Target
$496.86 → $497.11
Current stock research snapshot · 7/31/26 26 days old
UNHUnitedHealth Group
Investment conviction●●○○○2 of 5 · current snapshot
Research target$497.11Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 7/31/26
Market cap$381.94BSnapshot value · 7/31/26
Research history
See all UNH changes ↗What changed
Healthspan taxonomy seed — see taxonomy_path
UnitedHealth Group Q2 2026 earnings; Optum revenue growth; medical cost ratio trend; Medicare Advantage membership; Change Healthcare integration recovery
Thesis weakens if reserve releases (~$860M, 37% of MCR improvement) prove inadequate, MCR improvement reverses, or PBM reform/rebate pass-through concessions compress the cost-of-moat economics. (vault 2026-08)
Neutral — No significant X discussion found in the last 30 days. [X search Aug 2026]
Snapshot · 7/31/26🟡 Mixed · ins-$0.2M · 13F 16+/9-×0.5 · short↓0.14
Snapshot · 7/31/26