Cantor Fitzgerald upgrades Humana to Overweight with higher price target
Cantor Fitzgerald raised its rating on Humana to Overweight and lifted its price target to $460 from $300. The firm also increased its EPS forecasts for 2027 to $17.96 and for 2028 to $28.27, citing confidence in Medicare Advantage margin recovery and STARS score improvements. Humana’s shares were trading around $404.27 and have risen 106% over the past six months. The upgrade follows expectations of better Medicare Advantage performance in 2027‑2028.
Why it matters
The higher price target and upgraded rating signal analysts’ belief that Humana’s margins will improve, which could support a higher valuation for investors. Cantor Fitzgerald’s outlook may influence market sentiment and trading activity in Humana’s stock.
Key facts
- 1Cantor Fitzgerald upgraded Humana to Overweight and raised its price target to $460 from $300. investing.com
- 2The firm increased EPS estimates for 2027 to $17.96 (from $15.86) and for 2028 to $28.27 (from $25.38). investing.com
- 3Humana’s stock was trading at $404.27 at the time of the upgrade. investing.com
- 4The stock’s P/E ratio stood at 38.5. investing.com
- 5Shares have surged 106% over the past six months. investing.com
- 6Humana trades at 9.9 times the implied 2028 earnings. investing.com
Summary written by AlphAI from 4 of 4 sources. Not investment advice. Figures are as stated by the linked sources.