Research Feed
Molina Healthcare: 8x Trough P/E on Medicaid Self-Correction — If You Survive the Covenant
Fourth independent MCO confirmation of 2026 Medicaid trough. MOH at $131 (RSI 17, -54% 1Y) trades at 8x management's $5 trough EPS guide. The operating leverage is enormous: 100bps MCR improvement on $32B Medicaid base = ~$5/share. Embedded earnings from signed contracts exceed $11/share. But there'
Scatec D&C Inflection: 392% EBITDA Growth Masked by Guidance Optics
Norwegian renewable energy developer Scatec (STECF) is executing a business model transformation from pure power production to a high-margin development & construction (D&C) flywheel. Q4 2025 earnings reveal a D&C segment inflection that the market is likely to misread due to headline guidance optic