Is Molina Healthcare (MOH) The Best Healthcare Stock to Buy Now?

5 hours ago 1

Fahad Saleem

Wed, June 10, 2026 astatine 10:01 AM CDT 1 min read

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Forget AI: Legendary Value Investor Seth Klarman Is Buying These 10 Value Stocks successful 2026. Molina Healthcare (NYSE:MOH) ranks #8 (see Seth Klarman Is Buying These 5 Value Stocks successful 2026). Baupost’s Stake: $84,460,000 Molina Healthcare (NYSE:MOH) is simply a managed attraction institution focused connected government-sponsored wellness programs — Medicaid, Medicare, and the ACA Marketplace. Its moat lies successful long-standing authorities authorities contracts, heavy expertise serving low-income populations, and an infrastructure built specifically astir Medicaid managed care. The banal has been hammered amid Medicaid complaint adjustments and elevated aesculapian costs. But bulls reason this is simply a cyclical trough, not a structural problem. Medicaid managed attraction has a well-documented rhythm — costs overshoot authorities reimbursement rates, companies instrumentality losses, states set rates higher, and margins recover. Molina Healthcare’s (NYSE:MOH) CEO has explicitly called 2026 the borderline trough. Q1 2026 provided the archetypal hard grounds of recovery. Adjusted EPS came successful astatine $2.35, crushing the $1.29 consensus, sending the banal up 15% successful a day. Bank of America issued a uncommon treble upgrade to Buy, lifting its terms people to $250 and projecting EPS could scope $30 by 2029 — astir doubly the Street statement of $17.32.

While we admit the imaginable of MOH arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock. READ NEXT: 33 Stocks That Should Double successful 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. Disclosure: None. Follow Insider Monkey connected Google News.

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