-
Posted by
Two Blokes Jul 17 -
Filed in
Stock
-
2 views
UNH is deeply oversold, with consensus expectations set extremely low ahead of Q2, creating a setup for a relief rally on even modestly negative news. Guidance withdrawal has fueled uncertainty, but re-establishing guidance—even at lower levels—should restore confidence and attract buyers, supporting a recovery. Industry headwinds are likely transitory, with margin normalization expected by 2026; UNH's long-term EPS growth outlook remains robust.
