Stock Pulse
Molina Healthcare (MOH) secured a new D-SNP contract in Illinois, expanding its reach within the dual-eligible population and potentially driving future revenue growth [2]. Despite exceeding Q4 revenue expectations with $10.5 billion and 16% YoY growth, the company missed full-year EPS estimates, raising profitability concerns [3]. The stock demonstrated resilience amidst market downturns, rallying over 4% despite tariff concerns and broader S&P 500 decline [1], [4]. This positive performance was attributed to MOH's domestic focus and insulation from tariff impacts, earning praise from Jim Cramer [4]. While long-term revenue growth appears strong, slower customer growth compared to the sector average raises some concerns about increasing competition [5]. The company's short interest is currently 4.16% [1].