
Molina Healthcare (MOH) Stock Forecast & Price Target
Molina Healthcare (MOH) Analyst Ratings
Bulls say
Molina Healthcare is facing some challenges with their MAPD business due to undertarget margins and a projected $0.29 decrease in EPS in '26. However, without their MAPD business, they are still expected to have profitable performance and we assume their D-SNP book to run at $3-3.5K PMPM. The state's preference for awarding D-SNP contracts to insurers with an MA & Caid presence could pose a potential risk for Molina Healthcare's future growth.
Bears say
Molina Healthcare is facing significant challenges in its Medicaid business, which accounts for over half of its members. The company has a conservative outlook for its Medicaid membership, with a 2.6% decline as compared to its peers projecting larger declines. Additionally, Molina's optimistic assumptions for improvement in its marketplace MLR and cost leverage may be difficult to achieve in the current operating environment and could potentially lead to margin compression. The company also faces uncertainties and challenges in the near term, making it difficult to support its 2026 guidance.
This aggregate rating is based on analysts' research of Molina Healthcare and is not a guaranteed prediction by Public.com or investment advice.
Molina Healthcare (MOH) Analyst Forecast & Price Prediction
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