Analyst Consensus ?
ConsensusHold44 ratings
Bullish2147.7%
Neutral2250.0%
Bearish12.3%
Humana Inc. · HUM · FY2026 Q1 · Calendar Q2 2026
Humana Q1: Membership Growth and Max Health Acquisition Keep 2028 Margin Target on Track
Humana's first quarter reinforced the trajectory management laid out last quarter: membership is still growing, the Max Health acquisition is expanding CenterWell's primary-care footprint, and operational efficiencies are beginning to flow through. The company reaffirmed 2026 guidance and remains on track for its 2028 sustainable margin goal of at least 3%. The stock reacted strongly, with an abnormal move of nearly 6% on the report and a subsequent drift of roughly 27%, suggesting the market is gaining confidence in the margin recovery story. The key tension is between that forward narrative and near-term pressures: a 35% sequential jump in IBNR reserves, a persistent funding gap between medical cost trends and CMS rates, and potential $1 to $1.5 billion in cash outflows from Welsh Carson put/call options in 2027 to 2028.
Reported Before market openNYSEHealthcare
$43.93B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$10.31
Consensus $10.24
EPS surprise
+0.7%
Reported versus consensus
Reported revenue
$39.65B
Consensus $39.37B
Revenue surprise
+0.7%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+5.8%
Event window
SPY move
-0.0%
Same window
Abnormal move
+5.8%
Stock minus SPY
Volume
2.2×
Versus trailing sessions
Subsequent drift
+27.0%
Up to 20 sessions
HUMSPY benchmark
Ask FN2 about HUM FY2026 Q1
Transcript, numbers and history already loaded
Why did HUM rise 5.8% after beating EPS estimates in FY2026 Q1?What changed in HUM's guidance and outlook in FY2026 Q1?Give me the bull and bear case for HUM after FY2026 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter, Humana's bullish score ticked up from 68 to 72. Management's tone remained confident and guidance was maintained. New developments include the Max Health acquisition adding 110,000 primary-care patients in Q1, the 35% sequential IBNR reserve increase outpacing 22% membership growth, and more specific disclosure around Welsh Carson put/call obligations. The prior quarter's $3.5 billion STAR headwind and 2026 EPS guidance of at least $9 remain in focus but were not revised.
Guidance delta
Management reaffirmed its 2026 guidance and maintained its 2028 sustainable margin target of at least 3%. The expectation to double individual MA margin by 2026 was reiterated. No upward or downward revision was announced. Guidance sentiment is characterized as maintained, consistent with the prior quarter.
Key takeaways
- EPS of $10.31 beat the $10.24 consensus by 0.7%; revenue of $39.65B beat by 0.7%.
- Membership growth continued, with MA and Medicaid each adding roughly 50,000 lives driven by new state programs.
- Max Health acquisition closed, adding 110,000 primary-care patients and expanding CenterWell in Florida.
- IBNR reserves rose 35% sequentially versus 22% membership growth, reflecting a prudent reserving approach.
- Balance sheet strengthened with $1B in junior subordinated notes and $3B in capital contribution mitigation.
Management priorities
- Complete Max Health integration and continue acquisitions to broaden CenterWell reach.
- Maintain a disciplined bid process for 2027 with focus on margin preservation.
- Execute non-core asset divestitures to fund strategic growth.
- Scale outsourcing and automation to further reduce operating costs.
- Target top-quartile Star ratings by 2028 to support margin objectives.
Follow HUM with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$414.85Previous close
$180Low
$425.94Average
$652High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 28, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Mizuho | Outperform | Outperform | Maintain | Oct 13, 2026 |
| UBS | Neutral | Neutral | Maintain | Oct 12, 2026 |
| Truist Securities | Hold | Hold | Maintain | Oct 12, 2026 |
| Raymond James | Outperform | Market Perform | Upgrade | Oct 12, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Oct 12, 2026 |
| Barclays | Overweight | Overweight | Maintain | Oct 9, 2026 |
| Baird | Outperform | Neutral | Upgrade | Oct 9, 2026 |
| Cantor Fitzgerald | Overweight | Neutral | Upgrade | Oct 7, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Aug 10, 2026 |
| Morgan Stanley | Equal Weight | Underweight | Upgrade | Aug 5, 2026 |
| TD Cowen | Hold | Hold | Maintain | Jul 31, 2026 |
| Guggenheim | Buy | Buy | Maintain | Jul 30, 2026 |
| Evercore ISI Group | Outperform | In Line | Upgrade | Jul 30, 2026 |
| Wells Fargo | Overweight | Equal Weight | Upgrade | Jul 13, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Jul 9, 2026 |
| B of A Securities | Neutral | Neutral | Maintain | Jun 24, 2026 |
| Deutsche Bank | Buy | Hold | Upgrade | May 20, 2026 |
| Piper Sandler | Neutral | Neutral | Maintain | May 13, 2026 |
| Goldman Sachs | Sell | Sell | Maintain | Feb 17, 2026 |
| Jefferies | Buy | Buy | Maintain | Feb 12, 2026 |
| Bernstein | Outperform | Outperform | Maintain | Sep 5, 2025 |
| Argus Research | Hold | Hold | Maintain | Aug 14, 2025 |
| Stephens & Co. | Equal Weight | Equal Weight | Maintain | Oct 9, 2024 |
| Leerink Partners | Market Perform | Outperform | Downgrade | Oct 2, 2024 |
| SVB Securities | Outperform | Outperform | Maintain | Apr 27, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Feb 6, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 6, 2023 |
| SVB Leerink | Outperform | Outperform | Maintain | Nov 3, 2022 |
| Citigroup | Buy | Buy | Maintain | Apr 29, 2021 |
| SunTrust Robinson Humphrey | Hold | Hold | Maintain | May 21, 2020 |
| BMO Capital | Market Perform | Outperform | Downgrade | Sep 30, 2019 |
| Piper Jaffray | Overweight | Overweight | Maintain | Aug 1, 2019 |
| Bank of America | Buy | Buy | Maintain | Aug 2, 2018 |
| Argus | Buy | Buy | Maintain | May 5, 2018 |
| Stifel Nicolaus | Hold | Buy | Downgrade | Jan 24, 2017 |
| Stifel | Hold | Buy | Downgrade | Jan 24, 2017 |
| Susquehanna | Neutral | Neutral | Maintain | Jul 9, 2015 |
| Wedbush | Neutral | Outperform | Downgrade | Jul 6, 2015 |
| Sterne Agee CRT | Neutral | Underperform | Upgrade | Jun 3, 2015 |
| Sterne Agee | Neutral | Underperform | Upgrade | Jun 3, 2015 |
| Leerink Swann | Outperform | Outperform | Maintain | Jun 1, 2015 |
| FBR Capital | Market Perform | Market Perform | Maintain | Nov 10, 2014 |
| Monness, Crespi, Hardt | Neutral | Buy | Downgrade | Nov 5, 2013 |
| Monness Crespi Hardt | Neutral | Buy | Downgrade | Nov 5, 2013 |
Named analyst price targets
Upside is calculated against the persisted previous close $414.85. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Mizuho Securities | Analyst unavailable | $495 | $433.5 | +19.3% | Oct 13, 2026 |
| Oppenheimer | Analyst unavailable | $525 | $430.16 | +26.6% | Oct 12, 2026 |
| UBS | Analyst unavailable | $495 | $431.5 | +19.3% | Oct 12, 2026 |
| Truist Financial | David MacDonald | $475 | $431.03 | +14.5% | Oct 12, 2026 |
| Raymond James | Analyst unavailable | $520 | $431.03 | +25.3% | Oct 12, 2026 |
| Oppenheimer | Analyst unavailable | $475 | $387.12 | +14.5% | Oct 9, 2026 |
| Barclays | Analyst unavailable | $582 | $387.12 | +40.3% | Oct 9, 2026 |
| UBS | Analyst unavailable | $596 | $387.12 | +43.7% | Oct 9, 2026 |
| Robert W. Baird | Michael Ha | $596 | $387.12 | +43.7% | Oct 9, 2026 |
| Raymond James | Sarah James | $460 | $404.28 | +10.9% | Oct 7, 2026 |
| Barclays | Analyst unavailable | $515 | $379.96 | +24.1% | Sep 25, 2026 |
| Wolfe Research | Justin Lake | $450 | $378.87 | +8.5% | Aug 24, 2026 |
| Morgan Stanley | Analyst unavailable | $370 | $362.16 | -10.8% | Aug 4, 2026 |
| Barclays | Analyst unavailable | $407 | $366.61 | -1.9% | Jul 31, 2026 |
| Piper Sandler | Analyst unavailable | $463 | $369.62 | +11.6% | Jul 30, 2026 |
| UBS | Analyst unavailable | $405 | $367.84 | -2.4% | Jul 30, 2026 |
| Oppenheimer | Michael Wiederhorn | $405 | $367.16 | -2.4% | Jul 30, 2026 |
| Robert W. Baird | Analyst unavailable | $390 | $365.89 | -6.0% | Jul 30, 2026 |
| Guggenheim | Analyst unavailable | $471 | $365.89 | +13.5% | Jul 30, 2026 |
| Leerink Partners | Analyst unavailable | $513 | $365.89 | +23.7% | Jul 30, 2026 |
| Evercore ISI | Analyst unavailable | $480 | $365.45 | +15.7% | Jul 29, 2026 |
| Jefferies | Analyst unavailable | $410 | $398.25 | -1.2% | Jul 20, 2026 |
| Truist Financial | David MacDonald | $415 | $406 | +0.0% | Jul 14, 2026 |
| Wells Fargo | Stephen Baxter | $502 | $392.22 | +21.0% | Jul 13, 2026 |
| RBC Capital | Analyst unavailable | $415 | $401.34 | +0.0% | Jul 9, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $300 | $392.86 | -27.7% | Jul 7, 2026 |
| Raymond James | Sarah James | $300 | $392.86 | -27.7% | Jul 7, 2026 |
| Mizuho Securities | Analyst unavailable | $390 | $350.08 | -6.0% | Jun 8, 2026 |
| Morgan Stanley | Analyst unavailable | $249 | $327.54 | -40.0% | Jun 4, 2026 |
| Bernstein | Analyst unavailable | $425 | $320.88 | +2.4% | Jun 3, 2026 |
| Truist Financial | David MacDonald | $320 | $305.42 | -22.9% | Jun 1, 2026 |
| Barclays | Analyst unavailable | $344 | $300.86 | -17.1% | May 26, 2026 |
| UBS | Analyst unavailable | $320 | $303.68 | -22.9% | May 22, 2026 |
| Mizuho Securities | Analyst unavailable | $335 | $310.55 | -19.2% | May 20, 2026 |
| Deutsche Bank | Analyst unavailable | $441 | $310.55 | +6.3% | May 20, 2026 |
| Morgan Stanley | Erin Wright | $217 | $301.35 | -47.7% | May 15, 2026 |
| Piper Sandler | Analyst unavailable | $254 | $295.35 | -38.8% | May 13, 2026 |
| Raymond James | Analyst unavailable | $260 | $236.44 | -37.3% | May 1, 2026 |
| RBC Capital | Ben Hendrix | $246 | $240.92 | -40.7% | Apr 30, 2026 |
| Deutsche Bank | Analyst unavailable | $235 | $241.1 | -43.4% | Apr 30, 2026 |
| Oppenheimer | Analyst unavailable | $260 | $242.68 | -37.3% | Apr 30, 2026 |
| Truist Financial | David MacDonald | $270 | $243.12 | -34.9% | Apr 30, 2026 |
| Guggenheim | Analyst unavailable | $269 | $243.12 | -35.2% | Apr 30, 2026 |
| UBS | Analyst unavailable | $262 | $243.12 | -36.8% | Apr 30, 2026 |
| Barclays | Analyst unavailable | $180 | $243.12 | -56.6% | Apr 30, 2026 |
| Evercore ISI | Analyst unavailable | $195 | $198.39 | -53.0% | Apr 8, 2026 |
| Mizuho Securities | Analyst unavailable | $258 | $198.39 | -37.8% | Apr 8, 2026 |
| Wells Fargo | Analyst unavailable | $206 | $184.99 | -50.3% | Feb 18, 2026 |
| Truist Financial | Analyst unavailable | $200 | $185.36 | -51.8% | Feb 17, 2026 |
| Deutsche Bank | George Hill | $180 | $182.87 | -56.6% | Feb 13, 2026 |
| UBS | Analyst unavailable | $195 | $176.24 | -53.0% | Feb 12, 2026 |
| Raymond James | Sarah James | $201 | $177.74 | -51.5% | Feb 12, 2026 |
| Oppenheimer | Analyst unavailable | $250 | $173.81 | -39.7% | Feb 12, 2026 |
| Morgan Stanley | Analyst unavailable | $146 | $175.4 | -64.8% | Feb 12, 2026 |
| Guggenheim | Analyst unavailable | $252 | $175.4 | -39.3% | Feb 12, 2026 |
| RBC Capital | Ben Hendrix | $189 | $175.4 | -54.4% | Feb 12, 2026 |
| Morgan Stanley | Analyst unavailable | $174 | $195.2 | -58.1% | Feb 2, 2026 |
| Wells Fargo | Analyst unavailable | $290 | $279.84 | -30.1% | Jan 7, 2026 |
| Bernstein | Analyst unavailable | $344 | $281.03 | -17.1% | Jan 6, 2026 |
| Morgan Stanley | Erin Wright | $262 | $260.28 | -36.8% | Dec 18, 2025 |
| Jefferies | David Windley | $313 | $253.02 | -24.6% | Dec 5, 2025 |
| Barclays | Andrew Mok | $234 | $229.2 | -43.6% | Nov 25, 2025 |
| Truist Financial | Analyst unavailable | $285 | $242.75 | -31.3% | Nov 10, 2025 |
| Truist Financial | Analyst unavailable | $300 | $266.92 | -27.7% | Oct 14, 2025 |
| Goldman Sachs | Scott Fidel | $235 | $271 | -43.4% | Oct 14, 2025 |
| Mizuho Securities | Ann Hynes | $345 | $298.04 | -16.8% | Oct 9, 2025 |
| Wells Fargo | Analyst unavailable | $347 | $295.2 | -16.4% | Oct 7, 2025 |
| Mizuho Securities | Analyst unavailable | $300 | $256.62 | -27.7% | Oct 3, 2025 |
| Barclays | Analyst unavailable | $245 | $256.62 | -40.9% | Oct 3, 2025 |
| Barclays | Andrew Mok | $315 | $312 | -24.1% | Sep 4, 2025 |
| Barclays | Andrew Mok | $325 | $311.98 | -21.7% | Sep 4, 2025 |
| Barclays | Andrew Mok | $275 | $261.47 | -33.7% | Jul 31, 2025 |
| Wells Fargo | Stephen Baxter | $348 | $217.14 | -16.1% | Jul 18, 2025 |
| Truist Financial | David MacDonald | $280 | $241.45 | -32.5% | Jun 17, 2025 |
| Barclays | Andrew Mok | $268 | $234.96 | -35.4% | Jun 12, 2025 |
| Deutsche Bank | George Hill | $248 | $287.64 | -40.2% | Dec 4, 2024 |
| Deutsche Bank | George Hill | $250 | $260.57 | -39.7% | Oct 22, 2024 |
| Barclays | Andrew Mok | $250 | $245.45 | -39.7% | Oct 10, 2024 |
| RBC Capital | Ben Hendrix | $265 | $236.29 | -36.1% | Oct 8, 2024 |
| Jefferies | David Windley | $253 | $240.03 | -39.0% | Oct 7, 2024 |
| Piper Sandler | Jessica Tassan | $274 | $239.32 | -34.0% | Oct 3, 2024 |
| Bank of America Securities | Kevin Fischbeck | $247 | $246.49 | -40.5% | Oct 2, 2024 |
| Jefferies | David Windley | $419 | $319.57 | +1.0% | Sep 27, 2024 |
| RBC Capital | Frank Morgan | $400 | $364.06 | -3.6% | Sep 5, 2024 |
| Oppenheimer | Michael Wiederhorn | $400 | $361.61 | -3.6% | Aug 1, 2024 |
| Truist Financial | David MacDonald | $400 | $382.22 | -3.6% | Jul 15, 2024 |
| Piper Sandler | Jessica Tassan | $392 | $355.8 | -5.5% | Jun 25, 2024 |
| Barclays | Andrew Mok | $370 | $349.55 | -10.8% | Jun 20, 2024 |
| Oppenheimer | Michael Wiederhorn | $370 | $315.98 | -10.8% | Apr 25, 2024 |
| RBC Capital | Frank Morgan | $353 | $315.98 | -14.9% | Apr 25, 2024 |
| Cantor Fitzgerald | Sarah James | $360 | $315.98 | -13.2% | Apr 25, 2024 |
| Barclays | Andrew Mok | $310 | $351.45 | -25.3% | Apr 2, 2024 |
| Truist Financial | Analyst unavailable | $560 | $474.1 | +35.0% | Feb 7, 2023 |
| Cowen & Co. | Analyst unavailable | $581 | $484.71 | +40.1% | Feb 6, 2023 |
| Credit Suisse | Analyst unavailable | $575 | $476.57 | +38.6% | Feb 6, 2023 |
| UBS | Analyst unavailable | $620 | $486.02 | +49.5% | Feb 2, 2023 |
| J.P. Morgan | Analyst unavailable | $625 | $492.54 | +50.7% | Jan 6, 2023 |
| Goldman Sachs | Nathan Rich | $652 | $528.9 | +57.2% | Dec 13, 2022 |
| Mizuho Securities | Analyst unavailable | $615 | $558.3 | +48.2% | Nov 10, 2022 |
| RBC Capital | Analyst unavailable | $544 | $505.88 | +31.1% | Sep 20, 2022 |
| Truist Financial | Analyst unavailable | $570 | $493.38 | +37.4% | Sep 16, 2022 |
| Oppenheimer | Analyst unavailable | $550 | $491.49 | +32.6% | Sep 16, 2022 |
| Morgan Stanley | Analyst unavailable | $494 | $474.44 | +19.1% | Aug 2, 2022 |
| Barclays | Analyst unavailable | $570 | $478.35 | +37.4% | Jul 28, 2022 |
| Mizuho Securities | Analyst unavailable | $529 | $478.35 | +27.5% | Jul 28, 2022 |
| Oppenheimer | Analyst unavailable | $520 | $478.35 | +25.3% | Jul 28, 2022 |
| Leerink Partners | Analyst unavailable | $540 | $478.35 | +30.2% | Jul 28, 2022 |
| Truist Financial | David MacDonald | $550 | $491.79 | +32.6% | Jul 26, 2022 |
| Wells Fargo | Analyst unavailable | $514 | $443 | +23.9% | May 25, 2022 |
| Wells Fargo | Analyst unavailable | $512 | $457.31 | +23.4% | Apr 28, 2022 |
| RBC Capital | Analyst unavailable | $541 | $442.3 | +30.4% | Apr 28, 2022 |
| Leerink Partners | Analyst unavailable | $535 | $443.37 | +29.0% | Apr 28, 2022 |
| UBS | Kevin Caliendo | $520 | $453.97 | +25.3% | Apr 19, 2022 |
| Truist Financial | David MacDonald | $490 | $451.33 | +18.1% | Apr 11, 2022 |
| UBS | Kevin Caliendo | $486 | $362.52 | +17.2% | Jan 7, 2022 |
| Barclays | Steven Valiquette | $490 | $362.52 | +18.1% | Jan 7, 2022 |
| Goldman Sachs | Nathan Rich | $472 | $460.34 | +13.8% | Dec 14, 2021 |
| Oppenheimer | Michael Wiederhorn | $510 | $452.06 | +22.9% | Nov 4, 2021 |
| Credit Suisse | A.J. Rice | $513 | $452.06 | +23.7% | Nov 4, 2021 |
| Bank of America Securities | Kevin Fischbeck | $530 | $452.06 | +27.8% | Nov 4, 2021 |
| Cantor Fitzgerald | Steven Halper | $480 | $457.94 | +15.7% | Nov 3, 2021 |
| Cowen & Co. | Gary Taylor | $479 | $415.01 | +15.5% | Sep 9, 2021 |
| Evercore ISI | Michael Newshel | $450 | $424.06 | +8.5% | Aug 4, 2021 |
| Stephens | Scott Fidel | $500 | $423.34 | +20.5% | Aug 3, 2021 |
| J.P. Morgan | Lisa Gill | $514 | $453.35 | +23.9% | Jul 9, 2021 |
| Wolfe Research | Justin Lake | $498 | $443.19 | +20.0% | Apr 26, 2021 |
Track every rating change on HUM the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationHumana Inc., a prominent health and well-being enterprise, operates across the United States through its various subsidiary companies. Its operational structure is divided into three main segments: Retail, Group and Specialty, and Healthcare Services. The firm provides a wide array of medical and supplementary insurance plans directly to individual consumers. Furthermore, Humana collaborates with government entities; it holds a contract with the Centers for Medicare and Medicaid Services (CMS) to manage the Limited Income Newly Eligible Transition (LI NET) prescription drug program. The company also secures agreements with numerous states to deliver Medicaid, dual-eligible, and long-term care support benefits.…
Historical context
All HUM earningsHealthcare peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| CNC Centene Corp. | FY2026 Q3 · Calendar Q4 2026 | +506.1% | +1.0% | Centene raises EPS outlook as Medicaid remains stable |
| HCA HCA Healthcare, Inc. | FY2026 Q3 · Calendar Q4 2026 | +8.6% | -3.3% | HCA Q3: Volume growth offsets payer-mix and Medicaid pressure |
| RGEN Repligen Corporation | FY2026 Q3 · Calendar Q4 2026 | +14.5% | -2.4% | Repligen: Record Q3, Higher Guidance, BioLife Integration |
| NVS Novartis AG | FY2026 Q3 · Calendar Q4 2026 | +9.3% | +2.0% | Novartis Q3 2026: Growth, Margin Expansion and Higher Guidance |
| IQV IQVIA Holdings Inc. | FY2026 Q3 · Calendar Q4 2026 | — | -0.7% | IQVIA raises 2026 outlook as AI adoption lifts bookings |
Latest beats and misses
Who reports nextBeat on EPS
Missed on EPS
- ARCCFY2026 Q3 · October 27, 2026-3.4% EPS-0.5% move
- WSOFY2026 Q3 · October 27, 2026-8.0% EPS-1.4% move
- IVZFY2026 Q3 · October 27, 2026-2.7% EPS-0.4% move
- SHWFY2026 Q3 · October 27, 2026-1.6% EPS-2.7% move
- BAFY2026 Q3 · October 27, 2026-33.4% EPS-10.7% move
- AREFY2026 Q3 · October 26, 2026-13401.8% EPS-5.9% move
Get the HUM recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-07-30T01:31:34.029702+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-07-30T01:31:34.026904+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-07-30. For educational purposes only; not investment advice.