Centene Corp. — Wall Street Analyst Estimates & Price Targets

CNC

NYSEHealthcareMedical - Healthcare PlansCIK 0001071739centene.comAbout CNC

Last close · Oct 16, 202669.16−1.35 (−1.91%)

Market cap$34.2B

7 firms' latest targets, last 90 days: median $79.00 ($66.00–$80.00), 14% above the last close.

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker

Each firm's latest target

last 90 days · 7 firms

Date	Firm	Target	Previous	Change	Vs price then	Vs price now
2026-08-18	UBS	$79.00	$61.00	▲ 30%	+23%	+14%
2026-08-11	Argus Research	$80.00	—	—	+20%	+16%
2026-08-03	Bernstein	$79.00	$59.00	▲ 34%	+27%	+14%
2026-08-03	Stifel	$79.00	—	—	+27%	+14%
2026-07-29	Morgan Stanley	$66.00	$57.00	▲ 16%	+6%	-5%
2026-07-29	Baird	$66.00	—	—	+3%	-5%
2026-07-29	Barclays	$80.00	$75.00	▲ 7%	+25%	+16%

Consensus estimates

revenue and EPS by fiscal year · reported years marked

FY	Revenue	YoY	EPS	YoY	Revenue range	EPS range	Analysts
2023reported	$140.1B	+3%	$4.95	+139%	est. $150.8B-7%	est. $6.58	11
2024reported	$145.5B	+4%	$6.31	+27%	est. $161.3B-10%	est. $6.84	10
2025reported	$174.6B	+20%	-$13.53	-314%	est. $193.6B-10%	est. $2.03	10
2026	$196.2B	+12%	$4.87	+139%	$194.3B–$199.7B	$4.78–$5.07	12
2027	$193.0B	-2%	$5.30	+9%	$189.8B–$196.0B	$4.95–$6.20	12
2028	$199.4B	+3%	$6.54	+23%	$187.1B–$208.7B	$6.08–$7.21	14
2029	$202.6B	+2%	$8.71	+33%	$195.9B–$207.8B	$8.33–$9.00	8
2030	$209.4B	+3%	$9.84	+13%	$202.4B–$214.8B	$9.42–$10.17	12

A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

The analysts at a glance

$79.00median target, 14% above the last close

Firms with a target · last 90 days: 7
Lowest – highest target: $66.00 – $80.00
Current grades of 18 firms: positive / neutral / negative: 8 / 9 / 1
Upgrades / downgrades · 12 months: 5 / 0
Consensus revenue growth · next 3 FY: +5% a year

Current grades

each firm's latest · 18 firms

As of	Firm	Grade
2026-08-11	Argus Research	“Buy”
2026-08-04	J.P. Morgan	“Neutral”
2026-08-03	Bernstein	“Outperform”
2026-07-29	Baird	“Neutral”
2026-07-29	Barclays	“Overweight”
2026-07-14	TD Cowen	“Hold”
2026-07-14	Truist	“Buy”
2026-07-13	Wells Fargo	“Equal Weight”
2026-07-09	RBC Capital	“Sector Perform”
2026-07-07	Cantor Fitzgerald	“Overweight”

8 more

2026-06-08	Mizuho	“Neutral”
2026-06-04	Morgan Stanley	“Equal Weight”
2026-06-04	Bank of America	“Buy”
2026-05-22	UBS	“Neutral”
2026-05-20	Deutsche Bank	“Buy”
2026-04-29	Oppenheimer	“Outperform”
2026-04-20	Jefferies	“Hold”
2025-10-31	Goldman Sachs	“Sell”

Grade changes

last 24 months · 16

Date	Firm	Grade
2026-08-11	Argus Research	“Hold” → “Buy” upgrade
2026-05-20	Deutsche Bank	“Hold” → “Buy” upgrade
2026-04-29	Cantor Fitzgerald	“Neutral” → “Overweight” upgrade
2026-04-29	Bank of America	“Underperform” → “Buy” upgrade
2026-01-05	Barclays	“Equal Weight” → “Overweight” upgrade
2025-07-28	Cantor Fitzgerald	“Overweight” → “Neutral” downgrade
2025-07-23	Wells Fargo	“Overweight” → “Equal Weight” downgrade
2025-07-21	TD Cowen	“Buy” → “Hold” downgrade
2025-07-16	Bank of America	“Neutral” → “Underperform” downgrade
2025-07-10	Morgan Stanley	“Overweight” → “Equal Weight” downgrade

50 more

2025-07-02	UBS	“Buy” → “Neutral” downgrade
2025-07-02	J.P. Morgan	“Overweight” → “Neutral” downgrade
2025-06-02	Barclays	“Overweight” → “Equal Weight” downgrade
2025-04-08	Jefferies	“Underperform” → “Hold” upgrade
2024-12-13	UBS	“Neutral” → “Buy” upgrade
2024-12-10	Jefferies	“Hold” → “Underperform” downgrade
2024-07-24	Jefferies	“Buy” → “Hold” downgrade
2024-03-25	Stephens & Co.	“Overweight” → “Equal Weight” downgrade
2024-01-02	Wells Fargo	“Equal Weight” → “Overweight” upgrade
2023-09-05	Bank of America	“Underperform” → “Neutral” upgrade
2023-08-30	Morgan Stanley	“Overweight” → “Equal Weight” downgrade
2023-07-12	Wolfe Research	“Outperform” → “Peer Perform” downgrade
2023-03-08	Deutsche Bank	“Buy” → “Hold” downgrade
2023-02-23	J.P. Morgan	“Overweight” → “Neutral” downgrade
2022-12-13	Bank of America	“Neutral” → “Underperform” downgrade
2022-08-26	Wells Fargo	“Overweight” → “Equal Weight” downgrade
2022-07-14	Jefferies	“Hold” → “Buy” upgrade
2022-06-21	Credit Suisse	“Neutral” → “Outperform” upgrade
2022-05-26	Bank of America	“Buy” → “Neutral” downgrade
2021-05-11	Stephens & Co.	“Equal Weight” → “Overweight” upgrade
2021-01-15	Jefferies	“Buy” → “Hold” downgrade
2020-01-06	Wolfe Research	“Peer Perform” → “Outperform” upgrade
2019-05-10	Citigroup	“Neutral” → “Buy” upgrade
2018-10-24	Leerink Partners	“Market Perform” → “Outperform” upgrade
2018-02-07	Cantor Fitzgerald	“Buy” → “Overweight” revised
2017-05-22	J.P. Morgan	“Overweight” → “Neutral” downgrade
2016-12-13	Goldman Sachs	“Sell” → “Neutral” upgrade
2016-11-14	Bernstein	“Market Perform” → “Outperform” upgrade
2016-11-11	Credit Suisse	“Outperform” → “Neutral” downgrade
2016-09-06	Leerink Partners	“Outperform” → “Market Perform” downgrade
2016-06-29	Morgan Stanley	“Equal Weight” → “Overweight” upgrade
2016-06-20	Barclays	“Equal Weight” → “Overweight” upgrade
2016-06-16	Bernstein	“Market Perform” → “Perform” revised
2016-05-26	Stifel	“Hold” → “Buy” upgrade
2015-07-27	UBS	“Neutral” → “Buy” upgrade
2015-07-21	Goldman Sachs	“Neutral” → “Sell” downgrade
2015-07-15	Jefferies	“Hold” → “Buy” upgrade
2015-07-13	B. Riley	“Market Perform” → “Outperform” upgrade
2015-07-08	Wells Fargo	“Market Perform” → “Outperform” upgrade
2015-07-06	Barclays	“Overweight” → “Equal Weight” downgrade
2015-01-06	BMO Capital	“Market Perform” → “Outperform” upgrade
2014-11-13	B. Riley	“Outperform” → “Market Perform” downgrade
2014-07-25	Wells Fargo	“Market Perform” → “Perform” revised
2014-06-03	Citigroup	“Neutral” → “Sell” downgrade
2014-02-05	Citigroup	“Sell” → “Neutral” upgrade
2014-01-23	Credit Suisse	“Neutral” → “Outperform” upgrade
2013-12-16	Susquehanna	“Neutral” → “Positive” upgrade
2013-10-23	Citigroup	“Neutral” → “Sell” downgrade
2013-10-23	Monness, Crespi, Hardt	“Buy” → “Neutral” downgrade
2013-07-23	Cantor Fitzgerald	“Hold” → “Buy” upgrade

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.