-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們將CNC的12個月目標股價上調13美元至55美元，相當於2026年每股收益預期值的16.2倍，高於CNC過去五年和十年的平均預期市盈率12.8倍和13.9倍。我們將2026年每股盈餘預期從3.00美元上調至3.40美元，而2027年預期值則下調0.02美元至4.01美元。受第一季每股收益超預期和業績指引上調的提振，CNC股價大幅上漲。其中，健康福利佔去年同期的87.5%小幅提升至87.3%，尤其引人注目。業績成長得益於流感/呼吸道疾病季的溫和情勢，但持續推高醫療成本的因素依然存在，例如行為健康服務使用率和高價處方藥用量。作為全美最大的醫療補助保險公司，儘管我們認為《俄亥俄州預算平衡法案》（OBBBA）為會員和資金帶來了挑戰，CNC仍保持著樂觀的前景。管理層指出，內布拉斯加州即將實施的新的醫療補助工作要求，對於其他州可能受到的影響而言，是一個值得研究的案例。
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