Stock Pulse
Molina Healthcare (MOH) secured a contract to provide a Dual Eligible Special Needs Plan (D-SNP) in Illinois, starting in 2026, expanding their presence in the state and building on similar wins in Michigan and Idaho [2]. Despite exceeding Q4 revenue expectations with $10.5B and 16% year-over-year growth, the company missed full-year EPS estimates [3]. The stock price saw a significant increase of 7.39% in a down market, possibly due to positive investor sentiment related to the healthcare sector and a potential short squeeze [1]. While some analysts are cautious due to slower-than-average customer growth, the company has experienced strong revenue growth over the past five years [5]. Jim Cramer highlighted MOH as a safe investment during economic uncertainty due to its domestic focus [4]. A director also received shares as part of a planned compensation package [7].