Cantor Fitzgerald Reiterates Overweight on Molina Healthcare (MOH) Amid HIX Guidance Concerns

Molina Healthcare, Inc. (NYSE:MOH) is one of the best falling stocks to buy now. On July 24, Cantor Fitzgerald reiterated its “Overweight” rating on Molina with a price target of $312. The reaffirmation came after Molina revised its 2025 guidance.

Cantor Fitzgerald highlighted concerns about the Health Insurance Exchange (HIX) business, noting that Molina’s 2025 HIX Medical Loss Ratio (MLR) guidance increased by 510 basis points to 85.1%. The analysts stated that the MLR guidance suggests that the HIX product line may operate at “break-even to negative low-single-digit margins,” compared to Elevance Health’s estimated 2-3% margins. Nonetheless, the firm noted that the revised guidance aligns more closely with investor expectations, especially after Elevance Health’s comments, which should provide more stability for Molina’s stock.

Cantor Fitzgerald stated that new uncertainties emerged during the second quarter of 2025. This includes challenges in determining “clean numbers” (excluding one-time SG&A benefits) and understanding why Molina’s Medicare MLR increased by 100 basis points. The firm pointed out that Molina’s Medicare book primarily consists of dual-eligible beneficiaries, which may explain the discrepancy.

Molina Healthcare, Inc. (NYSE:MOH) is an American managed care company. It provides health insurance services through government-sponsored programs, including Medicaid, Medicare, and state health insurance marketplaces. The company operates locally run health plans in more than 21 U.S. states, serving approximately 5.8 million members.

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Disclosure: None. This article is originally published at Insider Monkey.