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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs steep slide to fresh lows is being tied by traders to weakening Trump-related political sentiment and the approaching midterms, with some also pointing to Truth Social engagement and the companys limited operating business. The discussion is overwhelmingly bearish, though a few traders view the decline as a potential entry point or rebound setup.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM is drawing attention ahead of its Q3 earnings report, with traders weighing mixed options positioning and bracing for an event-driven move. Discussion centers on whether pricing and vehicle mix can offset weaker sales and steep declines in EV demand.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Interim ARO-MAPT results showing substantial tau reduction after subcutaneous dosing have renewed attention on Arrowheads potential to deliver RNAi therapies across the blood-brain barrier. Many traders view the data as important validation of the platform, while others are frustrated by the muted share-price reaction and note that the results are early biomarker data, not evidence of clinical benefit.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is drawing attention amid a sharp AI and semiconductor selloff followed by a rebound, with traders debating whether the weakness is a temporary unwind or a warning that debt-heavy data-center spending may not deliver adequate returns, particularly as CoreWeave faces credit concerns. Dip buyers point to continued GPU demand and upcoming company updates, while skeptics question the sustainability of AI infrastructure spending and Nvidias exposure to it.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

CEO Angelos Stergious early anniversary LinkedIn post has traders speculating that major news may be near, including a REGAL trial update or a possible buyout; skeptics see it as a routine anniversary message, not a confirmed signal. Discussion centers on the blinded Phase 3 REGAL trial nearing its final-analysis trigger, with the timing and outcome still uncertain.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

United is drawing attention for CEO Scott Kirbys comments backing a near-100% inheritance tax, which have prompted some traders to call for a boycott or selloff while others dismiss the remarks as separate from the stock. The debate is unfolding ahead of quarterly results, with traders also weighing the recent share-price pullback, fuel costs and whether demand and guidance can support earnings.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is drawing attention amid a volatile rebound after a steep selloff in AI infrastructure and neocloud stocks, as traders weigh concerns about debt, funding needs and whether AI spending will generate adequate returns. Some see the decline as an oversold buying opportunity, while others warn that sector-wide pressure and financing risks could keep shares weak.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras shares are drawing attention amid a steep post-IPO selloff, with traders pointing to newly unlocked shares, insider selling, and an analyst target cut as sources of pressure, alongside concerns about OpenAI customer concentration and the companys ability to scale. Bears expect more downside, while bulls argue the decline has left the AI-chip maker oversold and emphasize its technology and long-term potential.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Deltas quarterly earnings miss and reduced full-year outlook, driven by surging fuel costs, dominate discussion. Traders are split between confidence in resilient travel demand and pricing power, and concern that fuel and other operating costs will keep squeezing margins.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons rally is drawing attention after Morgan Stanley named it a top pick and raised its outlook, citing accelerating AWS growth and AI-related demand. Traders welcomed the upgrade, while debating whether the jump can hold ahead of earnings and amid concerns about heavy capital spending.

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UnitedHealths quarterly earnings beat, improved medical-cost ratio and raised full-year outlook are driving attention, with traders framing the results as evidence of a turnaround. The initial post-earnings gains faded, prompting debate over whether margin recovery is durable or whether lingering cost and Medicare Advantage concerns will continue to weigh on the stock.

Top Research Reports for UnitedHealth, ServiceNow & 3M

UnitedHealth, ServiceNow and 3M feature in today's top research reports, with AI-driven growth, operational gains and cost pressures shaping their outlooks.

Healthcare ETFs to Buy as UnitedHealth Beats on Q3 Earnings

UnitedHealth's Q3 earnings beat estimates, lifting shares 6.3%. Explore three healthcare ETFs offering UNH exposure while diversifying Medicaid risks. 

UnitedHealth: 3 Key Takeaways for Long-Term Investors

Key PointsAI chart summarization expanded to 40% of clinicians, cutting review time by 33...

UnitedHealth's Q3 Margins Improve, But Membership Falls: Time to Buy?

UNH's Q3 earnings surge and improving margins signal a recovery, but falling membership and elevated utilization raise questions about sustained growth.

3 Companies Raising Guidance This Earnings Season

Raised guidance is always a welcome development for investors, reflecting improving business trends and management confidence in the outlook. 

Bank of America Takes Over #32 Spot From UnitedHealth Group

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Bank of America Corp (Symbol: BAC) has taken over the #32 spot from UnitedHealth Group Inc (Symbol: UNH), according to The Online Investor.

 Market capitalization is a...

$100 Invested In UnitedHealth Group 20 Years Ago Would Be Worth This Much Today

UnitedHealth Group (NYSE:UNH) has outperformed the market over the past 20 years by 2.07% on an annualized basis producing an average annual return of 11.07%. Currently, UnitedHealth Group has a market capitalization ofread more...

3 Low-Beta Defensive Stocks to Buy as Inflation Continues to Surge 

As inflation surges on rising energy costs, CAH, UNH and CORT stand out as low-beta healthcare stocks with strong expected earnings growth and defensive appeal.

Can UNH's Focus on Special Needs Plans Strengthen Medicare Growth?

UnitedHealth's focus on special needs plans, expanded Medicare coverage and improved margins could drive targeted growth in 2027 despite cost challenges.

Centene's Gold Card Push Could Ease Costs - But Will Savings Follow?

Centene's nationwide Gold Card program aims to streamline prior authorization and cut administrative costs, but adoption and actual savings will determine its financial impact.

• Reported GAAP EPS of $4.69 up 60.62% YoY
• Reported revenue of $112.72B down -0.39% YoY
• UnitedHealth Group raised full year 2026 earnings outlook to at least $19.50 per share and adjusted earnings to at least $20.50 per share, incorporating experience through third quarter 2026.

UnitedHealth Group reported contracting membership across several plans, Optum Health revenue declined as fewer value-based care patients were served in markets lacking sufficient presence, and disclosed Medicare-related DOJ legal actions.

UnitedHealth Group reported higher operating earnings and a lower medical care ratio, is bringing AI-enabled solutions to market, and launched a transparent fee-based pharmacy model with 100% rebate pass-through committed by January 1, 2028.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UNH Stock Outpaces S&P 500 In 2026, Eyes Best Year Since Pandemic — CFO Says Wall Street May Be Missing 2027 Upside

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Bullish Sentiment

<ul class="summary-bullets"><li>UNH shares are up 17% in 2026, ahead of the S&amp;P 500’s 14% gain but behind XBI’s 21% rise, after falling 33% last year.</li><li>UnitedHealth beat Q3 estimates with adjusted EPS of $4.69 and revenue of $112.69 billion, then raised its 2026 adjusted EPS outlook to at least $20.50.</li><li>External clients made up more than half of Optum Rx’s membership for the first time.</li></ul>Shares of UnitedHealth (UNH) have outpaced the S&amp;P 500 so far in 2026 and are on pace for their strongest year since 2021. Now, CFO Wayne DeVeydt says Wall Street may be underestimating the company’s earnings opportunity in 2027.<a href="https://stocktwits.com/symbol/UNH">UNH stock</a> is up nearly 17% in 2026, outpacing the S&amp;P 500’s 14% gain and the Health Care Select Sector SPDR Fund’s (XLV) 11% rise. The rebound follows a 33% plunge last year.&nbsp;<img src="https://news.stocktwits-cdn.com/unh_vs_spy_vs_xlv_a4011424dc.png" alt="unh vs spy vs xlv.png"><h2 class="st-heading-2">UNH CFO Sees 2027 Upside Wall Street May Miss</h2>UnitedHealth reported third-quarter (Q3) adjusted earnings of $4.69 per share, topping the $4.14 analyst consensus. Revenue also beat estimates, coming in at $112.69 billion on $111.49 billion, though it was slightly below the $113.2 billion reported a year earlier. Earnings from operations climbed to $6.6 billion from $4.3 billion. The company raised its 2026 adjusted earnings outlook to at least $20.50 per share, from a previous range of $19.50 to $20.&nbsp;But even after its recent rebound, UNH shares are up just 19% since January 2021, a 3% annualized gain over nearly six years.&nbsp;<img src="https://news.stocktwits-cdn.com/unh_since_2021_f4adb9c7c5.png" alt="unh since 2021.png">“Current analyst consensus for 2027 may understate the opportunity ahead,” DeVeydt said on the earnings call. He added, “The quality of earnings is strong and durable as we head into 2027.” He called the lower end of UnitedHealth’s long-term adjusted earnings growth target of 13% to 16% a “reasonable starting point.”&nbsp;By Stocktwits’ calculation, 13% growth on the $20.50 floor would imply about $23.17 a share in 2027. Analysts’ quarterly estimates compiled by Fiscal.ai sum to about $22.80.DeVeydt cited share repurchases, value-based care, enterprise-wide progress and gains from artificial intelligence and modernization as potential tailwinds. He also flagged policy reforms, modernization spending, medical-cost trends and pressure on health-benefit funding as headwinds.&nbsp;<h2 class="st-heading-2">UNH Sales Climb, But Profits Stall</h2>Quarterly revenue climbed 61% from $70.2 billion in the first quarter of 2021 to $112.7 billion in the third quarter of 2026. Operating profit, however, was nearly unchanged, slipping from $6.7 billion to $6.6 billion. Revenue hovered around $112 billion in the second and third quarters of 2026, while earnings per share swung more sharply.<img src="https://news.stocktwits-cdn.com/UNH_EPS_Forecast_Falls_Through_2027_After_Q1_Peak_86a5aa3e0a.jpg" alt="UNH_EPS_Forecast_Falls_Through_2027_After_Q1_Peak.jpg">Basic EPS fell to nearly zero in the fourth quarter of 2025, rebounded to $6.90 in the first quarter of 2026, then declined to $6.10 in the second quarter and $4.60 in the third. UnitedHealth reported adjusted EPS of $2.11 for the fourth quarter of 2025. Analysts estimate basic EPS will peak at $8.20 in the first quarter of 2027, then fall to $6.90 in the second quarter, $4.80 in the third and $2.90 in the fourth, according to Fiscal.ai.&nbsp;UnitedHealth’s average 12-month analyst price target is $480.68, implying about 27% upside from current levels. Of 26 analysts, 7 rate the stock ‘Strong Buy,’ 15 ‘Buy’ and 4 ‘Hold’; none rate it ‘Sell’ or ‘Strong Sell,’ according to Koyfin.<h2 class="st-heading-2">UNH’s Medicare Advantage Recovery Faces Membership Test</h2>UnitedHealth’s medical care ratio fell to 88.4% in the third quarter from 89.9% a year earlier, reflecting tighter pricing, benefit changes and cost controls. The result also included $610 million in favorable reserve development. But the ratio rose from 86.7% in the second quarter, and commercial medical trends remained above 11%. When asked whether the trends were worsening, UnitedHealthcare CEO Tim Noel said, “We are not seeing the dynamics that you are talking about.”Medicaid is another pressure point. UnitedHealth expects 2026 to be a trough year for core Medicaid margins, which it now projects to be moderately better than negative 1%. The firm expects margins to return to targeted levels by the end of 2028.At least 69% of UnitedHealthcare’s Medicare Advantage members are in plans rated four stars or higher in the 2027 star ratings, which affect bonus payments in 2028. The company expects that share to reach 75% as it moves through 2027 and into 2028, compared with a 70% industry average. The company plans to focus on high-value Health Maintenance Organization (HMO) plans and special-needs plans for people with chronic conditions or who qualify for both Medicare and Medicaid.&nbsp;<h2 class="st-heading-2">Optum Lifts UnitedHealth’s Earnings</h2>UnitedHealthcare is UnitedHealth’s revenue heavyweight, bringing in $86.3 billion in the third quarter. It provides health coverage to employers and individuals and runs the company’s Medicare Advantage and Medicaid plans. Revenue dipped from $87.1 billion a year earlier, but operating earnings climbed to $2.8 billion from $1.8 billion.Optum is the group’s health-services engine. Optum Health delivers care and manages provider networks. Optum Rx handles pharmacy services and prescription benefits. Optum Insight provides tech and data services to healthcare organizations. Together, the businesses generated $66.9 billion in revenue and $3.7 billion in operating earnings. Optum Health’s earnings surged to $735 million from $41 million, while Optum Rx said external clients made up more than half its membership for the first time. Retention remained in the high 90s.<h2 class="st-heading-2">How Do Retail Traders Feel About UNH?</h2>On Stocktwits, retail sentiment for UNH has&nbsp;surged to ‘extremely bullish’ from ‘bearish’ levels&nbsp;over the last six months amid a 5,075% surge in monthly message volumes. The ticker’s watcher base has risen 3% in a year, indicating modest retail interest.<figure class="image"><img src="https://news.stocktwits-cdn.com/unh_ss_2d27a5118e.png" alt="unh ss.png" width="639" height="348"><figcaption>UNH sentiment and message volume as of October 14 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/hashtagzee/message/666397211">said</a>, “$UNH Solid support at $369. Absent any litigation news, I just don’t see them being able to bring this down anymore on back to back beats and a proven turnaround effort. Good place to add and go long.”<stembedurl>https://stocktwits.com/hashtagzee/message/666397211</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/NordVPN2/message/666433239">said</a>, “$UNH the stock is fine. It’s not an AI stock. Boring and slow moving 10-15% gain a year. Solid hold in a portfolio.”<stembedurl>https://stocktwits.com/NordVPN2/message/666433239</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rklb-stock-rocket-lab-12-hypersonic-tests-us-faster-weapons-development/cZxfBHVRBpR">RKLB Stock Climbs Overnight: Rocket Lab Targets 12 Hypersonic Tests As US Pushes For Faster Weapons Development&nbsp;</a>

In this photo illustration, a smartphone displays the logo of UnitedHealth Group Incorporated. (Photo illustration by Cheng Xin/Getty Images)

Shares of UnitedHealth (UNH) have outpaced the S&P 500 so far in 2026 and are on pace for their strongest year since 2021. Now, CFO Wayne DeVeydt says Wall Street may be underestimating the company’s earnings opportunity in 2027.

CFO Wayne DeVeydt called the lower end of the company’s 13% to 16% long-term earnings growth target a “reasonable starting point.”

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