UnitedHealth stock price target raised to $365 from $310 at Truist Securities

Analyst Ratings

Published 09/09/2025, 15:44

 Investing.com - Truist Securities has raised its price target on UnitedHealth Group (NYSE:UNH) to $365.00 from $310.00 while maintaining a Buy rating on the stock. The healthcare giant, currently valued at over $300 billion, trades at an attractive 14.2x earnings multiple, and according to InvestingPro analysis, appears slightly undervalued at current levels.

The price target increase follows UnitedHealth’s 8-K filing providing preliminary 2026 Star ratings information. According to the filing, the company estimates approximately 78% of its membership will be in 4+ Star plans for Payment Year 2027, consistent with management’s expectations and historical trends.

This performance represents an improvement compared to 2025, where Truist Securities estimates approximately 70% of members were in 4+ Star plans, and is closer to the 77% level achieved in 2024. Truist views this update favorably, especially considering the industry has experienced Star ratings volatility over the past few years.

UnitedHealth also reaffirmed its fiscal year 2025 adjusted earnings per share guidance of at least $16.00, inclusive of the recently completed Amedisys acquisition. The company noted the acquisition is expected to be modestly dilutive to adjusted EPS due to financing costs and integration-related investments.

Truist Securities indicated it raised its price target to reflect a higher assumed multiple on its 2027 EPS estimate, while official Star ratings from CMS are expected to be released in early October.

In other recent news, UnitedHealth Group has reaffirmed its earnings outlook for 2025, as disclosed during investor meetings. The company plans to maintain its adjusted earnings per share expectations, first announced in July 2025, which includes the impact of its acquisition of Amedisys. This acquisition is expected to be modestly dilutive due to associated financing costs and integration investments. Additionally, UnitedHealth Group announced that 78% of its Medicare Advantage membership is projected to be in plans rated 4-star or higher for 2026, consistent with prior years. Barclays has reiterated an Overweight rating for UnitedHealth, citing stable star ratings as a positive factor. Meanwhile, TD Cowen has maintained a Hold rating with a $275 price target, reflecting the company’s consistent performance in Medicare Advantage plans. The Centers for Medicare & Medicaid Services is still reviewing the preliminary star ratings data. These developments highlight UnitedHealth Group’s ongoing strategic efforts and financial projections.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

UnitedHealth stock price target raised to $365 from $310 at Truist Securities

Analyst Ratings

Published 09/09/2025, 15:44

 Investing.com - Truist Securities has raised its price target on UnitedHealth Group (NYSE:UNH) to $365.00 from $310.00 while maintaining a Buy rating on the stock. The healthcare giant, currently valued at over $300 billion, trades at an attractive 14.2x earnings multiple, and according to InvestingPro analysis, appears slightly undervalued at current levels.

The price target increase follows UnitedHealth’s 8-K filing providing preliminary 2026 Star ratings information. According to the filing, the company estimates approximately 78% of its membership will be in 4+ Star plans for Payment Year 2027, consistent with management’s expectations and historical trends.

This performance represents an improvement compared to 2025, where Truist Securities estimates approximately 70% of members were in 4+ Star plans, and is closer to the 77% level achieved in 2024. Truist views this update favorably, especially considering the industry has experienced Star ratings volatility over the past few years.

UnitedHealth also reaffirmed its fiscal year 2025 adjusted earnings per share guidance of at least $16.00, inclusive of the recently completed Amedisys acquisition. The company noted the acquisition is expected to be modestly dilutive to adjusted EPS due to financing costs and integration-related investments.

Truist Securities indicated it raised its price target to reflect a higher assumed multiple on its 2027 EPS estimate, while official Star ratings from CMS are expected to be released in early October.

In other recent news, UnitedHealth Group has reaffirmed its earnings outlook for 2025, as disclosed during investor meetings. The company plans to maintain its adjusted earnings per share expectations, first announced in July 2025, which includes the impact of its acquisition of Amedisys. This acquisition is expected to be modestly dilutive due to associated financing costs and integration investments. Additionally, UnitedHealth Group announced that 78% of its Medicare Advantage membership is projected to be in plans rated 4-star or higher for 2026, consistent with prior years. Barclays has reiterated an Overweight rating for UnitedHealth, citing stable star ratings as a positive factor. Meanwhile, TD Cowen has maintained a Hold rating with a $275 price target, reflecting the company’s consistent performance in Medicare Advantage plans. The Centers for Medicare & Medicaid Services is still reviewing the preliminary star ratings data. These developments highlight UnitedHealth Group’s ongoing strategic efforts and financial projections.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Stock | Postmarket | Gainer or losers

 https://www.cnn.com/markets/after-hours

Nebius signs $17.4 billion AI infrastructure deal with Microsoft, shares jump

 Reuters

Mon, September 8, 2025 at 2:11 p.m. PDT 1 min read

(Reuters) - Nebius Group said on Monday it will provide Microsoft with GPU infrastructure capacity, in a deal worth $17.4 billion, over a five-year term, sending its shares soaring over 47% after the bell.

The deal underscores the surging demand for high-performance AI compute, as companies invest heavily to bolster their AI infrastructure.

Microsoft may also acquire additional services capacity under the deal, bringing the total contract value to about $19.4 billion.

Nebius' core business involves providing Nvidia graphic processing units and AI cloud as services. Nebius offers AI developers the computing, storage, managed services and tools they need to build, tune and run their AI models, with the help of its cloud software architecture and in-house designed hardware.

Nebius will provide Microsoft access to dedicated GPU infrastructure capacity from its new data center in Vineland, New Jersey, starting later this year.

"The economics of the deal are attractive in their own right, but, significantly, the deal will also help us to accelerate the growth of our AI cloud business even further in 2026 and beyond," Nebius CEO Arkady Volozh said.

Microsoft is the largest customer of CoreWeave — one of Nebius' competitors — which earlier this year denied media reports that said it had seen contract cancellations from the hyperscaler.

Amsterdam-based Nebius Group emerged from a deal to split the assets of Russian tech giant Yandex.

(Reporting by Juby Babu in Mexico City; Editing by Alan Barona)

NBIS | AI infrastructure | Up 48% aftermarket

 

Nebius wins up to $19.4 billion data center deal with Microsoft

AuthorVlad Schepkov

Stock Markets

Published 09/08/2025, 05:14 PM

Investing.com -- Nebius entered into a commercial agreement with Microsoft to provide dedicated GPU infrastructure capacity at its new data center in Vineland, New Jersey, the company announced on Monday..

The five-year agreement, valued at approximately $17.4 billion through 2031, involves deploying GPU services in several tranches during 2025 and 2026. The contract value could increase to about $19.4 billion if Microsoft acquires additional services or capacity.

Cash flow from the agreement will help finance part of the capital expenditure associated with the project. The GPU infrastructure will be delivered in multiple phases, with specific deployment timelines set for the next two years.

Arkady Volozh, founder and CEO of Nebius, said:

“Nebius’s core AI cloud business, serving customers from AI startups to enterprises, is performing exceptionally well. We have also said that, in addition to our core business, we expect to secure significant long-term committed contracts with leading AI labs and big tech companies. I’m happy to announce the first of these contracts, and I believe there are more to come. The economics of the deal are attractive in their own right, but, significantly, the deal will also help us to accelerate the growth of our AI cloud business even further in 2026 and beyond.”

 

 

Nebius’ stock soars 60% on multibillion-dollar AI infrastructure deal with Microsoft

Published Mon, Sep 8 20255:36 PM EDTUpdated 25 Min Ago

Jordan Novet@in/jordannovet/

Key Points

• Nebius said it signed a multibillion-dollar agreement to provide Microsoft with artificial intelligence infrastructure.
• Shares of the Amsterdam-based company soared more than 60% on the announcement.
• Nebius said this is the first time its signed a long-term contract with a large tech company and that there are likely “more to come.”

• Shares of Nebius Group soared more than 60% in extended trading on Monday after the provider of Nvidia graphics chips for training artificial intelligence models said it’s signed an agreement with Microsoft worth up to $19.4 billion over five years.

  Nebius, which is based in Amsterdam, will deliver computing resources to Microsoft using a data center in New Jersey, according to a statement. Nebius changed its name from Yandex NV last year after Russian investors bought Yandex’s Russian-language search engine and other assets.

  Microsoft is increasingly looking to third parties to address a demand shortage for cloud infrastructure that can handle AI workloads. OpenAI, one of Microsoft’s top Azure cloud customers, has been searching for additional capacity as users ramp up their adoption of ChatGPT. OpenAI’s latest computing supplier is Google.

  Microsoft has also turned to CoreWeave for additional AI computing power, and OpenAI has signed a direct agreement with CoreWeave that’s worth billions of dollars.

  CoreWeave shares were up about 5% after hours, while Microsoft shares were little changed.

  Nebius said it’s looking at financing options to grow faster than it had planned, according to the statement. In a filing with the SEC, the company said that the GPU services will be deployed in multiple tranches this year and next, and that the total contract value through 2031 is $17.4 billion, with Microsoft reserving the option to buy an additional $2 billion worth of services.

  Founded in 1989, Nebius said in November that it has opened office space in San Francisco, Dallas and New York as it expands in the U.S. “Growing our presence in the US means we can be closer to our customers and support innovative American AI businesses on their journey into the future,” the company wrote in a blog post at the time.

  Prior to the post-market pop, Nebius had already more than doubled in value this year, closing on Monday with a market cap of just over $15 billion.

  — CNBC’s Ari Levy contributed to this report.

FMCC | EPS | MarketSmith indicator

 

雪崩！北京房价进入1w时代

 北京的房价，这是疯了吗？

最近这俩月，哪是跌得有点狠，简直就是他妈的自由落体。中介App的挂牌价已是卖家最后的倔强，是他们含泪写下的墓志铭。

挂牌价和成交价，一个是PS精修过的网红照，一个是卸了妆的素颜，妈哭不认。

就说我盯着的一个小区吧，一个老破小户型挂400多万，豪华装修，我手贱查了下成交记录，真实的婆家出价，全都在300万以下。

最近我一朋友卖房，挂牌价本来就已经是打碎了牙往肚里咽的骨折价了，买家一刀砍下来，不是对着你的挂牌价砍，是TM对着人家上个月的成交价砍。

每平米再给你怒砍2万多。100平的房子，200多万就这么人间蒸发了。

这哪是砍价，这是明抢啊，中介虽然从中斡旋，买家还爱答不理，甩话说，我觉得我出高了。

你可能觉得这是个例，是小概率事件。可是，整个市场都弥漫着一股“谁先降价谁孙子，谁不降价谁傻子”的诡异气氛。

现在砍价几十万，那都算基本操作，是给你面子。你不接受，行啊，你就挂着呗，反正北京14万套房子等着卖。

6月跌1%，7月跌1.1%，辛辛苦苦搬砖一个月挣的钱，还不够房子一天跌的。这已经不是钱的问题了，这是信心的崩塌，是信仰的毁灭。

卖家们就像热锅上的蚂蚁，眼睁睁看着自己的资产缩水，除了降价踩踏，别无他法。

今天邻居降30万，明天对门降50万，你不降，你的房子连个带看的都没有。你看着隔壁比你便宜100万，你绝望不绝望？

当然，也有硬气的业主，直接下架不卖了。这不是赌气，这是及时止损。虽然都说下跌周期里，早卖早超生，但七八月本来就是淡季，万一九十月出个什么王炸政策呢，反正黄金时代你都错过了，也不差再等等。

说到这，就必须提一个楼盘，北京楼市的“晴雨表”——回龙观的融泽嘉园。8月以来，那房价跟瀑布似的往下砸。104平的大三居，6月还能卖520万，到8月底直接干到了385万。两个月，135万没了。

辛辛苦苦搬砖十年，攒的钱，人家两个月就给你跌没了。比你烧钱的速度快多了。住在那儿的业主，现在晚上还能睡着觉吗？我怀疑他们抱着房本哭的心都有了。

以前你想在北京买个单价一万多的房子，得去延庆喂狼。现在回龙观好多小区都跌破两万了。

照这个踩踏速度，北京二手房市场的天，是真的变了。现在300万，都能在朝阳、海淀、丰台挑挑拣拣了，这是过去敢想的吗？

说到底，房子是给人住的，不是用来在天上放卫星的。任何不把老百姓收入当回事的房价，都是耍流氓，都是空中楼阁。