异动解读|哈门那盘中上涨16.42%,2027年星级收入超同业中位数10%

行情直击
Oct 09

10月9日,哈门那盘中上涨16.42%,报437.07美元,成交额1.56亿美元。消息面上,公司依托2027年联邦医疗保险优势计划最终星级评级数据,预计2027年每位参保人每月平均星级收入可达160美元,该数值超过其顶尖四分位目标,较同业群体中位数高出10%。同时公司维持2026全年调整后每股收益指引,下限为9美元,FactSet分析师一致预期为9.16美元。

同日,Baird将哈门那评级上调至跑赢大盘,目标价596美元;此前Cantor Fitzgerald亦上调评级至增持,目标价460美元。同业Alignment Healthcare因评级公布盘前下跌26.41%,突显本次星级评级对行业格局的影响差异。

哈门那公司总部位于肯塔基州路易斯维尔,主要服务联邦医保与医疗补助参保者、个人及军人群体,收入很大部分来自联邦政府合同,其中医疗保险优势计划是核心业务。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10