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StocksMedium•7 April 2026•

1 min read

Raymond James Upgrades UnitedHealth to Outperform on AI and Margin Growth

Key Facts

1Raymond James analyst John Ransom upgraded UnitedHealth Group from 'Market Perform' to 'Outperform'.

2The price target for the company's stock was set at $330.

3The company projects adjusted EPS of over $17.75 for 2026 and revenue of nearly $440 billion.

about 6 hours ago

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Version History

5 additional sources confirmed this story

Version 1about 6 hours ago

What changed: The story was updated to include positive regulatory developments regarding 2027 Medicare Advantage reimbursement rates and management's strategy to restore 13-16% earnings growth despite current cost pressures.

Raymond James analyst John Ransom has upgraded UnitedHealth Group (UNH) from 'Market Perform' to 'Outperform,' setting a price target of $330. The upgrade is driven by AI initiatives and margin optimization within the Optum Health unit. Sentiment is further bolstered by the CMS announcement of 2027 Medicare Advantage reimbursement increases that exceeded previous market fears. While the company faces temporary margin compression from high medical costs and regulatory constraints, management is implementing corrective measures. UNH aims for a return to 13-16% long-term earnings growth by 2026-2027 through strategic repricing, benefit cuts, and shedding unprofitable plans. The company continues to project 2026 adjusted earnings per share (EPS) exceeding $17.75 on approximately $440 billion in revenue.