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Bernstein analyst Lance Wilkes maintains Centene (NYSE:CNC) with a Outperform and raises the price target from $68 to $79.
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Teladoc Health (TDOC) is positioned for growth through chronic care expansion, international presence, and its upcoming Teladoc One platform, with the stock trading at a valuation discount. However, the company faces headwinds from declining BetterHelp revenues, intense virtual care competition, and persistent unprofitability with a $16.5 billion accumulated deficit.
The 10-year Treasury yield hit a 19-month high and crude jumped above $88 as traders lifted Fed rate-hike odds to 68%, cracking high-multiple software stocks.
Filed: 2026-08-17 AccNo: 0001071739-26-000165 Size: 380 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits