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Barchart
Barchart
Larry Ramer

Why Piper Sandler Thinks UnitedHealth Stock Is the Top Insurer to Buy Now

Piper Sandler analyst Jessica Tassan remains bullish on UnitedHealth (UNH) stock, although she lowered her price target on shares. This comes after news that the Centers for Medicare and Medicaid Services (CMS) indicated that it would not meaningfully increase health insurers' Medicare Advantage reimbursement rates in 2027.

However, with health insurers obviously in President Donald Trump's administration's crosshairs and UnitedHealth's Medicare and Retirement unit generating 25% of its revenue in fiscal 2025, the risk-reward ratio of UNH stock seems quite negative at this point. Therefore, investors may want to sell UNH stock.

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