6月26日，Molina Healthcare盘中上涨5.03%，报226.59美元/股，成交额1.45亿美元。
消息面上，RBC Capital于6月23日首次覆盖该股，给予"行业表现"评级及216美元目标价，指出公司到2027年拥有清晰的盈利增长路径，受益于佛罗里达CMS启动成本逆转、退出Medicare Advantage处方药计划以及约60亿美元新收入带来的经营杠杆。RBC预计公司2027年调整后每股收益为9.60美元，与管理层展望大体一致。此外，公司此前赢得伊利诺伊州Medicaid管理式护理合同，预计覆盖约310万受益人，合同将于2027年1月生效，为期四年半并附带延长选项。近期多家投行亦上调目标价，UBS调升至202美元，Truist调升至205美元，行业整体情绪回暖。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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