"Shares of UnitedHealth Group ( NYSE: UNH) have surged 5.8% over the last two days, climbing from $321 to $340 a share. Retail investors on Reddit and X demonstrated a stunning reversal from deeply bearish to bullish sentiment in just a few days. The shift happened fast. On Monday, sentiment scores hovered at 18 (very bearish) across r/wallstreetbets. By Tuesday evening, that same crowd had flipped, with r/options traders posting bullish commentary and sentiment scores jumping to 68-72 (bullish territory)."
"The bullish case rests on three fundamental pillars: Premium increases are flowing through to revenue growth, with the core UnitedHealthcare segment up 16% year-over-year despite margin pressure Management raised full-year 2025 guidance to at least $16.25 adjusted EPS and signaled "accelerating growth in 2026," AKA - the worst is behind the stock Analyst consensus remains bullish with 67% of the 27 covering analysts rating UNH as buy or strong buy. A $385 price target suggests 13% upside from today"
UnitedHealth shares rose 5.8% over two days, moving from $321 to $340 per share as retail sentiment shifted rapidly from very bearish to bullish. Sentiment scores on r/wallstreetbets moved from 18 to between 68 and 72 after a surge in bullish commentary from r/options and other traders. Q3 results showed a 50% collapse in operating income despite revenue beating the top line. The bullish thesis centers on premium increases boosting revenue, management raising 2025 adjusted EPS guidance to at least $16.25 with signs of accelerating 2026 growth, and 67% of analysts rating the stock buy or strong buy with a $385 target.
Read at 24/7 Wall St.
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