Analysts rarely factor global drug tariffs as a major risk for UNH, because pricing power, PBM negotiations, and premium adjustments allow the company to maintain margins.
$UNH Modeled 16 scenarios: 8 bull, 8 bear.
Probability-weighted expected paths highlight potential upside of 435$ and downside $229 while showing catalysts like earnings, ACA, and DOJ developments could move the stock.
Also in terms of the newly announced tariffs on foreign pharmaceuticals;
Tariffs on foreign pharmaceuticals might slightly affect costs, but UNHโs business model, mainly insurance and healthcare services, with a PBM (Optum RX) arm, insulates it from direct exposure.
$UNH will be this easy.
In my opinion, $UNH will be $380 by December of 2025.
Special Master Suzanne Segal has also recommended a dismissal on the pending DOJ case.
Current positions:
6 UNH 12/17/2027 260 @ 64.70
7 UNH 01/15/2027 300 @ 54.45
12 UNH 01/15/2027 350 @ 39.91
@drewbrittle Itโs not a โreally bad lookโ itโs just college football and recruiting
Itโs how the world works
If you were a proven winner at every stop you made along the way, why wouldnโt you bring your skills that got you there with you to your new job?
JMU fans are perplexing