Bullish Case: Humana's resolution with Baptist Health restores in-network access, likely boosting customer satisfaction and retention, which can strengthen market position and drive growth.


Bearish Case: Rising medical costs and competitive dynamics persist, potentially eroding margins. Recent exit from iconic headquarters may signal internal cost pressures or downsizing.


Potential Outcomes:

1. Market reception to Baptist Health deal improves sentiment (55%).

2. Rising medical costs continue to weigh on earnings (45%).

3. Sell-side skepticism leads to devaluation (35%).


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March 29, 2024


Humana Forecast

HUM        Humana
Price Forecast: NEUTRAL    Price Action: RANDOM (?)






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