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Trend Shift02STOCKS2026-05-02

UNH gets 23 FY EPS upgrades in 7 days as stock surges 36% from March low

  • UnitedHealth collected 23 FY EPS upgrades and just 1 cut in 7 days after its Q1 beat; FY consensus rose from $17.87 to $18.33 (+2.6%) and FY+1 consensus climbed from $20.12 to $20.72 (+3.0%).
  • The stock closed at $366.77 on Apr 28 — up 36% from its end-of-March close of $270.59 — with Goldman Sachs lifting its price target and peers Centene (+14%) and Humana (+4%) also rallying on the same day.
  • Analyst upgrades extended across the managed care sector, with 22 FY+1 upgrades and just 1 cut for UNH confirming strong momentum in consensus estimates.

Supporting queries

To surface this insight, Baselight ran 9 queries across its structured data. Each one is reproducible — open it, read the SQL, and rerun it yourself.

Conclusion

eps_revisions (0y: 23 up, 1 down; +1y: 22 up, 1 down; snapshot Apr 29); eps_trend (0y current $18.33 vs 7d ago $17.87; +1y current $20.72 vs 7d ago $20.12); daily_prices (close Apr 28 = $366.77; 52w range $234.60–$411.99); news (24/7 Wall St., Goldman Sachs, WSJ Apr 27–28). Sector context: Managed Care Index surged ~10% in early April following CMS Medicare Advantage rate decision; Humana and Centene also rallied alongside UNH.

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