NASDAQ:EARS 13 January 2026

July 1, 2026, 10:26 AM EDT. Morgan Stanley bumped its price target on UnitedHealth (UNH) to $468 from $453 with Q2 results due July 16, implying about 13% upside. Analyst Erin Wright cited "incrementally reassuring" utilization data and a $1.5 billion AI investment as positives. Bernstein SocGen stuck with an Outperform and a $492 target, calling for Q2 adjusted EPS of $5.22, above consensus. Shares are up 24% for the year, trading close to a 52-week high. The bullish case centers on Medicare Advantage margins and leaving unprofitable contracts. On the other side, TD Cowen cut its target to $197, pointing to growth and regulatory pressures but kept a Buy rating. UnitedHealth's full-year adjusted EPS guidance remains above $18.25, supporting the upbeat view into earnings.