feb 6 - 2 weeks vs historical mid-March timing. PSUs now solely based on 3yr stock price vs prior balanced metrics. Potential spring-loading despite proxy disclosure denying strategic timing. Short-dated calls recommended.
Read full article (2 min)