Zacks Investment Research
02 Sept 2026, 09:25 UTC · 6w ago
Best Growth Stocks to Buy for September 2nd
Impact · against what's priced in
The news is largely non-catalytic for CNC and VLO as earnings revisions align with existing market bullishness or failed to address the structural bear case. LCUT is the only name with potentially fresh momentum due to a massive revision in earnings estimates.
- CNC+0.20
Challenges what's priced in
- The price assumes
The benefit of Centene's raised full-year guidance and second-quarter revenue and profit growth, which the price treats as temporary rather than a new floor.
The market currently treats recent guidance raises as temporary; however, a 40.9% increase in consensus earnings estimates over the last 60 days suggests a broader analyst shift toward a sustainable floor.
What CNC's price assumes · Sep 1
