Michael Burry just bought more GameStop
He first bought $GameStop(GME.US) in January and added more yesterday at $25.56And he's increasing his position in Molina Healthcare $Molina Healthcare(MOH.US) and "may add" more Lululemon $Lululemon(LULU.US) this morning, per his SubstackHasn't sold:• PayPal $Paypal(PYPL.US)• Fiserv $Fiserv, Inc.(FISV.US)• Adobe $Adobe(ADBE.US)• MSCI $MSCI(MSCI.US)• Salesforce $Salesforce(CRM.US)• Autodesk $Autodesk(ADSK.US)• Veeva $Veeva Systems -CL(VEEV.US)
Molina Healthcare
MOH----
Molina Healthcare (MOH)
Molina Healthcare, Inc. provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through the sta...
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Molina Healthcare Analyst Rating
View MoreForecast & Rating
Jul 23, 2026Price forecast
$211.352.63%
Forecast & RatingHold
19analysts
- Strong buy15.79%
- Buy0.00%
- Hold78.95%
- Sell0.00%
- Strong sell5.26%
Daily Events
- Jun, 4
Today's 4.31% rally reflects the market's digestion of long-term growth guidance unveiled at the recent investor day. Management projected 2029 net profit could expand five-fold from current levels, sparking renewed institutional interest including from prominent investor Michael Burry, who flagged MOH as an inflation hedge. Bank of America analysts similarly highlighted substantial margin upside if Medicaid profitability improves, a theme echoed across the managed care sector. Yet this long-term optimism sharply contrasts with near-term fundamentals—Q1 2026 EPS landed at just $0.27, plunging 95% year-over-year, while operating revenue declined 4.34% to $10.292 billion and Q4 2025 saw per-share losses of $3.15. Current price of $192.81 sits meaningfully above both the 20-day ($184.08) and 60-day ($164.68) moving averages, having risen 8.04% year-to-date, yet the elevated 53.42 PE ratio already embeds the market's confidence in eventual profit recovery.
News
- benzinga_article · 16 hours ago
12 Industrials Stocks Moving In Wednesday's After-Market Session
- MSN · 2 hours ago
At a glance: Stocks gapping down premarket
- Price Alert · 13 hours ago
U.S. stock night trading volatility: Molina Healthcare fell 7.10% in after-hours trading, raising concerns over Medicaid cost pressures
- MSN · 15 hours ago
Molina Healthcare earnings beat estimates. The Medicaid insurer is confronting investor doubts.
- benzinga_article · 16 hours ago
12 Health Care Stocks Moving In Wednesday's After-Market Session
- PUBT · 17 hours ago
Molina Healthcare Q2 FY26 GAAP EPS drops 74% to $1.19; revenue falls 4.8% to $10.87 billion
