Street View: UnitedHealth to overcome near-term challenges, analysts say

UnitedHealth Group UNH.N on Tuesday said revenue this year would decline for the first time in decades, which follows Monday's lower-than-expected 2027 Medicare reimbursement proposal from the government

MEDICARE ADVANTAGE IN FOCUS

Oppenheimer ("outperform," PT: $385) says despite disappointing Medicare Advantage rates weighing on the stock, UNH is operationally heading in the right direction

BofA Global Research ("neutral," PO: $315) sees significant core improvement but acknowledges near-term headwinds, particularly in MA progression

Leerink Partners ("outperform," PT: $345) says 2026 will be a steady march towards margin recovery within UNH

J.P.Morgan ("overweight") says that with UNH’s diversification and scale, there should be a path to accelerating growth in 2027 and beyond