Hewlett Packard, Natera, UnitedHealth Group: CNBC ‘Final Trades’ - UnitedHealth Group (NYSE:UNH)
On CNBC’s ‘Final Trades,’ Rob Sechan picked Hewlett Packard Enterprise (HPE) due to its better-than-expected Q3 results and raised guidance. Kevin Simpson chose Natera (NTRA), citing an RBC analyst’s price target increase. Stephen Weiss recommended UnitedHealth Group (UNH), which reports Q3 earnings on Oct. 13. HPE shares fell 0.9%, NTRA rose 0.9%, and UNH gained 0.4% on Friday.
How this was made
The 30-second read
Why it matters
HPE's modest price dip despite a beat, Natera's potential rally from the upgrade, and UNH's upcoming earnings could create pre‑release positioning.
Market read
Provides fresh analyst rating for Natera and upcoming earnings cue for UnitedHealth, with modest price reactions for HPE.
What to watch
Natera's upgrade may be driven by pipeline news not detailed in the article.
Background
The article recaps recent Q3 earnings for HPE, notes an analyst upgrade for Natera, and previews UNH's upcoming earnings release.
Ticker impact
HPE posted better‑than‑expected FY2026 Q3 earnings and raised FY guidance, recapped in the article.
likely slight pressure as the market prices in the earnings beat and guidance raise.
The earnings beat was already public; the modest decline indicates limited upside.
RBC Capital upgraded Natera to Outperform and lifted the price target to $460, a fresh analyst action.
likely upward pressure as investors price in the upgraded rating.
The new target and rating are new information that can move the stock.
UNH announced it will release its Q3 results on Oct. 13, ahead of the market open.
neutral to slight upside ahead of the release as traders position.
Only a future release is mentioned; no new data to drive price.
Market effects
Tech hardware earnings beat may lift peers; biotech upgrade could boost related diagnostics stocks.
U.S. market focus on upcoming UNH earnings may affect health‑care sector sentiment.
Limited; primarily U.S. equity impact.
Counterpoint
HPE's earnings beat may already be priced in; the stock could face further downside.
Key entities
- companyHewlett Packard Enterprise
Technology hardware provider reporting Q3 earnings.
- companyNatera, Inc.
Genomics diagnostics firm receiving an analyst upgrade.
- companyUnitedHealth Group
Health‑care insurer slated to release Q3 results.
