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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Lisa Gill | JPMorgan | 7 | 0% |
| Charles Rhyee | TD Cowen | 6 | 17% |
| A.J. Rice | UBS | 6 | 0% |
| Justin Lake | Wolfe Research | 6 | 0% |
| Erin Wright | Morgan Stanley | 6 | 0% |
| Andy Mok | Barclays | 5 | 60% |
| Kevin Fischbeck | Bank of America | 4 | 25% |
| Scott Fidel | Goldman Sachs | 4 | 0% |
| Jason Cassorla | Guggenheim | 4 | 0% |
| George Hill | Deutsche Bank | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 7 | 0% |
| Morgan Stanley | 1 | 6 | 0% |
| Wolfe Research | 1 | 6 | 0% |
| UBS | 1 |
| 6 |
| 0% |
| TD Cowen | 1 | 6 | 17% |
| Bank of America | 2 | 5 | 40% |
| Barclays | 1 | 5 | 60% |
| Guggenheim | 1 | 4 | 0% |
Cigna delivered Q1 adjusted EPS of $7.79 representing 16% year-over-year growth, with total revenues of $68.5 billion. The medical care ratio improved to 79.8%, well below expectations. Specialty and care services delivered 20% earnings growth, and the Signature rebate-free PBM model was gaining traction. Full-year guidance was raised to at least $30.35, and Cigna Healthcare pretax adjusted earnings guidance was increased to at least $4.525 billion.
Margin | Competitive Dynamics | Pricing | Regulation Policy | Cost Pressure | M&A | Capital Allocation | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 2 | 4 | 1 | 6 | 3 | 2 | 3 |
| 2025Q1 | 1 | 3 | 1 | 4 | 1 | 2 | 1 | |
| 2025Q2 | 2 | 4 | 4 | 3 | 1 | |||
| 2025Q3 | 5 | 3 | 2 | 1 | 2 | 4 | ||
| 2025Q4 | 4 | 2 | 2 | 5 | 1 | 1 | ||
| 2026Q1 | 2 | 3 | 2 | 2 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 4 | 1 | 2 | 5 | 4 | 2 |
| Competitive Dynamics | 2 | 3 | 4 | 3 | 2 | 3 |
| Pricing | 4 | 1 | 4 | 2 | 2 | 2 |
| Regulation Policy | 1 | 4 | 3 | 1 | 5 | |
| Cost Pressure | 6 | 1 | 1 | 2 | ||
| M&A | 3 | 2 | 1 | 2 | ||
| Capital Allocation | 2 | 1 | 1 | 3 | ||
| Guidance Reliability | 3 | 4 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CI Cigna | 8 | +4.6% | |
| CNC Centene Corporation | 9 | +7.1% | |
| CVS CVS Health | 9 | +6.2% | |
| ELV Elevance Health | 7 | +2.6% | |
| HUM Humana | 7 | +23.5% | |
| UNH UnitedHealth Group Incorporated | 7 | +2.0% |