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Expedia Group (NASDAQ:EXPE | EXPE Price Prediction) is back in the spotlight after a 42.34% Q1 adjusted EPS beat and a freshly minted $5 billion buyback authorization that has the travel-rebound crowd piling back in.

Centene Corporation (NYSE:CNC) on Tuesday posted better-than-expected first-quarter earnings and 2026 outlook.

The company reported a first-quarter 2026 adjusted loss of $3.37, beating the consensus of $2.13 per share, approximately 50 cents better than the company's expectations. Centene's sales reached $49.94 billion, exceeding the consensus estimate of $47.53 billion.

In an investor call, the company said, "Medicaid results in the quarter were ahead of our previous projection, outperforming our HBR expectation in the period within that, we experienced a flu season that was lighter than our original forecast and saw a slight utilization benefit from weather events."

Centene expects fiscal 2026 adjusted earnings of more than $3.40, versus prior guidance of $3 per share, compared to the consensus of $3.02.

The company expects 2026 sales of $187.5 billion-$191.5 billion versus the consensus of $188.91 billion and prior guidance of $186.5 billion-$190.5 billion, including premium revenues between $171 billion and $175 billion (prior guidance of $170 billion-$174 billion).

Centene shares rose 7.1% to trade at $53.11 on Wednesday.

These analysts made changes to their price targets on Centene following earnings announcement.

B of A Securities analyst Kevin Fischbeck upgraded Centene from Underperform to Buy and raised the price target from $34 to $60. Truist Securities analyst David Macdonald maintained the stock with a Buy and raised the price target from $49 to $58. Barclays analyst Andrew Mok maintained the stock with an Overweight rating and raised the price target from $54 to $63. Considering buying CNC stock? Here’s what analysts think:

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It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

Zacks Premium includes access to the Zacks Style Scores as well.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

#1 (Strong Buy) stocks have produced an unmatched +23.93% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Centene (CNC - Free Report) Centene Corporation is a well-diversified healthcare company that primarily provides a set of services to the government sponsored healthcare programs. The company serves the under-insured and uninsured individuals through member-focused services. It is also engaged in providing education and outreach programs to inform and assist members in accessing quality, appropriate healthcare services.

CNC is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Momentum investors should take note of this Medical stock. CNC has a Momentum Style Score of B, and shares are up 51.3% over the past four weeks.

Eight analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.46 to $3.42 per share. CNC boasts an average earnings surprise of +74.9%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, CNC should be on investors' short list.

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today May 7th:

Centene (CNC - Free Report) : This well-diversified healthcare company, that primarily provides a set of services to the government sponsored healthcare programs, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 15.5% over the last 60 days.

Centene has a PEG ratio of 1.03 compared with 1.47 for the industry. The company possesses a Growth Score of A.

Petco Health and Wellness Co. (WOOF - Free Report) : This company, which is a fully-integrated health and wellness company for pets, carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 35.7% over the last 60 days.

Petco Health and Wellness has a PEG ratio of 1.30 compared with 2.46 for the industry. The company possesses a Growth Score of A.

Valero Energy (VLO - Free Report) : This company, which is the largest independent refiner and marketer of petroleum products in the United States, carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 95.7% over the last 60 days.

Valero Energy has a PEG ratio of 0.39 compared with 0.50 for the industry. The company possesses a Growth Score of B.

See the full list of top ranked stocks here.

Learn more about the Growth score and how it is calculated here.

The funding is made available through an annual program that addresses barriers to healthcare.

, /PRNewswire/ -- Superior HealthPlan ("Superior"), a leading managed care organization in Texas and a company of Centene Corporation (NYSE: CNC), has announced the 2026 recipients of its annual grant program. In total, $100,000 in funding will be provided to 10 organizations, in 10 communities across Texas, to help address the needs of low-income neighborhoods, families, and individuals.

"We're proud to support the meaningful work of community-based organizations across Texas through our annual grant program," said Dr. Susan Mills, Sr. Vice President of Population Health & Clinical Outcomes. "We want to thank all the organizations that applied for these grants and look forward to partnering with many of them in the months ahead."

Since 2018, Superior has provided more than $1.3 million in funding to dozens of community partners through its grant program to help address non-medical drivers of health. Each grant recipient will support at least one of these areas:

Housing Stability & Support: Programs that reduce housing insecurity and improve living conditions for Medicaid members. Food Security & Nutrition: Programs that improve access to nutritious food and address emergency food needs for vulnerable populations. Health Care Access & Literacy: Programs that reduce barriers to care and improve health outcomes through education, navigation, and support services. The following organizations will each receive a $10,000 grant:

Organization

Location

Grant Purpose

Brighter Bites

San Antonio

Provides access to fresh food and nutrition education programming at six San Antonio schools during the 2026-27 school year.

Pregnancy Center of the Coastal Bend

Corpus Christi

Assists with prenatal care, health education, and parenting education for teenagers, women, and families facing an unplanned pregnancy.

Food Care Center

Killeen

Increases access to nutritious food for individuals and families, including emergency food distributions for seniors, veterans, and individuals eligible for Medicaid.

Food For All Project

Pflugerville

Enhances the ability to purchase food from wholesalers to meet increasing needs throughout the Central Texas community.

Hugging Heart Solutions

Nacogdoches

Provides essential infant supplies, such as diapers and wipes, as well as connections to local support services that promote health, stability, and self-sufficiency.

Lamesa Boys & Girls Club

Lamesa

Offers access to healthy breakfast and lunch for children who do not receive meals on Friday, filling a gap for students during a four-day school week in the district.

Martha's Home

Amarillo

Supports the Present Needs Future Success program to provide utility assistance, rental assistance, and emergency shelter for families experiencing housing instability.

Paso del Norte Center of Hope

El Paso

Supports the HOPE Restorative Housing Program to provide housing assistance and advocacy for survivors of trafficking facing homelessness, unsafe conditions, and instability.

Silver Ribbon Community Partners

McAllen

Provides financial assistance to seniors and adults with disabilities, including short-term utility support, rental assistance, application fees, and security deposits.

Wisdom Room With Royalty

Dallas

Assists with utility support and rental assistance for low-income seniors, including utility bills, to ensure they have access to essential services.

To learn more about this program, visit the Superior HealthPlan grants webpage.

About Superior HealthPlan
For more than 25 years, Superior HealthPlan has offered high-quality health care to Texans, and is now a leading managed care company providing services to more than 1.5 million people. Committed to transforming the health of the communities we serve, one person at a time, Superior supports active local involvement in all 254 Texas counties with 3,700 employees throughout the state. Since 2020, Superior has contributed $12.3 million in grants, sponsorships, and employee giving, helping support low-income communities. Superior is a company of Centene, a leading healthcare enterprise that is committed to helping people live healthier lives. For more information, visit www.SuperiorHealthPlan.com.

SOURCE Superior HealthPlan

"America's Best Customer Service in Financial Services 2026" award recognizes companies delivering strong customer service based on nationwide consumer feedback SACRAMENTO, Calif., May 26, 2026 /PRNewswire/ -- Health Net, one of California's most experienced Medi-Cal managed care health plans and company of Centene Corporation (NYSE: CNC), has been named one of America's Best Customer Service in Financial Services 2026, a national recognition published by USA TODAY in partnership with independent research firm Plant‑A Insights Group.

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today May 28th:

Pitney Bowes (PBI - Free Report) : This global technology company, which is powering billions of transactions - physical and digital - in the connected and borderless world of commerce, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 11% over the last 60 days.

Pitney Bowes has a PEG ratio of 0.70 compared with 0.80 for the industry. The company possesses a Growth Score of A.

Centene (CNC - Free Report) : This well-diversified healthcare company, that primarily provides a set of services to the government sponsored healthcare programs, carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 15.3% over the last 60 days.

Centene has a PEG ratio of 0.46 compared with 1.04 for the industry. The company possesses a Growth Score of A.

Marathon Petroleum (MPC - Free Report) : This company, which is a leading independent refiner, transporter and marketer of petroleum products, carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 72.9% over the last 60 days.

Marathon Petroleum has a PEG ratio of 0.40 compared with 0.47 for the industry. The company possesses a Growth Score of B.

See the full list of top ranked stocks here.

Learn more about the Growth score and how it is calculated here.

Will Serve Thousands of Long Beach Residents Each Year with Recuperative Care Services and Pathways to Stable Housing

, /PRNewswire/ -- Health Net, one of California's most experienced Medi-Cal managed care health plans and company of Centene Corporation (NYSE: CNC, today announced a $10 million investment in Encompass Housing and National Health Care and Housing Advisors to support the expansion of the Community Care Campus Long Beach. The facility is a comprehensive, integrated care campus designed to improve health outcomes and accelerate pathways to stable housing for individuals experiencing homelessness.

The $10 million investment includes:

NHHA logo

Encompass logo $5 million from the Centene Foundation for major facility modernization $5 million from Health Net to support tenant improvements and the launch of new CalAIM-aligned care programs, including a dedicated Children & Families Recuperative Care program serving Medi-Cal members. "This investment underscores our commitment to strengthening the connection between health care and housing—because stability is foundational to health," said Dorothy M. Seleski, Medi-Cal Plan President at Health Net. "Together with National Health Care and Housing Advisors, and Encompass Housing we're supporting a community-based model that not only meets people where they are but also expands access to CalAIM services and family-centered recuperative care, helping individuals and families in Long Beach move toward long-term stability."

Health Net's $5 million investment will fund critical tenant improvements and compliance activities needed to launch new services at the Community Care Campus. This includes the demolition and renovation of approximately 5,000 square feet of the campus to enhance the Children & Families Recuperative Care program. Other improvements include electrical, elevator, fire safety and accessibility upgrades required for CalAIM programs and urgent medical services.

"In Long Beach we know that housing and health go hand-in-hand, which is why we're committed to thoughtful, community-based solutions that bring health care, housing, and supportive services together in one place," said Long Beach Mayor Rex Richardson. "The expansion of the Community Care Campus strengthens our ability to meet people where they are and connect residents to the care and stability they need to move forward."

The Community Care Campus will leverage reimbursements from Medi-Cal and Medicare managed care plans, hospital health systems and contracts with Los Angeles County agencies, including the Department of Public Health and Department of Mental Health. This blended funding model ensures year-round community services and continuity of care.

When fully operational, the expanded campus is expected to serve thousands of people each year—offering timely medical care, recuperative services and coordinated support so individuals and families can get help earlier, stay healthier and avoid reaching a crisis point.

"Investing in the Long Beach Community Care Campus demonstrates our commitment to providing real solutions for our neighbors experiencing homelessness," said Senator Lena Gonzalez (D-Long Beach). "This project will help ensure everyone in our community has access to the care, support, and pathways to stable housing they deserve."

Encompass Housing will continue to track outcomes related to housing stability, health equity and healthcare utilization, with biannual reporting and ongoing quality improvement to ensure accountability and continuous learning.

"This transformative grant enables us to expand and modernize the Community Care Campus, ensuring we can offer integrated medical care, behavioral health, and housing services to thousands of individuals experiencing homelessness," said Deby Wolford, CEO of Encompass Housing. "Our partnership with Health Net and the Centene Foundation is helping create a sustainable, community-based model that improves lives and builds a healthier, more stable Long Beach for all."

"The Community Care Campus reflects what's possible when health care and housing are intentionally brought together to serve people with complex needs," said Paul Leon, CEO of National Healthcare and Housing Advisors. "We're building a model that connects clinical care with stable housing solutions—helping individuals both recover and move forward with greater stability and support."

The renovation will follow a phased construction schedule to ensure uninterrupted delivery of existing programs. Design and planning began in May 2025, with construction expected to be completed by September 2027. Improvements will include accessibility upgrades, elevator maintenance, modernized mechanical and electrical systems, enhanced technology infrastructure, and safety enhancements throughout the campus.

From 2020 to 2025, Health Net committed more than $247 million in funding to community-based organizations.

To learn more about Health Net's local commitments, visit www.bridgingthedivideca.com.

About Health Net
Founded in California more than 45 years ago, Health Net, LLC ("Health Net"), a company of Centene Corporation, believes that every person deserves a safety net for their health, regardless of age, income, employment status or current state of health. Today, we provide health plans for individuals, families, businesses of every size and people who qualify for Medi-Cal or Medicare. With more than 118,000 of our network providers, Health Net serves more than three million members across the state. We also offer access to substance abuse programs, behavioral health services and managed healthcare products related to prescription drugs. We make these health plans and services available through Health Net and its subsidiaries: Health Net of California, Inc., Health Net Life Insurance Company and Health Net Community Solutions, Inc. These entities are wholly owned subsidiaries of Centene Corporation (NYSE: CNC), a leading healthcare enterprise committed to transforming the health of the communities we serve, one person at a time. Health Net and Centene Corporation employ more than 5,700 people in California who work at one of five regional Talent Hub offices. For more information, visit www.HealthNet.com.

About Centene Foundation
The Centene Foundation (the "Foundation"), a private nonprofit focused on investing in economically challenged communities, is the philanthropic arm of Centene Corporation (NYSE: CNC) ("Centene"). The Foundation supports projects and initiatives strategically aligned with Centene's mission-driven culture and enhances the work Centene Corporation is doing to remove the barriers to wellness underserved and low-income populations face. The Foundation is committed to addressing social drivers of health and improving health equity in three distinct areas of focus: healthcare access, social services and education. To learn more, visit the Centene Foundation's website.

About Encompass Housing
Encompass Housing is a southern California-based nonprofit organization that provides interim housing, recuperative care, and supportive housing services for individuals experiencing homelessness and housing instability. Through housing navigation, case management, and coordinated connections to healthcare and community resources, Encompass Housing helps individuals recover, stabilize, and transition to permanent housing. Working in partnership with healthcare organizations, government agencies, and community stakeholders, the organization advances integrated solutions that improve health outcomes and promote long-term housing stability. For more information, please visit us at Encompass Housing.

About National Healthcare and Housing Advisors
National Healthcare and Housing Advisors (NHHA) is a for-profit LLC, founded on over two decades of working with some of the most complex and vulnerable populations. NHHA has a proven track record of providing equitable, community-centered housing and healthcare consulting and administrative services supporting the work of non-profits, health plans, and government agencies. NHHA's work further extends to the implementation of direct care programs for historically underserved communities, including people experiencing homelessness, seniors, justice-involved individuals, Medicaid and Medi-Cal enrollees, and those with complex medical, behavioral health, and social needs including serious mental illness (SMI) and substance use disorder (SUD). NHHA develops and operationalizes Community Care Campus models across California and beyond that integrate healthcare, housing, and supportive services in a single coordinated system, advancing scalable, whole-person solutions that improve health outcomes and accelerate pathways to housing stability. To learn more, please visit us at NHHA.

SOURCE Health Net, LLC

IRVING, Texas--(BUSINESS WIRE)--Fluor Corporation (NYSE: FLR) announced financial results for its first quarter ended March 31, 2026. “I am encouraged by the significant number of new awards we secured in recent months across diverse markets, including gas-fueled and nuclear power, refining, data centers, mining, and uranium enrichment. Our pipeline of work is expanding, and we see compelling opportunities across each of our core markets,” said Jim Breuer, Fluor's Chief Executive Officer. “The.

Fluor Corporation (FLR) Q1 2026 Earnings Call Transcript

2 hours ago

MSA Safety Incorporporated (NYSE:MSA) CFO Acquires $71,093.12 in StockMarketBeat

MSA Safety Incorporporated (NYSE:MSA - Get Free Report) CFO Julie Beck bought 448 shares of the stock in a transaction dated Thursday, June 11th. The stock was acquired at an average price of $158.69 per share, with a total value of $71,093.12. Following the completion of the purchase, the chief financial officer owned 3,825 shares of the company's stock, valued at $606,989.25. This represents a 13.27% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link.

NYSE:MSA

Read MSA Safety Incorporporated (NYSE:MSA) CFO Acquires $71,093.12 in Stock

2 hours ago

Insider Selling: NBT Bancorp (NASDAQ:NBTB) Director Sells 2,100 Shares of StockMarketBeat

NBT Bancorp Inc. (NASDAQ:NBTB - Get Free Report) Director Heidi Hoeller sold 2,100 shares of the business's stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $48.03, for a total transaction of $100,863.00. Following the transaction, the director owned 11,560 shares of the company's stock, valued at approximately $555,226.80. This represents a 15.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.

NASDAQ:NBTB

Read Insider Selling: NBT Bancorp (NASDAQ:NBTB) Director Sells 2,100 Shares of Stock

2 hours ago

Douglas Milne Sells 1,600 Shares of IGM Financial (TSE:IGM) StockMarketBeat

IGM Financial Inc. (TSE:IGM - Get Free Report) Director Douglas Milne sold 1,600 shares of the business's stock in a transaction that occurred on Tuesday, June 9th. The stock was sold at an average price of C$80.61, for a total value of C$128,976.00. Following the sale, the director directly owned 800 shares in the company, valued at C$64,488. The trade was a 66.67% decrease in their ownership of the stock.

TSE:IGM

Read Douglas Milne Sells 1,600 Shares of IGM Financial (TSE:IGM) Stock

2 hours ago

GlobalFoundries (NASDAQ:GFS) Insider Michael James Hogan Sells 2,800 SharesMarketBeat

GlobalFoundries Inc. (NASDAQ:GFS - Get Free Report) insider Michael James Hogan sold 2,800 shares of GlobalFoundries stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $75.17, for a total value of $210,476.00. Following the transaction, the insider owned 6,695 shares in the company, valued at $503,263.15. This trade represents a 29.49% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

NASDAQ:GFS

Read GlobalFoundries (NASDAQ:GFS) Insider Michael James Hogan Sells 2,800 Shares

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Fluor Corp (NYSE:FLR) on Friday reported worse-than-expected first-quarter financial results.

Fluor reported quarterly earnings of 14 cents per share which missed the analyst consensus estimate of 62 cents per share. The company reported quarterly sales of $3.663 billion which missed the analyst consensus estimate of $3.894 billion.

Fluor Corporation narrowed its 2026 adjusted EBITDA guidance range to $525–$560 million from $525–$585 million prior.

Fluor shares rose 0.5% to trade at $43.52 on Monday.

These analysts made changes to their price targets on Fluor following earnings announcement.

Baird analyst Andrew Wittmann maintained Fluor with a Neutral and raised the price target from $48 to $49. Citigroup analyst Andrew Kaplowitz maintained the stock with a Buy and lowered the price target from $61 to $56. Truist Securities analyst Jamie Cook reiterated the stock with a Buy and lowered the price target from $59 to $57. Considering buying FLR stock? Here’s what analysts think:

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© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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Warsaw, Poland--(Newsfile Corp. - May 19, 2026) - Lumina Metals Corp. (TSX: LMCU) ("Lumina" or the "Company") is pleased to announce the formal commencement of the NI 43-101 compliant pre-feasibility study ("PFS") for its flagship Nowa Sól copper-silver project located in western Poland. The PFS will focus on optimizing the overall project development plan and refining the key technical and economic parameters for the Nowa Sól project, including mining methods, shaft sinking and underground infrastructure, metallurgical processing, tailings management, power supply, logistics, permitting integration, capital expenditures, operating costs, and overall execution planning.

Fluor: A Buyback Opportunity And FCF Upside Setup

IRVING, Texas--(BUSINESS WIRE)-- #EnergySolutions--Fluor Joint Venture Receives Limited Notice to Proceed for Proposed Phase 2 Expansion of LNG Canada Facility.

On June 02, 2026, Fluor Corp FLR shares rose 6.0%, bringing the current price to $49.34. This price is situated within a 52-week range of $37.62 to $57.50, reflecting a year-to-date gain of 24.5% and a 1-year increase of 19.9%.

GF Value™ verdict: Current price of $49.34 is 13.2% overvalued compared to the GF Value™ of $43.60.GF Score™ of 73/100 indicates an above-average rating, suggesting potential for long-term returns.Most notable signal: Insider activity shows that insiders sold $1.1M in the last 3 months with no buying. Is FLR Overvalued or Undervalued? The current price of Fluor Corp FLR at $49.34 is above the GF Value™ estimate of $43.60, indicating that the stock is overvalued by approximately 13.2%. This overvaluation suggests a lack of margin of safety for new investors contemplating an entry into the stock. The GF Valuation label categorizes FLR as "Modestly Overvalued," which reflects caution regarding potential downside risk. A stock being overvalued may lead to price corrections if market conditions shift or if company performance does not meet growth expectations.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Investors should consider this valuation alongside other factors to make informed decisions regarding their exposure to FLR.

How Does FLR's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 23.8x 22.4x Forward P/E 18.9x N/A Fluor's current P/E ratio of 23.8x is 6% above its 5-year median P/E of 22.4x, suggesting that the stock is trading at a premium compared to its historical valuation. This analysis aligns with the GF Value™ verdict of being overvalued, reinforcing the notion that FLR may not present an attractive entry point at its current price level.

What Does FLR's GF Score™ Tell Us? Metric Rating GF Score™ 73 Financial Strength 6/10 Profitability 5/10 Growth 4/10 Valuation 7/10 Momentum 10/10 Fluor Corp’s GF Score™ of 73/100 indicates that the stock is positioned above average in terms of potential long-term returns. The strongest area is its Momentum rank at 10/10, reflecting recent positive price action and investor interest. On the other hand, the Growth rank of 4/10 indicates that the company may face challenges in delivering consistent earnings growth, which could weigh on future performance.

What Are Insiders Doing with FLR Stock? In recent months, insider activity surrounding Fluor Corp has shown a trend of selling, with insiders divesting $1.1 million worth of shares. This lack of buying activity from insiders may signal caution about the stock's current valuation or future performance. Typically, when insiders sell shares without subsequent buying, it raises questions about their confidence in the company's prospects.

Given this activity, potential investors may want to consider the implications of insider sentiment before making investment decisions regarding FLR.

What This Means for Investors Fluor Corp FLR is currently overvalued according to the GF Value™ estimate, which indicates a potential risk for investors looking to enter the stock at this time. The company's valuation metrics and insider activity further support a cautious approach as investors evaluate the stock's alignment with their investment strategy.

For the complete analysis, visit the Fluor Corp FLR stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is FLR's GF Score™?

FLR's GF Score™ is 73/100, indicating an above-average rating that suggests potential for long-term returns based on the company's financial and operational performance.

Is FLR overvalued or undervalued?

FLR is currently overvalued, given that its price of $49.34 exceeds the GF Value™ estimate of $43.60 by 13.2%.

What is FLR's P/E ratio?

FLR's P/E ratio is 23.8x, which is above its 5-year median P/E of 22.4x, indicating that the stock is trading at a premium compared to its historical valuation.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

CNC tops Q1 estimates on strong premiums, lifts 2026 outlook with higher revenue and EPS guidance despite membership decline and rising costs.

Molina Healthcare, Inc. (MOH) Analyst/Investor Day Transcript

LAWRENCE, Mass.--(BUSINESS WIRE)--Molina Healthcare and The MolinaCares Accord donate $120,000 to support programming for young adults with disabilities.

© Photo by Astrid Stawiarz/Getty Images

Pfizer (NYSE:PFE | PFE Price Prediction) at $25.75, Molina Healthcare (NYSE:MOH) at $186.80, and Halliburton (NYSE:HAL) at $41.29 trade at defensive, cash-generative valuations. Michael Burry purchased these shares for their real earnings and margin stability, and with inflation still pressuring margins across the market, names that generate cash, hold pricing power, and trade at sober multiples carry a structural edge.

Each of these companies sits in a defensive corner of its sector. Pfizer is a low-beta pharma giant lapping the COVID cliff. Molina is a Medicaid-focused managed care operator working through a self-described trough year. Halliburton is an oilfield services leader leveraged to a sharp recovery in crude prices.

Pfizer: A 6.66% Yield and a Forward Multiple That Smells Like a Rebound Pfizer trades at a forward P/E of 9 against a trailing P/E of 20, with the gap reflecting analyst expectations for earnings expansion as the COVID drag fades. The 6.66% dividend yield is rare among large-cap pharma, and the 0.305 beta puts Pfizer among the least volatile names in the S&P 500.

The non-COVID portfolio grew 9% operationally in Q4 2025, and management has flagged roughly 20 pivotal trial starts ahead, including obesity assets from the Metsera acquisition. The analyst target of $29.11 implies meaningful upside from here, and shares are up 25.15% over the past year. Targets are not guarantees, but 11 of 29 covering analysts rate the stock Buy or Strong Buy, with only 3 at Sell or Strong Sell.

Molina Healthcare: Buying the Trough Molina cratered after Q4 2025, when adjusted EPS came in at a $2.75 loss against a $0.50 consensus. CEO Joseph Zubretsky has since framed 2026 as “a trough year for Medicaid industry margins“, with embedded earnings exceeding $11.00 per share targeted for 2027 through 2029 as new contracts mature.

The stock has already rallied 26.64% in the past month as buyers look past the trough. The analyst target sits at $182.25, roughly even with the current price, meaning upside comes from earnings recovery rather than multiple expansion. With a 0.848 beta and exposure to non-discretionary government healthcare spending, Molina is a contrarian inflation hedge.

Halliburton: Cash Flow Riding a Crude Recovery Halliburton’s Q1 2026 print delivered EPS of $0.55 against a $0.50 estimate on revenue of $5.40 billion. WTI crude has climbed from $57.97 in December 2025 to $100.32 in April 2026, a powerful tailwind for oilfield services demand.

Management returned 85% of free cash flow to shareholders in 2025 through $1 billion in buybacks and a steady $0.17 quarterly dividend. CEO Jeff Miller describes North America as in the “early innings of a recovery”. Shares are up 46.83% year to date, and the $42.36 analyst target alongside 19 Buy or Strong Buy ratings versus 3 Sells points to continued institutional conviction.

Why Burry’s Playbook Fits This Tape At $25.75, $186.80, and $41.29, Pfizer, Molina, and Halliburton share a defensive valuation profile. Each name earns its keep through cash flow first. Pfizer’s pipeline plus a near-7% yield pays investors to wait through the patent cliff. Molina’s trough year resets the bar low enough that any rate normalization snaps earnings back hard. Halliburton’s capital return discipline turns a cyclical business into a shareholder yield machine while crude trends higher.

The shared risk is a recession that drags all three down together. The shared edge is a valuation that already discounts the bad news. For investors hedging inflation with durable cash earnings, the Burry basket holds up at these prices.

It has been about a month since the last earnings report for Molina (MOH - Free Report) . Shares have added about 3.8% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Molina due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent drivers for Molina Healthcare, Inc before we dive into how investors and analysts have reacted as of late.

MOH Q1 EPS Tops Estimates on Lower Medical Costs, Membership Declines

Molina Healthcare reported first-quarter 2026 adjusted earnings per share (EPS) of $2.35, which beat the Zacks Consensus Estimate of $1.57. The bottom line declined 61.3% from the year-ago period's level.

Revenues amounted to $10.8 billion, which decreased 3.1% year over year. The top line marginally missed the consensus mark by 0.2%.

The first-quarter performance was supported by lower medical care costs, partially offset by declining premiums, membership and investment income.

MOH’s Q1 Operational UpdatePremium revenues of $10.2 billion decreased 4.3% year over year in the quarter under review and missed the Zacks Consensus Estimate by 0.2%. The decline was due to reduced memberships, reflecting product and pricing decisions.

As of March 31, 2026, total membership decreased 12.5% year over year to around 5 million and missed the Zacks Consensus Estimate by 1.2%. The health insurer witnessed a year-over-year decrease in customers across all segments, especially in Marketplace and Other.

Investment income fell 9.3% year over year to $98 million. It missed the Zacks Consensus Estimate of $100.8 million.

Total operating expenses were $10.71 billion, flat year over year and slightly below our model estimate of $10.72 billion, driven by lower medical care costs. The adjusted general and administrative expense ratio increased to 6.9% in the first quarter from 6.3% a year ago. Interest expenses of $54 million rose from $43 million in the prior year.

The consolidated medical care ratio (medical costs as a percentage of premium revenues), or MCR, was 91.1% in the reported quarter. It rose from 89.2% a year ago but was below the Zacks Consensus Estimate of 91.5%.

Molina Healthcare’s adjusted net income decreased 64% year over year to $120 million.

MOH’s Financial Update (as of March 31, 2026)Molina Healthcare exited the first quarter with cash and cash equivalents of $5.3 billion, which increased from the 2025-end level of $4.2 billion. Total assets of $16.4 billion rose from $15.6 billion at 2025-end.

Long-term debt was $3.8 billion, unchanged from the 2025-end levels.

Total stockholders’ equity of $4.08 billion rose from $4.07 billion at the end of 2025.

Net cash provided by operating activities amounted to $1.1 billion in the first quarter of 2026 compared with $190 million in the prior year.

MOH’s 2026 GuidanceThe company's full-year 2026 premium revenue guidance has remained unchanged at about $42 billion, down roughly 2% from 2025.

Management expects 2026 GAAP earnings of at least $1.90 per diluted share. It has reaffirmed adjusted earnings guidance of at least $5.00 per diluted share.

Adjusted net income is projected to be $256 million, while GAAP net income is expected to reach $97 million in 2026.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in estimates revision.

The consensus estimate has shifted -13.64% due to these changes.

VGM ScoresCurrently, Molina has a average Growth Score of C, though it is lagging a lot on the Momentum Score front with an F. However, the stock has a grade of A on the value side, putting it in the top quintile for value investors.

Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, Molina has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.

Performance of an Industry PlayerMolina belongs to the Zacks Medical - HMOs industry. Another stock from the same industry, UnitedHealth Group (UNH - Free Report) , has gained 7.9% over the past month. More than a month has passed since the company reported results for the quarter ended March 2026.

UnitedHealth reported revenues of $111.72 billion in the last reported quarter, representing a year-over-year change of +2%. EPS of $7.23 for the same period compares with $7.20 a year ago.

For the current quarter, UnitedHealth is expected to post earnings of $4.84 per share, indicating a change of +18.6% from the year-ago quarter. The Zacks Consensus Estimate has changed +1.5% over the last 30 days.

UnitedHealth has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of B.

Key Takeaways Molina Healthcare trades at 26.83X P/E, above the industry average of 17.09X and its 5-year median.MOH reaffirmed 2026 premium revenue guidance near $42B despite lower Medicaid membership.Molina Healthcare ended Q1 2026 with $5.3B cash and operating cash flow rising to $1.1B. Molina Healthcare, Inc. (MOH - Free Report) is a multi-state managed care organization that provides healthcare services under Medicaid, Medicare and state insurance marketplaces. The company operates through four segments — Medicaid, Medicare, Marketplace and Other — with a primary focus on delivering affordable healthcare coverage to low-income individuals and families.

Headquartered in Long Beach, CA, it carries a market capitalization of nearly $9.2 billion. The stock has gained 18.8% over the past six months, outperforming the industry’s 17.3% growth. MOH currently trades at a trailing 12-month P/E ratio of 26.83X, higher than the industry average of 17.09X, reflecting investors’ confidence in its long-term growth prospects and operational strength.

Supported by solid fundamentals, the stock currently carries a Zacks Rank #2 (Buy).

Where Do Estimates for MOH Stand?The Zacks Consensus Estimate for Molina Healthcare’s 2026 earnings is pegged at $5.23 per share. In the past 60 days, it has witnessed five upward estimate revisions against none in the opposite direction. The consensus estimate for revenues is pegged at $44.07 billion for 2026. The 2027 revenue estimate is pegged at $46.4 billion, indicating a 5.3% year-over-year increase.

Molina Healthcare, Inc Price, Consensus and EPS Surprise

Molina Healthcare, Inc price-consensus-eps-surprise-chart | Molina Healthcare, Inc Quote

MOH’s Growth DriversMOH has steadily expanded its market presence through strategic acquisitions across Medicaid, Medicare and long-term care programs, strengthening its geographic footprint and broadening its service capabilities. The company also maintains solid financial flexibility for future expansion, with no borrowings under its $1.25 billion revolving credit facility and access to up to $800 million in incremental term-loan capacity. Further, its return on invested capital (ROIC) of 7% compares with the industry average of 5.5%, highlighting disciplined capital deployment and efficient integration of acquired businesses.

Molina Healthcare’s premium revenues declined 4.3% year over year to $10.2 billion in the first quarter of 2026 due to lower Medicaid and Marketplace membership. However, the company reaffirmed its full-year 2026 premium revenue guidance of nearly $42 billion, reflecting management’s confidence in the stability of its core business.

Expense discipline remains a key strength for Molina Healthcare, with the adjusted G&A ratio improving 50 basis points in 2024 and another 20 basis points in 2025. Although the adjusted G&A ratio increased to 6.9% in first-quarter 2026 from 6.3% a year ago, management still expects the full-year ratio to remain around 6.4% reflecting ongoing scalability initiatives.

Molina Healthcare exited first-quarter 2026 with a strong balance sheet. As of March 31, 2026, it held $5.3 billion in cash and cash equivalents against long-term debt of $3.8 billion. Operating cash flow surged to $1.1 billion from $190 million in the prior-year quarter, reflecting solid cash generation. Its healthy liquidity profile provides flexibility to support contractual capital needs, invest in growth opportunities and navigate industry volatility.

Risks to ConsiderThere are a few factors investors should monitor closely.

Molina Healthcare continues to face pressure from elevated medical costs, with its consolidated MCR rising to 91.1% in first-quarter 2026 from 89.2% a year ago. Management also expects Medicaid and Marketplace MCRs to remain elevated through 2026, which could weigh on margin recovery.

MOH trades at a premium valuation, with a forward P/E of 26.83X compared with the industry average of 17.09X and its five-year median of 14.69X. The stretched valuation may limit upside potential if earnings growth remains under pressure.

Other Key PicksSome other top-ranked stocks in the Medical space are Centene Corporation (CNC - Free Report) , The Joint Corp. (JYNT - Free Report) and Indivior Pharmaceuticals, Inc. (INDV - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Centene’s 2026 earnings is pegged at $3.47 per share, indicating 66.8% year-over-year growth. It has witnessed nine upward revisions in the past 30 days, with no movement in the opposite direction. CNC beat earnings estimates in three of the trailing four quarters and missed once, with the average surprise being 74.9%. The consensus estimate for 2026 revenues is pinned at $191.03 billion.

The Zacks Consensus Estimate for Joint’s 2026 earnings is pegged at 51 cents per share, which has witnessed two upward revisions in the past 30 days, with no movement in the opposite direction. JYNT beat earnings estimate in each of the trailing four quarters, with the average surprise being 125.24%. The consensus estimate for 2026 revenues is pinned at $61.11 million, indicating an 11.3% year-over-year increase.

The Zacks Consensus Estimate for Indivior Pharmaceuticals’ 2026 earnings is pegged at $3.35 per share, indicating a 34% year-over-year improvement. INDV beat earnings estimates in each of the trailing four quarters, with the average surprise being 65.44%. The consensus estimate for 2026 revenues is pinned at $1.26 billion, implying 1.5% year-over-year growth.

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.

Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are undervalued, leaving room for profits.

On top of the Zacks Rank, investors can also look at our innovative Style Scores system to find stocks with specific traits. For example, value investors will want to focus on the "Value" category. Stocks with high Zacks Ranks and "A" grades for Value will be some of the highest-quality value stocks on the market today.

One company value investors might notice is Molina Healthcare (MOH - Free Report) . MOH is currently sporting a Zacks Rank #2 (Buy), as well as a Value grade of A. The stock is trading with P/E ratio of 9.08 right now. For comparison, its industry sports an average P/E of 16.61. Over the last 12 months, MOH's Forward P/E has been as high as 13.98 and as low as 6.48, with a median of 11.46.

Another notable valuation metric for MOH is its P/B ratio of 2.06. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. This company's current P/B looks solid when compared to its industry's average P/B of 2.45. MOH's P/B has been as high as 4.44 and as low as 1.79, with a median of 3.71, over the past year.

Value investors also frequently use the P/S ratio. This metric is found by dividing a stock's price with the company's revenue. Some people prefer this metric because sales are harder to manipulate on an income statement. This means it could be a truer performance indicator. MOH has a P/S ratio of 0.21. This compares to its industry's average P/S of 0.27.

Finally, investors will want to recognize that MOH has a P/CF ratio of 7.07. This metric takes into account a company's operating cash flow and can be used to find stocks that are undervalued based on their solid cash outlook. MOH's current P/CF looks attractive when compared to its industry's average P/CF of 19.51. Within the past 12 months, MOH's P/CF has been as high as 16.68 and as low as 6.15, with a median of 12.60.

Value investors will likely look at more than just these metrics, but the above data helps show that Molina Healthcare is likely undervalued currently. And when considering the strength of its earnings outlook, MOH sticks out as one of the market's strongest value stocks.

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LONG BEACH, Calif.--(BUSINESS WIRE)--Molina Healthcare, Inc. (NYSE: MOH) today announced it will issue its earnings release for the second quarter ending June 30, 2026, after the market closes on Wednesday, July 22, 2026, and will host a conference call and webcast to discuss the earnings release on Thursday, July 23, 2026, at 8:00 a.m. Eastern Time. To access this interactive teleconference, dial (877) 883-0383 and enter the confirmation number, 8631129. A telephonic replay of the conference call will be available through Thursday, July 30, 2026, by dialing (855) 669-9658 and entering the confirmation number, 6469068.

A live broadcast of Molina Healthcare’s conference call will be available on the Company’s investor relations website, investors.molinahealthcare.com. A 30-day online replay will be available shortly following the conclusion of the live broadcast.

About Molina Healthcare

Molina Healthcare, Inc., a FORTUNE 500 company, provides managed healthcare services under the Medicaid and Medicare programs and through the state insurance marketplaces. For more information about Molina Healthcare, please visit MolinaHealthcare.com.

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LONG BEACH, Calif.--(BUSINESS WIRE)--Molina Healthcare, Inc. (NYSE: MOH) (“Molina”) announced today that the Illinois Department of Healthcare and Family Services (HFS) intends to award a HealthChoice Illinois Medicaid Managed Care program contract to Molina’s Illinois health plan subsidiary, Molina Healthcare of Illinois.

The go-live date for the new contract is expected to be January 1, 2027. The contract is expected to have a duration of four-and-a-half years, with the option to extend the contract up to an additional five-and-a-half years at the discretion of the state. Molina Healthcare of Illinois will be one of six health plans offering health care coverage to Illinois’s roughly 3.1 million total Medicaid beneficiaries.

About Molina Healthcare

Molina Healthcare, Inc., a FORTUNE 500 company, provides managed healthcare services under the Medicaid and Medicare programs and through the state insurance marketplaces. For more information about Molina Healthcare, please visit MolinaHealthcare.com.

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995. This press release contains forward-looking statements regarding HFS’s selection of Molina Healthcare of Illinois. All forward-looking statements are based on Molina’s current expectations that are subject to numerous risks and uncertainties that could cause actual results to differ materially. Such risks include, without limitation, a successful protest or legal action, a delay in the start date for the contract, or a contract term that is shorter than expected. Given these risks and uncertainties, Molina cannot give assurances that its forward-looking statements will prove to be accurate. Information regarding the other risk factors to which we are subject is provided in greater detail in our periodic reports and filings with the Securities and Exchange Commission (“SEC”), including our most recent Annual Report on Form 10-K. These reports can be accessed under the investor relations tab of our website or on the SEC’s website at sec.gov.

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