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Molina's Carnage Creates CNC Dislocation: Beat-and-Raise Trading Like a Miss
Molina Healthcare (MOH) detonated yesterday. Guided 2026 EPS to $5.00 vs $13.71 consensus — a 63% miss, worst MCO guidance disaster in recent memory. Stock cratered -33% after hours, closed today -25.5% at $131.72. The contagion hit everyone. Centene (CNC) dropped -10.6% post-market despite beating