HUM Humana Inc

$HUM The star-ratings story got bigger overnight. Humana says 95% of its Medicare Advantage members will sit in plans rated 4 stars or higher in 2027, up from 20% this year. JPMorgan had expected 60 to 70%. 18 of its contracts rate 4 stars or better, up from 7 a year ago, and 42% of members are in 4.5-star plans. Oppenheimer estimates the improvement could add about 3.6 billion in revenue. The 2027 ratings drive payments in 2028. The divergence is the read: JPM estimates UnitedHealth's 4-star share falls to about 67% from 81%, and CVS's to about 70% from 84%. Up about 15% premarket, to around 444.

$HUM $UNH how did the whale know to do that 440c and sell 460c . amazing huh😁 and $UNH poots🤔 didnt check $CVS $CLOV earlier this week🙄

$HUM (Humana, Medicare Advantage insurer) says final CMS 2027 Star Ratings beat its Top Quartile goal for bonus year 2028, and it expects part of the beat to be a one-time 2028 benefit for one-time investments and shareholder returns. Top Quartile = Stars revenue per member 10% above peer median. At the $396.31 Oct 7 close, HUM trades ~44x its affirmed 2026 adjusted EPS guide (at least $9.00), so 2028 is the bet. Catch: no size given; plans are priced for Top Quartile only. Next: Dec 10, 2026 investor update; sizing by the Q4 2027 earnings call.

Worst to first: Humana ripped 11.6% to $431.87 Friday after its Medicare star ratings flipped from 20% to 95% of members in 4-star plans, unlocking up to $4.8B in 2028 bonus payments. Baird upgraded it to Outperform. $HUM

📊 $HUM — FULL DISCLOSURE: SHORT POSITION OPENED I want to share my perspective on Humana's approximately 16.4% premarket rally and explain why I've taken a short position. First, this is not a bearish assessment of Humana's business or its long-term prospects. The improvement in Medicare Advantage star ratings is a significant achievement. Having approximately 95% of members enrolled in plans rated four stars or higher creates meaningful opportunities for future revenue growth and improved profitability. However, there are a few important distinctions worth considering: 📌 Timing: The financial benefits associated with these ratings are primarily tied to 2028, not immediate earnings. 📌 Valuation: A 16.4% overnight increase represents a substantial repricing of the company based on anticipated future performance. 📌 Revenue vs. profitability: Analysts have estimated billions in potential additional revenue, but revenue does not translate dollar-for-dollar into earnings. 📌 Market expectations: Even when news is fundamentally positive, the immediate market reaction can sometimes exceed what near-term financial results support. My thesis: I'm not questioning whether this is good news. It absolutely is. I'm questioning whether the market's immediate reaction has moved ahead of the underlying financial impact. My short position reflects a short-term valuation and price-action thesis, not a prediction that Humana's business will deteriorate. I fully recognize that strong institutional demand could sustain this rally, and that shorting a stock with a meaningful positive catalyst carries substantial risk. A great company, great news, and a great entry price are three different things. Full disclosure: I hold a short position in $HUM and may adjust or close it as market conditions change. #HUM #Humana #MedicareAdvantage #StockMarket #Seven01Trades

$HUM nice give me 5 ⭐️ bby. What a winner this year for the portfolio. Forgive me for even thinking to sell 😱. Loving it! up a lot more here than on $UNH somehow

https://www.cnbc.com/2026/10/08/stock-market-today-live-updates.html $HUM hit 52 week high Humana meanwhile popped 14% after the insurer was upgraded in closely watched Medicare Advantage quality ratings data.

Ratings flip, fortunes flip. $HUM is up 14% premarket after CMS bumped its biggest Medicare plan to 4 stars, unlocking billions in bonus payments, while $CVS sank on weaker scores. Big winners, big losers.

$HUM 380s was support ; should have bought back.. Same type chart $F and $NCLH Missed HUM pump but will add mor F and NCLH before earning Beat!! I think both will beat in a few weeks!! Other stocks trade only.. Buy dips sell pump $Spy

$HUM this ain’t normal! They’re still pricing in the possibility of something after hours because these contracts could still be exercised then.

$HUM can someone explain to me why the otm 0dte are still carrying significant premium if the ratings aren’t supposed to come till next week

$HUM $650K October bear seagulls opening. The 2027 Medicare advantage star ratings are a likely catalyst by expiration. They came out on October 9th last year.

$HUM Barclays upgraded Humana to Overweight from Equal Weight on Friday and lifted the target to 515 from 407. That is about 30% above Friday's 397.63 close (+4.6% on the day, after jumping over 8% earlier in the session). The whole call is one contract: H5216, which covers 2.4 million lives, about a third of Humana's total. It lost bonus eligibility for 2026; Barclays gives it a 75% chance of flipping back to bonus status when CMS releases the 2027 star ratings around Oct. 8. The stakes are concrete. Barclays' Andrew Mok estimates H5216 is worth about 1.5 billion of EBIT and about 9 of EPS toward Humana's 2028 earnings target. Bonus math, via KFF: CMS is expected to spend 13.4 billion on the star-bonus program this year, up from 12.7 billion in 2025. That Oct. 8 release is the next real catalyst for the stock.

$HUM Humana comes up as #2 on the scanner for high quality stocks that have upward momentum

$HUM Humana closed at $431.87 on Friday, up nearly 12%, after CMS published the 2027 Medicare Advantage Star Ratings. Key number: 95% of Humana's MA members land in 4-star-or-better plans for 2027, versus 20% for 2026. J.P. Morgan had modelled 60-70%, and sees UnitedHealth slipping to ~67% and CVS to ~70% on the same metric. Evercore ISI pegs potential 2028 bonus payments at $4.8B. Why it matters: stars drive quality bonus payments and enrollment, and this is the metric that broke the stock after the 2025 ratings collapse. Risk: 2027 stars only pay out in 2028. The 2026 stars headwind still sits in this year's numbers, FY26 GAAP EPS guidance was cut to at least $6.52 in July, and Baird warns much of the uplift may be reinvested in benefits. A 12% one-day move to a 52-week high already prices in plenty. Not financial advice.

$HUM Wrll this one left the train without me. Been a wild week... wish we can have normal 5 days without news , gap up, gap down -.-

$HUM Humana got a much better report card from Medicare, and shareholders paid up for it. The deal math, funding risk, and next execution test: https://thedailyrip.stocktwits.com/p/spacex-kneecaps-wireless-now-what?utm_source=stocktwits&utm_medium=organic_social&utm_campaign=daily_rip&utm_content=hum_humana-hits-four-stars-with-wall-street

$HUM i told you! But easymoney?i was 100% positive they were filing bankruptcy. 🤣😂 Dumbest group of people in the market ever.

$HUM! Scaling the New York Stock Exchange (NYSE) after its Medicare star ratings jumped, prompting Barclays to maintain its "outperform" rating and roll out a price-target hike to $582 from $515 HUM is now 70% higher on the year, bouncing off its 100-day moving average and a bull flag pattern (ish)

$HUM +12.6% (436 at 12:25 ET), now above its old 52-week high of 428.88. The trigger is the 2027 Medicare star ratings: about 95% of Humana's MA members land in 4+ star plans for 2027, up from roughly 20% this year (per Reuters). JPM was expecting 60-70%. Evercore puts possible 2028 bonus payments around 4.8B USD. Screener flags since the open: Quick Momentum buy, Yearly Extremes buy, Volume Surge buy at ~4.9x avg volume (projected). Up ~120% over 6M, but still about -10% over 3Y, so this reads more like a recovery from the 2025 ratings hit than a brand-new story. The odd part: JPM estimates $UNH falls to ~67% from 81% and $CVS to ~70% from 84%, yet UNH is +1.7% and CVS only -0.8% today. Already priced in for them, or is nobody looking yet? No position.