$UNHr/ValueInvestingStock Analysisbullish u/BogleDick · 158d agono track record yet “currently just holding but will consider investing future contributions to UNH”
UNH has quietly gained 54% in the last 6 weeks. Currently at its highest price since it tanked from $600 1 year ago
UNH has rallied 54% in six weeks and now trades near its highest level in a year, supported by solid fundamentals and improving market sentiment. The author views it as a defensive hedge against potential tech sector downturns and plans to allocate future contributions to the stock.
At post $394.40·Now $364.81-7.5% since postedas of Oct 1, 12:31 PM ET
1d-1.3%
3d-1.3%
1w-4.2%
1m+2.4%
3m+1.6%
6m—
1y—
“UNH weeklies”
My UNH position
Author went all-in on UNH weeklies by end of day, indicating a bullish bet on near-term upside movement. The anxiety expressed suggests conviction in a directional play but with typical YOLO-tier risk exposure.
At post $341.94·Now $364.81+6.7% since postedas of Oct 1, 12:31 PM ET
1d+2.2%
3d+2.6%
1w+6.0%
1m+10.5%
3m+21.8%
6m+17.4%
1y—
UNH beat earnings by deliberately shedding 1 million Medicare Advantage members. Here's my take.
UNH beat earnings and expanded margins by deliberately shedding unprofitable Medicare Advantage members through premium increases, allowing them to serve fewer but more profitable customers. Despite losing 1+ million members, revenue and operating margins grew, suggesting the company has found a sustainable path out of unfavorable value-based care contracts.
At post $341.94·Now $364.81+6.7% since postedas of Oct 1, 12:31 PM ET
1d+2.2%
3d+2.6%
1w+6.0%
1m+10.5%
3m+21.8%
6m+17.4%
1y—
UNH beats earnings and raises forecast
UnitedHealth beat earnings and raised its forecast, validating the long-term value thesis for investors who held through prior drawdowns.
At post $341.94·Now $364.81+6.7% since postedas of Oct 1, 12:31 PM ET
1d+2.2%
3d+2.6%
1w+6.0%
1m+10.5%
3m+21.8%
6m+17.4%
1y—
“No explicit position stated; discussed as a high-risk, long-term opportunity”
Stocks I am watching out for during this selloff.
UnitedHealth is risky due to government healthcare threats and legal troubles, but author sees potential 3-4x upside over 2-5 years if investors hold through the uncertainty. Backed by Buffett and congressional insiders.
At post $270.35·Now $364.81+34.9% since postedas of Oct 1, 12:31 PM ET
1d—
3d+1.2%
1w+6.3%
1m+3.2%
3m+38.9%
6m+48.8%
1y—
UNH is a steal
UNH has overreacted to policy uncertainty with a 20% decline driven largely by Trump negotiation concerns, which the author expects to be temporary. At sub-$300 valuation with a 15-16x forward P/E for 2026 and 2.5% dividend yield, the stock represents a solid buying opportunity.
At post $277.22·Now $364.81+31.6% since postedas of Oct 1, 12:31 PM ET
1d+4.0%
3d+1.5%
1w+0.5%
1m+1.4%
3m+26.4%
6m+50.0%
1y—
Is UNH actually crazy undervalued right now?
UNH is trading at a historically low forward P/E of 16x versus its 20-22x historical average and the healthcare sector's 21x, with analyst median price targets at $408 (30%+ upside) and longer-term calls for $600-700 as margins normalize.
At post $303.46·Now $364.81+20.2% since postedas of Oct 1, 12:31 PM ET
1d+2.7%
3d+2.7%
1w+5.8%
1m+5.8%
3m-6.9%
6m+26.8%
1y—
Best Value Stock to Buy Right Now
UNH offers solid revenue and earnings growth trading at a 50% discount to recent highs. As a major healthcare player with 34% market share in an essential, inelastic-demand industry, it benefits from sector tailwinds and recent purchases by prominent investors including Berkshire Hathaway, Michael Burry, and David Tepper. The 2.79% dividend provides additional income.
At post $305.28·Now $364.81+19.5% since postedas of Oct 1, 12:31 PM ET
1d—
3d+1.5%
1w+11.8%
1m+14.9%
3m+6.4%
6m-6.2%
1y+29.3%
$UNHr/ValueInvestingStock Analysisbullish u/[deleted] · 456d agono track record yet UNH - A risk worth taking IMO
UNH offers compelling value at current prices as a stable industry leader. The author expects a price recovery to $350-380 range, supported by favorable legislation, contrarian opportunities in beaten-down stocks, and historical precedent for recovery following market dislocations.
At post $273.10·Now $364.81+33.6% since postedas of Oct 1, 12:31 PM ET
1d—
3d+3.7%
1w-0.4%
1m+7.8%
3m+27.2%
6m+18.9%
1y+53.4%
UNH - Do not fall for it.
UNH has been artificially pinned to $300 by institutions offloading positions due to wash-sale rules. As the 60-day wash-rule lapses ahead of Q4 earnings on the 29th, institutions will re-enter, driving the stock up. Accumulate before the earnings catalyst.
At post $273.59·Now $364.81+33.3% since postedas of Oct 1, 12:31 PM ET
1d—
3d-0.2%
1w-0.6%
1m+7.6%
3m+27.0%
6m+20.1%
1y+54.8%
“15% is in UNH calls”
$1.4m --> $5.4m in 18 Months - 85% in Cash Now
Author is holding UNH calls as part of remaining 15% portfolio allocation. Positioning suggests bullish bias on healthcare amid market uncertainty.
At post $290.95·Now $364.81+25.4% since postedas of Oct 1, 12:31 PM ET
1d—
3d-3.0%
1w-6.0%
1m-16.0%
3m+18.7%
6m+16.9%
1y+44.2%
“loading into portfolio at these prices”
What are your top 3 favorite stocks that have been beaten down?
UnitedHealth has dropped nearly 50% from peak valuations, representing a significant value opportunity that warrants portfolio loading.
At post $297.80·Now $364.81+22.5% since postedas of Oct 1, 12:31 PM ET
1d+0.4%
3d-0.1%
1w-2.3%
1m-4.9%
3m+14.6%
6m+12.6%
1y+36.0%
I took $100K from our house sale and bought 303 shares of UNH. Wife thinks it's in a high-yield savings account.
UNH is resilient due to inelastic demand—healthcare spending is procyclical and essential. Major insider buying signals confidence; the company is operationally strong and positioned to benefit from secular healthcare spending growth.
At post $285.14·Now $364.81+27.9% since postedas of Oct 1, 12:31 PM ET
1d-0.4%
3d-0.4%
1w+0.5%
1m+2.5%
3m+1.8%
6m+7.1%
1y+34.6%
Long 250 shares of UNH
Long UNH calls
UNH - heavy $30M insider buying
UNH has declined 50% in a month and trades at PE 12 versus historical averages of 22-23, showing extreme oversold conditions (RSI 19). Heavy insider buying by the new CEO ($25M), CFO ($5M), and other directors signals confidence despite DOJ investigation, suggesting the market has overreacted and the stock is undervalued.
At post $303.61·Now $364.81+20.2% since postedas of Oct 1, 12:31 PM ET
1d+1.8%
3d-6.1%
1w-6.4%
1m-2.1%
3m-3.1%
6m+3.3%
1y+26.7%