UNH

AI Research

2026 revenue guidance cut to $439B → -23% from Jan peak, Hold consensus

UnitedHealth Group guided 2026 revenue to $439 billion, down from $448 billion, marking its first annual revenue decline in decades, and the stock has plunged 23% from its $356 January peak. The company faces significant challenges including profitability pressures, declining membership, and the fallout from a major regulatory issue, with the next earnings report scheduled for April 22. Despite the headwinds, 25 analysts maintain a Buy rating with an average 12-month target of $387.79 (35% upside from current $287 level), viewing the selloff as overdone.