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Research Alert: CFRA Maintains Hold Rating On Shares Of Molina Healthcare Inc.

-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

We raise our 12-month price target to $190 from $165, a 13.1x multiple of our 2026 EV/EBITDA estimates, compared to MOH's five-year historical forward average of 9.2x. On a forward P/E basis, our target reflects a 38.3x multiple, well-above the 16.1x five-year historical average. We attribute some of MOH's valuation premium, across various metrics, to distortion from a depressed earnings profile, which should correct toward normalized levels in the coming years as profitability recovers, in our view. Despite a surprising Q1 EPS beat, MOH reaffirmed its full-year 2026 guidance of approximately $42B in premium revenue and at least $5.00 in adjusted EPS. We think near-term visibility is low given impending headwinds from Medicaid funding cuts under the OBBBA legislation. We anticipate a more comprehensive look at forward guidance during the scheduled Investor Day on May 8, 2026, as well as the Q2 earnings call in July. We cut our 2026 EPS to $4.96 (from $5.03) and raised our 2027 EPS to $8.54 (from $7.71).

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Research Alert: CFRA Maintains Hold Opinion In Shares Of Wab

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