Morgan Stanley Analyzes UnitedHealth Stock Ahead of Q3 Earnings Amid Medicare Advantage Optimism
UnitedHealth's stock has faced volatility in 2025 after mixed quarterly results and guidance revisions, though recent Medicare Advantage Star ratings updates have buoyed investor sentiment. Morgan Stanley analyst Erin Wright emphasizes execution risk ahead of tomorrow's earnings report, noting Wall Street's focus on Medicare Advantage margin recovery and Optum Health's operational progress.
The healthcare giant seeks to regain its historical beat-and-raise rhythm, with Q3 serving as a critical test. While management expresses confidence in Medicare Advantage performance, analysts remain cautious until concrete financial improvements materialize.