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Posted by
Two Blokes Jun 18 -
Filed in
Stock
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2 views
UnitedHealth's selloff is a market overreaction to temporary Medicare Advantage headwinds, not a sign of permanent impairment in its business model. UNH's diversified revenue streams, especially Optum's 43% profit contribution, provide stability and growth, making the current valuation highly attractive. Temporary utilization spikes from deferred care and premium-driven behavior are expected to normalize, while 2026 repricing should restore margins and profitability.
