-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将CNC的12个月目标股价上调13美元至55美元，相当于2026年每股收益预期值的16.2倍，高于CNC过去五年和十年的平均预期市盈率12.8倍和13.9倍。我们将2026年每股收益预期从3.00美元上调至3.40美元，而2027年预期值则下调0.02美元至4.01美元。受第一季度每股收益超预期和业绩指引上调的提振，CNC股价大幅上涨。其中，健康福利占比从去年同期的87.5%小幅提升至87.3%，尤为引人注目。业绩增长得益于流感/呼吸道疾病季的温和形势，但持续推高医疗成本的因素依然存在，例如行为健康服务利用率和高价处方药用量。作为全美最大的医疗补助保险公司，尽管我们认为《俄亥俄州预算平衡法案》（OBBBA）给会员和资金带来了挑战，但CNC仍保持着乐观的前景。管理层指出，内布拉斯加州即将实施的新的医疗补助工作要求，对于其他州可能受到的影响而言，是一个值得研究的案例。
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