2 Non-AI Giants to Buy on Solid Guidance and Lucrative Valuation
Centene Corp. (CNC) and Archer-Daniels-Midland Co. (ADM) are highlighted for strong performance and attractive valuations. CNC expects 2026 revenues of $173-$177B and adjusted EPS over $4.80, with a forward P/E of 13.58X. ADM raised 2026 adjusted earnings guidance to $5.15-$5.60 per share, with a forward P/E of 16.60X.
How this was made
The 30-second read
Why it matters
New guidance lifts earnings expectations, which could drive price appreciation, but investors should monitor policy and commodity risks.
Market read
Guidance upgrades for CNC and ADM provide fresh material for traders seeking upside in healthcare and agribusiness sectors.
What to watch
Potential headwinds from Medicaid policy changes and commodity price volatility could temper gains.
Background
The article highlights two non‑AI stocks with strong Zacks Rank #1 and updated 2026 guidance, positioning them as attractive buys for the remainder of the year.
Ticker impact
Centene Corp. raised its 2026 revenue guidance to $173‑$177 B and adjusted EPS to >$4.80, a fresh update disclosed in this article.
Potential upside of 5‑10% over the next weeks if market digests the guidance.
Guidance beats prior expectations and EPS outlook improves >130%, indicating strong upside.
Archer‑Daniels‑Midland announced 2026 adjusted earnings guidance of $5.15‑$5.60 per share, up from $4.15‑$4.70, a new disclosure.
Expect modest rally of 3‑7% as investors price in higher earnings.
Guidance increase reflects better margins from renewable fuel obligations and higher energy prices.
Market effects
Both healthcare and agribusiness sectors may see uplift as peers' guidance improves.
U.S. markets could see modest gains in related ETFs tracking health services and commodities.
Positive guidance may reinforce confidence in AI‑linked growth themes globally.
Counterpoint
If guidance improvements are already priced in, the stocks may face limited upside.
Key entities
- CompanyCentene Corp.
U.S. healthcare services provider
- CompanyArcher‑Daniels‑Midland Co.
U.S. agribusiness and food processing company
