HUM Humana Inc

$HUM $UNH $CRMD MA Situation 👇 2027 Minimum Case $150M Melinta $140M TDAPA Defencath $20M-35M Rezzayo Prophylaxis Total > $310M - $325M 2027 Upsides : Defencath MA $140M New Acquisition $100M ? $TLPH Niyad Acquisition $20M-$30M Baxdela Gov MCM Stockpile $15M-$20M Kimyrsa Relaunch $5M-$10M Low Probability : KCAPA $250M - $280M Including retroactive compensation Note* 1-It only needs single big upside or multiple small upsides to be a $400M Company 2- dual big upside and it’s $500M Company 3- All Upside and it’s $600M - $800M Company

$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.

$HUM I added to my position I still feel good about healthcare. They got an excellent review for Medicare plans.

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

$HUM $UNH Oh I see....So ya'll just going to sit here all quiet and peaceful, while the rest of us like $NFLX $NOW $RDT.X go through hell 🤣😈🔥

$HUM Has there been any explanation by Humana or anyone else on how they have been able to accomplish this amazing turn around?

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.

$HUM Humana (HUM) faces mounting pressure from rising medical costs, shrinking margins, and Medicare Advantage reimbursement challenges. The bearish case is growing stronger—earnings remain vulnerable, and HUM could face further downside Sell today’s gains

$HUM 📉 1. Earnings remain weak. Humana’s 2026 adjusted EPS guidance is just $9.00 or higher, compared with $17.14 in 2025. 📉 2. Medical costs remain elevated. The company projected a 92.75% insurance benefit ratio for 2026, leaving limited room for underwriting profitability. 📉 3. Valuation is stretched. At approximately $443, shares trade near 49 times the $9 adjusted EPS guidance floor. I’m cashing out !!!

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 How is HUM going up every day when they're cancelling all policies in Nassau County N.Y.

$HUM take profits following a massive multi-day rally, alongside a deeper look at underlying sector cost pressures highlighted by UnitedHealth Group's third-quarter earnings report. Thanks but still long here

$HUM Follow-up: Humana (Medicare insurer), which said Oct 9 it beat its 2028 Stars goal, says BlackRock replaces Welsh Carson in JVs with ~150 CenterWell clinics, with no put option. BlackRock, not Humana, pays WCAS for its ~$2.8B stake; Humana cites no cash either way. That's ~5% of HUM's ~$51.8B market value at the $431 Oct 9, 2026 close (120.1M shares, June 30). BlackRock's minimum-return protections add a fair-value derivative, and it can force a sale after 2033; CenterWell can buy from 2028, with first offer. Big liability cut seen; close Q4 2026.

Humana is positioned for a significant earnings recovery following improvements in its 2027 Medicare Advantage Star Ratings, according to Evercore analyst Elizabeth Anderson. The ratings, released by the Centers for Medicare & Medicaid Services (CMS), determine quality-based bonus payments to insurers and directly affect Medicare Advantage profitability. Humana recorded broad improvements across multiple contracts, including its key H5216 contract, which achieved 4-star summary ratings for both Medicare Part C and Part D. Of 13 contracts, four gained a star while one lost a star. Quality improvement ratings for drug plans increased across all 12 improved contracts, health-plan quality ratings rose in 10, and readmission measures improved in nine. These gains reflect management’s focus over the past year on strengthening quality metrics and restoring the company’s financial performance. Evercore estimates Humana could receive approximately $4.8 billion in bonus payments in 2028 $HUM $UNH

$HUM Does anyone know what is the status on Humana’s second appeal for the 2026 stars? Google/Ai says it’s still pending