Stock Pulse
Centene (CNC) is expected to release Q1 2025 earnings on April 25th, with a positive Earnings ESP suggesting a potential earnings beat [1]. The company secured a significant contract with Nevada to expand Medicaid managed care, boosting its government-sponsored healthcare presence [2], [5]. Several sources highlight Centene as a strong pick due to its focus on Medicaid, Medicare, and ACA programs, along with positive membership growth and successful contract wins [3], [6], [8], [10]. Despite potential short-term market volatility and industry headwinds, Centene demonstrated resilience during recent market downturns and is expected to benefit from increased Medicare Advantage reimbursement rates for 2026 [7], [9]. The company is also investing in California's physician workforce, strengthening its market position and demonstrating social responsibility [4]. While a Zacks Rank of 3 suggests a "hold" rating, the positive news regarding earnings expectations, contract wins, and market resilience points to a positive outlook.