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BioNTech SE operates as immunotherapy company, which engages therapies for cancer and other serious diseases. Its product pipeline include BNT162b2, BNT161, BNT164, FixVac, iNeST, RiboMabs, CAR-T Cells, TCRs and Next-Gen CP Immunomodulators. The company was founded by Christopher Huber, Oezlem Tuereci, and Ugur Sahin on June 2, 2008 and is headquartered in Mainz, Germany.

BioNTech SE - ADR

BioNTechs latest Phase 3 breast-cancer results are drawing attention: the drug met its primary endpoint but delivered only a modest benefit versus chemotherapy, with higher lung-inflammation rates. Traders are debating whether this and an earlier cancer-trial setback signal broader pipeline weakness or are outweighed by other oncology programs and an upcoming pipeline update.

Twilio, Inc. engages in the development of communications software, cloud-based platforms, and services. It operates through Twilio Communications and Twilio Segments. The Twilio Communications segment includes the platforms Messaging and Voice. The Twilio Segment involves Segment, Engage, Flex, Email, and others. The company was founded by John Wolthuis, Jeffery G. Lawson, and Evan Cooke in March 2008 and is headquartered in San Francisco, CA.

Twilio Inc - Ordinary Shares Class A

Twilio Inc

Twilios quarterly results beat expectations and lifted its full-year outlook, but a softer next-quarter organic growth forecast signaled deceleration and drove a sharp selloff. Traders are debating whether slowing messaging growth and weaker customer expansion outweigh the strong results, while some see the pullback as a potential bounce opportunity.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

SCHD is drawing attention as traders discuss a shift from volatile technology and growth stocks toward dividend-paying value and defensive holdings amid market uncertainty. Many point to its recent strength and keep accumulating, while others question its yield and warn that rising Treasury yields or a return to tech could weigh on the fund.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Traders are focused on whether Q3 results will show that oral Wegovy demand and international expansion can offset concerns about Eli Lillys competitive lead in GLP-1 drugs. The community is divided: some see the pill rollout and low valuation as recovery potential, while others remain cautious about Novos execution, management and pipeline; the Hengrui licensing deal also drew debate as a longer-term pipeline move.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvanas Q3 report and disclosure that the SEC closed its investigation without recommending enforcement action drove a sharp rally, with traders also pointing to record sales volumes. The move has fueled short-squeeze and momentum talk, while bears argue that an EPS miss, declining per-car margins and the end of numerical guidance undermine the growth story.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A sharp breakout to a fresh 52-week high has put TGTX in focus, with traders pointing to BRIUMVIs commercial growth and anticipation of earnings and upcoming subcutaneous data. Buyout and short-squeeze theories are circulating, but remain speculation; others see the rally as momentum ahead of those catalysts.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

A sharp selloff and persistent volatility dominate discussion, with traders pointing to broader weakness in miners and uncertainty over Sangdongs production ramp and near-term cash flows. Some remain bullish on tungsten-market fundamentals and the mines first shipment, while others say the investor-day discussion offered little new detail and are concerned about execution.

Amgen, Inc. is a biotechnology company, which engages in the discovery, development, manufacture, and marketing of human therapeutics. The company was founded by William K. Bowes, Jr., Franklin Pitcher Johnson, Jr., George B. Rathmann, and Joseph Rubinfeld on April 8, 1980 and is headquartered in Thousand Oaks, CA.

AMGEN Inc.

Amgens run to recent highs has traders focused on its upcoming quarterly results, with options activity drawing attention; some view put buying as protection ahead of the report rather than a bearish bet. Optimism around the companys recent positive IMDELLTRA lung-cancer trial results also supports the pipeline discussion.

Crown Castle, Inc. engages in the business of owning, operating, and leasing shared communications infrastructure. It operates through the following segments: Towers, Fiber, and Other. The Towers segment focuses on providing coverage and capacity for wireless carrier network deployments. The Fiber segment includes communications infrastructure offerings of small cells and fiber solutions. The Other segment is involved in corporate assets such as cash and cash equivalents. The company was founded by Ted B. Miller Jr. and Edward C. Hutcheson Jr. in 1994 and is headquartered in Houston, TX.

Crown Castle Inc

Crown Castle International Corp

Reports that SpaceX is in talks to access at least 80,000 U.S. cell sites, including Crown Castles towers, have focused attention on the prospect of a major new leasing customer. Traders see potential tower revenue upside, while skeptics note that no agreement is signed and question whether SpaceXs wireless plans will translate into meaningful demand.

Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Oktas earnings beat and raised outlook fueled a sharp rally, with traders betting that AI-agent adoption will lift demand for identity security. The bullish AI-security thesis is being weighed against concerns that the stocks run has stretched its valuation, prompting profit-taking and calls for a pullback.

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• Reported GAAP EPS of $4.69 up 60.62% YoY
• Reported revenue of $112.72B down -0.39% YoY
• UnitedHealth Group raised full year 2026 earnings outlook to at least $19.50 per share and adjusted earnings to at least $20.50 per share, incorporating experience through third quarter 2026.

UnitedHealth Group reported contracting membership across several plans, Optum Health revenue declined as fewer value-based care patients were served in markets lacking sufficient presence, and disclosed Medicare-related DOJ legal actions.

UnitedHealth Group reported higher operating earnings and a lower medical care ratio, is bringing AI-enabled solutions to market, and launched a transparent fee-based pharmacy model with 100% rebate pass-through committed by January 1, 2028.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UNH Stock Outpaces S&P 500 In 2026, Eyes Best Year Since Pandemic — CFO Says Wall Street May Be Missing 2027 Upside

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>UNH shares are up 17% in 2026, ahead of the S&amp;P 500’s 14% gain but behind XBI’s 21% rise, after falling 33% last year.</li><li>UnitedHealth beat Q3 estimates with adjusted EPS of $4.69 and revenue of $112.69 billion, then raised its 2026 adjusted EPS outlook to at least $20.50.</li><li>External clients made up more than half of Optum Rx’s membership for the first time.</li></ul>Shares of UnitedHealth (UNH) have outpaced the S&amp;P 500 so far in 2026 and are on pace for their strongest year since 2021. Now, CFO Wayne DeVeydt says Wall Street may be underestimating the company’s earnings opportunity in 2027.<a href="https://stocktwits.com/symbol/UNH">UNH stock</a> is up nearly 17% in 2026, outpacing the S&amp;P 500’s 14% gain and the Health Care Select Sector SPDR Fund’s (XLV) 11% rise. The rebound follows a 33% plunge last year.&nbsp;<img src="https://news.stocktwits-cdn.com/unh_vs_spy_vs_xlv_a4011424dc.png" alt="unh vs spy vs xlv.png"><h2 class="st-heading-2">UNH CFO Sees 2027 Upside Wall Street May Miss</h2>UnitedHealth reported third-quarter (Q3) adjusted earnings of $4.69 per share, topping the $4.14 analyst consensus. Revenue also beat estimates, coming in at $112.69 billion on $111.49 billion, though it was slightly below the $113.2 billion reported a year earlier. Earnings from operations climbed to $6.6 billion from $4.3 billion. The company raised its 2026 adjusted earnings outlook to at least $20.50 per share, from a previous range of $19.50 to $20.&nbsp;But even after its recent rebound, UNH shares are up just 19% since January 2021, a 3% annualized gain over nearly six years.&nbsp;<img src="https://news.stocktwits-cdn.com/unh_since_2021_f4adb9c7c5.png" alt="unh since 2021.png">“Current analyst consensus for 2027 may understate the opportunity ahead,” DeVeydt said on the earnings call. He added, “The quality of earnings is strong and durable as we head into 2027.” He called the lower end of UnitedHealth’s long-term adjusted earnings growth target of 13% to 16% a “reasonable starting point.”&nbsp;By Stocktwits’ calculation, 13% growth on the $20.50 floor would imply about $23.17 a share in 2027. Analysts’ quarterly estimates compiled by Fiscal.ai sum to about $22.80.DeVeydt cited share repurchases, value-based care, enterprise-wide progress and gains from artificial intelligence and modernization as potential tailwinds. He also flagged policy reforms, modernization spending, medical-cost trends and pressure on health-benefit funding as headwinds.&nbsp;<h2 class="st-heading-2">UNH Sales Climb, But Profits Stall</h2>Quarterly revenue climbed 61% from $70.2 billion in the first quarter of 2021 to $112.7 billion in the third quarter of 2026. Operating profit, however, was nearly unchanged, slipping from $6.7 billion to $6.6 billion. Revenue hovered around $112 billion in the second and third quarters of 2026, while earnings per share swung more sharply.<img src="https://news.stocktwits-cdn.com/UNH_EPS_Forecast_Falls_Through_2027_After_Q1_Peak_86a5aa3e0a.jpg" alt="UNH_EPS_Forecast_Falls_Through_2027_After_Q1_Peak.jpg">Basic EPS fell to nearly zero in the fourth quarter of 2025, rebounded to $6.90 in the first quarter of 2026, then declined to $6.10 in the second quarter and $4.60 in the third. UnitedHealth reported adjusted EPS of $2.11 for the fourth quarter of 2025. Analysts estimate basic EPS will peak at $8.20 in the first quarter of 2027, then fall to $6.90 in the second quarter, $4.80 in the third and $2.90 in the fourth, according to Fiscal.ai.&nbsp;UnitedHealth’s average 12-month analyst price target is $480.68, implying about 27% upside from current levels. Of 26 analysts, 7 rate the stock ‘Strong Buy,’ 15 ‘Buy’ and 4 ‘Hold’; none rate it ‘Sell’ or ‘Strong Sell,’ according to Koyfin.<h2 class="st-heading-2">UNH’s Medicare Advantage Recovery Faces Membership Test</h2>UnitedHealth’s medical care ratio fell to 88.4% in the third quarter from 89.9% a year earlier, reflecting tighter pricing, benefit changes and cost controls. The result also included $610 million in favorable reserve development. But the ratio rose from 86.7% in the second quarter, and commercial medical trends remained above 11%. When asked whether the trends were worsening, UnitedHealthcare CEO Tim Noel said, “We are not seeing the dynamics that you are talking about.”Medicaid is another pressure point. UnitedHealth expects 2026 to be a trough year for core Medicaid margins, which it now projects to be moderately better than negative 1%. The firm expects margins to return to targeted levels by the end of 2028.At least 69% of UnitedHealthcare’s Medicare Advantage members are in plans rated four stars or higher in the 2027 star ratings, which affect bonus payments in 2028. The company expects that share to reach 75% as it moves through 2027 and into 2028, compared with a 70% industry average. The company plans to focus on high-value Health Maintenance Organization (HMO) plans and special-needs plans for people with chronic conditions or who qualify for both Medicare and Medicaid.&nbsp;<h2 class="st-heading-2">Optum Lifts UnitedHealth’s Earnings</h2>UnitedHealthcare is UnitedHealth’s revenue heavyweight, bringing in $86.3 billion in the third quarter. It provides health coverage to employers and individuals and runs the company’s Medicare Advantage and Medicaid plans. Revenue dipped from $87.1 billion a year earlier, but operating earnings climbed to $2.8 billion from $1.8 billion.Optum is the group’s health-services engine. Optum Health delivers care and manages provider networks. Optum Rx handles pharmacy services and prescription benefits. Optum Insight provides tech and data services to healthcare organizations. Together, the businesses generated $66.9 billion in revenue and $3.7 billion in operating earnings. Optum Health’s earnings surged to $735 million from $41 million, while Optum Rx said external clients made up more than half its membership for the first time. Retention remained in the high 90s.<h2 class="st-heading-2">How Do Retail Traders Feel About UNH?</h2>On Stocktwits, retail sentiment for UNH has&nbsp;surged to ‘extremely bullish’ from ‘bearish’ levels&nbsp;over the last six months amid a 5,075% surge in monthly message volumes. The ticker’s watcher base has risen 3% in a year, indicating modest retail interest.<figure class="image"><img src="https://news.stocktwits-cdn.com/unh_ss_2d27a5118e.png" alt="unh ss.png" width="639" height="348"><figcaption>UNH sentiment and message volume as of October 14 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/hashtagzee/message/666397211">said</a>, “$UNH Solid support at $369. Absent any litigation news, I just don’t see them being able to bring this down anymore on back to back beats and a proven turnaround effort. Good place to add and go long.”<stembedurl>https://stocktwits.com/hashtagzee/message/666397211</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/NordVPN2/message/666433239">said</a>, “$UNH the stock is fine. It’s not an AI stock. Boring and slow moving 10-15% gain a year. Solid hold in a portfolio.”<stembedurl>https://stocktwits.com/NordVPN2/message/666433239</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rklb-stock-rocket-lab-12-hypersonic-tests-us-faster-weapons-development/cZxfBHVRBpR">RKLB Stock Climbs Overnight: Rocket Lab Targets 12 Hypersonic Tests As US Pushes For Faster Weapons Development&nbsp;</a>

In this photo illustration, a smartphone displays the logo of UnitedHealth Group Incorporated. (Photo illustration by Cheng Xin/Getty Images)

Shares of UnitedHealth (UNH) have outpaced the S&P 500 so far in 2026 and are on pace for their strongest year since 2021. Now, CFO Wayne DeVeydt says Wall Street may be underestimating the company’s earnings opportunity in 2027.

CFO Wayne DeVeydt called the lower end of the company’s 13% to 16% long-term earnings growth target a “reasonable starting point.”

Health Care Select Sector SPDR Fund

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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Current Price	$406.97
Prev Close	$410.91
Open	$415.00
Dividend Yield	2.64%
50-Day Moving Average	$390.20
Beta	0.26
Avg. Volume	5.09M
PE Ratio	23.23

52-Week High	$461.62
52-Week Low	$255.97
Market Capitalization	$365.29B
EPS (Annual)	$13.23
Price to Book	3.74
Revenue Per Employee	$1.15M

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