Latest call
12-month cases · our estimates
Last $413.16
Bear $273.00Bull $512.00
Base $427.00
Upside to base: +3.3% · Downside to bear: -33.9%
Every call · newest first
- Oct 19, 2026Long-term+0.0%
- Entry
- $413.16
- Bear / base / bull
- $273.00 / $427.00 / $512.00
- Conviction
- Medium
- Status
- Open · last $413.16
- Source
- Read the issue →
Re-rate story. 95% of members will be in 4-star-or-better plans for 2027, up from 20% for 2026, which Evercore estimates could bring about $4.8B in 2028 bonus payments. The stock is about 9% off its $456.50 high.
Sources: prices are closing prices from exchange market data (as of 2026-10-16) · Filings: SEC EDGAR (HUM) · calls from the letter’s recommendation log. Result = exit (or last close) vs. entry close. Disclaimer & methodology.